Certification for banking and wealth professionals
Advice you can defend. Certification that proves it.
Meridian Finance Academy is a demonstration academy created for the CohortPilot product demo. It trains banking and wealth management professionals through a graded certification track, a six month flagship program and short applied courses.
Not sure which level fits? The assistant at the bottom right will tell you in three questions.
The certification track
Certified Private Wealth Advisor
A three level certification track that takes a banking professional from product fundamentals to running a private client book. Each level stands alone and carries its own certificate.
- 110 weeks
Foundations of Wealth Advice
recent graduates entering banking, branch staff moving into advisory roles.
- Format
- Live online
- Next cohort
- 6 October 2026
- Listed fee
- Rs 42,000
- 214 weeks
Applied Wealth Advisory
relationship managers with a live client book, priority and privilege banking staff.
- Format
- Live online
- Next cohort
- 13 October 2026
- Listed fee
- Rs 78,000
- 316 weeks
Advanced Portfolio and Estate Strategy
senior private bankers, team leaders supervising advisors.
- Format
- Live online
- Next cohort
- 3 November 2026
- Listed fee
- Rs 1,25,000
Flagship programme
Chartered Wealth Strategist
The academy's flagship. Six months, one cohort a year, built for advisors who intend to lead a practice rather than work in one. Admission is by interview.
Read the programme- Duration
- 6 months
- Cohorts
- One a year
- Admission
- By interview
- Next intake
- 12 January 2027, one cohort a year
Short applied courses
Focused, practical, and finished in weeks rather than months.
Mutual Fund Distribution Essentials
4 weeksA four week applied course for staff who distribute mutual funds and need to do it properly. Practical, not theoretical.
Details and dates
Client Conversations for Bankers
3 weeksThree weeks on the conversations that decide whether a client stays: the review, the apology, the underperformance discussion and the referral ask.
Details and dates