Description

INDUSTRY 

“Demand for private bankers is making wealth management the most sought-after profession within the financial services sector where a top banker managing an active investment book in excess of Rs 4,000 crore can consistently earn a total annual compensation of Rs 3-4 crore” 

5 REASONS WHY FINANCIAL EDUCATION  WOULD BE A NEW INDUSTRY 

1. Low Financial Literacy 
2. Sales Incentives Often Drive the Wrong Behaviours 
3. Fee-based Advisory Services is Expensive for the Masses 
4. Increasing Concerns About  Lack Of Money 
5. Expansion of Low Cost Investment Products and Platforms 

Financial problems have reached epidemic proportions in our country. Financial issues contribute to a variety of troubles many people face today, from crushing debt to retirement shortfalls. 

You are invited to join the Financial Education Movement in a way that aligns with your personal, business, and philanthropic goals. 

ABOUT US 

Formation 

AAFM® USA founded in 1996 HO @ Colorado Springs, USA 

Offices in 17 Countries 

Certificants 

3,00,000 +Certificants Globally 50,000 + CWM 

Recognition 

Accredited by NISM Under SEBI (Investment Advisers) Regulations, 2013 

Global Recognition of AACSB and ACBSP 

Presence 

Member Presence in 151+ Counties 

6500+ Exam Centers Globally 

AAFM® works with more than 800 Universities worldwide 

Activities 

Annual Convention Financial Literacy Programs CPE Provider 

Customized Trainings 

Content Development 

1. MILESTONES 

2013-14 

• CWM Convocation Ceremony 

• Launch of Financial Literacy Advisory Body India 
• Accreditation of CWM Certification under SEBI IA Regulations, 2013? 
• Industry Recognition  
• Exam Center Presence 120+ cities Across India 

2015-16 

• AAFM India became CPE provider for NISM Certifications 
• Proud partner of SBI Exclusif for conducting the training on Wealth Management on the launch of its Wealth Services. 
• Covered 30000+ Investor on Financial Literacy 
• Trained 6000+ Finance Professionals Across India 

2017-18 

• Launch of NexGen Estate Planning Solutions 
• Covered 20000+ Investor on Financial Literacy 

• Trained 15000+ Finance Professionals Across India 
• Industry Recognition by 35+ Corporate 

OFFERINGS 

TRAINING&CONTENT 

• CPE Training Provider  
• One Day Workshops  
• Content Development 
• Corporate Training 

CERTIFICATIONS 

• SEBI & GloballyRecognized Certifications ®TM  
• CWM | CTEP | CH.ETM®®TMs AFA| CREP | AWM| 
• Short Term Certifications 

EVENTS 

• Annual Wealth Management Convention 

•  Financial Literacy Programs  
• Investor Awareness 

CERTIFICATIONS 

Chartered Wealth Manager(CWM) 

• Accredited by NISM under SEBI Investment Advisor Regulations, 2013 
• Equity Analysis, PMS, Alternate Investment Products, Real Estate, International Taxation, Estate Planning 

Accredited Financial Analyst 

• ACBSP Accredited & AACSB Accredited, Preferred by US Department of Labour 
• Equity Valuation, Corporate Finance,Financial Analysis, PMS… 

Chartered Trust & Estate planner 

• Wealth Transfer is the Most Ignored Area, Bridge the Gap with CTEP 

• Wills & Power of Attorney, Inter generational Wealth Transfer Business Succession Planning 

Chartered Real Estate Professional 

• Real Estate Management, Estate Development, Real Estate Advisory 
• Sales, Communication and Core Real Estate Advisory & Construct Optimal Real Estate Portfolios 

Chartered Economist 

• Program Specially Designed by AAFM India for Budding Economists 
• To build up the explanatory, analytical, functional and interpersonal skills & aptitudes vital to sound managerial decision-making in complex economies 

STUDY PLATFORM 

Module Based Training & Learning 

• Time and Money Saving 

• Live &Recorded Training 
• Dedicated Student Relationship Officer 
• E-Study Material, Mock Exams, Class Practice Tests & Assessments 
• Flexibility and Convenience  

FRANCHISEE 

STEP1:Become Our Franchisee 

Enjoy Specific Territorial Rights 

Offer Global Certifications  

Short Terms Certifications 

STEP2:Support  

Sales Training 

Lead Generation  

Faculty Support  

USA-ACER 

STEP3:Choose Your Location 

Specific Territorial Rights 

Master Territorial Rights 

Dedicated Admission Manage 

STEP4:ROI 

Get High Return on Investment 

Get upto 200% – 350% Expected Returns 

Break Even Period of less than one year 

Why Join Hands with AAFM INDIA 

• Recognized by Securities Exchange Board of India through NISM  
• Trained 15000+ Finance Working Professionals across India 

• Tie-Up with more 35+ Financial Services Companies in India 
• Comprehensive & Advance curriculum with practical exposure 
• Extensive Self Learning Management System 
• Industry-relevant & recognized certification program 
• Certified & highly-qualified team of trainers  

• Hybrid training modules comprising of live tools & Campaigns 

Support @ AAFM India 

• Privilege Partner of AAFM India 
• Access to International Speakers 
• Dedicated Team to Liaison 

• Training and Counseling Support  
• Dedicated Admission Manager 
• Annual Business Conference for Licensed Partners 
• Special Offers like Trip to Thailand, Singapore,  
• Education Tour etc. for Star Performers 

• Many More yet to come ……………… 

Role & Responsibilities 

AAFM INDIA 

• Brand building and Visibility 
• Assistance in site development 

• Set – Up Sales Training  
• Training materials & Trainer Appointment 
• Train-the-trainer 
• Marketing Collaterals  
• Assessment and examinations 

Franchisee Model –AAFM India 

WHAT YOU GET 

• Opportunity to Work with Reputable Brand Name 
• Leverage the power of AAFM India’s portfolio, brand and industry expertise 
• Get High Return On Investment upto150 % -200 % returns 
• High Revenue Sharing Structures 

• Break even period of less than a year 
• Sales Training& Coordinated marketing campaigns to arm you with qualified leads 
• Dedicated Admission Manager 24 x 7 
• Enjoy Specific Territorial Rights 
• Faculty Support and unmatched e-learning portal, USA-ACER 

• AAFM India’s CWM®Certification is Accredited by NISM Under IA Regulations 2013 of Securities Exchange Board of India (SEBI) 

Team Requirement 

B a s i c Te a m R e q u i r e m e n t 

Licensed Partner need to have a proper set of Team to source & manage business 

1 Marketing & Sales Person 

INR35,000–INR45,000/-(Approx.SalaryPM) 

1 Female Caller Cum Counsellors 

INR 15,000 –INR 20,000/-(Approx. Salary PM) 

Total Team Cost P.M. 

INR50,000–INR65,000/-(Approx.SalaryPM)