Certified Wealth Manager

3 Months Comprehensive Program to Become A Wealth Manager

Certified Wealth Manager

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.

Certified Wealth Manager Program Overview

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.

Career Scope

As a wealth manager, it is your chance to become the wealth doctor helping people manage Personal Finance, one of the most essential aspects of their life. Investment decisions are very crucial to any individual’s life and a wealth manager is one who has the right knowledge and market understanding to guide the investors to better plan and achieve their financial aspirations.

Program Objective

It is a well carved-out program that cohesively envelopes the traditional classroom teaching along with the professional & self-development for a candidate through real work experiences. The enriching experience exposes the candidates to various facets of the financial markets and prepares them as a competent Wealth Management professional.

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