NISM & CRISIL Certified Wealth Manager (NCCWM)

Develop a holistic perspective of wealth management.

NISM & CRISIL Certified Wealth Manager (NCCWM)

Develop a holistic perspective of wealth management

About NISM

In the budget speech of February 2005, the Honourable Union Finance Minister announced that the Securities and Exchange Board of India (SEBI) should establish an institute to undertake securities markets education and research. In pursuance of this mandate, SEBI established the National Institute of Securities Markets (NISM), in 2006, as a public trust under the Bombay Public Trusts Act, 1950.


The mission for NISM is to add to market quality through educational and research initiatives that would support, enable and expedite an entire gamut of high quality knowledge services in the securities industry. NISM carries out a wide range of capacity building activities at various levels aimed at enhancing the quality standards of and increasing the participation in the securities markets. Its six Schools of Excellence work in synergy towards professionalizing the securities markets.



CRISIL is a leading, agile and innovative global analytics company driven by its mission of making markets function better.

It is India's foremost provider of ratings, data, research, analytics and solutions with a strong track record of growth, culture of innovation, and global footprint.

It has delivered independent opinions, actionable insights, and efficient solutions to over 100,000 customers through businesses that operate from India, the US, the UK, Argentina, Poland, China, Hong Kong and Singapore.

It is majority owned by S&P Global Inc, a leading provider of transparent and independent ratings, benchmarks, analytics and data to the capital and commodity markets worldwide.


About Program

Level up as a NISM & CRISIL Certified Wealth Manager (NCCWM)


●Helps understanding of the wealth management landscape to align financial products with clients’ financial objectives, and gain their trust by operating at a higher level of competence.


● Enables you to handhold clients through their investment journey, by periodically addressing their goals, return expectations and risk tolerance.




● Empowers you to have meaningful conversations with your clients and thereby grow your business.


● The program will equip wealth managers with sharper understanding of concepts, aided by CRISIL’s analytics, repository of market data and industry trends.


NISM & CRISIL Certified Wealth Manager

About the Certification

 Programme Features

    1. CRISIL’s Framework and Intellectual Property
    2. Created by Industry Practitioners
    3. Access the course on the go
    4. Content focus on nuances of India market

Get certified with an industry-relevant, unique, interactive course for wealth management

    • Fundamental concepts through interactive online self-study modules
    • Online videos, infographics, glossary terms and articles
    • Practical and relevant case studies
    • Practice tests to monitor progress
    • Online proctored examination

Career Avenues

Banking- Wealth management teams, branch banking, relationship managers, cross-selling, products team, operations, sales support.

Wealth Advisory outfits- Portfolio manager, relationship managers, family offices, products and research teams, client servicing.

Asset Management Company- Institutional, channel and retail sales teams, products, operations, client servicing, marketing and communications.

Broking- Product and investment research, relationship manager, retail and institutional sales, client servicing, operations.

Insurance Companies Institutional channel sales, product management, operations, client servicing.

A Comprehensive Training Solution

Course outline to enable informed decisions in wealth management:

1. Introduction to financial planning

Key concepts of financial planning, risk profiling and identifying return requirements.


2. Understanding asset classes and investment vehicles

Comprehensive understanding of asset classes, investment vehicles.


3. Mutual Fund (MF) – key concepts and categories

In-depth understanding of MF including an overview of the MF industry in India.


4. Insurance landscape and products

Insights into insurance products, suitability and evaluation


5. How to analyze investments

Investment analysis and risk parameter techniques


6. Portfolio monitoring and client reporting

Portfolio performance and wealth creation reports


7. Fair business practices




Eligibility and continued certification to enable informed decisions in wealth management:


● Eligibility-

A bachelor’s degree


● Exam-

The certification exam will be held four times a year in March, June, September and December. It will be an online proctored exam and the duration will be three hours.
Exam dates will be intimated on registering. Passing criterion is 60%. There is no negative marking


● Certification validity and continuing education-

Your CCWM certificate (conferred on successful course completion) is valid for 3 years. Candidates are required to obtain 6 credits, i.e. complete 6 hours of online refresher course to renew their certificate every 3 years.


● Course duration-

The course is self-paced online learning program and will require about 45 learning hours.


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Fee Structure

Course Fee

The course fee is Rs.12,000 and exam fee is Rs.2000 (excl. of GST)


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NISM & CRISIL Badge Program

NISM & CRISIL's NCCWM digital badge validates your mastery on Wealth Management skills.


Your digital badge is equivalent to a paper certificate, share it online.

Benefits of a Digital Badge

● Showcase your Achievements

● Share across various social media platforms and digital formats

● Enable employers to quickly validate your certification

● Demonstrate that your knowledge is up to date

Frequently Asked Questions

1) What does the NISM & CRISIL certified wealth manager programme offer?
NCCWM 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.

2) 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.

3) 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).

4) What benefits does the programme offer?
The NCCWM 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.

5) 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.

6) What is the payment process?
Online payments can be made through CRISIL's Online Learning Platform (

7) What is the license period for accessing the course?
Access to course content will be valid for two years from the date of purchase

8) 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.

9) 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.

10) How can I access the online learning modules?
Access to the e-learning topics will be provided through the NISM Elearning Platform. Once you log in to your account on the learning platform ( with your user name and password, the NCCWM course will appear under your account. You can click on the course to access the online learning modules within the certification programme

11) 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.

12) 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

13) 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.

14) Can I download the modules?
The modules are accessible online through the NISM Elearning Platform and cannot be downloaded.

15) 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.

16) 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.

17) 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.

18) 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 need to be completed before registering for the exam.

19) 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 physical. The online exam will be proctored online through your laptop/desktop webcam. The exam duration will be three hours..

20) 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..

21) 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.

22) What is the passing percentage?

23) Is there negative marking for wrong answers?

24) What will be the format for exam scores?
Exam scores will be listed in percentages.

25) What is the eligibility criteria for the course?
A bachelor’s degree.

26) 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

27) 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.

28) What is the cancellation policy?
Once registered for the course, there will be no cancellations..

29) Is there an age limit?

30) How can I get help with technical issues while accessing the modules online?
Please call us at 02192-668492/93 or e-mail us at

31) 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.


Contact Us

If you have any questions about enroling in our programme, are already registered with us and need support, or if you'd like to enrol your organisation, email us at or call us at 02192-668492/93 (Call Timings: 9:30 AM – 5:30 PM (Mon – Fri)).