Grade "A+" Accredited by NAAC with a CGPA of 3.46
Placements
Grade "A+" Accredited by NAAC with a CGPA of 3.46
Placements
Certificate Program

Certificate in Wealth Management – Accredited Wealth Planner (AWP)

About The Course

Certificate in Wealth Management course – Accredited Wealth Planner in association with Shaheed Sukhdev College of Business Studies & FinX is designed to provide students with specialised expertise in wealth management. This program aims to develop well-rounded, skilled, and competent professionals by developing their ability to manage complex financial portfolios and provide strategic wealth planning solutions. By the end of the program learners are confident and skilled enough to handle rising demand in the wealth management industry.

Rationale

Alongside earning the distinguished Accredited Wealth Planner Certification, the program provides comprehensive preparation for the NISM-Series-V-A: Mutual Fund Distributors and NISM-Series-XXI-A: Portfolio Management Services (PMS) examinations, ensuring students are thoroughly equipped for industry certifications. The curriculum reflects current market demands and is delivered by top-tier practitioners with industry expertise. Additionally, the program offers 100% placement support where students confidently step into roles with leading BFSI firms, offering competitive salary packages and career growth opportunities.

Aims

This course provides students with a direct path to prestigious roles at top multinational corporations, banks, and wealth management firms, ensuring long-term career success, financial stability, and high earnings.

AWP

Course Coordinator
Mr. Kumar Bijoy

Email : 
kumarbijoy@sscbsdu.ac.in
Phone : 
9810452266
Batch Size : 
40 students (Twice a year)
Timing : 
Weekends (Saturdays and Sundays: 5 hours per day)
Venue : 
SSCBS Campus, Dr. K N Katju Marg, Sec 16, Rohini, Delhi
Eligibility Criteria : 
12th Pass with minimum of 60% marks
Program Fees : 
Rs 31,356 per student
Program Duration : 
100 Hours (covered in 4 to 5 months)
Pedagogy : 
Face to face lectures, Practical hand-on, Live trading, project presentations and problem-solving sessions

Admission Notice About The Course Application Link

FAQs
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Learning Outcomes

On successful completion of this course, students will be able to:

  • Gain comprehensive training for NISM-Series-V-A: Mutual Fund Distributors and NISM-Series-XXI-A: Portfolio Management Services (PMS) examinations that are essential for career progression in wealth management.
  • Learn to assess client needs and create personalised financial plans, aligning portfolios to short- and long-term goals.
  • Learn how to evaluate risks and select appropriate investment strategies, balancing returns with risk tolerance.
  • Build strong advisory skills, including effective communication, trust-building, and the ability to offer value-driven financial advice.
  • Learn strategies not only to manage client wealth but also to apply wealth management principles to personal finance.
  • Understand the career opportunities within the wealth management industry, including roles in banks, financial services firms, and multinational corporations.

Objectives

The Course aims to make students:

 

  • Employable Professionals with the skills and knowledge necessary to meet employer expectations, enhancing their employability in prestigious roles within banks, financial institutions, and wealth management firms.
  • Effective Communicators by enhancing interpersonal and communication skills for building strong client relationships and effectively conveying complex financial concepts.
  • Analytical Thinkers by cultivating critical thinking and analytical skills to evaluate financial data and market trends for informed decision-making.
  • Knowledgeable about regulatory frameworks with relevant laws and regulations governing the wealth management industry to ensure compliance and ethical practices.

Target Audience

  • Candidates pursuing graduation, graduates, Post Graduates,

    • Entrepreneurs
    • Corporate Executives
    • Traders and Investors

Future Prospects

  • Accredited Wealth Planners have access to various career paths, including roles in banks, investment firms allowing for significant professional growth.
  • Allows the opportunity to start their own wealth management firms or financial advisory practices, offering flexibility and control over their careers.
  • Wealth management positions typically offer competitive salaries and performance-based bonuses, leading to substantial earning opportunities over time.

Resource Persons

The sessions will be taken up by

Wealth Management experts

Industry experts

Mode of Fee Payment

By Cheque or Net Banking (Preferred)

Account Name: Principal SSCBS Students Society A/C

Bank: State Bank of India

Account Number: 35810781108

IFS Code: SBIN0011550

MICR: 110002303

Branch: (11550)- Pascon Building Garg Trade Centre, Sector-11, Rohini, New Delhi-110085

Online Payment Link:
https://www.onlinesbi.sbi/sbicollect/icollecthome.htm?saralID=-912859438

Brief Profile of Participating Institutions

SSCBS

Shaheed Sukhdev College of Business Studies

Shaheed Sukhdev College of Business Studies (CBS) the first undergraduate management school under the aegis of the University of Delhi (DU) is one of the premier institutions imparting education in the fields of management and information technology with excellence and vision. Visit: sscbs.du.ac.in

FinX

FinX is a leading skilling company for the BFSI sector focussing on providing an industry-aligned curriculum, designed with inputs from BFSI experts to meet current and emerging sector needs. We prioritise hands-on training, offering students real-world experience through internships, live projects, and case studies. Our programs are recognized by leading BFSI Corporates, enhancing students’ credibility and employability. Additionally, we offer robust career support services, including 100% job placement assistance, ensuring a smooth transition from education to employment.