chartered wealth manager accredited financial analyst financial planner ISO 9001  Accredited Financial Analyst Certification Logo
International Board of Standards - Professional Designations -  Accredited Education.  Creating the World's Leaders in Management ™

 

 

 

Become CWM Chartered Wealth Manager ®

USA Accredited Certification Training Program  -  ESA Accredited & ISO Certified 9001 & 21001

Dear Friends, Members, and Financial Executives,

Certification Program: We offer the CWM Chartered Wealth Manager ®  online every day.

Date: We offer the course online with video lectures.

Location GLOBALLY: The course has a focus on US laws.

Who Should Attend - Executives, Managers, and Wealth Management Staffs.  All attendees must have 3 or more years of financial/wealth management experience and an accredited degree to attend. 

Topic Coverage: The course will cover key areas of:  1. Estate Planning and Trusts 2. Asset Management 3. Portfolio Management 4. International Taxation 5. Retirement Law 6. Economics 7. Investments 8. Money and Banking 9. High Net Worth Consulting 10. Relationship Management, Compliance, and Ethics 11. Business Entities & Organizations 12. Risk Management and Insurance

Top Expert Professors: This wealth management course conducted by Top Wealth Managers  and Wealth Professors in the USA. 

Wealth Management Lectures by George Mentz

These are the wealth management law school lectures filmed and recorded at the offices of Commissioner and Counselor George Mentz JD MBA CWM.

These lectures comprise the full CWM Chartered Wealth Manager ® course.  After completion of these lectures and a final paper/case study that is assessed by a certified trainer, the candidate may apply for certification directly.

This online WEALTH MANAGEMENT course below is FREE with 12 hours of premium video lectures.

  1. Assessment Fee - The one time certification assessment is $300 dollars.
  2. Certification Fee - The Certification is $300 dollars plus shipping for UPS.

Class Books: 

1)  Making Money – Guide to Investing - Buy Here:

2)  Wealth Management Handbook - Buy Here 

Thanks, GAFM ® Board of Standards and the CWM Institute ®

 

COURSE LECTURES FOR WEALTH MANAGEMENT

  1. Financial Planning Process: https://youtu.be/cdhIrRXZQeI
  2. Time Value of Money: https://youtu.be/f7pdwnDNK04
  3. Types of Investments and Client Relationships: https://youtu.be/MZvYUoIPatA
  4. Types of Investments and Ethics: https://youtu.be/bW6yxkH2P6Y
  5. Types of Ownership: https://youtu.be/68ikiABsNzw
  6. Asset Allocation: https://youtu.be/g2hCmFDr59Q
  7. Business Entities and the Ownership of Property: https://youtu.be/NMDkFl4ghTg
  8. Professional Ethics and Disciplinary Rules: https://youtu.be/SGVcuf4twUE
  9. Budgeting and Cash Management: https://youtu.be/tVHSHsJwDKU
  10. Personal Financial Statements: https://youtu.be/b8BtYR4q3kA
  11. Credit and Debt Management: https://youtu.be/bU-tOmoN_50
  12. Current Economics Situation: https://youtu.be/0keCyumqJL4
  13. Economics: https://youtu.be/oHOjfZsWX-4
  14. Education Planning and Funding Part 1: https://youtu.be/JR0hnfd-VVs
  15. Education Planning and Funding Part 2: https://youtu.be/n4YXA41v_1g
  16. Gold Silver and Other Precious Metals: https://youtu.be/0cyMOvtkEaE
  17. History of the 2000 Technology Bubble: https://youtu.be/Jgtr98f_cQY
  18. Oil and Gas: https://youtu.be/YnlklmgoNv4
  19. Social Media and Career Planning: https://youtu.be/ewBG4lWUW-s
  20. USA Taxation of Investments Basics: https://youtu.be/Wc-EIbHPuGQ
  21. Taxation of Investments Strategies: https://youtu.be/qUma8dOQiCM
  22. Taxation of Investments Summary: https://youtu.be/g01PGV987O0
  23. Taxation of Investments Totality of Taxes: https://youtu.be/xBPk_ATbX5c
  24. Technology in Wealth Management: https://youtu.be/GGiPVMY6sw8
  25. Venture Capital: https://youtu.be/sD_fqx5IFKM
  26. Course Capstone: https://youtu.be/7rpPUDMTynw

1) CWM Chartered Certified Wealth Manager ® Registered Trademark ® in the European Union #010772176.

