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Online Course

Certified Wealth Expert Course

Certified Wealth Expert course is a comprehensive education program designed to give an expert level understanding of financial world to fresh graduates and experienced professionals.
4.9 (253 user ratings)
Rated 4.7 out of 5
  • 4.721 students
  • Last updated 12/2025

Program Overview:

Certified wealth expert course is a comprehensive education program designed to give an Expert level understanding of financial world to fresh graduates and experienced professionals. It integrates the fundamentals of understanding the concept of financial services, capital Markets, numerous financial products, financial planning, tax planning, regulatory framework, wealth management, ethics, global best practices etc. It offers the tools a candidate needs to occupy key positions in the world of finance, private banking and wealth management domain.

Program Benefits:

There is huge demand of certified financial planners in BSFI sector. With growing wealth in India these demand will keep on growing multifold. Various financial institutions from Banks, Mutual funds, Insurance companies, Wealth Management firms, and Broking companies require talented and pre certified people. Apart from job, one can start his/her own business in financial services.

This program aims to help candidates all the required certifications required to enter the financial services industry. NISM Investment Advisors Level 1 & Level 2 are recognized certification mandated by SEBI and approved by Ministry of Finance.

Successful candidates will stand out in the market; we would also assist candidates with getting right job through our placement cell.

One of the big gap is practical use of academic education. Our course addresses this very problem by incorporating real life case studies, project and interactions with industry experts.

One-on-one access to industry-leading professionals, briefings, webinars and teleconferences.

Successful candidates will be provided with complete guidance and high end readymade business platform to start their own venture in financial services.

Program Objective:

Participants will learn a structured and systematic approach to evaluate unique needs of the clients and prepare right financial plan for them to attain their financial needs. The highly practical and comprehensive curriculum of Our module assesses the candidates on various case studies and exercises that illustrate key learning points ensuring that the candidates apply the concepts acquired while studying to a real-life scenario and remain focused and concise in developing and articulating right financial plan for their clients.

After the completion of the course, a candidate would be able to:

  • Successfully clear important Certification exams like NISM Investment Advisor Level 1 & Level 2, NISM Mutual Funds module.
  • Understand the nuances of financial advisory and wealth management.
  • Able to distinguish between different financial products and identify right products for their clients based on their risk profile and need analysis.
  • Make their base strong to provide right financial advice.
  • Help them to start their own financial advisory and wealth management business.
  • To find attractive career.

Career Scope

Banks, Mutual funds, Insurance companies, Wealth Management Companies, Broking firms, NBFCs, Portfolio Management, Private banking, Treasury Management, Financial Planning companies etc.

Instructors
Mr. Rupesh Nagda

Founder of Parivartan Learning Solution

This course includes:
Download CWE Brochure

Start your learning journey today! Enroll now in our online Course.

Start your learning journey today with expert-led online course, flexible schedules, practical lessons, personalized support, and real-world skills to boost your confidence and career growth.

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parivartan learning solutions Modules

Basic
(4.5)
Rated 4.5 out of 5
  • The financial markets
  • The structure of capital markets
  • Regulatory environment and ethical Issues
  • Equity-Stock markets
  • Debt-Bond market
  • Mutual funds
  • Certifications: NISM VA
Enroll now
Intermediate
(4.5)
Rated 4.5 out of 5
  • Protection planning
  • Investment products
  • Asset allocation
  • Measures of Risk and return
  • Performance evaluation
  • Time value of money
  • Certifications: NISM VA
Enroll now
Advance
(4.5)
Rated 4.5 out of 5
  • Tax planning
  • Portfolio management
  • Alternative investment products
  • Financial & Wealth Planning
  • Estate planning Basic
  • Real life case studies.
  • Certifications: NISM XB
Enroll now

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Course Structure:

  • Comprehensive exhaustive training
  • Comprehensive Study Material
  • Question Bank for practice
  • Online Mock Tests
  • Expert faculty from Industry
  • Online Doubt Solving Support through mail
  • Assistance in enrolling for NISM certification exams
  • Job Assistance to successful candidates
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