PGP Academy

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Empower Your Future with Industry-Driven Financial Programs

A range of specialized programs designed to equip you with the knowledge, skills, and certifications

At PGP Academy, we offer a range of specialized programs designed to equip you with the knowledge, skills, and certifications needed to excel in the Banking and Financial Services Industry (BFSI). Each program is tailored to address specific areas within finance, from foundational principles to advanced, industry-relevant skills. Whether you’re just starting out or looking to enhance your expertise, PGP Academy provides the educational pathways that will set you apart.

Our Programs:

Gain Certified Expertise in Financial Planning and Wealth Management

Certified International Wealth Manager (CIWM®) Program

Overview
The Certified International Wealth Manager (CIWM) designation is recognized worldwide as a top credential for wealth management. It ensures that financial professionals have the unique knowledge and skills to address the complex needs of high-net-worth clients.

Ideal for

Aspiring and experienced financial planners, wealth managers, and financial advisors.

Program Curriculum
  • Accumulating Wealth for Clients
  • Converting & Transferring Wealth and Special Client Focus
Gain Certified Expertise in Financial Planning and Wealth Management

Award in International Wealth Management (AIWM)

Overview
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.
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.
Ideal for

Aspiring and experienced financial planners, wealth managers, and financial advisors.

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.
     
     

 

Gain Certified Expertise in Financial Planning and Wealth Management

INTERNATIONAL Banking & Financial Services Industry (BFSI)

Overview
The International Banking & Financial Services Industry (BFSI)-Wealth Management certification program offered by PGP Academy is your passport to a global career in the Banking & Financial Services Industry.
The program brings together learnings from the best national and international bodies, enabling you to earn multiple certifications and make your mark in the Banking and Financial Sevices Industry.
Ideal for

Aspiring and experienced financial planners, wealth managers, and financial advisors.

Program Benefits
  • Global Recognition: Enhance your credentials with internationally recognized certifications.
  • Comprehensive Curriculum: Gain in-depth knowledge of wealth management tailored to India’s financial landscape.
  • Career Advancement: Position yourself as a top-tier financial professional in a competitive market.
Gain Certified Expertise in Financial Planning and Wealth Management

Investment Foundations® Certificate

Overview
Gain tangible knowledge of the investment industry with the Investment Foundations Certificate. Being able to solve and communicate solutions for complex investment issues starts with understanding the essentials.
This certificate gives you a comprehensive overview of the investment industry’s structure, concepts, and ethical considerations, helping to advance your career in finance. Covering the fundamentals of the same topic areas as Level I of the CFA® Program, you’ll gain an essential understanding of the investment industry’s structure, financial markets, professional roles, and client needs.
Ideal for

Aspiring and experienced financial planners, wealth managers, and financial advisors.

Program Curriculum
  • Industry Overview and Structure
  • Type and Functioning of Markets
  • Investment Instruments
  • Investment Inputs and Tools
  • Serving Client Needs
  • Serving the Greater Good
  • Final Assessment
Gain Certified Expertise in Financial Planning and Wealth Management

Masterclass in Portfolio Management and Client Advisory

Overview
The Masterclass in Portfolio Management and Client Advisory delves into crucial subjects such as investment strategies, risk assessment, asset allocation, and client relationship management. Through in-depth training and real-world case studies, you will enhance your analytical abilities and gain the expertise needed to make strategic investment decisions and excel in dynamic markets.
Ideal for

Aspiring and experienced financial planners, wealth managers, and financial advisors.

Program Curriculum
  • Portfolio Solutions Fundamentals
  • Portfolio Monitoring & Portfolio Evaluation
  • Protecting Clients’ InvestmentS
  • Wealth Preservation
  • Wealth Conversion
  • Wealth Transfer
Gain Certified Expertise in Financial Planning and Wealth Management

Masterclass in Financial Assets

Overview
The Masterclass in Financial Assets delves into crucial subjects such as investment strategies, risk assessment, asset allocation, and client relationship management. Through in-depth training and real-world case studies, you will enhance your analytical abilities and gain the expertise needed to make strategic investment decisions and excel in dynamic markets.
Ideal for

Aspiring and experienced financial planners, wealth managers, and financial advisors.

Program Curriculum
  • Equity
  • Debt
  • Derivatives
  • Alternative Investments
  • International Investment Vehicles

Why Choose PGP Academy’s Programs?

Industry-Relevant Curriculum

Our programs are continuously updated to reflect the latest trends, technologies, and best practices in finance. Developed in collaboration with industry experts, our curriculum provides the tools and insights needed to excel in various financial sectors, from wealth management to digital finance. You’ll gain practical skills that can be immediately applied, making you a valuable asset in today’s fast-paced job market.

Expert Faculty and Mentorship

Learn from seasoned professionals with decades of experience in the BFSI sector. Our faculty includes industry leaders, financial strategists, and academic experts who bring real-world insights into the classroom. With personalized mentorship and guidance, our instructors help you navigate complex financial concepts and develop the confidence to lead in your chosen field.

Hands-On Learning and Real-World Application

At PGP Academy, we believe that the best learning comes from experience. Our programs incorporate hands-on projects, case studies, and simulations that mirror real-world financial challenges. This approach not only deepens your understanding of theoretical concepts but also prepares you to tackle practical challenges, making you job-ready from day one.

Recognized Certifications and Career Value

Earning a certification from PGP Academy adds significant value to your resume and opens doors in the BFSI industry. Our partnerships with industry leaders like Moody’s Analytics ensure that our certifications are respected and valued by employers worldwide. Whether you’re looking to start a new career or advance in your current one, our certifications can give you a competitive edge.

Global Network and Career Opportunities

As a PGP Academy student, you’ll gain access to our extensive network of alumni, industry partners, and global corporations. Our programs provide opportunities for internships, networking events, and job placements, connecting you with professionals who can help shape your career. The PGP Academy community supports you long after graduation, providing resources and connections that fuel your professional growth.

Know more about us

Choosing PGP Academy means choosing an education that goes beyond the classroom. With industry-relevant programs, expert guidance, and hands-on learning, we are committed to helping you achieve excellence in the world of finance. Start your journey with us and see how PGP Academy can transform your career in the BFSI sector.

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