Accredited Certifications

List of Accredited Certification Examinations for Investment Advisers

CertificationName of OrganizationWebsite and emailContact No.Valid From-Till
Certified Financial Planner (CFP) CertificationFinancial Planning Standards Board Ltd. (FPSB Ltd.)www.india.fpsb.org
IndiaCFPCertification@fpsb.org
+1 720-407-1914 (USA);+91 22 6730 9000 (India)05 Sep, 2019to04 Sep, 2020
Chartered Wealth Manager (CWM)American Academy of Financial Management India Pvt. Ltd.www.aafmindia.co.in
info@aafmindia.co.in
011-45120800/91-965015958301 Mar, 2014to28 Feb, 2021
International Certificate in Wealth & Investment Management (India) CertificationChartered Institute for Securities and Investmentwww.cisi.org
SouthAsia.Office@cisi.org
022-4221940001 Oct, 2014to30 Sep, 2021
Wealth Management Certification (Advance Level)Centre for Investment Education and Learning Pvt. Ltd.www.ciel.co.in / www.cielfoundation.co.in
info@cielfoundation.co.in
022-2494806401 Apr, 2016to31 Mar, 2021
Certified International Wealth Manager(CIWM)Moody’s Analytics Global Education (MAGE) Canada Inc.https://www.moodysanalytics.com/certifications
CertificationSupport@moodys.com
0124-66330180124-660937209 Jul, 2019to08 Jul, 2020
Certified Financial Planner (CFP)Financial Planning Standards Board India. (FPSB India.)www.fpsbindia.org
info@fpsbindia.org
022-6171242420 Jun, 2014to31 Mar, 2019