ADVANCED CERTIFICATION IN WEALTH MANAGEMENT (ACWM)
Advanced Certification in Wealth Management (ACWM)
Where Financial Knowledge Meets Academic Recognition and Industry Readiness
ACWM is a six-month, industry-integrated programme offered by the International College of Financial Planning (ICOFP) in academic partnership with the All India Management Association (AIMA). It combines specialist financial education, immersive business learning and structured career pathways for careers in Wealth Management, Financial Planning and BFSI.
240 HOURS Industry-integrated learning | 190 + 50 190 hours ICOFP + 50 hours AIMA | JOINT CERTIFICATION ICOFP & AIMA |
2 CAREER PATHWAYS Bajaj Capital / BCIBL or ICOFP-Led BFSI | 6 MONTHS Programme journey | 20 ACADEMIC CREDITS Academic value with future progression potential* |
APPLY NOW FOR THE NEXT ACWM BATCH Start with the ACWM selection process. |
THREE STRENGTHS. ONE CAREER-FOCUSED PROGRAMME.
ACWM brings together three complementary strengths across learning, application and career readiness.
ICOFP | KNOW 190 hours of specialist financial education across Financial Planning, Wealth Management, Investments, Taxation and Risk Planning. | AIMA | APPLY 50 hours of immersive learning at the AIMA campus through business cases, simulations, practical assessments and expert-led learning. | INDUSTRY | PERFORM Structured career pathways through Bajaj Capital / BCIBL or the ICOFP-Led BFSI route. |
KNOW → APPLY → PERFORM
240 hours designed to bridge specialist knowledge, practical application and workplace readiness.
WHY ACWM IS BUILT FOR TODAY'S WORKPLACE
Employers increasingly expect young professionals to bring more than academic knowledge: application, problem-solving, professional communication and workplace confidence. ACWM is designed around this transition.
UNDERSTAND | APPLY | COMMUNICATE | TRANSITION |
Build specialist knowledge across financial planning, investments, portfolios, taxation, retirement and risk. | Work through cases, simulations, assessments and practical business situations. | Develop professional communication, client interaction and workplace confidence. | Move into pathway-specific internship or placement-oriented career opportunities. |
ACWM AT A GLANCE
240 Hours of Integrated Learning | 190 Hours of Specialist Financial Education through ICOFP | 50 Hours of Immersive Learning at the AIMA Campus |
20 Academic Credits | 2 Career Pathways | 1 Joint ICOFP & AIMA Certification |
WHAT MAKES ACWM DIFFERENT?
Industry-Integrated Financial concepts connected with practical application and workplace expectations. | Academic Recognition Joint ICOFP & AIMA Certification with 20 Academic Credits. | AIMA Campus Experience 50 hours of immersive learning through cases, simulations and practical assessments. |
Certification-Oriented | Corporate Readiness | Two Career Pathways |
Learning exposure aligned with important BFSI certification pathways | Communication, professional behaviour, interviews and client-facing confidence. | A Bajaj Capital / BCIBL route and an ICOFP-Led BFSI route. |
WHAT YOU WILL LEARN
190 Hours of Specialist Financial Education through ICOFP
The ICOFP component builds specialist capability across Financial Planning, investments, wealth management, taxation, retirement, risk and related BFSI areas. Together with 50 hours of immersive learning at the AIMA campus, ACWM delivers 240 hours of total integrated learning.
Personal Financial Management Client goals, cash flows and financial decisions | Investment Planning & Asset Management Asset classes, risk-return and suitability | Mutual Funds Fund categories, distribution orientation and investor communication |
Retirement Planning Long-term needs and retirement decision-making | Tax Planning Tax awareness within financial decisions | Risk Planning & Insurance Protection needs and insurance in financial planning |
Investment Laws Legal and regulatory foundations relevant to investment practice | Portfolio Managers Certification Certification-oriented learning exposure | Corporate & Career Readiness Communication, practical assessments and professional readiness |
Certification-Oriented Learning Exposure
The curriculum prepares students for the relevant certification examinations; applicable examination/registration fees are to be borne separately by the student.
