Programs

Every level lists what it covers, what it expects from you, and who it is not for. If you are unsure which one you belong in, the assistant will place you in three questions.

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.

For: Retail and priority banking staff, relationship managers, and advisors moving toward private client work.

CPWA Level 1, Foundations of Wealth Advice

CPWA-1

Duration: 10 weeks
Format: Live online, with recordings available for two years
Schedule: Saturday and Sunday mornings, 9:30am to 12:30pm India time
Next cohort: 6 October 2026
Listed fee: Rs 42,000 (includes assessment and one retake)
Assessment: A two hour written assessment plus one recorded client roleplay

What it expects

A graduate degree in any discipline
No prior finance certification required

Syllabus

01The Indian savings and investment landscape
02Product fundamentals
03Risk profiling that holds up
04Goal based planning basics
05Regulatory ground rules
06The first client meeting

Not for: experienced relationship managers already running a client book, portfolio managers, candidates who already hold an advanced wealth certification.

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CPWA Level 2, Applied Wealth Advisory

CPWA-2

Duration: 14 weeks
Format: Live online, with two optional in person workshop days in Mumbai
Schedule: Tuesday and Thursday evenings, 7:00pm to 9:00pm India time
Next cohort: 13 October 2026
Listed fee: Rs 78,000 (includes both workshop days)
Assessment: A capstone client mandate defended in a live panel review, plus a written assessment

What it expects

At least two years in a client facing banking or advisory role
CPWA Level 1 or equivalent working knowledge, assessed at admission

Syllabus

01Portfolio construction for private clients
02Tax aware advice
03Insurance and protection in a wealth plan
04Behavioural finance in practice
05Reviewing an inherited book
06Difficult conversations
07Capstone: a full client mandate

Not for: complete beginners with no client facing experience, candidates who have never held a client conversation.

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CPWA Level 3, Advanced Portfolio and Estate Strategy

CPWA-3

Duration: 16 weeks
Format: Live online, with a three day residential in Mumbai
Schedule: Wednesday evenings 7:00pm to 9:30pm, plus one Saturday a month
Next cohort: 3 November 2026
Listed fee: Rs 1,25,000 (residential accommodation is not included)
Assessment: A written strategy paper on an assigned family case, defended in an oral examination

What it expects

At least six years in wealth management or private banking
CPWA Level 2 or an equivalent senior advisory record

Syllabus

01Multi asset strategy for large portfolios
02Alternatives and private markets
03Estate and succession planning
04Family governance
05Cross border considerations
06Practice leadership

Not for: advisors in their first years of client work, candidates without a live senior client book, anyone seeking an introduction to wealth management.

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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.

For: Senior advisors, practice heads and those being groomed to lead a wealth business.

Chartered Wealth Strategist

CWS

Duration: 6 months
Format: Live online with three in person residentials in Mumbai
Schedule: Monday and Wednesday evenings 7:00pm to 9:00pm, plus monthly Saturday clinics
Next cohort: 12 January 2027, one cohort a year
Listed fee: the fee for this programme is set at interview and is not published
Assessment: A practice blueprint presented to a review panel, plus continuous case assessments

What it expects

At least eight years in wealth management, private banking or advisory
An admissions interview with the programme director
A short written statement on the practice you intend to build

Syllabus

01The economics of a wealth practice
02Designing an advice standard
03Advanced portfolio strategy
04Family office structures
05Regulation and fiduciary posture
06Leading advisors
07Strategy project

Not for: advisors with fewer than eight years of experience, candidates looking for a technical certification, anyone who cannot commit six months.

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Short course

Mutual Fund Distribution Essentials

A four week applied course for staff who distribute mutual funds and need to do it properly. Practical, not theoretical.

For: Branch staff, distributors and new advisors who sell funds day to day.

Mutual Fund Distribution Essentials

MFD

Duration: 4 weeks
Format: Live online, two evenings a week
Schedule: Monday and Thursday, 7:30pm to 9:00pm India time
Next cohort: 22 September 2026
Listed fee: Rs 14,500
Assessment: An open book assessment plus one recorded product explanation

What it expects

None

Syllabus

01How a fund is actually built
02Reading a factsheet properly
03Cost, and who pays it
04Matching a fund to a goal

Not for: portfolio managers, senior advisors seeking strategy content.

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Short course

Client Conversations for Bankers

Three weeks on the conversations that decide whether a client stays: the review, the apology, the underperformance discussion and the referral ask.

For: Anyone client facing, at any level.

Client Conversations for Bankers

CCB

Duration: 3 weeks
Format: Live online workshops, capped at twenty participants
Schedule: Friday evenings, 6:30pm to 9:00pm India time
Next cohort: 26 September 2026
Listed fee: Rs 11,000
Assessment: Two recorded roleplays assessed against a published rubric

What it expects

A current client facing role

Syllabus

01The annual review that clients value
02When performance disappoints
03The referral conversation

Not for: candidates seeking technical or product content.

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Common questions

Are the sessions recorded if I miss one?

Yes. Every live session is recorded and made available for two years. Candidates must still attend or watch at least seventy percent of sessions to sit the final assessment.

Can I move up a level if I find the material too easy?

Yes, once, within the first two weeks. The fee difference is settled at the published rate. Speak to admissions rather than simply stopping attendance.

Do I need to complete Level 1 before Level 2?

Not necessarily. Level 2 expects Level 1 knowledge, but candidates with at least two years in a client facing role can be assessed at admission and admitted directly.

What happens if I do not pass the assessment?

One retake is included within six months of the original attempt. Further attempts are arranged with admissions on a case by case basis.

Is the programme suitable if I am not based in Mumbai?

Yes. All levels run live online. Only the optional workshop days, the Level 3 residential and the flagship residentials are in person.

How much time should I set aside each week?

Plan for the scheduled sessions plus roughly four to six hours of case work a week at Levels 1 and 2, and six to eight hours at Level 3 and on the flagship programme.

Can I defer my seat to a later cohort?

A confirmed seat can be deferred once at no charge if the request reaches admissions at least fourteen days before the cohort begins.

Who teaches the programmes?

Sessions are led by practising advisors and portfolio managers rather than full time academics. Faculty for each cohort is confirmed to candidates before it begins.