Certified Wealth Management Professional

Important Note!

Please ensure you meet the eligibility criteria before applying. Fees once paid are non refundable. Use a valid email ID and mobile number during registration.

Schedule

Registration Period

Registration

01-Apr-2026 to 07-Apr-2026

Normal Exam Fees

Late Registration

08-Apr-2026 to 14-Apr-2026

Normal Exam Fees + ₹100

Final Registration

15-Apr-2026 to 21-Apr-2026

Normal Exam Fees + ₹200

Exam Dates

Exam Dates	Time	Mode	Subject
5^th July 2026	Will be given in the admit Letter	Online	Financial Planning and Tax Planning
12^th July 2026	Will be given in the admit Letter	Online	Investment Planning, Asset Management and Regulatory Environment
19^th July 2026	Will be given in the admit Letter	Online	Risk Management & Insurance, Retirement & Estate Planning

Registration Period

Registration

01-Oct-2026 to 07-Oct-2026

Normal Exam Fees

Late Registration

10-Oct-2026 to 14-Oct-2026

Normal Exam Fees + ₹100

Final Registration

15-Oct-2026 to 21-Oct-2026

Normal Exam Fees + ₹200

Exam Dates

Exam Dates	Time	Mode	Subject
3^rd Jan 2027	Will be given in the admit Letter	Online	Financial Planning and Tax Planning
10^th Jan 2027	Will be given in the admit Letter	Online	Investment Planning, Asset Management and Regulatory Environment
17^th Jan 2027	Will be given in the admit Letter	Online	Risk Management & Insurance, Retirement & Estate Planning

Registration Fees

Exam Dates	For Members (₹)	Non-Members of IIBF (₹)
First Attempt	₹4,000	₹6,500
Second Attempt	₹2000	₹2000
Third Attempt	₹2000	₹2000
Fourth Attempt	₹2000	₹2000

* Plus Convenience charges and Taxes as applicable.

Virtual Class Room Learning Fee

Exam Dates	Training Fee	Subsequent Attempt Fee
Virtual Training Mode	₹4,500	₹1,000
Physical Classroom Training Mode at Mumbai, Delhi, Chennai and Kolkata Centres	₹9,000	₹9,000

* Plus Convenience charges and Taxes as applicable.

Downloads

Certified Wealth Management Professional - Rules & Syllabus

Download

Study Materials

Sr. No	Examination	Medium	Name of the Book	Edition	Published By	Price (₹)
1	Certified Wealth Management Course	English	Financial Planning and Tax Planning	2025	M/s. Macmillan Education India Pvt. Ltd.	Rs.715/-
2	Certified Wealth Management Course	English	Risk Management & Insurance, Retirement & Estate Planning	2025	M/s. Macmillan Education India Pvt. Ltd.	Rs.450/-
3	Certified Wealth Management Course	English	Investment Planning, Asset Management & Regulatory Environment	2025	M/s. Macmillan Education India Pvt. Ltd.	Rs.655/-

Application Form

Certified Wealth Management Professional Examination - Online Registration of Examination Applications

Members Non-Members

Quick Links

DRA

Contact Us

Kohinoor City Commercial - II Tower-I, 2nd & 3rd Floor, Kirol Road, Off-L.B.S Marg Kurla- West Mumbai - 400 070
+91-22-68507000
care[at]iibf[dot]org[dot]in

Apply Now