About the Certificate

The Certificate in Wealth Management (WMA) covers the essentials of wealth planning, private client asset management, fund management, advisory functions, financial products & regulations in an Indian context.

This Certificate is designed to upskill relationship managers so that they can provide broader advice, recognize and accommodate client complexity and meet evolving client needs.

Demand for wealth management services in India has been growing at a very health rate over the last few decades. A growing base of affluent and HNW individuals, an increasing focus on overseas markets, the emergence of new players and a gradual sophistication in product offerings are some of the factors which are helping the Indian wealth management grow.

However to meet the questions posed by ever-changing financial markets and ever-growing expectations of the clients, there is a pressing need for more capable and experienced wealth management talent. AIWMI’s Certificate in Wealth Management (WMA) is designed to plug this gap.

WMA qualification will ensure that a candidate not only understands the range of assets and investment products that are available in the market but also the right wealth planning concepts while developing his behavior and conduct required to successfully navigate a complex regulatory landscape.

Topics Covered:

• Financial Markets
• Products
• Investment Solutions
• Portfolio Construction
• Wealth Planning Framework
• Succession Planning
• Financial Mathematics
• Behavioral Finance
• Economics
• Risk
• Legal & Compliance
• Regulations

Exam Details

AIWMI offers the WMA examination across 5000+ Pearson VUE computer testing centers in 180 countries worldwide and on AIWMI’s own assessment platform. Candidates can schedule exam after paying exam fees on any working day on any of the Pearson centres or on last Sunday of the month on AIWMI assessment platform.