The Wealth Management - Basic Certification is designed for entry-level roles in the wealth management and financial advisory business. The objective is to develop a strong foundation of investment concepts and products and understand the process of goal-based financial planning and asset allocation.
CIEL’s Wealth Management Basic Certification is now accredited by NISM under the SEBI Investment Advisor Regulations, 2013, which is testimony to our content quality, rigour and relevance.
Our Wealth Management Basic Certification opens a great opportunity to become an Accredited Wealth Planner (AWP) as a first step for those who aspire to register with SEBI as an Investment Advisor. To be able to become a SEBI -Registered Investment Advisor you must complete CIEL’s both Wealth Basic and Advance certifications along with fulfilment of other SEBI-prescribed criteria.
The curriculum covers investment, insurance and leverage products and processes.
Target Audience
- Those starting their career in the wealth management or financial planning.
- Those seeking cross-over or career progression into multi product advisory.
- Those setting up or working for independent financial advisory business.
- Investors seeking to manage their personal finances.
Elements
- Functional Diagnostic Assessment
- Course Delivery : Online (Self- Study) and Trainer-Led Live Session Only for Group Training
- Course Duration : Recommended 40-45 Learning Hours
- Workbook covering the complete curriculum in detail
- Case study quizzes
- Final Supervised Online Exam.
- Candidates who fulfil all the learning requirements for the course, and clear the final examination will be issued the Wealth Management - Basic Certificate
Fees
Online course fee – Rs 6,500/- plus applicable taxes.
Exam fees – Rs 2,000/- plus applicable taxes.
Exam re-attempt fee – Rs 750/- plus applicable taxes.
Certification and Exam Details
Course Access – 120 Days
Certificate Validity – 3 years from the date of activation
Exam Duration – 3 hours (multiple choice questions based on concepts and applications)
No. of questions – 120
Total Marks – 120
Passing % - 60%
NO NEGATIVE MARKING
On successful completion, you will be titled as “Accredited Wealth Planner”
Note – Certificate needs to be renewed every 3 years by giving the exam