Certified Wealth Manager TM

A Bright Career Ahead…..

Here is your opportunity to build a career as a coveted position of Relationship Executive / Sr. Relationship Executive in Bajaj Capital, India’s premier Investment Services Group and earn a valuable Certification in Wealth Management from International College of Financial Planning (ICoFP).

ICoFP is one of India’s leading educational institutions specializing in financial services education. ICoFP was established in the year 2002 to initiate an entirely new platform for disseminating Financial Education to the future financial consultants of India.

For more than 50 years, Bajaj Capital group has been offering investment solutions and helping people to protect and grow their wealth. Headquartered at Nehru Place, New Delhi, it has more than 200 offices in over 70 cities and have benefited more than 1 million customers.

Curriculum of Certified Wealth ManagerTM Program

The Certified wealth manager Program is granted to those individuals who have demonstrated technical competency to create a comprehensive and detailed financial plan (as per international standards) for an individual. The certification covers all the required modules as follows:

  • Concept of Financial Planning(Time Value of Money).
  • Financial Market & Investment Alternatives.
  • Retirement Planning and Employee Benefits.
  • Insurance & Investment Planning.
  • Tax Planning and Estate Planning.
  • NISM: Mutual Fund.
  • 5 Mock tests

Duration:

  • 3 Months
  • 1 Month of Classroom training
  • 2 Months Paid internship with Bajaj Capital.

Examination:

Examinations are conducted after completion of course. One has to cover all topics including Internship.

To enroll yourself for program, you need to send us:

4 passport size photographs
Copy of educational certificate (Self attested)
ICFP Registration Form duly filled
Create a NCFM id

To create NCFM id

You have to visit the Website www.nseindia.com.Go to NCFM (Online Register/Enroll) on the top menu
Create a NCFM Number by clicking New User? Register Here (Students who have a NCFM Number go to point 3)
Create a NCFM online username and password, by clicking Forgot user id or password
After registering yourself, you will receive a mail from NSE, Attach the same with FPSB Registration Form

Eligibility for Certified Wealth Manager:

The candidate must possess a Bachelor’s Degree with 50%.
The Bachelor’s Degree (or equivalent qualification) obtained by the candidate must entail a minimum of 3 years of education after completing Higher Secondary School (10 + 2 or equivalent)

How to apply:

ICOFP conducts an Amcat Exam as an entrance exam for July-2017 batch. It is based upon Online Aptitude test and personal interview round. After clearing these rounds you will be eligible to secure admission in  ICOFP.

Registration FormCWM Brochure