2) CWM Chartered Wealth Manager ® is a Registered Trademark in the USA  number #4553651 

3) ChFM Chartered Financial Manager ®is a registered trademark in the USA and  in Asia USPTO Regisgration number  # 6116026

 

Chartered Wealth Manager

 

Pricing: The Price has an assessment fee and a certification fee per person for the CWM ® program from GAFM ®.  We also have digital books and initial certification fees. 

Graduation: A graduation ceremony may be held at the end of the course for all successful attendees to receive their  CWM Chartered Wealth Manager ® and/or CTEP Chartered Trust and Estate Planner ® designation.

CWM Brochure:  Here is the Course Brochure

For any groups that want a private course, we can arrange that on a different date, or your people can attend this session together.

Many Thanks and Kindest Regards, George

Counselor George Mentz, JD, MBA, CWM Chartered Wealth Manager ® 
Attorney and Counselor of Law LA/USA 
CEO GAFM Global Academy of Finance and Management ® 
www.GAFM.org   info@gafm.org 
 
Contact Information 
 
GAFM Global Academy of Finance and Management ® 1670-F East Cheyenne Mtn. Blvd, Suite 293 Colorado Springs, CO 80906 Fax: 419-828-4923 CWM@gafm.org & http://gafm.org/contact.html 

** Accreditation - Our GAFM ® Certification Board is TUV Accredited and ISO 9001 Certified for Quality and ISO 29990 Certified for Educational Standards.  Approved Sanctioned by the Arab Academy for over 20 Arab Nations. In academic alliance with the ACBSP National Business Accreditation Agency for Certification Standards worldwide.  The GAFM ® Board of Standards is a founding member of the quality assurance standards memorandum of the CHEA International Quality Group.

Requirements for the CWM Chartered Wealth Manager ® and CTEP Chartered Trust and Estate Planner ® are LISTED on the FINRA website for all to review.

 Other Certifications Available from the Academy 
 
→   AMA Accredited Financial Analyst ® 
 
→   ChE Chartered Economist ® 
 
→   AMC Accredited Management Consultant ® 
 
→   CRA Certified Risk Analyst ® 
 
→   MFP Master Financial Planner ® 
 
→   AMA Accredited Management Accountant ® 
 
→  CIPM Certified International Project Manager ® 
 
→  CWM Chartered Wealth Manager ®  
 
↔↔↔↔↔↔↔ 
 
↔↔↔↔↔↔↔ 
 
 
 
 
 
List of Trademarked Certifications:
 
CWM ® Chartered Certified Wealth Manager ® is a registered trademark USA 4553651 & International Trademark in the European Community Reg. # 010772176
 
ChFM

ChFM Chartered Financial Manager ®is a registered trademark in the USA and  in Asia USPTO Regisgration number  # 6116026

Board of Standards - As Seen in the ESQ Accreditation OE Europe, NISM India, UAE Government, Ministry of Education China, FINRA Education Guide, and U.S. Department of Labor, Employment and Training Administration
 
If you have a masters degree and over 5 years of experience, email us with your resume and we will review your application. Thanks, The Board of Standards
 
Send your resume TODAY and we can review your credentials for certification approval within 72 hours. Email to resume@gafm.org or Click Contact
 
 
*Dates, Times, Faculty, and Location of Course Subject to change. Payments may be refunded if you cancel the course within 30 days. After that a 50% refund can be provided up until 3 days before the course starts.
 

