The PGPFS is a specialized program designed as per the international standards, with global recognition for graduates who want to fathom successful careers as Bankers, Research Analyst and Relationship Managers. The program is vetted, affiliated and all standards of education are maintained as per the guidelines of AAFM, USA.

PGPFS is an innovative program built upon the structure of professional and theoretical knowledge leveraging on the experience of industry practitioners and using the relevant case studies and current industry practices as learning supplements in the specialized field of Financial Services. This program not only provides the participants the knowledge of operational aspects of Financial Services Industry but also builds on managerial and technical skills.


In This is an intensely structured program spanning 11 months of rigorous training which starts with a foundation module then moves on to the core module and finally equips the candidates with specialized knowledge in Financial Services Industry.



1.    Financial Services an Overview

2.    Economics for Financial Markets

3.    Collective Investment Instruments

4.    Insurance Planning

5.    Fixed Income Products

6.    Financial Markets

7.    Foundations of Real Estate

8.    Investment Products & Planning

9.    Tax Planning

10.    Laws in Financial Services

11.    Personal Life Cycle Planning

12.    Wealth Transfer Planning


1.    Security Analysis Valuation

2.    Alternative Asset Classes

3.    Portfolio Management

4.    Credit Management

5.    Risk Management

6.    Real Estate Appraisal, Valuations and Analysis

7.    Financial Services Practice Management

8.    Advanced Wealth Management

9.    International Taxation

10.    Relationship Management


Gain comprehensive knowledge of Indian and Global Financial Services Industry.

Learn about Banking, Equity Analysis, PMS, Mutual Fund, Alternate Investment Products, Real Estate, International Taxation, Estate Planning, Insurance, etc.

Ensures an in-depth knowledge of international Wealth Management, Financial Advisory and Tax Planning that reflects the cross-border connections and investment of today's wealth owners.

Become proficient in Wealth Enhancement, Wealth Protection and Wealth Transfer Strategies. Learn to manage both Onshore and Offshore Wealth of Clients.

Learn Advanced Strategies employed in Portfolio Creation, Evaluation, Revision and Maintenance.

Building investments proposition for consumer banking domain and creating a financial planning platform for investment advisory services.


Dare To Think Beyond

3 Major Qualifications in one Program – PGPFS, CWM® & CREP®.

45 Weekends Program with 500 Hours of Rich Instructor Led Classes.

Program designed to meet the needs of both aspiring and seasoned professionals who wish to deepen their skills knowledge and expertise.

No Specialized Prior Knowledge Required.

The weekend class structure allows participants to meet their professional and personal obligations while pursuing an academic program.

Prepares participants to Qualify for the Highest Global Wealth Management Designation Chartered Wealth Manager® (CWM®) accredited by NISM under SEBI's Investment Advisers Regulations 2013 and Chartered Real Estate Professional®

The pedagogy includes case studies, team activities, pre-course assignments, computer-aided learning, simulations, industry talks, site visits and field trips to complement classroom learning.

Hands-on experience through working on live projects & inbuilt industry internship.


Graduates aspiring to enter the Banking, Mutual Fund, Wealth Management, Real Estate & Private Banking Industry.

People from Banks, NBFCs, Broking houses, Mutual Funds, Insurance and Distribution houses.

Suitable for all those with a finance background who wish to cement their knowledge and achieve a professionally recognized International certification.

Product Head, Business Heads Relationship Managers, from Banks, Mutual Fund Houses, Distribution, Wealth Management, Family Office, Advisory firms etc.

Independent Advisors who manage HNI clients and wish to enhance their technical skills.


BANKING Priority / Premier Banking, Private Clients, Wealth Management, Investments, Liabilities, Financial Planning, Bancassurance, Product Management, Client Servicing, Operations
WEALTH ADVISORY OUTFITS Wealth Management, Research, Relationship Managers, Portfolio Manager, Client Servicing
ASSET MANAGEMENT COMPANY Institutional Channel Sales, Fund Management, Retail Sales, Investor Relationship, Marketing, Operations, Client Servicing
BROKING Wealth Management, Equity Analyst, Research, Institutional Sales, Retail Sales, Sub-Broker Channel, Portfolio Manager, Operations
INSURANCE COMPANIES Institutional Channel Sales, Managing Agent & Retail, Corporate Broking, Product Management, Operations, Client Servicing
COMPREHENSIVE ADVISORY BUSINESS Practice as an Independent Financial Advisor, Small Outfits providing comprehensive Wealth Management


Graduate with recognized degrees / diplomas in Finance, Accounting, Economics, Business, etc.


PGPFS is a Professional Qualification, candidates are given offline access to learning support materials and resources in addition to support through a variety of resources include:

Offline Trainer Support & Webinars

Access to CWM® & CREP® Certification Knowledge Bank Exemplary Examination Papers

More than 500 questions for continually testing knowledge and comprehension Features real-life case study scenarios and questions to apply your knowledge

On successful completion of the program the candidate would be awarded

Post Graduate Program in Financial Services (PGPFS)

International Designation, Chartered Wealth Manager® (CWM®)

Chartered Real Estate Professional® (CREP®)

Multiple NISM Relevant Modules

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