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Commencement of Certificate Course on Wealth Management and Financial Planning on 23rd January, 2016 at ICAI, Ahmedabad.

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Date: 23-01-2016

The Committee for Capacity Building of Members in Practice is arranging Certificate Course on Wealth Management and Financial Planning for the members at Ahmedabad Branch. Registration is open now . The batch is scheduled to commence on 23rd January, 2016, at 123, Sardar Patel Colony, Near Usmanpura Underbridge, Naranpura, Ahmedabad, Gujarat. The course is open only for Members of the Institute.

The objective of this Course is to equip the members with advance knowledge in Financial Planning and Wealth Management for rendering services to clients through guidance on Investments and Retirement Benefits and effective Investment Strategy for financial growth. The course elaborates practical & procedural aspects of the Wealth Management in order to build the core competency of the members for their enhanced carrier opportunity in financial services sector.

The course consists of classroom lectures and practical sessions on case studies. There will be 20 classes of 5 hours duration to be held on Saturday/Sunday followed by test.Required number of attendance will be compulsory. Successful participants will be awarded Certificate. On qualifying of the course appropriate CPE hours will also be given.

The course will be lectured by renowned faculty from Insurance Sector, Academics & Industry.

This batch has limited seats for 30 participants on first come first serve basis. Classes will be held at Ahmedabad Branch of ICAI. The details of the course are available on Committee site on the link Application Form is available at Ahmedabad Branch of ICAI. The desirous member may please contact the Branch Office and register for the Course by paying through DD of Rs.15,000/- favouring Secretary, ICAI, New Delhi or may apply online at the link

Committee for Capacity Building of Members in Practice (CCBMP)
The Institute of Chartered Accountants of India (ICAI)
ICAI Bhawan, First Floor, Administrative Block, A-29, Sector-62, Noida,
E-mail:, 0120-3045994
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