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IIRWM Courses

Certified Financial
Planner (CFPCM)

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.

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IIRWM Courses

Chartered Wealth
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.

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IIRWM Courses

Award in Financial
Planning (CII-UK)

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.

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Chartered Trust And
Estate Planner™

Award in Investment
Planning.

This single-unit qualification is designed to help
experienced advisers develop and demonstrate their knowledge of investment products.

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Accredited Financial
Analyst®

Why Certified
Financial Planner
Certifications™

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.

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Learn and Grow with our Online Courses.

Every day at CERTIFIED FINANCIAL PLANNER™ is full of amazing learning and life experiences.
But don’t take our word for it — have a look.

Certified Financial
Planner®

Chartered Wealth Manager® (CWM) is unique and the only Wealth
Management certification in India …

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Chartered Wealth
Manager®

Chartered Wealth Manager® (CWM) is unique and the only Wealth
Management certification in India …

View Our Course »

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
understanding.

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What people have to say about us.

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.

Senior Manager - YES BANK

Certified Financial Planner – CFP
“CFP was the one course I always wanted to do and belive would be no other perosn better than Tapas Sir to guide me for the same. Tapas sir taught each and every concept really well and he also gave assignment to get more clarity on the concepts. Sir also guide on how to approach exams so that we would be able to get through with it.”

“Just because of Sir’s guidance and motivation I was able to clar all my exams in the first shot. I belive if we look for CFP there is no better institute that IIRWM. Thank you sir for helping me add CFP to my name”

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.”

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.”

Certified Financial Planner – CFP
“Being a finance major student. I always wanted to build a career in the financial sector. I got to know about the CFP course and Mr. Tapas Saha sir helped in the better understanding of this course.”

“The classes that I took in IIRWM were very helpful and extensively cover all the aspects of the CFP course. I would like to recommend IIRWM to everyone who wants to pursue this well renowned profession of CFP.”

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.”

Managing Director-Private Bank (India), Standard Chartered Bank

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.

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.

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.

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.