Wealth Management - Advance

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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.

The Wealth Management - Advance 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.

Target Audience

    • Those working as or aspiring to be wealth managers and private bankers.
    • Those practicing as financial planners/ investment advisers.
    • Those working in sales teams of broking houses, asset management companies or banks
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    Elements:

    • Workbook covering the complete curriculum in detail
    • Case study quizes
    • Classroom training sessions (Optional)
    • Final supervised online examination at an NSE IT centres
    • Candidates who fulfil all the learning requirements for the course, and clear the final examination will be issued the Wealth Management - Advance Certificate

    Fees:

    Online course fee — Rs 12,500/- plus applicable taxes.

    Exam fees — Rs 2,500/- plus applicable taxes

    Exam re-attempt fee — Rs 1000/- plus applicable taxes

    Wealth Management Advance Certification Examination Schedule

    The Certification Examinations will be held at NSEIT test centres across locations on the dates mentioned here.

    MonthDateTimings
    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

    Key Facts

    The program runs over 45 days.

    Leading banks, broking houses and mutual funds have made this program mandatory for identified employees.

    The registration for Wealth Management - Advance is valid for 2 years from the date of activation.

    Wealth Management - Advance certificants are offered continous education credits through online and classroom programs.

    The Wealth Management - Advance program has a 2-hour exam. The exam is in 2 parts, comprising of objective-type questions and caselet-based questions. The exam is for 100 marks and duration is 2 hrs. There is no negative marking.

    The pass mark is 60%. Wealth Management - Advance exams are held on a quarterly basis on pre-decided dates as published here,  at NSE-IT Test centres across 200 locations.

    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.


    Eligibility Criteria:

    Before registering, candidates will have to ensure that they satisfy either of the following requirements:

    • Have a post-graduate qualification/recognized professional qualification and at least three years of relevant experience (Experience Pathway) or
    • Complete CIEL's Wealth Management Basic certification (Regular Pathway)

    Course Contents

    Risk, Return and Asset Allocation

    • Understanding Return
    • Understanding Risk
    • Portfolio Return
    • Asset Allocation and Diversification

    Equity Markets and Products

    • Equity Concepts and Markets
    • Equity Analysis and Valuation Principles

    Performance Evaluation of Equity Funds

    • Absolute v/s Real Return
    • Measuring Risk and Returns
    • Risk-adjusted Return
    • Fund Selection Process

    Debt Markets and Products

    • Primer on Time Value of Money
    • Fixed Income Analytics
    • Short Term Debt Markets and Funds
    • Long Term Debt Markets and Funds

    Macro Economic Indicators and Policy in India

    • Macro Economic Indicators
    • Monetary and Fiscal Policy

    Derivative Markets and Products

    • Derivative Markets and Products
    • Structured Products

    Financial Planning Process

    • Essentials of Financial Planning
    • Model Portfolios and Asset Allocation

    Alternate Assets

    • Commodities
    • Futures
    • Gold
    • PE Investments
    • Real Estate

    Regulatory Environment for Wealth Management

    • Tax Laws and Relevant Provisions for Wealth Management
    • Legal Elements of Estate Planning
    • Regulatory Framework for Mutual Funds

     

    Ciel Learning Foundation:

    In line with the international practice of creating a body of certified practitioners who would complete enrolment pre-requisites, abide by a code of conduct and undertake professional upgradation on a regular basis, a process of membership, CPE credits, and renewal of membership is offered for all certified candidates under Ciel Learning Foundation.

    Click here to know more.

    Click Here to register for the online Wealth Management - Advance certification.