Certificate In Wealth Management

The Certificate in Wealth Management (WMA) covers the essentials of wealth planning, private client asset management, fund management, advisory functions, financial products & regulations in an Indian context.

This Certificate is designed to upskill relationship managers so that they can provide broader advice, recognize and accommodate client complexity and meet evolving client needs.

Demand for wealth management services in India has been growing at a very health rate over the last few decades. A growing base of affluent and HNW individuals, an increasing focus on overseas markets, the emergence of new players and a gradual sophistication in product offerings are some of the factors which are helping the Indian wealth management grow.

However to meet the questions posed by ever-changing financial markets and ever-growing expectations of the clients, there is a pressing need for more capable and experienced wealth management talent. Equalifi’s Certificate in Wealth Management (WMA) is designed to plug this gap.

WMA qualification will ensure that a candidate not only understands the range of assets and investment products that are available in the market but also the right wealth planning concepts while developing his behavior and conduct required to successfully navigate a complex regulatory landscape.

Topics Covered:

  • Financial Markets
  • Products
  • Investment Solutions
  • Portfolio Construction
  • Wealth Planning Framework
  • Succession Planning
  • Financial Mathematics
  • Behavioral Finance
  • Economics
  • Risk
  • Legal & Compliance
  • Regulations

Exam Details

Equalifi is offering the WMA examination on an external, remote-proctored platform. Candidates can schedule an exam by paying the exam fee. Once the exam fee payment is done and exam registration is confirmed, the exam platform sends out the exam link by email to the candidates. Candidates can appear for the exam anytime any day within the next 1 year through this exam link from any place. Candidates need a good internet connection and a functional camera on their PC/ Laptop to appear for this exam.

EXAM STRUCTURE

Sr. No. Name of Module Type of Questions Test Duration No. of Questions Maximum Marks Pass Marks (%) Negative Marking
1 Certificate in Wealth Management (WMA) MCQ 2 Hrs 100 100 50  20%

Candidate Audit:

Equalifi will randomly audit a percentage of applications on a regular basis. Candidates will be responsible for providing the requested supporting documentation to verify their education and professional background as mentioned in the registration form. Equalifi’s practice is not to contact employers or educational institutions to obtain verification documentation on the candidate’s behalf. Failure to comply with the audit, falsification or misrepresentation of requested information and/or any unprofessional conduct will result in denial/cancellation of the exam registration and/or revocation of the program certificate. Candidates subject to audit will be notified by e-mail and will have 10 business days to respond. Once selected for audit, candidates will be required to satisfy the audit requirements before being able to receive the final certificate. Failure to comply with the audit will result in forfeiting all fees. Additionally, a candidate who does not comply with the audit will be subject to audit if reapplying for a future testing window.

Fee Details:

Exam Fee: INR 1,770

*Fee mentioned is inclusive of GST. Exam fee is applicable for each attempt.

Exam Preparatory Material

You can access the course tutorial recordings and study material on the Equalifi Membership Portal.  Set up your free Equalifi Virtual Membership account here

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