Accredited Wealth Planner

About Accredited Wealth Planner

FinX provides a certification program in wealth management that educates participants on various subject areas focused on providing bespoke financial advice to clients. The training empowers individuals to become independent Accredited Wealth Planners and helps clients navigate their financial journey with ease.

The objective of this financial certification is to develop a strong foundation of investment concepts and products and understand the process of goal-based financial planning and asset allocation. It seeks to fill the gaps in formal education that require the application of knowledge to solve practical problems for professionals.

The number of high-net-worth individuals and families with access to financial advisory services offered by wealth managers has shown significant growth. Talent becomes extremely important while managing a client, because the clients expect a higher level of competency. An increasing number of certified wealth managers are therefore required to cater to this ever-expanding client base, who need specialized advice while managing their return expectations and risk limitations in meeting their financial goals.

Eligibility Criteria

• Individuals looking to start their careers in the BFSI sector, specifically in wealth management across banking, mutual funds, brokerage houses, insurance companies, and marquee wealth management firms.
• BFSI professionals who wish to upskill themselves to work in the specialised area of wealth management and financial advisory.
• Professionals who are looking for a career change and want to join the BFSI industry.