Certified International Wealth Manager

BY
Moody's Analytics via TimesPro

Succeed in the private industry of wealth management with the Certified International Wealth Manager online course.

Mode

Online

Duration

180 Hours

Fees

₹ 55000

Quick Facts

particular details
Medium of instructions English
Mode of learning Self study, Virtual Classroom
Mode of Delivery Video and Text Based

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
₹ 55,000

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

Yes

certificate providing authority

Moody's Analytics

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.

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

Financial management

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.

The syllabus

Module 1: Accumulating Wealth For Clients

  • 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

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

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.

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

What is the validity of the CIWM designation?

The validity is 3 years.

Is Certified International Wealth Manager online course renewal possible?

 Yes, within 1 year if the students cannot fulfill the course requirements, they get a chance to renew the course.

What is the time given to access the contents of the course in the portal?

The access will remain valid for 1 year that is calculated from the date of enrolment.

Can a refund for the Certified International Wealth Manager online certification be processed after the fee is paid?

No refund policy has been created.

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