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NISM & CRISIL Certified Wealth Manager

The financial services industry, especially wealth management, is rapidly changing. Until about a decade ago, financial product distribution was largely driven by leveraging relationships with customers. Now, however, with mutual funds introducing direct plans, and the regulator actively working to create awareness and increase financial inclusion and technological advancement, investors are more market savvy.

Wealth managers can provide significant value addition only if they have a deeper understanding of various asset classes, investment products, industry trends and market insights.

This training programme is designed to offer deep conceptual understanding while equipping wealth managers with information on the latest trends, numbers, and techniques to evaluate products using performance and key risk metrics.

CRISIL has over two decades of experience in providing data, research and cutting-edge analytics in capital markets, catering to various segments, including mutual funds, insurance, portfolio management services, alternative investment funds, and retirement and pension funds.

NISM carries out a wide range of capacity building activities aimed at enhancing the quality standards in securities markets. It has a thorough understanding of the market need and a very strong pedigree in offering certification courses in the capital market space. It plays a catalytic role in promoting securities markets research and education. Click to know more

This training programme has been developed by CRISIL’s experts, leveraging our experience, repository of data and intellectual property built over the past few decades. An optimum blend of conceptual learning and case studies / data trends / examples it follows a practitioner’s approach to learning. It covers a wide range of topics in the wealth management space, including financial planning, asset classes, investment products (with a deep dive into mutual funds and insurance), investment analysis, client reporting and fair business practices.

The content is refreshed regularly with key event analysis, articles and videos relevant to a wealth manager.

Together, NISM & CRISIL are able to bring in a unique course which fits well with the industry requirement and can become the gold standard for today’s wealth managers.

Value of NISM & CRISIL Certified wealth manager programme

Holistic understanding of various aspects of wealth management

Covers the entire lifecycle of wealth management - financial planning, asset allocation, asset classes, investment products, investment analysis, portfolio reporting, and fair business practices - thereby providing a practitioner’s approach to the subject

Learnings replete with real-life case studies

Real-life case studies are explained via comprehensive simulations, thereby enhancing the learning experience

Deep understanding of concepts, aided by CRISIL’s repository of market data and industry trends

Concepts are explained along with impact analysis to equip wealth managers with comprehensive knowledge of the industry

In-depth analysis of investment products

Analysis of products such as mutual funds, portfolio management services, insurance, and pension products

Help wealth managers to strike meaningful conversations with clients and improve their sales performance

Assist wealth managers with sharp understanding of not just concepts, but also relevant trends across asset classes and the overall industry

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Demo of our course modules

Mutual funds - key concepts

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How to analyze investments

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Quick read

The current economic situation has given rise to a tricky trend. Often negative events trigger volatility and panic-selling, while bull markets see irrational exuberance. While some investors are nimble enough or plain lucky to get the timing right, many tend to burn their fingers for lack of proper guidance and investment strategy.
Know why it is essential for investors to be skilled #WealthManagers and optimise a situation like this through the latest article by Miren Lodha, Director, CRISIL 1Academy.

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To understand more about the NISM & CRISIL Certifications, please contact +91-7777073996 or write to us at crisil1academy@crisil.com.

Frequently Asked Questions

What does NISM & CRISIL Certified Wealth Manager programme offer?

NISM & CRISIL Certified Wealth Manager programme goes beyond mere concepts to focus on business insights and challenges. Programme content is extremely interactive and exhaustive, covering the lifecycle of wealth management – financial planning, asset allocation, asset classes, investment products (with in-depth material on mutual funds and insurance products), investment analysis, portfolio reporting and fair business practices.

Who should consider joining the programme?

The certification is for financial services professionals, distributors of investment products, bankers, wealth managers, independent financial advisors, brokers, financial planners, investment advisors, insurance agents and those looking to expand their careers in the financial service business.

What are the career prospects in the wealth management industry?

The financial services industry, especially wealth management, is very dynamic. Investor’s today look beyond transactional relationships to demand value-added services from wealth managers. Career opportunities are aplenty with banks, investment advisors, life insurers, asset management companies, broker-dealers and non-banking financial companies (NBFCs).

What benefits does the programme offer?

The wealth manager certification offered by NISM & CRISIL has a strong focus on training and upskilling. It provides a deep understanding of various asset classes and investment vehicles, as well as investment product analysis and risk parameter techniques. The programme follows a practical approach by using market data, industry trends and relevant case studies to facilitate a deeper understanding of concepts.

How much does it cost to pursue and attain the certification?

The registration fee for the course is Rs 12,000 and the exam fee is Rs 2,000 per attempt.

