- Retail, priority, or emerging affluent bankers with 2–4 years of experience
- Looking to transition into advisory-led wealth management roles
- Keen to build deeper HNI client relationships
- Preparing to move into private banking, investment advisory, or family office roles
- Ambitious to grow credibility, confidence, and career in wealth management
Coming Soon
120 Hours
Hybrid (Online & In-person)
Ignite Your Advisory Career
- Accelerate Your Career Path
You need this program to break out of transactional retail banking and move into prestigious, higher-value advisory roles across private banking and wealth management. - Command Instant Credibility
By joining, you earn a prestigious certification anchored in global best practices and tailored to the Indian market, proving to affluent clients that you are a trusted, industry-ready professional. - Master the Art of HNI Engagement
You will gain the emotional intelligence and tactical storytelling skills required to transform everyday conversations into lasting, multi-generational client relationships. - Future-Proof Your Technical Edge
You need to stay ahead of the curve by mastering everything from GIFT City-linked strategies to AI-assisted behavioral finance and complex legacy planning.
How WMAI Delivers Real-World Advisory Impact
- Immersion in Real-World Scenarios: You will use industry-specific simulations and case studies designed with AI-assisted adult learning models to stress-test your decision-making.
- High-Impact Mentorship: You will learn within small cohort sizes that allow for deep collaboration, networking, and direct mentorship from industry experts.
- Performance-Based Tools: You will move beyond theory using hands-on tools that reflect the actual expectations and regulatory realities of today’s affluent clients.
- Holistic Professional Branding: You will refine your executive presence, grooming, and digital persona to ensure you stand out as a premier brand in a competitive landscape.
8 Modules
Step into the fast-evolving world of wealth management with a panoramic view of both global and Indian ecosystems. Understand the strategic role of a modern wealth manager, explore career pathways and certification frameworks, and map the competencies needed to thrive in a dynamic advisory landscape. This module sets the foundation for your ascent into professional excellence.
Master the core and emerging investment products that drive client portfolios — from equities, bonds, and mutual funds to structured products and alternatives. Learn to assess product suitability through risk-return analysis, and unlock new possibilities with GIFT City-linked investment strategies within India’s evolving regulatory landscape.
Navigate the regulatory minefield with confidence. This module covers the full spectrum — from SEBI and RBI regulations to AML, KYC, FATCA, and CRS. Go beyond checklists to understand the ethical frameworks that underpin responsible advisory, and gain tools to detect, mitigate, and prevent compliance breaches in a high-stakes environment.
Sharpen your advisory edge with tools and frameworks rooted in portfolio theory, asset allocation, and macroeconomics. Decode client behavior and risk profiles, apply behavioral finance insights, and develop strategic, tactical, and dynamic asset allocation plans that deliver real value across market cycles.
Move beyond transactions to build high-performing, client-centric advisory pipelines. Learn how to prospect effectively, segment client books, and measure success with smart KPIs. Leverage CRM systems and sales analytics to grow wallet share, track performance, and deepen engagement across the wealth lifecycle.
Become a multi-generational partner by mastering succession planning and cross-border wealth transfer. Learn to guide families through legacy visioning and philanthropic goals while effectively engaging and preparing the next generation.
Delve into the complexities of multi-generational wealth transfer. Learn to structure trusts, foundations, and succession plans, and understand how to integrate philanthropy, insurance, and family dynamics into holistic legacy strategies. Become the trusted advisor who guides families through sensitive, long-term decisions.
Transform everyday conversations into lasting relationships. Learn structured profiling techniques, solution-based advisory frameworks, and the art of storytelling in finance. From conflict resolution to empathy-driven communication, this module equips you with the emotional intelligence and tactical skills to build enduring client trust.
Workshop Duration Consist of
64 hours – Asynchronous learning (self-paced modules)
16 hours – Online
40 hours – In-person
Mode of Assesment
To encourage transfer of learning, the course incorporates:
- Final written exam
- Role-play assessment
- Case study presentation (graded by faculty panel)
Register of Interest
Strategic Partnerships
