Accredited Certifications

List of Accredited Certification Examinations for Investment Advisers

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

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