Enrolment for this program is currently closed. The curriculum and eligibility below are the current syllabus. Join the waitlist and we'll contact you as soon as the next batch opens.
Wealth Management & Investment Advisory
For candidates targeting advisory and para-planning roles — covers mutual funds, insurance-linked products, portfolio basics and client conversation skills.
An 8-week hybrid program — weekday sessions online, weekend labs in person — totalling 84 contact hours in two modules. Markets & Products (16 days, 48 hours) covers mutual funds in depth, insurance-linked investments, and fixed-income basics: how each product works, who it suits, and what it costs the client. Advisory Skills (12 days, 36 hours) is the client-facing half: risk profiling, and the goal-based planning conversation — turning what a client wants (a house, a child's education, retirement) into a plan they can act on.
The curriculum is NISM-aligned and the program ends with mock advisory assessments, so that candidates are prepared for both the product knowledge and the suitability conversations advisory employers test for.
What You'll Be Qualified For
- Wealth Management Associate
- Para-planner
- Investment Advisory Associate
- Relationship Manager – Wealth (entry level)
Program Curriculum
Module 1
16 Days · 48 Hours
Markets & Products
- Mutual funds
- Insurance-linked investments
- Fixed income basics
Module 2
12 Days · 36 Hours
Advisory Skills
- Risk profiling
- Goal-based planning conversations
Who This Program Is For
For graduates in any discipline with basic comfort with numbers and Excel. It suits candidates who want an advisory role rather than a pure sales one — the program spends as much time on suitability and client conversations as on products — and who can commit to weekday online sessions plus in-person weekend labs for eight weeks. A commerce or finance background helps but is not required.
How Placement Support Works
Placement support is built into the program: resume preparation for advisory and para-planning roles, mock advisory assessments that double as interview practice, and a placement drive at the end of the batch.
Frequently Asked Questions
Is enrolment open right now?
Not at the moment — this program is between batches. Join the waitlist from this page and we'll contact you when the next batch dates are fixed.
Do I need a finance degree?
No — any graduate with basic comfort with numbers and Excel is eligible. The program teaches the products from the ground up.
How does the hybrid format work?
Weekday sessions are online; labs are in person at the weekend.
What is the fee?
The fee for this program is shared on enquiry — book a free call from this page and a counsellor will walk you through it.
Do I get a certificate?
Yes — a Certificate of Completion from AKROS Solution, with a certificate ID that employers can verify online.