AIWM

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Award in International Wealth Management

A Joint Certification offered by the leading global education brand, Moody’s Analytics Global Education (MAGE), and one of India’s best institutes for financial services education, PGP Academy.

INR 24,000 + Charges

Overview

Award in International Wealth Management is a foundational wealth management program offered jointly by Moody’s Analytics and PGP Academy, to equip emerging wealth professionals with the specialized knowledge they need to cater to their clients’ evolving needs in both a local and global context.   

The program is tuned towards the Indian financial services professionals, to assist them take the leap to comprehensive wealth management – the next level of evolution in services from financial planning or goal planning.

Who Should Enroll

The Award in International Wealth Management AIWM® is a diploma with a strong practical focus.

It is aimed at financial, legal and other professionals who already work in the wealth management industry and are keen to develop their in-depth knowledge and expertise.

Benefits of the Award in International Wealth Management

Widely recognized by the Banking and Financial Services Industry

Gain international insights to move ahead as a Wealth Management professional

Stand out among your peers with an International Award

Program Features

The Award in International Wealth Management is a 20-hour, live, online training program.
Top National & International Coaches, including those from Moody’s Analytics.
Access to various practical tools and resources.
Access live sessions on phones, tablets, desktops or laptops.
Session-end Assignments to confirm knowledge transfer.
Access to recordings of all sessions.

Curriculum

Behavioral Finance
Global Wealth ManagementTrends
Practice Management
Business Succession Planning
Introduction to FinTech

Alternative Investments, ReiTS, PMS, and AIF
Estate Planning
Personal Tax Planning
ESG Investing
Economics of Global Trade

Time Value of Money
Basic Personal Financial Report
Risk Profiling of Clients
Retirement Planning
House Loans

Protecting Children’s Goals
Life Insurance Planning
Performance Evaluation
MF scheme selection
Comprehensive Wealth Management Process

Fees Structures

The fees include the following: 

The registration fees
Textbook readings available in PDF and e-book
Course materials accessed through your computer, laptop, tablet, or phone, or by downloading the e-book for offline reading
Learning objectives that help you to keep the learning focused
Knowledge check questions
One examination attempt for each of the two modules

Fees for each examination reattempt : Rs. 10,000 + GST

Refund and Cancellation policies: 

Fees once paid are non-refundable
Fees paid for are non-transferrable

Common Questions About this Program...

Got more questions? Feel free to reach out to our team at support@pgpacademy.com!

Can I sign up for multiple banking courses at the same time?

For sure! You can sign up for as many courses as you want and tackle them whenever it suits you.

How to Enroll in Different Banking Courses