Equalified WealthTech Strategist (EWS)

The Equalified WealthTech Strategist (EWS) is an Equalifi credential for professionals seeking to understand how technology is transforming wealth management. It develops the ability to assess digital wealth solutions and contribute to client experience, digital advice, portfolio technology, data, operations and responsible innovation.

The EWP curriculum covers digital client journeys, wealth-management platforms, digital advice and portfolio tools, data and analytics, artificial intelligence, automation, cybersecurity, privacy, regulation, digital assets and WealthTech business models.

The EWP exam assesses practical understanding—not just recall. Candidates complete a multiple-choice examination covering the core principles, technologies, risks and applications of WealthTech.

The credential is intended for professionals working in wealth management, private banking, fintech, WealthTech, family offices, investment operations, compliance, product development and related financial-services roles.

Who should take the exam?

Wealth managers, advisers, private-banking professionals, fintech and WealthTech teams, product and technology specialists, family-office professionals, operations and compliance practitioners, and other finance professionals seeking structured knowledge of technology-enabled wealth management.

Important

The EWP is an educational qualification awarded by Equalifi. It does not constitute a regulatory licence or authorization to provide investment advice, manage client portfolios or distribute financial products.

Exam details

Equalifi offers the EWS examination through an external, remote-proctored platform. Once registration and payment are confirmed, candidates receive an exam link by email. Candidates may schedule and take the exam within one year of registration, subject to the platform’s requirements.

Candidates need a reliable internet connection and a computer with a functioning camera. Please review the technical and exam-day instructions before starting the assessment.

Name of exam Question type Duration Questions Maximum marks Pass marks Negative marking
Equalified WealthTech Strategist (EWS) MCQ 2 hours 100 100 60% 20%

Candidate audit

Equalifi may randomly audit a percentage of applications. Candidates are responsible for providing supporting documents to verify the education and professional information submitted during registration. Equalifi does not contact employers or educational institutions on a candidate’s behalf.

Candidates selected for audit will be notified by email and will have 10 business days to respond. Failure to comply, falsification or misrepresentation of information, or unprofessional conduct may result in cancellation of exam registration or revocation of the programme certificate. Candidates who do not comply with an audit may forfeit all fees and may be subject to audit if they apply for a future examination.

Fee details

Exam fee: INR 17,700
*The fee is inclusive of GST and applies to each attempt.

Equalifi Access Pass benefits

  • Fee waiver: Chartered, Professional and Virtual Pass holders receive a 50% waiver on the exam fee.
  • Exam preparation: Candidates may prepare through Equalifi’s WealthTech executive-education programmes. Access Pass holders may be eligible for a 10%–50% fee waiver, depending on their pass category.

Learn more about the Equalifi Access Pass

Register for Exam

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