CFP® Level 1 Investment Planning Specialist foundation | CFP® Level 2 Retirement & Tax Planning foundation | NISM VA Mutual Fund Distributors Certification Examination | NISM XXI-B Portfolio Managers Certification Examination |
Insurance Distribution Readiness Orientation for applicable certification pathways | ICOFP & AIMA Joint Certification | 20 Academic Credits Recognised academic value* |
THE AIMA ADVANTAGE: LEARNING BEYOND THE CLASSROOM
50 Hours of Immersive Learning at the AIMA Campus
ACWM includes 50 hours of immersive learning at the AIMA campus, complementing ICOFP's specialist financial education through application, decision-making, assessment and professional exposure.
What You'll Experience
What You'll Gain
ICOFP & AIMA Joint Certification Recognition of successful completion of ACWM. | 20 Academic Credits Academic value with potential future higher-education progression, subject to institutional policies. | Enhanced Career Readiness Stronger analytical thinking, business understanding, communication and professional confidence. |
BUILD MORE THAN A QUALIFICATION. BUILD CAREER READINESS. Apply for the next ACWM batch. |
YOUR ACWM SELECTION & CAREER JOURNEY
01 | SHL Assessment Psychometric evaluation of personality, trainability, behavioural alignment and communication | 02 | ICOFP Screening Interview Assessment of trainability, placeability and seriousness towards a BFSI career. | 03 | Pathway Alignment Eligible candidates proceed through the applicable pathway selection process. | 04 | ~2.5 Months Intensive Learning 240 hours of integrated learning across finance, wealth management, AIMA immersion and corporate readiness. | 05 | Career Transition Pathway-specific internship or placement-oriented support. |
CHOOSE YOUR CAREER PATHWAY
Both pathways share the same 240-hour ACWM learning foundation, while the career route, internship, placement support and fee differ.
BAJAJ CAPITAL / BCIBL PATHWAY 240 Hours of Integrated Learning | ICOFP-LED BFSI PATHWAY |
Quick Comparison
Particular | Bajaj Capital / BCIBL | ICOFP-Led BFSI |
|---|---|---|
| | ||
Integrated Learning | ~2.5 months / 240 hours | ~2.5 months / 240 hours |
Internship | 4-month paid internship* | Not applicable |
Stipend | ₹15,000/month* | Not applicable |
Career Route | Bajaj Capital / BCIBL* | ICOFP-led BFSI placement assistance* |
Package Reference | ₹4.2 LPA* | Placement Assistance for opportunities with approx. ₹3–6 LPA package range* |
Placement Support | Selection-linked Bajaj Capital / BCIBL pathway* | ICOFP-led placement assistance across BFSI* |
CAREER OPPORTUNITIES AFTER ACWM
ACWM prepares candidates for entry-level opportunities across Wealth Management, Financial Planning and BFSI. Roles and progression depend on the hiring organisation, performance and business requirements.
Wealth Officer Bajaj Capital / BCIBL pathway role reference | Wealth Management Executive Client-facing wealth support | Financial Planning Associate Planning and advisory support |
Para Planner Financial planning support | Relationship Management Graduate / trainee client roles | Investment & Distribution Roles Investment support and distribution-oriented opportunities |
Where You Can Work
WEALTH MANAGEMENT • BANKING • MUTUAL FUNDS • INSURANCE • FINANCIAL PLANNING • BROKING & DISTRIBUTION • FINTECH
THE COMPLETE ACWM ADVANTAGE
240-Hour Integrated Learning Specialist finance + immersive business learning | ICOFP & AIMA Joint Certification A combined academic and professional credential | 20 Academic Credits Adds academic value to the qualification* |
AIMA Campus Experience 50 hours built around practical application | Two Career Pathways Choose the route aligned with your career opportunity | Bajaj Capital Lineage Industry context from a long-standing financial-services ecosystem |
Why ACWM at ICOFP?
SINCE 2002 Specialist finance education | BFSI-FOCUSED Curriculum and faculty aligned to financial services | BAJAJ CAPITAL LINEAGE Industry context and career linkage | AIMA PARTNERSHIP Immersive learning + academic recognition |
Student Voices
Hear from ACWM learners who have moved from classroom learning into finance roles, through the latest video testimonials and selected verified student voices.
