CRISIL Certified Wealth Manager

Issued by CRISIL

The badge winner has successfully completed rigorous training and examinations to qualify as a CRISIL Certified Wealth Manager (CCWM). Equipped with knowledge of investment products and a strong understanding of asset classes, the badge acknowledges its earner’s ability to recommend investments based on thorough profiling of client investment goals and risk appetite, in compliance with the highest ethical standards and best practices in the financial services sector.

Type Certification
Level Advanced
Cost Paid

Additional Details

Skills

Asset Allocation
Broking
Financial Advisory
Fixed Income
Insurance
Mutual Funds Advice
Portfolio Monitoring
Portfolio Risk Management
Risk And Return Analysis
Wealth Management

Earning Criteria

Completion of 15 modules requiring 40 learning hours
Passing of certification exam.
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.