Accredited Wealth Planner
Elevate your career in wealth management with India's leading certification program. Designed and delivered by industry experts, this comprehensive curriculum is built on real-world market insights and current best practices.
- A Strong Foundation in Wealth Management
- Industry-ready, Hands-on Skills
- 100% Placement Assistance
Developed in association with the growing wealth management industry experts in India.
Certification Overview
You Will Master
- Comprehensive Financial Planning
- Strategic Portfolio Construction.
- Taxation and Regulatory Frameworks.
- Advisory Ethics and Best Practices
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Program Benefits
Register at ₹499 + FREE course & get a free course
Industry-ready, hands-on skills
Covers both Technical and Soft Skills
Real-world assignments on investment advisory
Industry-Ready Curriculum for Career Success
Technical
- Risk return and asset allocation
- Equity market structuring and working
- Equity analysis and investing
- Debt markets
- Derivatives
- Mutual Funds
- Taxation
- Insurance concepts, life insurance, general insurance
- Banking products and services
- Leverage in wealth management
- Retirement planning and products
- Evolved and emerging products
- Process in wealth management
- Personal finance and investment planning
- Regulatory aspects in wealth management
Behavioural Skills
- Life is sales – we are the goods
- Different strokes for different folks
- The art of probing
- Making powerful presentations
Selling Skills
- Unleashing your sales potential
- Sell but don’t sell products
- Becoming proton positive
- Creating win-win situation for everyone
- What the mind can conceive, it can achieve
- Close deal like a pro
Certification you will receive
Completing the Accredited Wealth Planner (AWP) certification opens up diverse career opportunities in the financial services industry in roles which focus on a holistic, goal-based approach to wealth management with multi-product portfolios.
These certifications strengthen your profile, enhance your credibility, and accelerate your career growth in BFSI and allied sectors.
FACULTY
Nikunj Sharma
Corporate trainer, Published author & Motivational Speaker with over 27 years of experience in business development, investments & sales training.
Sankha Mukherjee
CFP, Corporate trainer with over 20 years experience in Equity investing & trading
FAQ
1.What is the Accredited Wealth Planner Certification?
The ‘Accredited Wealth Planner’ certification is a short-term training program designed for entry-level roles in the wealth management and financial advisory business. The objective of the certification is to develop a strong foundation of investment concepts and products and understand the process of goal-based financial planning and asset allocation, such that the wealth manager is able to align product recommendation with the client’s financial goals
2. What is the scope after completing the Accredited Wealth Planner certification?
3. Why should you study wealth management at FinX ?
FinX, as a pioneer and established leader in Financial Education, focuses on developing talent for the BFSI industry. The institute grooms young talent, trains them accordingly and prepares them for a successful career in the BFSI industry across multiple domains.
FinX has been offering Wealth management certifications for the last 18 years to leading banks, wealth firms, broking and distribution houses and asset management companies
4. How can I enroll in the Accredited Wealth Planner Certification at FinX.?
The admission process for the Accredited Wealth Planner Certification is simple: Fill the online application form. After submission, you will be asked to book your seat. Once you pay ₹499, you will receive login details to access:
• An online diagnostic test
• Preparatory study material for NISM VA, VIII or XXIA
Our team will then contact you to confirm your admission.
5.What is the eligibility criteria for an Accredited Wealth Planner Certification?
Eligibility Criteria for Accredited Wealth Planner
- Graduate and Post Graduate in any discipline from a recognized university
- Young Professionals in finance related fields
6. Where is the Accredited Wealth Planner certification conducted?
Accredited Wealth Planner is an interactive, live virtual class delivered by industry & subject-matter experts. Since the lectures are virtual, they can be attended remotely.
7. What's the duration of the Accredited Wealth Planner certification?
8. Is the certification recognized by the stakeholders in the BFSI sector?
9. What is the validity of the certification?
The certification is valid for a period of three years, after which it can be renewed online.
