premium
NISM & Crisil Certified Wealth Manager
NISM & Crisil Certified Wealth Manager
The financial services industry, especially wealth management, is rapidly changing. Until about a decade ago, financial product distribution was largely driven by leveraging relationships with customers. Now, however, with mutual funds introducing direct plans, and the regulator actively working to create awareness and increase financial inclusion and technological advancement, investors are more market savvy.
Wealth managers can provide significant value addition only if they have a deeper understanding of various asset classes, investment products, industry trends and market insights.
This training programme is designed to offer deep conceptual understanding while equipping wealth managers with information on the latest trends, numbers, and techniques to evaluate products using performance and key risk metrics.
Crisil has over two decades of experience in providing data, research and cutting-edge analytics in capital markets, catering to various segments, including mutual funds, insurance, portfolio management services, alternative investment funds, and retirement and pension funds.
NISM carries out a wide range of capacity building activities aimed at enhancing the quality standards in securities markets. It has a thorough understanding of the market need and a very strong pedigree in offering certification courses in the capital market space. It plays a catalytic role in promoting securities markets research and education. Click to know more
This training programme has been developed by Crisil’s experts, leveraging our experience, repository of data and intellectual property built over the past few decades. An optimum blend of conceptual learning and case studies / data trends / examples it follows a practitioner’s approach to learning. It covers a wide range of topics in the wealth management space, including financial planning, asset classes, investment products (with a deep dive into mutual funds and insurance), investment analysis, client reporting and fair business practices.
The content is refreshed regularly with key event analysis, articles and videos relevant to a wealth manager.
Together, NISM & Crisil are able to bring in a unique course which fits well with the industry requirement and can become the gold standard for today’s wealth managers.
Value of NISM & Crisil Certified wealth manager programme
Holistic understanding of various aspects of wealth management
Holistic understanding of various aspects of wealth management
Covers the entire lifecycle of wealth management - financial planning, asset allocation, asset classes, investment products, investment analysis, portfolio reporting, and fair business practices - thereby providing a practitioner’s approach to the subject
Learnings replete with real-life case studies
Learnings replete with real-life case studies
Real-life case studies are explained via comprehensive simulations, thereby enhancing the learning experience
Deep understanding of concepts, aided by Crisil’s repository of market data and industry trends
Deep understanding of concepts, aided by Crisil’s repository of market data and industry trends
Concepts are explained along with impact analysis to equip wealth managers with comprehensive knowledge of the industry
In-depth analysis of investment products
In-depth analysis of investment products
Analysis of products such as mutual funds, portfolio management services, insurance, and pension products
Help wealth managers to strike meaningful conversations with clients and improve their sales performance
Help wealth managers to strike meaningful conversations with clients and improve their sales performance
Assist wealth managers with sharp understanding of not just concepts, but also relevant trends across asset classes and the overall industry
Demo of our course modules
Mutual funds - key concepts
How to analyze investments
Quick read
The current economic situation has given rise to a tricky trend. Often negative events trigger volatility and panic-selling, while bull markets see irrational exuberance. While some investors are nimble enough or plain lucky to get the timing right, many tend to burn their fingers for lack of proper guidance and investment strategy.
Know why it is essential for investors to be skilled #WealthManagers and optimise a situation like this through the latest article by Miren Lodha, Director, Crisil 1Academy.
Testimonials
To understand more about the NISM & Crisil Certifications, please contact +91-7777073996 or write to us at crisil1academy@crisil.com.
Frequently Asked Questions
NISM & Crisil Certified Wealth Manager programme goes beyond mere concepts to focus on business insights and challenges. Programme content is extremely interactive and exhaustive, covering the lifecycle of wealth management – financial planning, asset allocation, asset classes, investment products (with in-depth material on mutual funds and insurance products), investment analysis, portfolio reporting and fair business practices.
The certification is for financial services professionals, distributors of investment products, bankers, wealth managers, independent financial advisors, brokers, financial planners, investment advisors, insurance agents and those looking to expand their careers in the financial service business.
