Wealth Management as an industry is growing in market size as well as complexity. Success in this competitive and rewarding area requires increasingly diverse and sophisticated skills. The PGD-AFPWM™ is a specialized program for Graduates who want to fathom successful careers as Wealth Managers and Financial Planners. Aspirants need a solid understanding of portfolio design, practical experience with fund management, and social finesse that puts you at ease in the client world.
The PGD-AFPWM™ is an innovative new academic program built upon the structure of professional and theoretical knowledge, leveraging on the experience of industry practitioners and using relevant case studies and current industry practices as learning supplements in the specialized field of Financial Planning and Wealth Management. The result is that PGD-AFPWM™ is built around the core components that the wealth-management industry deems necessary for success.
This is an intensely structured program with three trimesters spread over 14 months. During this period the participants are required to complete 16 courses and a six week corporate internship to meet the academic requirement of the institute. This onsite learning coupled with activity based learning will complement the classroom lectures. PGD-AFPWM™ program brings together reputed practitioners and eminent faculty to provide a rich forum to impart all necessary skills required to move seamlessly into the world of financial planning and wealth management. Participants will be awarded a ‘Post Graduate Diploma in Financial Planning and Wealth Management™, on successful completion of this course with minimum requisite score. They would earn the internationally reputed financial planning designation CFP CM.