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AWM Certification - Association of Wealth Management | IIBF -->-->
Home  /  Certifications  /  AWM Certification
WEALTH MANAGEMENT CERTIFICATION

Certified Wealth Management Professional (AWM)

Certified by Indian Institute of Banking & Finance (IIBF)

Duration: 4-5 Months
Validity: 3 Years
Level: Advanced
Eligibility: Graduate + Experience

What is AWM Certification?

AWM (Association of Wealth Management) certification focuses on asset management, financial planning, investment strategy, risk management, and client relationship management. It is designed for professionals aiming to build careers in wealth management, private banking, and financial advisory.

Importance

✅ Managing client wealth

✅ Global investment opportunities

✅ High-income career

Key Highlights

Asset Allocation

Diversification & portfolio

Financial Planning

Retirement, tax, estate planning

Investment Management

Equity, bonds, alternative investments

Client Relationships

Communication & trust building

Employment Areas

🏦 Private Banks 🏢 Wealth Management Firms 💰 Brokerage Houses 📊 Family Offices 📱 Robo-Advisors

Job Roles

🔹 Wealth Manager 🔹 Financial Advisor 🔹 Investment Advisor 🔹 Estate Planner 🔹 Portfolio Manager

Documents Required

  • Graduation certificate
  • Experience letter (2+ years)
  • Aadhar Card
  • PAN Card
  • Photo
  • Signature

Complete Process

1
Registration & Payment

Fill form and pay online

2
Upload Documents

Upload all documents

3
Study Material

Material provided by IIBF

4
Self Study

120-140 hours of self-study

5
Online Exam

IIBF online exam (50% passing)

6
Get Certificate

Certificate within 25-30 days

AWM Registration

Fill details correctly

DD/MM/YYYY
Training
₹ 5,310.00 (incl. GST)
₹ 5,310.00
Only Exam
₹ 2,360.00 (incl. GST)
₹ 2,360.00
Re-exam
₹ 1,416.00 (incl. GST)
₹ 1,416.00
Hindi Books
₹ 750.00 (incl. GST)
₹ 750.00
English Books
₹ 550.00 (incl. GST)
₹ 550.00
Total: ₹ 0.00
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