Study Material



Certified Financial Planner - CFP -

CERTIFIED FINANCIAL PLANNER or CFP certification is the benchmark for global excellence in financial planning. In 26 countries and territories around the world, financial advisers seeking to establish themselves as qualified, competent and ethical financial planners are choosing financial planning’s marks of professional distinction – CFP, CERTIFIED FINANCIAL PLANNER.

Nearly 190,000 CERTIFIED FINANCIAL PLANNER professionals worldwide have met rigorous competency, ethics and practice standards and CFP certification requirements, qualifying them to develop financial planning strategies that assist clients in achieving their financial and life goals.


1000+ candidates trained. 13+ years of experience in CFP. Gujarat’s only Authorized Education Provider.

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CWM Chartered Wealth Manager

The Chartered Wealth Manager®(CWM®) credential is held by over 50,000 professionals around the world. The CWM® Charter gives a strong understanding of advanced Wealth Management Strategies and real-world High Net-Worth Client Management skills.

The CWM® Program is a self-study program supported by our Proprietary E-Learning System USA-ACER divided into two levels of exams. Passing these exams along with the assigned projects is one step to becoming a CWM® charter holder.


25+ candidates trained in 2019-20. Only institute in Gujarat providing CWM training.

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Certified Alternative Investment Manager – AIM

The Certified Alternative Investment Manager (AIM) is an industry recognized standard for professionals advising Alternative Investments. AIM certification is jointly offered by the Association of International Wealth Management of India (AIWMI) & Indian Association of Alternative Investment Funds (IAAIF).

The purpose of this certification is to explore the world of alternative investments, such as hedge funds, private equity / venture capital funds, real estate, and commodities either directly or through funds of funds. The certification has been developed based on rigorous academic research and on extensive discussions with industry practitioners. The certification addresses the need for qualified professionals in the context of the distinctive characteristics of alternative investment versus other financial products.


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NISM Certifications:

NISM-Series-V-A: Mutual Fund Distributors Certification Examination

The examination seeks to create a common minimum knowledge benchmark for all persons involved in selling and distributing mutual funds including:

The certification aims to enhance the quality of sales, distribution and related support services in the mutual fund industry.

NISM Certifications:

NISM-Series-X-A: Investment Adviser (Level 1) Certification Examination

The examination seeks to create a common minimum knowledge benchmark for all associated persons registered as an investment adviser and partners and representatives of investment advisers under SEBI (Investment Advisers) Regulations, 2013 and offering investment advisory services.

NISM Certifications:

NISM Series-X-B: Investment Adviser (Level 2) Certification Examination

An associated person shall be required to pass both the levels (i.e. NISM-Series-X-A: Investment Adviser (Level 1) Certification Examination and NISM-Series-X-B: Investment Adviser (Level 2) Certification Examination) to fulfill the requirements under Regulation 7(2) of the SEBI (Investment Advisers) Regulations, 2013.

The certification aims to enhance the quality of investment advisory and related services in the financial services industry.

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