Certified Wealth
Management Professional
An intensive 3-month program to launch your career in wealth advisory, markets, and financial planning.
- NISM Integrated
- Practical Advisory Training
- Trading & Technical Analysis
- Job Placement Support
3
Months Duration
10
Core Modules
3
NISM Certifications
30+
Cases & Assignments
Who Is This For?
- Final-year students (B.Com / BBA / MBA Finance)
- Fresh graduates
- Working professionals switching to finance
- Beginner investors seeking structured market educa
- Aspiring MFDs, Relationship Managers, and advisors
Program Highlights
- 30+ assignments & case studies
- Live market sessions during market hours paper trading & chart reading
- NISM exam fees included in the course fee
- Capstone Project: financial plan + equity analysis + client proposal deck
What You Will Learn
A job-aligned curriculum blending markets, advisory, and modern tools built with practising professionals.
- Mutual funds, SIPs, SWP & goal-based investing
- Insurance planning and tax optimisation (India)
- Equity research and fundamental analysis
- Portfolio construction and risk management
- Client handling, HNI advisory and wealth sales
- AI tools (Claude), digital branding & LinkedIn strategy
- NISM exam prep — Series V-A, VIII, VII, XXI
- Weekly guest sessions by practising RMs, MFDs & PMs
- Job-readiness week: resume, LinkedIn, mock interviews & firm list
Certifications Covered
Graduate exam-ready with the industry credentials
NISM V-A
Mutual Fund Distributors
Mandatory for MFD registration.
NISM Vii
Securities Operations & Risk Management
NISM VIII
Equity Derivatives
For equity & trading roles.
CFP
Foundation Pathway
Continue post-program.
IRDAI
Insurance Licence
POSP / Advisor pathway.
Career Outcomes
- Relationship Manager — Bank / NBFC / Wealth Firm
- Mutual Fund Distributor (independent practice)
- Equity Research Analyst / Trading Desk
- Wealth Advisor at boutique advisory firms
- Independent Financial Planner / RIA path
Salary Potential
Entry-level RM / Advisor
₹3.5 – 6 LPA
Senior Wealth Advisor
₹10 – 18 LPA
Tools You Will Master
Hands-on with the platforms professionals use every day.
- TradingView
- Screener.in
- Moneycontrol
- Excel — Financial Models
- PowerPoint
- Claude / AI Tools
- CRM Basics
Ready to build a career in wealth management?
Batches starting soon — limited seats per batch. Secure your place today.