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Leading finance and wealth-management recruiters where our learners target strong salary growth.
Wealth Manager

Portfolio Analyst

Financial Planner

Investment Advisor

Equity Analyst

Wealth Advisor

Client Associate

Private Banker

Relationship Manager

Treasury Analyst

Asset Manager

Credit Analyst

Estate Planner

Wealth Strategist

Director - Wealth

Wealth Professionals Work Across Leading Institutions








































































Earning this certification can help transform a professional in the field of investment planning, wealth management and portfolio management from a mere practitioner to a master of his/her art.
It is designed to benefit both students and professionals with skill development and can be the key to opening up new avenues of career growth with the kind of credibility enjoyed by Certification Holders in the BFSI Industry.
A unique 4 Level Program with standalone Specialist Certifications at each level, making it a 4-in-1 Program.
The syllabus covers the entire gamut of Personal Finance & Wealth Management.
This structured 4-level framework equips you with comprehensive financial knowledge, practical skills, and globally recognized certifications.
India's Best Finance Study Program with proven success, top study materials, and highest passing rates.
Your professional credibility holds the key to your success as a financial professional and this is exactly what the Program offers. Its curriculum is uniquely designed to cover both Indian as well as global study content. It also requires working on case studies and projects to develop real-world skills and practical knowledge of wealth management and financial planning in each of the participants. Apart from that, learners also acquire in-depth knowledge of professional ethics standard. Finally, the participants earn 4 global certifications from USA to become the kind of professional clients can look up to and trust with their investment planning and decisions.
For the complete Program - Level 1 to Level 4, It takes around 250 hours of study spread across 6-10 months depending upon the pace and type of study you opt for.
The Exams are conducted online once in a month. Level 1 to 3 is 2 hr exams whereas Final Level is a 3 hr exam. All Exams are MCQs conducted in a live proctored way.
With online classes happening Monday to Friday - 5 Days a week and convenient late evening hours from 7 to 8:30 pm, you wrap up all 4 levels of study in approximately 6-month time.
Conveniently study for the certification along with your work or studies by taking weekend online classes on Saturday evening and Sunday. Finish up all 4 levels of study in approximately 6 - 8 months.
(Certified Institute of India)
Choose a Coaching Medium, which suits you the most.
Classes at Delhi, Mumbai, Bangalore, Chennai, and Kolkata are available in Classroom learning mode at CII. Highly trusted and accomplished finance trainers teach you course at CII campus.
Instructor-led real time online Classes are delivered by the most experienced finance faculties in India. Attend online classes from any location to learn and grow with the best.
Most Popular Study ModePre-recorded Learning Videos, Books, Workbooks and Course Study Materials are available for those who want to prepare for exam in self-study mode.
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