The Virtual Certificate Course on Wealth Management and Financial Planning shall comprise of a course sessions and a Virtual Certificate in the appropriate form shall be granted to those who qualify for the same. The objective of this Course is to equip the members with the principles of Management of Wealth as well as devising effective Investment Strategy and the practical procedural aspects and to build the competency level of the members of the Institute to position them as multidisciplinary financial consultants. This Course is intended at enlightening the members of the SMP segment & CA Firms.
The emphasis is on developing skill sets which would be required for advising clients to make sound financial decisions while practicing and serving clients in diverse practice areas as compliance, taxation etc.
A online final assessment test of 100 Marks will be held on quarterly basis. A candidate will have to attend 80% of classes, i.e., 9 days' classes, failing which, he/she will not be entitled to appear in the evaluation.
Structured 25 CPE Hours shall be granted to all the participants those who have attain 80% of attendance in the Classes. Remaining 5 CPE Hours shall be given after successful passing the Assessment Test.