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Post Graduate Diploma in Wealth Management (PGDWM)

Post Graduate Diploma in Wealth Management (PGDWM)

Equip yourself with the right technical and client relationship skills to enter into and succeed in the private wealth management industry.


Course Highlights

  • Earn the internationally recognized CIWM designation

  • Get Joint Certification by Moody's Analytics & TimesPro

  • A curriculum in collaboration with Moody’s Analytics | Learn best global practices adapted for Indian Market

  • Equips future wealth managers with in-demand soft skills

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Duration: 365 Days

Mode of learning: Blended Classroom

Course Overview

Who should do this course ?
  • Graduates and post graduates involved in or aspiring to be a part of the BFSI industry.

  • Financial Professionals looking to progress their careers

What are the course deliverables ?
  • Demonstrate mastery of the skills required for advisers in the private wealth field, inclusive of both technical and soft skills

  • Gain an in-depth understanding of both the Indian and global wealth management landscape

  • Network with like-minded practitioners and increase your professional connections

  • Set yourself apart from other financial practitioners

  • Gain internationally validated and recognized wealth management competencies

  • Develop and implement customized wealth plans to nurture prosperity and security over a client's life cycle

More about this course
  • Managing the wealth of affluent clients requires an adviser with a unique skill set. In today’s competitive environment, just having market awareness isn’t enough. Advisers should be able to understand the challenges faced by their clients and chart out a path to manage, protect and enhance wealth.

  • This advanced Post Graduate Diploma program in Wealth Management equips next generation financial advisers with specialized knowledge through a blend of industry-leading online and in-person modules led by highly experienced instructors. It covers a broad range of topics from Wealth Accumulation, Preservation, Distribution and Transfer to Sales and Relationship Management - all within an Indian context to enhance an adviser's ability to build long-term, profitable client relationships.

  • Fresh Graduates: Minimum 50% in X & XII; Minimum 60% in Graduation

  • Post Graduates: Minimum 50% in X & XII; Minimum 60% in Graduation & Post Graduation

  • Working Professionals: 1+ year of work experience; Minimum 50% in X, XII & Graduation

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