What is the payment process?

Online payments can be made through CRISIL’s Online Learning Platform (training.crisil.com). Offline payments can be made through a cheque drawn in favour of ‘CRISIL Limited’. The cheque needs to be sent to Gloria D’silva, CRISIL House, Central Avenue Road, Hiranandani Business Park, Powai, Mumbai 400 076.

What is the license period for accessing the course?

Access to course content will be valid for two years from the date of purchase.

Is the programme online-only?

The course is a completely self-paced online learning programme with human voice over, clickable interactivities, animations, additional reading material and knowledge checks to assess users. The modules can be bookmarked to enable quick access in the future.

What is the coverage of the course?

Topics covered include macroeconomics, Indian financial market and it’s participants, concepts of financial planning, tax planning, understanding asset classes and investment vehicles, analysing risk and return, mutual funds - key concepts and categories, overview of the mutual fund industry in India, insurance landscape and products and it’s taxation an claims, CRISIL mutual fund ranking and ULIP ranking, portfolio monitoring and client reporting and fair business practices.

How can I access the online learning modules?

Access to the e-learning topics will be provided through the CRISIL Online Learning Platform. Once you log in to your account on the learning platform – at training.crisil.com – with your user name and password, the Wealth Management Certification course will appear under your account. You can click on the course to access the online learning modules within the certification programme.

How much time will it take to complete the NISM & CRISIL Certified Wealth Manager course?

All the modules within the course will require about 45 learning hours. They can be bookmarked to enable quick access in future.

How frequently is the content updated?

Course content is frequently updated to incorporate any new concept or change in industry practice or regulation. In addition, analysis of key events, articles and expert videos relevant for a wealth manager are frequently added to keep you updated on emerging trends and best practices in the wealth management space.

Can I access the modules on my mobile/ tablet?

Yes, the modules can be accessed on mobiles/tablets, as these are responsive and adapt to your screen size. However, we recommend using a laptop or a large screen device for ease in learning and better knowledge retention.

Can I download the modules?

The modules are only accessible online through the CRISIL Online Learning Platform and cannot be downloaded.

What is the duration of each module?

The duration of a module ranges from 1 to 4 hours. However, study hours will vary for every individual. You need not complete a module at one go. Module content is auto-bookmarked and you may choose to pick up from where you left off the last time.

How many times can I access the modules?

The modules can be accessed online any number of times for two years from the date of enrolment.

Are any learning material printouts / books provided as part of course reading material?

No. However, there are resource documents within the modules for additional reading.

What is the exam schedule?

The exams are scheduled every quarter. The dates for the exam will be rolled out a month in advance and those wishing to take the exam have to make their payments at least 15 days before the exam date. The minimum study period for the course has to be one month – which means the gap between registration and exam period has to be one month. All the 18 course modules needs to be completed before registering for the exam.

How will the exam be conducted and what will be the exam duration?

The exam will have multiple choice questions (MCQs) and multiple response questions (MRQs). The exam will be conducted online as well as at physical centres. The online exam will be proctored online through your laptop/desktop webcam. The exam duration will be three hours.

What if a candidate does not clear the exam?

The candidate will have to re-attempt the examination. The examination fee needs to be paid for every attempt.

How many attempts are allowed?

Exams can be taken any time within the license period of the content as per pre-defined schedule. After the expiry of the license period, the candidate can re-register for the programme.

What is the passing percentage?

60%.

Is there negative marking for wrong answers?

No.

What will be the format for exam scores?

Exam scores will be listed in percentages.

What is the eligibility criteria for the course?

A bachelor’s degree.

What are the renewal requirements for the certification programme?

Continuing Education (CE): Candidates are required to obtain six points, i.e., complete six hours of online learning to renew their certification every three years
Renewal fee: A renewal fee of Rs 3,000 will be levied for an online refresher course and certificate re-validation

Do I get placement opportunities/ support?

NISM or CRISIL do not provide active placement support. However, the course is designed to provide practical insights into various aspects of wealth management that can enhance career opportunities in areas such as investment research, advisory and relationship management. Also, both NISM & CRISIL have been conducting training programmes for organisations across the BFSI space for a number of years. This provides credence and acceptability to the NISM & CRISIL Certified Wealth Manager programme.

What is the cancellation policy?

Once registered for the course, there will be no cancellations.

Is there an age limit?

No.

How can I get help with technical issues while accessing the modules online?

Please e-mail us at certification@crisil.com.

How will the certificate be awarded to candidates?

The certificate will be emailed to the candidate and you will also get a link of NCCWM digital badge which will validate your mastery on Wealth Management skills.