Wealth Management

It will be a computer-based exam. The exam can be taken from anywhere around the world.

You have to score 25/50 to pass the exam.

No there is no negative marking

There will be 50 questions of 1 mark each

You can directly go to the certification exam page and register for the exam.

You will be required to re-register and appear for the exam. There is no limit on exam retake.

The result will be declared immediately on submission.

• Financial Advisors: Professionals offering financial advice and services to clients.
• Wealth Managers: Individuals managing the financial portfolios of high-net-worth clients.
• Investment Advisors: Advisors focusing on investment strategies and portfolio management.
• Tax Advisors: Professionals offering tax planning and consulting services.
• Estate Planners: Individuals specializing in estate management and planning.
• Financial Planners: Professionals creating comprehensive financial plans for clients.
• Students and Academics: Individuals studying finance, investment, or wealth management.
• Consultants: Professionals advising clients on wealth management strategies.

The Wealth Management exam assesses a candidate's knowledge and skills in managing the financial assets of high-net-worth individuals and families. This certification covers investment strategies, financial planning, tax planning, retirement planning, estate planning, and client relationship management, providing a comprehensive understanding of how to preserve and grow wealth over the long term.

• Wealth Manager: Managing the financial assets and portfolios of high-net-worth individuals.
• Financial Advisor: Offering comprehensive financial planning and advisory services.
• Investment Advisor: Specializing in investment strategies and portfolio management.
• Tax Advisor: Providing tax planning and consulting services to clients.
• Estate Planner: Focusing on estate management, wills, and trusts.
• Financial Planner: Creating and managing financial plans for clients.
• Private Banker: Managing the banking and investment needs of high-net-worth clients.
• Consultant: Advising clients on various aspects of wealth management.

• Investment Proficiency: Expertise in creating and managing investment portfolios.
• Comprehensive Financial Planning: Ability to develop detailed financial plans.
• Tax Efficiency: Knowledge of strategies to minimize tax liabilities.
• Retirement Expertise: Skills in planning for and managing retirement accounts.
• Estate Planning: Understanding of estate management and wealth transfer strategies.
• Client Management: Proficiency in building and maintaining client relationships.
• Risk Mitigation: Competence in assessing and managing financial risks.