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.

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 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 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.

The certificate will be emailed to the candidate and you will also get a link of NCCWM digital badge which will validate your mastery on Wealth Management skills.

To know more, click here.