- Helping Clients Convert Wealth into Income for Retirement
- Helping Clients Protect Wealth
- Helping Clients Protect Wealth
- Special Focus – Clients Who Own Businesses
- Activities & Projects
- Exam
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- Certified International Wealth Manager
Certified International Wealth Manager
Succeed in the private industry of wealth management with the Certified International Wealth Manager online course.
Online
180 Hours
₹ 55,000
Quick facts
particular | details | |
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Medium of instructions
English
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Mode of learning
Self study, Virtual Classroom
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Mode of Delivery
Video and Text Based
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Course overview
The Certified International Wealth Manager certification is a 15 weeks course that is curated, and delivered online by Moody’s Analytics, in support of TimesPro, and the Association of International Wealth Management. This program comes with a certification that is recognised globally and is offered on the online learning management portal. Each module of this course has lesson readings with questions checking the knowledge. In addition, live pop-up sessions are held online optionally directly to the devices of the participant with the industry experts.
The Certified International Wealth Manager training combines both financial intelligence alongside wealth management expertise which is international. The delivery of this certificate programme is blended which means that over an e-platform the course can be learnt using self-learning modes e-Learning, or live sessions by industry experts. The focus of this Moody’s CIWM® is practical as it directly teaches the skill sets required to become a wealth manager.
The highlights
- 15 weeks course
- Global curriculum
- Online course
- Sunday sessions held
- 180 hours content
- Blended delivery type
- Certificate of completion
- Both global & domestic certifications
Program offerings
- E-learning course
- Online programme
- Blended course
- 180 content hours
- Certificate of completion
- International curriculum
- Global certification
- 4 certificates
- Exams
- 15 weeks course
- 1 year portal access
- 2 modules
- Brochure available
Course and certificate fees
Fees information
The Certified International Wealth Manager certification fee is Rs. 55,000 along with the amount of applicable taxes.
Certified International Wealth Manager Fee Structure
Description | Amount in INR |
Course Fee | Rs. 55,000 + Taxes |
certificate availability
certificate providing authority
Eligibility criteria
Educational Qualification
The candidates must have pursued graduation under any mode with 45%. Also, these professionals must have at least 40% in both the results of classes 10 and 12.
Work Experience
Working people who have experience of 1 year in the BFSI industry.
Certification Qualifying Details
The candidates get an International Wealth Manager certification by International Wealth Management, Moody’s Analytics, and Times Pro after course completion.
What you will learn
With the Certified International Wealth Manager syllabus, the candidates will be helping the different clients accumulate wealth by understanding the basics of their portfolio, and help them manage their wealth, and converting it into retirement income.
Who it is for
All kinds of finance professionals who want to have a career enhancement, and at the same time want to as an Investment Adviser work towards SEBI registration is targeted audience.
Admission details
Here is the Certified International Wealth Manager classes admission process:
Step 1: Visit the official site: https://timespro.com/wealth/ciwm-certified-international-wealth-manager.html.
Step 2: Then click the ‘Enquire Now’ button on the right side of the site.
Step 3: Fill in the details, and submit.
Step 4: Then the Timespro representative shall be contacting the students for the process of admission.
The syllabus
Module 1: Accumulating Wealth For Clients
Module 2: Protecting, Converting & Transferring Wealth
- Helping Clients Convert Wealth into Income for Retirement
- Helping Clients Protect Wealth
- Helping Clients Protect Wealth
- Special Focus – Clients Who Own Businesses
- Activities & Projects
- Exam
Evaluation process
After the modules, 2 examinations are conducted at offline centres for 2 hours each on the 2nd Saturday of every month. These exams have to be attended in one sitting with 60 minutes as the break time, and also secure 60% as the pass marks. But before the candidates can take these exams, they need to complete quizzes online.
How it helps
Here are the Certified International Wealth Manager certification benefits:
- The candidates will be equipping themselves with the correct amount of client relationships and technical skills.
- The participants will be getting globally certified in Wealth Management that is accredited by the NISM institute.
- The entire curriculum is of the global standards that are customized according to the Indian context.
FAQs
The validity is 3 years.
Yes, within 1 year if the students cannot fulfill the course requirements, they get a chance to renew the course.
The access will remain valid for 1 year that is calculated from the date of enrolment.
No refund policy has been created.