CERTIFIED FINANCIAL PLANNERCM Certification course (CFPCM) is the most prestigious and internationally accepted Financial Planning qualification recognized and respected by the global financial community. In this era of super specialization, the Professional Certification – CFPCM Certification, gears career aspirants and existing financial intermediaries for giving comprehensive financial advisory services to individuals and make a satisfying career in the financial services industry.
Manager ® (CWM)
Chartered Wealth Manager ® (CWM) is unique and the only Wealth Management certification in India. This certification comprehensively deals with all the aspects of wealth management like Investment Strategies, Life Cycle Management, Inter generational Wealth Transfer, Relationship Management, Behavioral Finance, Alternative Products, Real Estate Valuation and Global Taxation.
Award in Financial
The Award in Financial Planning- A truly International Certification Program is the gateway to the Chartered Status from CII UK. It is a single-unit qualification which provides a solid grounding in the core financial products and offers guidance on what constitutes professional practice, thereby providing a framework for ethical behaviour.
Chartered Trust And
Earning your CFP® certification helps you enjoy a rewarding career
and improve people’s financial security. Hear about the opportunities and
benefits of getting certified.
Learn and Grow with our Online Courses.
Every day at CERTIFIED FINANCIAL PLANNER™ is full of amazing learning and life experiences.
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Advancing the Profession
to Benefit the Public.
International Institute of Research and Wealth Management (IIRWM) is a Premier Institute for Research and Wealth Management which has been consistently delivering the Best Education in Banking and Financial Services having started our journey from Eastern India.
Pioneers in Industry Interaction, IIRWM draws it success from the concept of Industry being involved with its candidates on a day to day basis, giving them the practical exposure to the BFSI Industry which enhances their learning and
What people have to say about us.
Managing Director-Private Bank (India), Standard Chartered Bank
“As an integral part of Private Banking community, we thrive to assist our clients with various financial issues. With the need of continuous enhancement in the knowledge quotient in Wealth Management space, I decided to enroll for the CFP Certification Course at the International Institute of Research & Wealth Management (IIRWM).
IIRWM leadership team helped me to jumpstart and thereafter refined my knowledge on Financial Planning and Wealth Management. I sincerely gained from the course and also cleared my CFP Final Exam in March, 2021. Truly appreciate the support and encouragement of the entire team. For those looking out to pursue CFP Course, I would highly recommend IIRWM.”
Mr. Aman Rajoria
Director-Standard Chartered Private Bank
With a career in private banking and investment advisory, I have been looking at options to improve my skill set. I have always wanted to complete the CFP program, however the time for preparation amidst work and family has always hindered me away from pursuing that goal.
I was introduced to the team at IIRWM, that convinced me to take the time and the plunge, and explained to me the advantages that come with it. With a focussed approach to the entire course, and with guidance that made me understand the concepts of financial planning simpler, Mr. Tapas Saha was instrumental in my getting a better understanding of the concepts, helping me grow into a stronger private banker. I completed and achieved my goal on Feb 2021. For people looking guidance on this course, I would strongly recommend taking the help of the IIRWM team.
Mr.Jeet Narain Chaudhuri
Process Associate – Capgemini India
First of all, a huge thanks to Mr.Tapas Saha in order to help me to achieve the CFP certification course. Being a part of a French organization at present, I wanted to pursue a course which would rather help to strengthen my skills more, also to restructure my career growth in order to support my clients to achieve their business goals. Hence, I chose the gateway to CFP. Initially I was referred to some other organizations but as I heard about IIRWM from my colleagues and its success stories, joined this institution. But in real it brought a better understanding on financial planning & its implementations in an accumulative manner.
I have completed the course and examination in 2020. The classes were of great help to me as it started covering from the basics to advance. Hence, I would like to recommend and advise students who would like to have a better career options should join IIRWM.
I being an investment banker, wanted to pursue a course which would help me in shaping my career growth along with helping my clients achieve their financial goals. That’s when I thought of doing CFP. I was referred to IIRWM for better insights into this course. Mr. Tapas Saha took me through the benefits and advantages that would help me in grooming my advisory related to financial market understanding and implementation. I cleared my exam in July’2020.
The classes were very thorough and explanatory with all the basics and concepts. Classroom coaching helped me immensely in understanding the financial needs and how to attain it by wealth accumulation, wealth creation and wealth transfer. I would like to thank Tapas Saha for his continuous support and guidance. I would recommend IIRWM to those who want to build their career in the financial market being a Certified Financial Planner.
