POST GRADUATE DIPLOMA IN FINANCIAL PLANNING AND WEALTH MANAGEMENT-ENQUIRE

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What is Post Graduate Diploma in

FINANCIAL PLANNING & WEALTH MANAGEMENT?

A Contemporary Industry Integrated Post-Graduate Diploma in collaboration with CCPTR, Maulana Abul Kalam Azad University of Technology (MAKAUT), West Bengal.
The course incorporates modules of global Certified Financial Planner (CFP) Course, which has been accredited under SEBI (Investment Advisers) Regulations, 2013 in India.
On successful completion of the CFP Course, one would qualify for 3 Specialist Certifications and a CFP Certification with recognition in 27 Countries around the World including US, UK, Canada, Germany, France, Japan, China, Singapore, Australia, Malaysia, Switzerland, India etc.
The course incorporates multiple NISM Certifications which would enable a candidate to be licensed for specific financial sector job opportunities. The course facilitates Internship in the 4th Semester leading to Placements opportunities after the completion of the course. Experienced Faculties, led by Finance Professionals & Industry Experts.
Regular Workshops, Industry Visits and Project Works. Multiple Career avenues like Banking, Financial Planning, Wealth Management, Investment Advisory, Mutual Funds, Life & General Insurance, Credit Rating, Retirement & Tax Planning, Trust & Estate Planning etc.
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FINANCIAL PLANNING & WEALTH MANAGEMENT?

Post Graduate Diploma in Financial Planning and Wealth Management being offered by IIRWM in collaboration with CCPTR,Makaut, WB.

A 2 Year program embedded with Real Life Project, Internship and Placement Oppertunity.

Program covers multiple NISM examinations.

Gateway to global-employment opportunities via the inbuilt global CFP program.

An industry-oriented PG Programme through a practical, skill oriented approach.

Learn and get trained from experts in the Financial and Wealth Management Industry.

Build your career as a Financial Planner and Wealth Management expert, and work with top Banks/ Wealth Management companies/ Mutual Funds with gateway to global employment opportunities.

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What people have to say about us

Zeeshan Ahmed 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 ...

Ovishek Chowdhury 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...

Rikth Dutta CWM CFP, M.COM 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...

Dipan Saha CWM®, CFPCM,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...

Aditi Nundy Director-Dayco Securities Pvt. Ltd.

Our country had rightly decided to segregate the investor advisory and execution services and to keep an arms-length distance between them. We felt it is the time ...

Md. Sah Alam State Bank of India (SBI), ASSISTANT MANAGER

I am in the service of leading PSU. Over the years, I discovered that family and future concern is that a customer needs. They are really in search of true financial...

Prasanta Chakraborty CII [AWARD] U.K., B.Com

As a part of Financial Sector, it is always challenging to explain people with rapidly changing products and services. Answering to questions like...

Ruchi Agarwal Counsellor-International Institute of Research & Wealth Management (IIRWM)

Igreatly appreciate the efforts of the entire IIRWM team. Mr. Tapas Saha Sir's sessions have been ofimmense help because it is taught by someone ...

Monojeet Brahma BA Economics

I would like to thank IIRWM for introducing me to the world of financial planning through Certified Financial Planning Course. Financial Planning...

Akshat Tripathi CFP, BESC 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...

Richa Poddar M.Com

It is my immense luck and fortune to be the part of IIRWM.The entire faculty,specially Tapas Sir leaves no stone unturned to shape one’s future.The study material...

Chetan Joshi

I was in the very first batch of the CFP curriculum classes in my BhawanipurCollege, we were in the batch of 2016. From the first CFP Class till CFP Certification...

Nischay Avichal

Pursuing CFP from IIRWM was a journey for me both professionally and individually.I have to specially thank Tapas sir for his immense guidance and his mastery...

Sambhav Rekhawat

CFP Certification was my entry in the world of finance. I thank Tapas Sir for helping and guiding me in this path. Sir is an excellent tutor and is well versed in the field. He...

Sayantani Guha Roy

There are few people that I have learnt from within any capacity of my life that I would recommend more strongly than Tapas Saha Sir. Completing the CFP course...

Sinchita Majumdar B.Com (Hons.)

As a finance major student, I feel CFP Certification shall not only add value to my personal attributes but also help me shape my long term goals in the financial...

Swati Kumari CFP 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...

Mr. Aman Rajoria 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...

Mr.Jeet Narain Chaudhuri 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...

Rajashree Banerjee 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 ...

Sovan Santra CFP CM

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...

Shivani Shetty 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...

Subhankar Chakraborty Financial Advisor, CFP Partner – Perfect Finserv Cleared CFP-AFP With Grade A 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...