Build Your Career in Wealth Management
About Accredited Wealth Planner
Wealth management goes beyond understanding financial products. It requires understanding a client's goals, evaluating risk, allocating investments, constructing portfolios, and building relationships that evolve across different stages of life.
The Accredited Wealth Planner (AWP), offered by FinX Institute (formerly BSE Institute Ltd.), is a 100-hour wealth management certification course designed with a combination of financial concepts, practical application, and client-focused advisory skills, with a certificate of completion.
The objective of this financial certification is to develop a strong foundation of investment concepts to understand the process of goal-based financial planning and asset allocation. It equips the participants to fill the gaps in theoretical learning on how to connect within an actual wealth-advisory relationship. For eg, from identifying a client’s financial objectives to recommending, implementing, and reviewing suitable financial strategies.
For postgraduate students and recent graduates, AWP helps bridge the gap between academic finance and the financial realities with hands-on affiliation of working on case studies to clients. For banking, capital markets, financial sales, and other professionals, it provides a structured pathway to build broader wealth-management and advisory capabilities.
Delivered through live online weekend sessions supported by self-paced preparation, practical case studies, simulations, and assessments, AWP can be pursued alongside postgraduate studies or a full-time career.
Eligibility Criteria
The Accredited Wealth Planner program is suitable for:
- Postgraduate students and recent graduates
- Graduates interested in wealth management careers
- Banking professionals
- Capital markets professionals
- Financial sales professionals
- BFSI professionals seeking structured wealth management training
- Beginners entering finance
- • Compounding and discounting
- • Personal wealth planning and financial strategies
- • Macroeconomics
- • Balancing risk and reward through efficient asset allocation
- • Equity market operations
- • Equity analysis and valuation
- • Mutual funds
- • Emerging products
- • Bonds and fixed income
- • Derivatives and risk management
- • Life and general insurance
- • Non-traditional investments
- • Retirement planning
- • Banking and leverage in wealth management
- • Regulatory frameworks for advisors
- • Applied AI in Wealth Management
Program Highlights
100 Hours
Structured wealth-management learning
75 Hours
Live instructor-led sessions
Weekend Learning
Live Saturday & Sunday sessions
Practical Learning
Case studies, client scenarios and portfolio simulations
Applied AI
AI-assisted research, analysis and client communication
Career Support
Interview preparation and access to the FinX corporate network
The Accredited Wealth Planner (AWP) is a 100-hour wealth management certification course by FinX Institute (formerly BSE Institute), with practical capabilities across the fundamentals of financial management.
AWP is designed for postgraduate students, recent graduates, and working professionals across all BFSI domains.
Yes. AWP, a wealth management course for graduates, is designed for postgraduate students and recent graduates who want to move beyond theoretical finance and understand the practical fundamentals of wealth management.
Yes. Professionals or students outside finance can find AWP the perfect match for their wealth management course for beginners.
Yes. AWP is a wealth management course online, delivered through live virtual sessions on weekends.
The program comprises 100 hours of learning delivered over approximately 4-5 months.
The curriculum covers:
- Planning Foundations
- Macro & Asset Allocation
- Growth Assets
- Income, Risk, & Protection
- Diversification, Advisory, & Banking
- Regulations & AI
These areas are taught as interconnected capabilities rather than isolated financial subjects.
Yes. Financial planning is an important part of the program.
For learners considering a financial planning course or financial planning certification, AWP provides financial-planning education within a wider wealth-advisory framework.
Participants work on:
- Client simulations
- Risk-profile assessment
- Portfolio construction
- Asset-allocation decisions
- Financial-planning exercises
- Client conversations
- Case studies
- Advisor role-plays
- Investment recommendation scenarios
Learners also experience portfolio simulations in which investment decisions are evaluated against a client's financial goals and risk profile.
Yes.
The curriculum includes applied use of AI as a professional tool, covering areas such as:
- Prompt engineering
- AI-assisted investment and market research
- Product analysis
- Drafting and simplifying client communication
- Evaluating AI-generated information before professional use
Learners who complete the required program components and final assessment earn the FinX Accredited Wealth Planner Certification.
The credential demonstrates completion of structured learning and assessment across markets, investment products, and wealth management fundamentals.
The certification is earned through a proctored final examination.
The program includes structured preparation aligned with relevant regulatory knowledge and NISM requirements applicable to wealth and advisory careers.
Learners should verify the specific regulatory certification required for the particular role they intend to pursue.
AWP develop skills relevant for career in areas such as:
- Wealth Management
- Relationship Management - Wealth
- Private Banking
- Investment Advisory
- Financial Planning
- Portfolio Services
- Client Advisory
- Mutual Fund Distribution
These opportunities can exist across banks, wealth-management firms, asset management companies, broking houses and financial advisory organisations.
AWP includes career and placement support, including career counselling, interview preparation and access to FinX Institute's corporate network across the BFSI sector.
FinX Institute's program material references 75+ placement tie-ups with BFSI companies.
Yes. For those searching for a wealth management certification in Mumbai, wealth management course in Mumbai, or wealth management training in Mumbai, AWP offers a flexible learning format combined with practical training in financial planning, investments, portfolio construction, and wealth advisory.
FinX Institute also has its corporate office in Mumbai.
Yes.
AWP builds on this foundation by developing capabilities in financial planning, asset allocation, portfolio construction and holistic wealth advisory.
Yes.
AWP equips professional to develop additional skills in financial planning, client suitability, portfolio construction, and relationship management.
A financial advisor course may primarily focus on providing financial advice and planning.
A broader wealth management course typically combines financial planning with investment products, asset allocation, portfolio construction, risk management, and long-term client relationship management.
AWP is structured as an entry pathway for professionals moving into finance from other industries.
Professionals can combine existing capabilities such as communication, analysis, problem-solving, sales, or stakeholder management with the technical and advisory foundation by the program.
Sutirtha Das
Afreen Afzal
Yash Jadhav
Siddhi Vyas
Rutuja Tajne
Durga Sawant
Sheil Kowadkar
- Eligibility UG/PG/Professionals
- Level Beginner to Intermediate
- Duration 100 Hrs (4-5 months)
- Mode Online Learning