The Wealth Management Certification (Advance Level) has been accredited by the National Institute of Securities Markets (NiSM) under Regulation 7(2) of the SEBI (Investment Advisers) Regulations, 2013.
This certification is designed to develop and nurture a cadre of qualified private wealth managers and advisors.The objective of the program is to focus on professional portfolio construction for clients, based on a top down approach of asset allocation. Technical knowledge of macroeconomic cycles, market dynamics, risk-return trade off and asset allocation is critical for private wealth managers. They are required to build wealth for investors through a robust process that links financial assets and financial goals.
Wealth Management - Advance is an intensive program that has the power to qualitatively alter financial advice and its practice, by bringing in a robust knowledge framework for the profession. CIEL's wealth management certifications have been offered since 2007 to professionals employed in investment advice, relationship management, wealth advice and private banking roles.
Online course fee — Rs 12,500/- plus applicable taxes. Exam fees — Rs 2,500/- plus applicable taxes. Exam re-attempt fee — Rs 1,000/- plus applicable taxes.
Online course fee — Rs 12,500/- plus applicable taxes.
Exam fees — Rs 2,500/- plus applicable taxes.
Exam re-attempt fee — Rs 1,000/- plus applicable taxes.
Wealth Management Advance Certification Examination Schedule
|June 2017||16th June||9.30 am to 11.30 am|
|September 2017||15th September||9.30 am to 11.30 am|
|December 2017||15th December||9.30 am to 11.30 am|
|March 2018||16th March||9.30 am to 11.30 am|
Candidates automatically become a member* of the Ciel Learning Foundation, with effect from the date of issue of their Wealth Management – Advance Certificate. The membership is valid for 1 year from the date of
issue of your certificate. Members of the Foundation have to adhere to a code of conduct, appended herewith. Certificants will have to pay a membership fee of Rs 1000/- inclusive of taxes annually. The membership fees
are waived off for the first year, after the certificant clears the WM-Advance exam.
The Wealth Management – Advance certificate, is valid for one year from the date of issue. The validity date is mentioned on the certificate. To keep the certificate valid, certificant will have to complete the
Continuing Professional Education (CPE) requirements by obtaining 8 credits i.e. complete 8 hours of online learning. The credits must be accumulated before the expiry of the validity of the certificate, annually.
CIEL's Wealth Management - Advance Level Certification is now accredited by NISM. We proudly announce that Wealth Managers of our clients Religare Pvt Wealth, Anand Rathi Financial Services Limited,
Axis Bank Ltd, HDFC Bank Ltd, IIFL Private Wealth Management are now certified.
Religare Pvt Wealth is our first client to be Wealth Management Advance certified under the accreditation.