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Post Graduate Diploma
in Wealth Management (PGDWM)

accredited by
 Post Graduate Diploma
in Wealth Management
(PGDWM)
Program Overview Program Outcomes
Managing the wealth of affluent clients By the end of the program, you will be able to:

requires an adviser with a unique skill set. In » Demonstrate mastery of the skills required for
today’s competitive environment, just having advisers in the private wealth field, inclusive of
market awareness isn’t enough. Advisers both technical and soft skills
should be able to understand the challenges
faced by their clients and chart out a path to » Gain an in-depth understanding of both the
manage, protect and enhance wealth. Indian and global wealth management
landscape
This advanced Post Graduate Diploma » Network with like-minded practitioners and
program in Wealth Management equips next increase your professional connections
generation financial advisers with specialized
knowledge through a blend of » Set yourself apart from other financial
industry-leading online and e-Learning practitioners
modules led by highly experienced instructors.
» Gain internationally validated and recognized
It covers a broad range of topics from Wealth
wealth management competencies
Accumulation, Preservation, Distribution and
Transfer to Sales and Relationship » Develop and implement customized wealth
Management - all within an Indian context to plans to nurture prosperity and security over
enhance an adviser's ability to build a client's life cycle
long-term, profitable client relationships.

Who Should Enroll?

Specifically curated and designed for graduates, post graduates and young professionals who
want to have a rewarding career in the BFSI sector, the program will be of interest to:

Graduates and post Finance professionals

graduates involved or looking for a challenging
aspiring to be a part of the opportunity
BFSI industry
Program
Features:
A curriculum in collaboration with Moody’s Analytics
Designed by industry experts and based on an internationally recognized competency grid, the
curriculum focuses on the unique technical and soft skills required to manage wealth through a
client’s various life stages. Applying global standards in design and delivery, the program
provides candidates with proficiency in both wealth management knowledge and application.

Blended learning methodology

The learning methodology combines two powerful delivery modes – virtual live classroom &
e-Learning. The aim is to make use of advanced technology to enhance the learning experience.

Supplementary Pop-up Sessions

Pop-up sessions are live online classes delivered by expert faculty and are designed to facilitate
better understanding of topics among program participants. Completely optional, the pop-up
sessions will cover various CIWM program lessons and can be accessed by participants through a
desktop or handheld device of their choice. These interactive sessions aim to reinforce and
strengthen fundamental concepts and ensure all-around comprehension of wealth management
related learning.

Complementary Academic Support

Academic support is a facility whereby participants can post their queries about relevant topics
across CIWM program lessons. These will be reviewed, researched and answered/clarified by
subject-matter experts within 48 hours. The objective is to leverage knowledge resources and
assure participants of comprehensive help and support to achieve desired learning outcomes.
Program
Benefits:
Equipping future wealth managers with
in-demand soft skills
It is essential for the wealth managers of tomorrow to have a confident persona and the ability
to carry out meaningful conversations with HNWIs and UHNWIs. That’s why we will be
equipping you with cutting-edge communication skills through our soft skills training sessions,
which include various activities and simulations. These sessions will not only help build a
prospective adviser's skills necessary to eventually create an impactful impression with clients,
but it will also help in the short-term, preparing candidates for their interview rounds.

Be an Internationally Recognized (CIWM) Adviser

To ensure that graduates of this program are able to showcase their skills in the industry,
completion of this program earns two prestigious certifications. The internationally recognized
Certified International Wealth Manager (CIWM) designation requires completion of the
eLearning component only, while completers of the full program (eLearning and classroom) earn
the PGDWM.

Internship opportunities along with placement

guidance
In addition to networking and real-world exposure, our internship opportunities will give
candidates a chance to connect with and learn from senior leaders and advisers as they take
their first steps towards a successful career. With the help of our leading network of employers,
we will also provide placement guidance.

