1. About the course
Wealth Management is set to become an important component of the Financial Services Industry. Banks in particular are gearing up to capture the opportunities emerging from a rapid growth of the global economy as it successfully harnesses the benefits of technological advances.
The demand for wealth management skills is expected to grow considerably.
Management stream starts with a level 3 – Certificate in Wealth and Investment Management and progresses to Level 7 (chartered Wealth Manager) which is acknowledged by international recruiters as the top in its range of qualification.
More than 100 learners have completed this course so far. A majority of them are adamant about its beneficial impact on their work.
2. Entry Requirement
Either A. HSC or GCE A level.
Or B. Completed the Certificate for Introduction to Securities and Investment
Or C. Sponsored by Employer
To simplify your application, we suggest that you fill in the form available online (refer to CISI page for the registration link for the form). We will send you further instructions once your application is successful.
3. Cost
Payment facilities available to Self -Financed Students.
The estimated cost for this award is approximately Rs 40,000 and includes:
- registration, exam entry and taking exams on remote Invigilation from CISI.
- tuition fees.
- study materials in soft copy.
4. Exam Mode
Exams can be taken from a Test Centre or on remote invigilation from anywhere.
For those opting for exams at a Test Centre, an additional fee (currently Rs 4000) is payable to Test Centre.
5. Venue, Duration and Time table
The course will be delivered at our new premises at Ebene Esplanade.
Duration- 63 hrs. (Some sessions may be conducted online).
Time table – Every Saturday indicatively as from second week of January 2026 for next intake.
Courses will be delivered over 63 hrs. (Sessions of 3hrs for Saturdays).
6. Information on the course from CISI
The below link may be accessed for further information on the course from CISI.