List of Accredited Certification Examinations for Investment Advisers

Name of Certification

Name of Organization

Website

Email-Id

Contact No.

Valid Till

Chartered Wealth Manager (CWM)

American Academy of Financial Management India Pvt. Ltd.

www.aafmindia.co.in

This email address is being protected from spambots. You need JavaScript enabled to view it.

011-45120800/

91-9650159583

28 Feb, 2019

Certified Financial Planner (CFP

Financial Planning Standards Board India

www.fpsbindia.org

This email address is being protected from spambots. You need JavaScript enabled to view it.

022-61712424

19 Jun,

2019

International Certificate in Wealth & Investment Management (India) Certification

Chartered Institute for Securities and Investment

www.cisi.org

This email address is being protected from spambots. You need JavaScript enabled to view it.

022-42219400

30 Sep, 2017

Wealth Management Certification (Advance Level)

Centre for Investment Education and Learning Pvt. Ltd.

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

This email address is being protected from spambots. You need JavaScript enabled to view it.

022-24948064

31 Mar, 2019

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