*HNWIs & UHNWIs refer to High Net Worth

Individuals & Ultra High Net Worth Individuals.
 BLENDED LEARNING:
VIRTUAL LIVE CLASSROOM DIRECT TO DEVICE PROGRAM DURATION
& SELF-PACED ELEARNING 4 HOURS WEEKEND CLASSES 300 HOURS

Learning Path

Best applied Soft

Understanding Preparation
global practices skills
the Indian for global
adapted for the training
landscape CIWM
Indian market

Program Outline
This comprehensive program provides a blend of e-learning & instructor-led online sessions conducted for
four hours a day on weekend. Participants who complete the learning experience and pass all program exams
earns Four Certifications.
(i) Post Graduate Diploma in Wealth Management, a joint certification by Moody’s Analytics and TimesPro
(ii) Globally recognized Certified International Wealth Manager (CIWM) designation
(iii) Recognized Accreditation for NISM Investment Adviser XA (Level 1) Registration**
(iv) Recognized Accreditation for NISM Investment Adviser XB (Level 2) Registration**

Module I - INTRODUCTION TO BFSI Module II - ACCUMULATING WEALTH FOR

CLIENTS
» Indian Financial Landscape » Introduction to Wealth Management
» Financial Products & Services - Overview » Understanding the Client
» Law & Practices » Portfolio Basics
» Macro Economic Factors & Key Concepts - ET Fin Pro » Conventional and Alternative Investments
» Mutual Funds - Advanced Concepts » Portfolio Analysis and Management
» Insurance Business in India » Activities & Projects
» Capital Markets in India - Overview » Exam
» Activities & Projects
» Exam

Module III - CONVERTING AND TRANSFERRING Module IV - FINISHING SCHOOL -

WEALTH AND SPECIAL CLIENT FOCUS APPLICATION MODULES

» Helping Clients Convert Wealth into Income for Retirement » Sales and Relationship Management
» Helping Clients Protect Wealth » Life Transactions and Impacts
» Helping Clients Create a Legacy - Wealth Transfer » Private Wealth Manager
» Special Focus - Clients Who Own a Business » Personal & Professional Proficiency
» Activities & Projects » NISM Preparation
» Exam » Exam
» Interview Preparation

**No Separate Examination Required. Awarded on successful completion of program

 NISM Certification Preparation
NISM VA Mutual Funds Distribution NISM XII Securities Market Foundation

Eligibility Criteria
» Graduates » Working Professionals with » Post Graduates

60% above in Graduation, 50% 1 + Years of relevant work 50% above in graduation,
above in 10th & 12th experience in the BFSI industry: post-graduation, 10th & 12th
50% above in Graduation, 10th
& 12th

Program Pricing
» Self paced eLearning and online classroom learning path: `2,00,000

Participants need to equip themselves with the

right technical and client relationship skills to enter
into and succeed in the private wealth management
industry, which is evolving at a rapid pace.
Knowledge and Skills
» Analytical skills
» Problem solving skills
» Communication skills
» Discretion & trustworthiness
» In-depth knowledge of investment products and
management, insurance, retirement, estate planning
and helping business owners
» Strong focus on customer service

Career
Trajectory Wealth
Privy Manager
Relationship
Imperia Manager
Relationship 10-12 Years of
Elite Manager Experience
Relationship 8-10 Years of
Manager Experience
Relationship 6-8 Years of
Manager Experience
3-6 Years of
Experience
0-3 Years of
Experience

Here’s
where you
start from
 The Role of a
Wealth Manager
Use advanced business Help clients to plan for
marketing techniques for their retirement income
building a wealth to meet their lifestyle
management practice. needs and goals.

Assist clients in developing and Establish and facilitate

tax-efficient investment
Entering this implementing an estate plan
strategies that help clients
that reflects their wishes and
challenging yet the needs of the family. achieve their life goals.
exciting field gives
you the opportunity
Research and recommend
to help clients Coordinate and engage a
strategies that help clients
trusted and respected team
achieve their of experts to assist in preserve their wealth.
life goals. providing a fully integrated,
well-rounded wealth
management service.
 India's Wealth
Management
Industry
is poised for
growth, rising in
sophistication
and scope
Strong GDP growth, a promising economic outlook, an increase
in the population of wealthy individuals, growing complexity of
financial products and advice, the government’s push to curb
illicit leaks and more tightly regulated markets continue to fuel
the rapid growth of the wealth management sector in India.
 is the provision of integrated and holistic financial advice to investors that
helps them meet needs and achieve goals through their various cycles of
life. This exciting industry is growing at a rapid pace, bringing various
opportunities into this space. Here’s how:

Wealth managers in India By FY22, the number of

are addressing a market with

`100 UHNWIs
is expected to double
lakh crore up to 330,400
($1.5 trillion) commanding a net
of investible wealth, expected worth of `352 trillion
to double in the next
five years.

