Certified Wealth Management Professional

Schedule for Certified Wealth Management Professional

Registration Period

Registration with Normal Fees

01-Apr-2026 to 07-Apr-2026

Registration with Normal Exam Fees plus Rs. 100/-

10-04-2026 to 14-04-2026

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	Financial Planning and Tax Planning
12^th July 2026	Online	Investment Planning, Asset Management and Regulatory Environment
19^th July 2026	Online	Risk Management & Insurance, Retirement & 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 Jan 2027	Online	Financial Planning and Tax Planning
10^th Jan 2027	Online	Investment Planning, Asset Management and Regulatory Environment
17^th Jan 2027	Online	Risk Management & Insurance, Retirement & Estate Planning

Registration Fees

Exam Dates	For Members (₹)	Non-Members of IIBF (₹)
First attempt fee	₹ 4,000^*	₹ 6,500^*
Second attempt fee	₹ 2,000^*	₹ 2,000^*
Third attempt fee	₹ 2,000^*	₹ 2,000^*
Fourth attempt fee	₹ 2,000^*	₹ 2,000^*

* Plus GST 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.

Rules & Syllabus

Certified Wealth Management Professional - Rules & Syllabus

Download

Study Materials

Sr. No	Medium	Name of the Book	Edition	Published By	Book Now
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

Application Form

Certified Wealth Management Professional Examination - Online Registration of Examination Applications

Members Non-Members

Registrations Closed

Important Links

Contact Us

Kohinoor City Commercial - II Tower-I, 2nd & 3rd Floor, Kirol Road, Off-L.B.S Marg Kurla- West Mumbai - 400 070
080692 60710
care[at]iibf[dot]org[dot]in

Apply Now