Certified Wealth Manager Level 2

Target Audience

Program Start Date

Coming Soon

Program Duration

120 Hours

Delivery Mode

Hybrid (Online & In-person)

Advance from Advisor to Architect

Master Multi-Dimensional Advice
You need this program to move beyond foundational knowledge and deliver the sophisticated, strategic wealth advice demanded by India’s rapidly growing HNW client base.
Lead Across Generations
Joining this level allows you to deepen your command of intergenerational planning and succession, ensuring you are the strategic mind clients trust for their family’s long-term legacy.
Command Complex Financial Structures
You will gain the technical fluency required for portfolio construction and tax-efficient advisory, positioning you to thrive in senior wealth leadership roles.
Refine Your Strategic Presence
You need to transition from a capable advisor to a confident wealth strategist, equipped with the trusted presence required to drive high-level client outcomes.

How WMAI Delivers Real-World Advisory Impact

Strategic Case Studies: You will engage in advisory-led case studies that blend macro and micro-economic analysis to mirror real-world UHNW scenarios.
Deep-Immersion Simulations: Access hands-on simulations designed to stress-test your command of complex investment and regulatory landscapes.
Advanced Technical Coaching: Gain a deep-level understanding of tax-smart wealth structuring and global investment standards.
Future-Ready Skillset: The curriculum is crafted by industry experts to ensure your advisory model stays ahead of India’s evolving regulatory environment.

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:

Your Ascent Starts Here

Strategic Partnerships