NISM & Crisil Certified Wealth Manager

NISM & Crisil Certified Wealth Manager programme goes beyond mere concepts to focus on business insights and challenges. Programme content is extremely interactive and exhaustive, covering the lifecycle of wealth management – financial planning, asset allocation, asset classes, investment products (with in-depth material on mutual funds and insurance products), investment analysis, portfolio reporting and fair business practices.

The certification is for financial services professionals, distributors of investment products, bankers, wealth managers, independent financial advisors, brokers, financial planners, investment advisors, insurance agents and those looking to expand their careers in the financial service business.

The financial services industry, especially wealth management, is very dynamic. Investor’s today look beyond transactional relationships to demand value-added services from wealth managers. Career opportunities are aplenty with banks, investment advisors, life insurers, asset management companies, broker-dealers and non-banking financial companies (NBFCs).

The wealth manager certification offered by NISM & Crisil has a strong focus on training and upskilling. It provides a deep understanding of various asset classes and investment vehicles, as well as investment product analysis and risk parameter techniques. The programme follows a practical approach by using market data, industry trends and relevant case studies to facilitate a deeper understanding of concepts.

The registration fee for the course is Rs 12,000 and the exam fee is Rs 2,000 per attempt. 

Online payments can be made through Crisil’s Online Learning Platform (training.crisil.com). Offline payments can be made through a cheque drawn in favour of ‘Crisil Limited’. The cheque needs to be sent to Gloria D’silva, Crisil House, Central Avenue Road, Hiranandani Business Park, Powai, Mumbai 400 076. 

Access to course content will be valid for two years from the date of purchase.

The course is a completely self-paced online learning programme with human voice over, clickable interactivities, animations, additional reading material and knowledge checks to assess users. The modules can be bookmarked to enable quick access in the future.

Topics covered include macroeconomics, Indian financial market and it’s participants, concepts of financial planning, tax planning, understanding asset classes and investment vehicles, analysing risk and return, mutual funds - key concepts and categories, overview of the mutual fund industry in India, insurance landscape and products and it’s taxation an claims, Crisil mutual fund ranking and ULIP ranking, portfolio monitoring and client reporting and fair business practices.

Access to the e-learning topics will be provided through the Crisil Online Learning Platform. Once you log in to your account on the learning platform – at training.crisil.com – with your user name and password, the Wealth Management Certification course will appear under your account. You can click on the course to access the online learning modules within the certification programme.

All the modules within the course will require about 45 learning hours. They can be bookmarked to enable quick access in future.

Course content is frequently updated to incorporate any new concept or change in industry practice or regulation. In addition, analysis of key events, articles and expert videos relevant for a wealth manager are frequently added to keep you updated on emerging trends and best practices in the wealth management space. 

Yes, the modules can be accessed on mobiles/tablets, as these are responsive and adapt to your screen size. However, we recommend using a laptop or a large screen device for ease in learning and better knowledge retention.

The modules are only accessible online through the Crisil Online Learning Platform and cannot be downloaded.

The duration of a module ranges from 1 to 4 hours. However, study hours will vary for every individual. You need not complete a module at one go. Module content is auto-bookmarked and you may choose to pick up from where you left off the last time.

The modules can be accessed online any number of times for two years from the date of enrolment.

No. However, there are resource documents within the modules for additional reading.

The exams are scheduled every quarter. The dates for the exam will be rolled out a month in advance and those wishing to take the exam have to make their payments at least 15 days before the exam date. The minimum study period for the course has to be one month – which means the gap between registration and exam period has to be one month. All the 18 course modules needs to be completed before registering for the exam.

The exam will have multiple choice questions (MCQs) and multiple response questions (MRQs). The exam will be conducted online as well as at physical centres. The online exam will be proctored online through your laptop/desktop webcam. The exam duration will be three hours.

The candidate will have to re-attempt the examination. The examination fee needs to be paid for every attempt.

Exams can be taken any time within the license period of the content as per pre-defined schedule. After the expiry of the license period, the candidate can re-register for the programme.

60%.

No.

Exam scores will be listed in percentages.

A bachelor’s degree. 

• Continuing Education (CE): Candidates are required to obtain six points, i.e., complete six hours of online learning to renew their certification every three years
• Renewal fee: A renewal fee of Rs 3,000 will be levied for an online refresher course and certificate re-validation

NISM or Crisil do not provide active placement support. However, the course is designed to provide practical insights into various aspects of wealth management that can enhance career opportunities in areas such as investment research, advisory and relationship management. Also, both NISM & Crisil have been conducting training programmes for organisations across the BFSI space for a number of years. This provides credence and acceptability to the NISM & Crisil Certified Wealth Manager programme.

Once registered for the course, there will be no cancellations.

No.

Please e-mail us at certification@crisil.com.

The certificate will be emailed to the candidate and you will also get a link of NCCWM digital badge which will validate your mastery on Wealth Management skills.

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