Advanced Certificate in Wealth Management (ACWM)
About this program
The Advanced Certificate in Wealth Management is a 6 months, industry aligned programme designed to transform fresh graduates into jobready wealth management professionals. With NISM VA & VIII training, simulations, expert faculty, and a capstone project, the programme blends theory with real world application. Students gain deep exposure to financial markets, investment products, credit, insurance, portfolio management, and fintech tools — preparing them for highgrowth career trajectory.
Eligibility / Who can apply?
Minimum qualification required is commerce graduation and passing the initial eligibility examination of the programme.
Why choose the Advanced Certificate in Wealth Management course?
This certification is designed to fasttrack your entry into the wealth management industry with a perfect blend of theory, practical training, and industry exposure. You learn directly from experienced faculty, get trained for NISM VA & VIII which are highly sought after in BFSI Sector, and work on realworld simulations that build true jobreadiness. The curriculum spans investments, insurance, credit, fintech, analytics, and portfolio management — giving you a 360° understanding of the financial ecosystem. With a capstone project, strong placementaligned skills, and roles ranging from research to
analytics to sales, this programme gives you both employability and longterm career growth.
Advanced Certificate in Wealth Management Course Curriculum
Introduction to Wealth Management (Week 1)
Topics
- What is wealth management
- Role of a wealth manager
- Indian HNI, UHNI, mass affluent segments
- Financial goals: short, medium, long term
- Risk profiling C investor psychology
Subtopics
- Behavioural biases
- Suitability vs appropriateness
- Regulatory bodies: SEBI, RBI, IRDAI, PFRDA
- KYC, AML norms
- FATCA and CRS
Indian Financial System s Investment Products (Weeks 2–3)
Topics
- Structure of Indian financial markets
- Banking products
- Non-banking financial products
Subtopics
- 2.1 Regulatory Aspects
- Banking Regulations
- Compliance Procedures and Reporting Standards
- 2.2 Banking Instruments and Trade Tools
- Savings, FD, RD
- Bonds issued by banks
- Corporate Banking products – LC, BG and Factoring
- 2.3 Capital Market Products
- Equity shares
- Preference shares
- Debentures
- Government Securities
- 2.4 Other Relevant Products
- REITs C InvITs
- Forex
Credit and Lending Process (Weeks 4)
Topics
- Various types of Loans
- Documentation
- Monitoring
Subtopics
- Meaning and Features of various types of loans
- Documentation – types and procedures
- Credit Underwriting
- Collateral Management
- Monitoring, NPA classification and recovery
Insurance Planning (Week 5)
Topics
- Life insurance
- Health insurance
- General insurance
Subtopics
- Term plan vs endowment vs ULIP
- Riders C add-ons
- IRDAI regulations
- Human Life Value (HLV)
- Claim settlement ratio
- Premium Calculation
Equity, Debt s Market Instruments (Weeks 6–7)
Topics
- Stock market basics
- Primary vs secondary market
- Market indices (Sensex, Nifty)
Subtopics
- 5.1 Equity Analysis
- Fundamental analysis
- Technical analysis (basics)
- P/E, P/B, ROE, EPS
- 5.2 Debt Market
- Yield, duration, credit rating
- Government securities
- Corporate bonds
- 5.3 Derivatives (Introductory)
- Futures C options
- Hedging basics
Mutual Funds s Portfolio Basics (Weeks 8–G)
Topics
- NISM VA Training
Trade Operations (Weeks 10)
Topics
- Onboarding
- Execution
- Asset Servicing Products
Subtopics
- Client onboarding procedure
- Trade Execution and Settlement Process including demo of trading terminal
- Custody, Income Collection and Clearing
- Corporate Actions Processing
- Back Office Operations
- Reconciliation
CRM, Soft Skills & Sales in Wealth Management (Week 11-12)
Topics
- Client relationship management
- Prospecting & lead generation
- Advisory vs sales roles
Subtopics
- Communication skills
- Handling objections
- Cross-selling & upselling
- Presentation Skills
- Time Management
Few days of self-study and Mid Term Assessment: (Week 13)
- Viva
- MCQ examination
Portfolio Management (Week 14 - 15)
Topics
- Risk Management
- Goal based investment portfolio
Subtopics
- Different types of Risks and mitigation strategies
- Diversification
- Asset Allocation
- Performance measurement
- Fund Restructuring
Technology in Finance (Weeks 16–17)
Topics
- Fintech Industry
- Excel Modelling
- Data analysis
- Reporting and Dashboards
Subtopics
- Fintech Tools such as Groww, ET Money, Scripbox and INDmoney
- Digital Banking Platforms
- Market Data Systems
- Core Banking Systems
- MS Office and Excel functions including Pivot table, IRR, NPV, VLOOKUP, Sort, SumIf
Data Tables and Goal Seek
- Basics of Prompt Engineering in AI relevant for the course
Accounting and Analysis (Weeks 18-20)
Topics
- Basics of Accounting
- Financial Statements
- Financial Analysis
Subtopics
- Accounting Equation
- Meaning and constituents of Balance Sheet, Statement of P&L and Cash Flow
Statement
- Analysis of Financial Statements including Ratio Analysis
- Assessing credit worthiness
- Investment Evaluation and portfolio analysis
Derivatives (weeks 21-23)
Topics
- NISM VIII Training
Capstone Project (Week 24-25)
Project Options
- Create a complete financial plan for a sample client
- Build a mutual fund portfolio for a 5/10/20-year goal
- Retirement planning case study
- Insurance needs analysis
Few days of self-study and Final assessment (Week 26)
- Written exam
- Viva
- Portfolio presentation of Capstone Project
What will you learn?
This certification doesn’t just teach finance — it builds confidence, competence, and a clear career pathway in one of India’s fastestgrowing sectors. Step in with curiosity, step out with expertise. The programme covers a wide range of topics ranging from wealth management, banking and capital market products in detail, focussed training for NISM VA and NISM VIII examinations, stock market trading operations, portfolio management, the technology aspects, financial analysis and yes it even refines your soft skills so that you face the world with elegance. Not only these but the programme also gives you a unique opportunity to work on a capstone project to handle real life scenario.
Applicable job profiles
Depending on the knowledge and expertise you demonstrate through this programme, there will be diversified types of jobs awaiting you such as
A) back-end research and operations roles including MIS, compliance, credit analysis, trade operations / equity dealer, portfolio management analysis, fintech operations or
B) client facing roles including Sales and Marketing and Relationship Management. The strong performers may also step in to
C) customer advisory roles which is a coveted role in the industry.
Top Industry Recruiters
Join over 15,000 graduates who have been trained and placed in top banks and NBFCs through our Investment Banking Certification Course.
SBI Securities
Motilal Oswal
NSE
Reliance Industries Limited
Standard Chartered
TATA
Way 2 Wealth
Amazon
Amul
BSE
Axis Direct
Capgemini
Crisil
Deloitte
Deutsche Bank
Edelweiss
Forbes
HSBC
IBM
ICICI Bank
IIFL Securities
Infosys
HDFC Bank
JP Morgan Chase
Kotak Bank
KPMG
Mahindra Rise
Microsoft
Morgan Stanley
Contact Us
Mulund Campus:
TSCFM, MP House, Near Wamanrao School & Junior College, In front of Sai Aasha Daya CHS., Neelam Nagar, Gavanpada, Mulund (East), Mumbai, Maharashtra 400081
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