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List of Accredited Certification Examinations for Investment Advisers

Name of Certification

Name of Organization

Website and email

Contact No.

Valid From-Till

Certified Financial Planner (CFP) Certification

Financial Planning Standards Board Ltd. (FPSB Ltd.)

www.india.fpsb.org

[email protected]

+1 720-407-1914 (USA);

+91 22 6730 9000 (India)

05 Sep, 2019

to

04 Sep, 2020

Chartered Wealth Manager (CWM)

American Academy of Financial Management India Pvt. Ltd.

www.aafmindia.co.in

[email protected]

011-45120800/

91-9650159583

01 Mar, 2014

to

28 Feb, 2021

International Certificate in Wealth & Investment Management (India) Certification

Chartered Institute for Securities and Investment

www.cisi.org

[email protected]

022-42219400

01 Oct, 2014

to

30 Sep, 2019

Wealth Management Certification (Advance Level)

Centre for Investment Education and Learning Pvt. Ltd.

www.ciel.co.in / www.cielfoundation.co.in

[email protected]

022-24948064

01 Apr, 2016

to

31 Mar, 2021

Certified International Wealth Manager(CIWM)

Moody’s Analytics Global Education (MAGE) Canada Inc.

https://www.moodysanalytics.com/certifications

[email protected]

0124-6633018

0124-6609372

09 Jul, 2019

to

08 Jul, 2020

Certified Financial Planner (CFP)

Financial Planning Standards Board India. (FPSB India.)

www.fpsbindia.org

[email protected]

022-61712424

20 Jun, 2014

to

31 Mar, 2019

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