Source: Economic Times Source: Kotak (TOP) report

*UHNWI refers to Ultra High Net Worth Individual

As complexity in managing Financial Ins�tu�ons

wealth grows, surveys are looking for wealth
consistently show that managers who can plan
High Net Worth Individuals and manage the
(HNWI) provision of integrated
and holis�c financial
put tremendous value in solu�ons for
having a trusted adviser
who can provide Wealth HNWI
Management exper�se clients

» HNWI clients are increasingly seeking

opportunities to consolidate their financial
dealings with a single wealth manager who can
provide an integrated wealth solution inclusive
of investment management, credit, retirement,
estate, insurance planning and solutions for
small businesses, if needed.
 Who Provides Wealth Management Services?

1 2 3
Universal Wealth Management Global Investment
Banks: Companies: Banks:
Mainly private banks with late Specialist wealth management Mainly foreign banks and
entrants, including some Public firms offering comprehensive private boutique firms
Sector Undertaking banks solutions focusing on the HNW
segment

4 5 6
Brokers & Financial Robo Wealth
Intermediaries: Advisory: Advisers:
Traditional brokers have also This platform is beginning to Individuals registered to
set up wealth management make inroads into the offer wealth management
arms wealth management space advisory services

WHO WANTS THEIR WEALTH MANAGED

Owners of small and Professionals, lawyers, CAs At the top end of the spectrum
medium-sized enterprises and other high net worth are people who need help with
who are looking for both individuals with enough wealth inheritance management and
personal and business financial that require someone to manage wealth preservation. They may
advice. A lot of their needs relate it; most of the investments go invest as private equity in
to credit players who go on to into traditional investment startups.
manage their wealth. This can be instruments.
referred to as 'old money' or
'traditional business'. Young entrepreneurs who have
accumulated wealth over a
period of successful exits.
 The Demand
For Talented
Wealth
Managers
Wealth creation is accelerating rapidly in India, leading to a
greater need for people to manage it. Financial institutions
offering wealth management services are looking to hire and
promote individuals with this kind of expertise from within,
but are facing a significant shortage of qualified advisers who
can fill this role. As such, robust demand for credentialed
wealth managers is expected for some time to come.

Gaps Existing In India’s Wealth Management Industry

“Globally, given that 18% of “HNWIs prefer advisers with the
“Covering wealth management in ability to understand and advise
HNWIs under 45 claim to be
India requires an abundance of across asset classes. To advise
actively unsatisfied with their
highly skilled advisers. However, as across multiple asset classes, the
wealth manager, action urgently
the market is relatively adviser would need to be
needs to be taken to ensure the
inexperienced in wealth well-educated and qualified.”
next generation of clients can be
management terms in comparison - Economic Times
attracted and – more importantly –
to more established western
retained.”
markets, there is a shortage of
- PwC
trained advisers.”
- Wealth X
 A Program
Designed To Equip
Wealth Managers In India With
A Global Perspective
Combining the financial intelligence and international wealth
management expertise of Moody’s Analytics and TimesPro's
educational resources, the two joined forces to deliver the most
sought after wealth management program across all
demographics.

Within training and certification, Moody’s Analytics has built an

extensive library of top-quality learning materials developed
through a network of international financial experts and
industry partners. For its part, TimesPro was created by the
Times of India Group specifically to provide professional
education in India.

Together the two leading educators in the wealth management

industry will serve as a major source to Indian recruiters
looking to hire talented professionals. This program, tailored
specifically for the Indian market, will equip wealth managers
with leading global and local practices and proficiency, but will
also prepare them to build a rewarding career in this
fast-growing industry.
Moody’s Analytics Advantage TimesPro Edge

Proven Capabilities A Rich Legacy

Moody’s Analytics has extensive TimesPro is an education initiative
experience in designing and by The Times of India Group with
delivering a broad range of an aim to revolutionize
financial market certifications. professional education in India.

`
` `

Local Market Depth Cutting-Edge

Moody's Analytics collaborates with By leveraging our expertise and
local subject matter experts to ensure years of experience in the education
that our best financial practices are sector, we equip students with
reinforced strongly within the local a specialized skill-set essential for
market context, thereby enhancing them to transform into principled
practical work place competencies. professionals.

Best Practices in A Network of

Setting Standards Leading Employers
Our programs have been designed by Our customized, industry-specific
industry experts, applying global career programs and
standards in the design and delivery of a well-established network of leading
credentials that demonstrate proficiency employers enable students to succeed
in both knowledge and application. in the competitive
global job market.
 Contact Us
If you are interested in our program, email us at
[email protected]
or visit us at www.timespro.com/wealth

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