Certificate Programme on Personal Finance and Wealth Advisory – PFWA
The Executive Programme in Personal Finance and Wealth Advisory (PFWA) is a certificate programme that has been structured to equip professionals to start a business in Financial Planning.
The programme is offered in collaboration with Financial Planning Standards Board Ltd. (FPSB), the global standards-setting body for the financial planning profession and owner of the CERTIFIED FINANCIAL PLANNER® certification programme.
This programme is designed to equip participants with the knowledge, tools and entrepreneurial mindset required to excel in the rapidly evolving field of financial planning. Blending theory with practical applications, it covers the foundations of finance, advanced planning techniques and business strategy to prepare participants for careers as independent financial advisors, wealth managers or founders of financial planning ventures.
Commencement date: 27th March 2026
Programme end date: 13th February 2027
Last date to apply: 23rd February 2026
Programme Directors: Dr. Nitin Vishen, Dr. M Jayadev, Aishwarya Krishna
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