Advanced Wealth Management

Schedule for Advanced Wealth Management

Registration Period

Registration with Normal Fees

01-Apr-2026 to 07-Apr-2026

Registration with Normal Exam Fees plus Rs. 100/-

10-Apr-2026 to 14-Apr-2026

Registration with Normal Exam Fees plus Rs. 200/-

15-Apr-2026 to 21-Apr-2026

Exam Dates

Exam Dates	Mode	Subject
5^th July 2026	Online	Introduction To Financial Planning
12^th July 2026	Online	Risk Analysis, Insurance And Retirement Planning
19^th July 2026	Online	Investment Planning, Tax Planning And Estate Planning

Registration Period

Registration with Normal Fees

01-Oct-2026 To 07-Oct-2026

Registration with Normal Exam Fees plus Rs. 100/-

10-Oct-2026 to 14-Oct-2026

Registration with Normal Exam Fees plus Rs. 200/-

15-Oct-2026 to 21-Oct-2026

Exam Dates

Exam Dates	Mode	Subject
3^rd January 2027	Online	Introduction To Financial Planning
10^th January 2027	Online	Risk Analysis, Insurance And Retirement Planning
17^th January 2027	Online	Investment Planning, Tax Planning And Estate Planning

Fees

Attempt	Fee (for IIBF Members)	Fee (for Non IIBF Members)
First	₹ 4,000^*	₹ 6,500^*
Second	₹ 2,000^*	₹ 2,000^*
Third	₹ 2,000^*	₹ 2,000^*
Fourth	₹ 2,000^*	₹ 2,000^*

* Plus Convenience charges and Taxes as applicable.

Rules & Syllabus

Advanced Wealth Management - Rules & Syllabus

Download

Study Materials

Sr.No	Medium	Name Of The Book	Edition	Published By	Order Book
1	English	Financial Planning and Tax Planning	2025	M/s. Macmillan Education India Pvt. Ltd.	Buy Now
2		Risk Management & Insurance, Retirement & Estate Planning			Buy Now
3		Investment Planning, Asset Management & Regulatory Environment			Buy Now

Centre List

Centre No.	Name of the Centre
11	GUNTUR
18	KURNOOL
24	NELLORE
29	RAJAHMUNDRY
34	TIRUPATI
35	VIJAYAWADA
36	VISAKHAPATNAM

Centre No.	Name of the Centre
45	DIBRUGARH
48	GUWAHATI
55	CACHAR SILCHAR

Centre No.	Name of the Centre
66	BHAGALPUR
83	MUZAFFARPUR
85	PATNA

Centre No.	Name of the Centre
603	CHANDIGARH

Centre No.	Name of the Centre
258	BILASPUR CHH
279	RAIPUR

Centre No.	Name of the Centre
610	NEW DELHI

Centre No.	Name of the Centre
619	PANAJI

Centre No.	Name of the Centre
98	AHMEDABAD
100	VADODARA
110	JAMNAGAR
119	RAJKOT
120	SURAT
719	VALSAD

Centre No.	Name of the Centre
134	FARIDABAD
136	GURUGRAM
140	KARNAL

Centre No.	Name of the Centre
166	SHIMLA

Centre No.	Name of the Centre
177	JAMMU
182	SRINAGAR

Centre No.	Name of the Centre
73	DHANBAD
78	JAMSHEDPUR
87	RANCHI

Centre No.	Name of the Centre
191	BENGALURU
193	BALLARI
207	HUBBALLI
214	MANGALURU
216	MYSURU
221	SHIVAMOGGA

Centre No.	Name of the Centre
233	KOZHIKODE
234	KANNUR
236	ERNAKULAM
239	KOTTAYAM
243	KOLLAM
246	THRISSUR
247	THIRUVANANTHAPURAM

Centre No.	Name of the Centre
257	BHOPAL
266	GWALIOR
268	INDORE
269	JABALPUR
283	SAGAR MP

Centre No.	Name of the Centre
296	AHMEDNAGAR
297	AKOLA
300	AMRAVATI
301	AURANGABAD
306	MUMBAI
311	JALGAON
314	KOLHAPUR
317	NAGPUR
318	NANDED
319	NASHIK
322	PUNE
327	SOLAPUR
334	NAVI MUMBAI

Centre No.	Name of the Centre
344	SHILLONG

Centre No.	Name of the Centre
370	BHUBANESHWAR
380	SAMBALPUR

Centre No.	Name of the Centre
633	PUDUCHERRY

Centre No.	Name of the Centre
387	AMRITSAR
395	JALANDHAR
397	LUDHIANA
402	PATIALA

Centre No.	Name of the Centre
413	AJMER
419	BIKANER
425	SRI GANGANAGAR
428	JAIPUR
433	JODHPUR
434	KOTA
438	SIKAR
442	UDAIPUR

Centre No.	Name of the Centre
457	COIMBATORE
462	ERODE
465	KARUR
467	CHENNAI
468	MADURAI
477	SALEM
479	THANJAVUR
480	TIRUCHIRAPPALLI
481	TIRUNELVELI
487	VELLORE

Centre No.	Name of the Centre
13	HYDERABAD
15	KARIMNAGAR
38	WARANGAL HASANPARTHY

Centre No.	Name of the Centre
495	AGARTALA

Centre No.	Name of the Centre
501	AGRA
502	ALIGARH
503	PRAYAGRAJ ALLAHABAD
508	BAREILLY
521	GHAZIABAD
524	GORAKHPUR
530	KANPUR
533	LUCKNOW
536	MEERUT
539	MORADABAD
555	VARANASI
721	HALDWANI

Centre No.	Name of the Centre
514	DEHRADUN

Centre No.	Name of the Centre
567	BARDHAMAN
568	KOLKATA
582	SILIGURI
661	DURGAPUR

Application Form

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