Courses on Wealth Management and Financial Planning

Offered By  The Institute of Chartered Accountants of India
Courses on Wealth Management and Financial Planning image
About The Institute of Chartered Accountants of India


Duration: 10 Days

Commitment: 3 Hours/Day



Course Format

Certificate Courses

What will you learn


About this Course

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.

By purchasing or subscribing to this program, you agree to abide by the Usage Policy, Privacy Policy, Security Policies and any Terms and Conditions mentioned on this portal.


Who would benefit?

  • Chartered Accountants
  • NA

Course Syllabus

This course comprises the following modules:



Chartered Accountants


About Certification




Publisher Book

Publisher Book