Ujjwal Budhiraja “I always wanted to pursue a career in the financial sector but did not know which path was best for me. ACWM gave me the opportunity to understand the core concepts of finance and investment.” | Rohitha Rajendran “After completing ACWM, I joined Bajaj Capital as a Wealth Officer. The classroom learning helped me apply concepts during my work at the branch.” |
Biswarup Biswas “ICOFP helped me learn about the financial world. I would recommend ACWM to anyone who wants to pursue a career in finance.” | Ashiya P “ACWM changed my career. The guidance and encouragement of mentors and seniors helped me build confidence in the role.” |
WATCH THE LATEST ACWM VIDEO TESTIMONIALS
YOUR NEXT ACWM BATCH IS FORMING 240 Hours • 20 Academic Credits • Joint ICOFP & AIMA Certification • Two Career Pathways |
Frequently Asked Questions
Why should I choose ACWM instead of going straight into an MBA?
An MBA is a broader management qualification. ACWM is a specialist career programme for candidates focused on Wealth Management, Financial Planning or BFSI, combining 240 hours of learning, AIMA immersion, joint certification, 20 Academic Credits and pathway-specific career support.
How is ACWM different from other train-and-deploy programmes?
ACWM starts with a specialist BFSI education base rather than short job training. ICOFP brings Financial Planning and finance education experience since 2002, AIMA adds immersive learning and academic recognition, and the career pathways connect learning with employment opportunities.
Why does the ICOFP legacy matter?
ICOFP has been building finance professionals since 2002, with a specialist focus on Financial Planning, investments, taxation, risk, retirement and client readiness. ACWM therefore starts from a BFSI-specialist learning base.
What does AIMA add to ACWM?
AIMA adds 50 hours of immersive campus learning through cases, simulations, assessments and expert-led sessions. Successful completion also leads to Joint ICOFP & AIMA Certification and 20 Academic Credits.
Which ACWM career pathway should I choose?
Both pathways use the same 240-hour learning foundation. The Bajaj Capital / BCIBL Pathway links eligible candidates to the internship and Wealth Officer opportunity, while the ICOFP-Led BFSI Pathway provides placement assistance across the wider BFSI sector.*
What do I get under the Bajaj Capital / BCIBL Pathway?
Eligible candidates complete the ACWM learning journey followed by a four-month paid internship with a fixed stipend of ₹15,000 per month*, leading to the applicable Wealth Officer career opportunity subject to pathway conditions.
Do I need prior finance knowledge to join?
Deep prior finance knowledge is not essential. ACWM is designed for graduates, final-year students and early-career candidates serious about finance and ready to meet its academic and professional expectations.
What should I do if I want to join the next batch?
Apply for the next ACWM batch to begin the selection process and determine your suitability and applicable career pathway.
APPLY NOW FOR THE NEXT ACWM BATCH If you are serious about a career in Wealth Management and BFSI, start with the ACWM selection process. |
Important Notes
· Internship, stipend, Conditional PPO, placement assistance, compensation references, retention bonus, financing options and career outcomes are subject to applicable written policies, selection, attendance, conduct, evaluation performance, documentation, employer requirements and programme terms.
· Any ₹3–6 LPA reference under the ICOFP-Led BFSI Pathway is indicative only and forms part of placement assistance. Actual role, employer, compensation and selection outcome depend on the candidate profile, employer requirements and applicable programme terms.
· Bajaj Capital / BCIBL pathway conditions include minimum 80% evaluation performance, minimum 85% attendance, professional discipline and conduct, and willingness to relocate if required.
· For eligible institutional / university partnerships, the applicable ACWM institutional programme fee, subject to the relevant institutional arrangement and programme terms.
· External certification examinations are governed by the respective certification / examination bodies. Registration, fees, eligibility, schedules, passing criteria and outcomes are subject to their applicable rules.
· 20 Academic Credits may potentially support future higher-education opportunities, subject to institutional policies and eligibility criteria.
· No verbal assurance overrides the applicable written policy, process note or programme terms.
* Terms & Conditions Apply. Placement assistance, financing options, compensation references (including any indicative ₹3–6 LPA range) and career outcomes are subject to applicable eligibility, selection, employer requirements and programme conditions.