Accredited Wealth Planner
Elevate your career in wealth management with India's leading certification program. Designed and delivered by seasoned industry experts, this comprehensive curriculum is built on real-world market insights and current best practices.
- NISM Certification Training
- 100% Placement Assistance
- Industry-ready, hands-on skills
The first “home-grown” Wealth Management certification
launched in India in 2007.
Developed in association with the growing wealth management industry experts in India.
“Accredited Wealth Planner” certification on successful completion of the course.
Certification Overview
- Build strong, practical financial plans.
- Learn how to construct effective portfolios.
- Understand essential taxation and regulatory rules.
- Follow ethical and professional advisory standards.
Program Benefits
Book your seat at 499 and avail a complimentary course
Industry-ready, hands-on skills
Covers both Technical and Soft Skills
Real-world assignments on investment advisory
Industry-Ready Curriculum for Career Success
- 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
- Life is sales – we are the goods
- Different strokes for different folks
- The art of probing
- Making powerful presentations
- 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 recieve
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
