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Registration is open for the next batch of The Certificate Course on Wealth Management and Financial Planning to be conducted at ICAI Tower, C-40, G-Block, OPP. MCA Ground, Bandra Kurla Complex, Bandra East, Mumbai - 400051 for Mumbai/Western Region.

The objective of this Course is to equip the members knowledge is principles of Financial Planning and Management of Wealth through guidance on Investments and Retirement Benefits by effective Investment Strategy. The course elaborates practical procedural aspects of Wealth Management in order to build the core competency of the members for their enhanced carrier opportunity in financial services. The course is open for Members of the Institute.

The batch has limited seats for 30 participants on first come first serve basis. The course consists of classroom lecture and practical sessions on case studies to be lectured by renowned faculty from Insurance sector, Academics and Industry.

The course fee of Rs.15,000/- can be paid at the time of registration through online or by applying to Committee secretariat along with DD of Rs.15,000/- in favor of Secretary of ICAI, Payable at New Delhi. On completion of the course CPE hours will be given as applicable. Interested members may please contact the Committee Secretariat for further information in this regard.

Committee for Capacity Building of Members in Practice (CCBMP)
The Institute of Chartered Accountants of India (ICAI)
ICAI Bhawan, First Floor, Administrative Block, A-29, Sector-62, Noida,
E-mail:, 0120-3045994

Online Payment

Brief Details of Certificate Course

Registration Form
Last updated on 30th November, 2016

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