The Certified Wealth Manager Level 2 program is designed for professionals who’ve mastered the foundations and are ready to deliver strategic, multi-dimensional wealth advice to India’s growing affluent and HNW client base.

This next-level certification deepens your command of portfolio construction, intergenerational planning, and tax-efficient advisory—while refining your ability to engage with sophisticated client needs and complex financial structures.

Through a blend of macro-micro economic analysis, hands-on simulations, and advisory-led case studies, you’ll develop the technical fluency and trusted presence required to thrive in senior wealth roles.
Anchored in global standards and aligned with India’s evolving regulatory and investment landscape, this program transforms capable advisors into confident wealth strategists — equipped to drive client outcomes across generations.