Accredited Certifications

List of Accredited Certification Examinations for Investment Advisers

Certification: Certified Financial Planner (CFP) Certification
Name of Organization: Financial Planning Standards Board Ltd. (FPSB Ltd.)
Contact No.: +91 8828 123 999
Validity From: 01-Mar-2021 to To: 29 Feb, 2024

Certification: Wealth Management Certification (Basic and Advance Level)
Name of Organization: Centre for Investment Education and Learning Pvt. Ltd.
Website: /
Contact No.: 022-24948064
Validity From: 01 Apr, 2016 To: 31 Mar, 2023

Certification: Chartered Wealth Manager (CWM)
Name of Organization: American Academy of Financial Management India Pvt. Ltd.
Contact No.: 011-45120800 / 91-9650159583
Validity From: 01 Mar, 2014 To: 28 Feb, 2023

Note: Certificates issued to the candidates for the Accredited Certification Examinations by the organizations during the accreditation period shall be valid till the expiry date of the certificates (which is three years from the date of issue of the certificate).