Industry-aligned structured curriculum
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Program Overview
Introducing the Certified Wealth Management & Financial Planning Professional (CWMFP)
India's wealth management industry is expanding rapidly—and financial institutions are actively hiring skilled professionals.
The CWMFP Program is designed to bridge the gap between academic knowledge and industry requirements through practical training, real-world exposure, and career support.
Program Details
- Duration: 4 Months | 80 Sessions
- Mode: Virtual (Weekends)
- Program Fee: ₹49,000 (Scholarship available to selected candidates.)
- Locations: PAN India
Designed For
- BBA / B.Com Graduates
- MBA Students
- Finance Aspirants
- Working Professionals
- Banking & Sales Professionals
What Sets It Apart
- Strong focus on Wealth Advisory & Client Management
- Practical Portfolio Building & Investment Planning
- Real-life Case Studies & Simulations
- Relationship Management & Sales Training
- Industry-oriented Financial Planning Modules
- Dedicated Placement Preparation & Career Support
The Program Process
Five Steps to Become an Investment Banking Professional
Curriculum
Comprehensive Modules
- Overview of financial markets
- Equity, bonds, and mutual funds
- ETFs and investment instruments
- Asset allocation strategies
- Risk profiling
- Portfolio construction & diversification
- Client profiling techniques
- Wealth management process
- HNI advisory strategies
- Investment planning approaches
- Retirement planning
- Tax planning strategies
- Insurance planning
- Estate planning
- Fund analysis
- SIP planning
- Investment advisory techniques
- Client acquisition strategies
- Advisory presentation skills
- Client servicing & retention
- Resume building
- Mock interviews
- Communication & presentation skills
Career Outcomes
- Wealth Advisor
- Relationship Manager
- Financial Planner
- Investment Advisor
- Portfolio Manager
Placement Tie-ups
- Banks
- NBFCs
- Wealth Management Firms
- Broking Houses
- Financial Advisory Companies
Job-ready training + interview preparation + employer connections
Why This Programme?
- Wealth Management is one of the fastest-growing career domains in BFSI
- Increasing demand for financial advisors and planners
- Employers prefer candidates with advisory + client handling skills
- Opportunity to build high-growth careers in finance
Get industry-ready in just 4 months with practical, job-oriented training
program advantages
Start Your Professional Journey With Self-Assurance
Hands-on practical learning approach
Real-world client advisory training
Certification-driven career growth
Strong placement support system
Long-term career progression opportunities
About Us
Global BIFS Academy
Global BIFS Academy trains and empowers young professionals to excel across the Banking, Financial Services, and Insurance sector through practical, industry‑aligned programmes, experienced faculty, and employer‑oriented outcomes.
Global BIFS Academy is dedicated to giving best-in-class training in the field of Banking, Insurance and Financial Services. Our focus is on recent graduates who are looking to establish a successful career in the BFSI sector.