Admissions
Your Gateway to Elite Wealth Management Education
Join a Select League of Future-Ready Wealth Advisors
Admission to the Certified Wealth Manager and Certified Private Banker programs is designed to identify professionals with both technical depth and advisory potential. We invite
This is not just another course—it’s a career accelerator. Admission is selective, merit-based, and includes a 3-step evaluation to ensure you’re ready to thrive. applications from driven, high-caliber individuals who are ready to elevate their careers in wealth management, private banking, or financial advisory.
The Admission Process (3 Simple Steps)
This is not just another course—it’s a career accelerator. Admission is selective, merit-based, and includes a 3-step evaluation to ensure you’re ready to thrive.
Step 1: Online Pre-Assessment (60 mins)
A timed, multiple-choice assessment that evaluates:
- Industry knowledge
- Product understanding
- Portfolio and advisory fundamentals
Scoring 90% or above? You may qualify for a partial scholarship.
Step 2: 2-Minute Video Pitch
Show us your client-facing presence.
Record a 2-minute video pitch as if you’re speaking to a potential HNI or UHNI client. We’ll assess:
- Clarity and confidence
- Presence and tone
- Ability to articulate value in simple, powerful language
No retakes—just be authentic, and make it count.
Step 3: Interview with Our Faculty Panel (via Zoom)
Once shortlisted, schedule your final interview with our faculty via Calendly. We’ll explore:
- Your motivation and career goals
- Situational judgment and conversation style
- Readiness for advisory roles and long-term industry fit
Expect a 20-minute interview focused on both technical and soft skills.
Scholarships & Fast-Track Admission
Exceptional candidates (score 90%+ in pre-assessment + strong video/interview) may be eligible for:
- Merit-based scholarships
- Priority admission to the next cohort
- Mentorship opportunities with senior faculty
Application Notes
- Admissions are rolling, with limited seats per cohort
- All components must be completed within 7 days of application
- Feedback on admission decision will be shared within 5 business days
Ready to Begin?
Join a powerful peer group. Learn from the best. Become the banker every client wants.
Meet the Team