Sovan Santra, CFP CMSenior Manager - YES BANK
Credit Suisse (Online Course Student)
As an MBA graduate in finance, I knew I had to do more to succeed in today’s competitive world. Knowing that, I wanted to explore more in the area of finance especially personal finance and after researching on CFP I was referred to Tapas Sir and started with my program in 2020. At IIRWM each and every concept is touched upon, explained in detail and made very easy to understand. They have a wonderful team who are always ready to help and solve all queries related to the syllabus which I would say has played a major role in helping me clear my exams.
Lastly, I would like to thank Sir and his team for helping me achieve this milestone.
Certified Financial Planner – CFP
“I being a financial advisor, wanted to bring a certain degree of finesse in my advisor. In quest of an in-depth insight on financial planning. I found the course, CFP, which I thought would shape me into a better advisor and help me achieve my goal. In pursuit of the skills required to achieve this, I got in touch with Mr. Tapas Saha, through his social networking page of IIRWM. He took me through the learning process which needs to be followed, not only to complete the course, but beyond that to successful practice financial planning as a professional and above all add value to the quality of advisory. Under his guidance I cleared my exam in December 2020 with a Grade A.”
“The session with him were thoroughly analytical and insightful. It helped me to understand the basic and advanced concepts of financial planning and how they can be implemented through strategic use of available financial tools towards risk management, wealth creation, accumulation, and transfer. I will always be indebted to Mr. Tapas Saha for his continuous guidance and support throughout the learning process. I would strongly recommend IIRWM to those who want to pursue their career in financial advisory being a CERTIFIED FINANCIAL PLANNER.”
Subhankar Chakraborty. Financial Advisor, CFP Partner – Perfect Finserv Cleared CFP-AFP With Grade A
HDFC Asset Management Co Ltd
Being a part of the Financial industry, it is essential to be informed of the various financial products and their features. CFP gives a holistic knowledge regarding the same and after having accomplished the course, I feel more confident and could guide my clients in a more effective way.
I would like to give my sincere gratitude to IIRWM under the mentorship of Mr. Tapas Saha, in guiding and supporting me throughout the process. There is a lot to learn from him apart from the curriculum itself.
Recommend you to pursue the course under Tapas Sir’s mentorship, his enthusiasm and energy to teach us is just phenomenal.
Partner- FIFTYONE ENTERPRISES LLP, AMFI Registered Mutual Fund Distributor
Being from a different background when I joined my family business of Financial Product Distribution, it was a new domain for me, which require lot of knowledge and technical skill. From the very beginning, my motto was to gather as much professional knowledge & skills as possible with an aim to do CFP.
After 3 years of working independently as MFD, in 2019, I came to know about Mr Tapas Saha Sir from the Industry Seniors and I decided to enrol myself for CFP Course classroom program at IIRWM Siliguri centre. I must say it was an eye opener. The in depth analysis in regular classes, tools & techniques taught by Sir is really very much relevant to my profession and very useful. Due to covid situation, last few modules I have to undergone through video classes and related assignment and practice mock tests, I must say each and every study material turned out very helpful for me. Finally, I appeared for CFP – AFP exam on 20th Feb’21 and cleared it on first attempt. Without the able guidance of Mr. Tapas Saha& Mr Avijit it was not possible for me. I highly recommend IIRWM to future CFP aspirants. All the best to Team IIRWM.
Chartered Wealth Manager- CWM
“I joined Chartered Wealth Manager Course at International Institute of Research and Wealth Management (IIRWM) back in 2019 and became a CWM charter holder on 11th March 2019. If you ask me to share my experience in one word then I will say “tresbien”- in Frecnch, which is literally means ‘Very Good’.”
“The program is elaborate, self-satisfactory and filled with core finance knowledge that a true professional seeks. The coursework provider by IIRWM is sufficient, precise and informative. The quality of information provider by our teacher is exceptionally good and to the point. I personally loved the examples that our teacher gave, to make us understand the theoretical concepts in a practical way. Lastly, I would like to say that, I highly recommend IIRWM and a big thanks to entire IIRWM team for giving my career a bog boost.”
Rikth Dutta, CWM CFP, M.COM
In the initial days into BFSI industry, I came across this course known as CFP. I wanted to pursue it from an Institute where I can learn the practical aspects also.
That’s when I came across IIRWM and Tapas sir has been instrumental in the outcome of my journey. In professional courses, concept building is the catalyst to crack the exam, which was taken good care of by Tapas Sir. I strongly recommend IIRWM for those who wish to pursue CFP.