Chartered Wealth Manager ® - Federal Trademark # 4553651 - All Rights Reserved

Chartered Wealth Manager

About GAFM ™

  

The GAFM International Board of Standards is SIS Sanctioned &  QAHE ECLBS MACCA Accredited and ISO Certified for Quality and ISO 21001 Certified for Training Standards with ISO 29993 Certification backed by IAOS Accreditation

 

● Home
● About
● Requirements
● Certifications
● Board
● Benefits
● Online Certification
● Recognition
● Qualifying Degrees
● Training Providers
● How To Use
● CEO Message
● SIS Certification
● Register
● Accreditations
● IAF CERT
● EU Accreditation
● Handbook
● Mission
● Contact Us
● News
● Apply
● AAMBFS
● Events
● In House Training
● Speakers
● Ethics
● CWM Training Program
● Articles
● Verify Member
● Guides
● Membership
● Be a Training Provider
● Project Management Certifications
● Renew Certification
● Continuing Ed

 

Validate and Verify Member Here
 

SIS29993

ISO21001Logo

IOQM

 



 

Join our Linkedin Group

LinkedIn.com

 



 Accredited Certified Financial Analyst Chartered Accountant

Top Certifications and Designations

  • AFA Accredited Financial Analyst ®
  • AMA Accredited Management Accountant  ®
  • AMC Accredited Management Consultant  ®
  • CRA Certified Risk Analyst ®
  • MFP Master Finanical Planner
  • CTEP Chartered Trust & Estate Planner
  • CIPM Certified International Project Manager ®
  • MPM Master Project Manager ®

 

The GAFM ™ Board is the 1st Graduate Certification Body to Become Accredited  and Certified for: ISO 9001 Quality and ISO 29990 Training in the World. GAFM ® owns the former AAFM ® Certifications and Programs

IACSB



 

  USA - Asia - Russia - India - EU - West Indies - China - Indonesia - Latin America - Arabia - Africa

Certified Management Consultant 

Best Online University - Online Nursing Degrees

Home Home ACBSP About AABFS CFM Chartered Financial Manager Requirements Certifications Board Course Certifications Benefits Online Certification Convert Courses To Certification Recognition Qualifying Degrees Training Providers How To Use CEO Message Register Accreditations IAF CERT EU Accreditation Handbook Mission Contact Us News Certified Data Analyst Wealth Management Sample Test Quiz PSA ERM Article Application Apply Global Advisors instructions AAMBFS Old Online Certification FINTECH CAIFP   Certified Artificial Intelligence in Finance Professional  ™ CHFM CHARTERED FINANCIAL MANAGER Dubai UAE INFORMA Training 2019 Events In House Training Speakers About Old Chartered Wealth Manager News Sri Lanka & The Maldives Ethics CWM Training Program Magazine of Wall Street CWM Chartered Wealth Manager Cert Brazil UBT AMA Reg. Payments Registration NewMembers IP payment Corporate Discount payments HomeCoPY Paper Award Home George Mentz Colorado Springs CEO GAFM - Global Academy of Finance & Management charteredwealthmanager Ghana AFAPayment AFAPPC GetCertifiedPPC GetCertifiedPPC2 Stock Markets Training Calendar FINRA MFP Financial Planner AFA Chartered Certified Economist Certified Financial Analyst FINRA SEC Chartered Wealth Manager Training Verify Member indonesia malaysia Guides Informa GAFM Guides Jamaica Membership Governmental Recognition Links Financial Planner Program Chartered Economist CCO Higher Institute IP List Be a Training Provider Management Consulting Jobs Project Management Certifications CWM Chartered Wealth Manager Terms Deans Letter AFA Approved Masters Degrees Economics Certification Economics Degrees Management Degrees Finance Degrees Accounting Degrees Exams Renew Certification Continuing Ed Awards Letter Renew 2014 Sample Honor Society Trademarks Careers Government Jobs Complaint pics Mentz George Mentz Lawyer Mentz George Colorado USA Speaker Consultant AFA ® Accredited Financial Analyst Certification ChFM Chartered Financial Manager ® Accredited CTEP ® Trust and Estate Certification CIPM ® Certified International Project Manager CWM ® Chartered Wealth Manager ® AMA ® Management Accountant Certification AMC ® Management Consulting Certification MMC ® Management Consulting Certification Book Chartered Fraud Investigator