The financial services industry, especially wealth management, is very dynamic. Investor’s today look beyond transactional relationships to demand value-added services from wealth managers. Career opportunities are aplenty with banks, investment advisors, life insurers, asset management companies, broker-dealers and non-banking financial companies (NBFCs).
The wealth manager certification offered by NISM & Crisil has a strong focus on training and upskilling. It provides a deep understanding of various asset classes and investment vehicles, as well as investment product analysis and risk parameter techniques. The programme follows a practical approach by using market data, industry trends and relevant case studies to facilitate a deeper understanding of concepts.
The registration fee for the course is Rs 12,000 and the exam fee is Rs 2,000 per attempt.
Online payments can be made by clicking Enroll Now icon.
Access to course content will be valid for two years from the date of purchase.
The course is a completely self-paced online learning programme with human voice over, clickable interactivities, animations, additional reading material and knowledge checks to assess users. The modules can be bookmarked to enable quick access in the future.
Topics covered include macroeconomics, Indian financial market and it’s participants, concepts of financial planning, tax planning, understanding asset classes and investment vehicles, analysing risk and return, mutual funds - key concepts and categories, overview of the mutual fund industry in India, insurance landscape and products and it’s taxation an claims, Crisil mutual fund ranking and ULIP ranking, portfolio monitoring and client reporting and fair business practices.
Access to the wealth management training modules will be provided through the NISM platform. Once you complete the purchase, you will receive an email within 48 hours with details to access the wealth management course. The credentials to access the course will be the same as those used for registration (email and password). You can see the Wealth manager course assigned under Your Courses, on the dashboard page. Click the assigned certification course in wealth and the course content page opens. Click the first module and begin the wealth management course.
All the modules within the course will require about 45 learning hours. They can be bookmarked to enable quick access in future.
Course content is frequently updated to incorporate any new concept or change in industry practice or regulation. In addition, analysis of key events, articles and expert videos relevant for a wealth manager are frequently added to keep you updated on emerging trends and best practices in the wealth management space.
No, the modules cannot be accessed on mobiles/tablets. We recommend using a laptop or a large screen device for ease in learning and better knowledge retention.
The modules are only accessible online through the Crisil Online Learning Platform and cannot be downloaded.
The duration of a module ranges from 1 to 4 hours. However, study hours will vary for every individual. You need not complete a module at one go. Module content is auto-bookmarked and you may choose to pick up from where you left off the last time.
The modules can be accessed online any number of times for two years from the date of enrolment.
No. However, there are resource documents within the modules for additional reading.
The exams are scheduled every quarter. The dates for the exam will be rolled out a month in advance and those wishing to take the exam have to make their payments at least 15 days before the exam date. The minimum study period for the course has to be one month – which means the gap between registration and exam period has to be one month. All the 18 course modules needs to be completed before registering for the exam.
The exam will have multiple choice questions (MCQs) and multiple response questions (MRQs). The exam will be conducted online as well as at physical centres. The online exam will be proctored online through your laptop/desktop webcam. The exam duration will be three hours.
The candidate will have to re-attempt the examination. The examination fee needs to be paid for every attempt.
Exams can be taken any time within the license period of the content as per pre-defined schedule. After the expiry of the license period, the candidate can re-register for the programme.
60%.
No.
Exam scores will be listed in percentages.
A bachelor’s degree.
- Continuing Education (CE): Candidates are required to obtain six points, i.e., complete six hours of online learning to renew their certification every three years
- Renewal fee: A renewal fee of Rs 3,000 will be levied for an online refresher course and certificate re-validation
NISM or Crisil do not provide active placement support. However, the course is designed to provide practical insights into various aspects of wealth management that can enhance career opportunities in areas such as investment research, advisory and relationship management. Also, both NISM & Crisil have been conducting training programmes for organisations across the BFSI space for a number of years. This provides credence and acceptability to the NISM & Crisil Certified Wealth Manager programme.
Once registered for the course, there will be no cancellations.
No.
Please e-mail us at crisil1academy@crisil.com.
Best in class certifications in Credit Risk and Wealth Management