Google Plus 

Reference to FINRA Certification Guide & Standards

FINRA EDUCATION CWM Chartered Wealth Manager ® Chartered Financial Manager ® AFA Accredited Certified Financial Analyst ® AMA Accredited Certified Management Accountant  ® CAM Chartered Asset Manager CTEP Chartered Trust and Estate Planner ® RFS Registered Financial Specialist CMA Chartered Market Analyst FAD Financial Analyst Designate CPM Chartered Portfolio Manager - IACSB

* Chartered Financial Manager FINRA * Certified Risk Analyst FINRA * MFP Master Financial Planner ®  - Aspen Commission

 

All Rights Reserved 1996-2022 -  GAFM Global Academy of Finance and Management   & Association for Finance and Management
 Mentzinger Media LLC   Board of Standards - Accreditation and  Certification - Global Certified  Accountants Financial Analysts Institute 
Association of International Financial Accounting  Foregin Relations Public Policy Council  Chartered Wealth Manager 
Accredited Financial Analyst Certified Chartered Management Accountant   - Association Institute Academy 
US Department of Labor  - George Mentz  - George Mentz Trump - Commissioner George Mentz 
Join us on LinkedIn  - Financial Analyst Training - Chartered Wealth Manager ® - ChE Chartered Economist ® - IACSB - CHEQS
 
Certified Financial Analyst * Management Consultant Certification * Certified Project Manager * Chartered Wealth Manager 
 
www.GAFM.us * www.GAFM.org 
In alliance with the Unincorported Non-Profit Association of Finance and Management USA 
Legal Notice:  The GAFM International Board of Standards and Academy have existing mutual trademarks agreements with the CFP Certified Financial Planner Board, The IMA Institute of Management Accountants, and the CFA Chartered Financial Analyst Institute formerly known as the AIMR association.
 
A financial analyst  securities analyst, research analyst, equity analyst, or investment analyst is a person who performs financial analysis for external or internal clients as a core part of the job. Financial analysis (also referred to as financial statement analysis or accounting analysis or Analysis of finance) refers to an assessment of the viability, stability and profitability of a business, sub-business or project. It is performed by professionals who prepare reports using ratios that make use of information taken from financial statements and other reports. These reports are usually presented to top management as one of their bases in making business decisions. Certification as a financial analyst requires accredited education in finance 
 
Management consulting is the practice of helping organizations to improve their performance, primarily through the analysis of existing organizational problems and development of plans for improvement. Organizations may draw upon the services of management consultants for a number of reasons, including gaining external (and presumably objective) advice and access to the consultants' specialized expertise. Becoming certified in management consulting requires proper education experience and credentials. 
 
Management accounting or managerial accounting is concerned with the provisions and use of accounting information to managers within organizations, to provide them with the basis to make informed business decisions that will allow them to be better equipped in their management and control functions. Cost accounting is a process of collecting, analyzing, summarizing and evaluating various alternative courses of action. Its goal is to advise the management on the most appropriate course of action based on the cost efficiency and capability. Cost accounting provides the detailed cost information that management needs to control current operations and plan for the future. Certification in management or cost accounting requires education and expertise in accounting. 
 

CWM Chartered Wealth Manager ® AFA Accredited Financial Analyst ® AMA Accredited Management Accountant  ® CAM Chartered Asset Manager CTEP Chartered Trust and Estate Planner ® RFS Registered Financial Specialist CMA Chartered Market AnalystFAD Financial Analyst Designate  CPM Chartered Portfolio Manager MFP Master Financial Planner  ®

 
 
IP/Rights Global