Earn a professionally designed AAFM® certification in Wealth and Investment Banking Advisory.
Industry-relevant skills
Professional skills you will build
Strategic Client Advisory
Build relationships with retail, HNI, ultra-HNI, entrepreneurial and corporate clients.
Portfolio Construction
Use goal mapping, risk profiling, asset allocation and suitability frameworks.
Investment Banking Advisory
Develop practical understanding of capital raising, private placements, IPOs, M&A and valuation advisory.
Ethical & Professional Practice
Handle fiduciary duties, risk disclosures, conflicts, documentation and client confidentiality.
Learning Journey – From Client Understanding to Transaction Support
Who it is for
Designed for postgraduate learners building an advisory career
Post-Graduate Students
Learners who want a connected understanding of wealth advisory, investment products, portfolio construction and investment-banking transactions.
Knowledge you will gain
What you will understand and apply
Advisory Models
Wealth advisory, sales and execution models across financial services.
Client Profiling
Segmentation, need analysis, goal mapping and risk profiling.
Portfolio Construction
Asset allocation, suitability assessment and investment policy preparation.
Capital Raising
Private placements, IPO advisory and public issuances.
M&A Advisory
Valuation support and the complete deal lifecycle.
Professional Practice
Ethics, disclosure, documentation, confidentiality and conflict management.
Knowledge You Will Gain – Key Learning Areas
Build a professional perspective across wealth and investment
banking advisory
The
WIBAF program develops practical capability across wealth advisory and
investment banking. It helps learners understand client requirements, evaluate
investment opportunities and support complex financial decisions for
individuals, entrepreneurs, family businesses and corporate clients.
Client
Advisory & Portfolio Planning
Client objectives,
liquidity needs, risk tolerance, time horizon, taxation and legacy planning.
Investment
& Wealth Solutions
Asset allocation,
mutual funds, bonds, insurance, PMS, AIFs and structured products.
Capital
Raising & Deal Advisory
Private placement,
IPO advisory, M&A transactions, valuation support and deal lifecycle
management.
Ethics,
Suitability & Documentation
Fiduciary
responsibility, risk disclosures, client consent, confidentiality and
professional records.
Advisory becomes effective when products, clients and transactions are connected
Professionals may know financial products but still struggle when client needs, portfolio decisions, capital-raising situations and professional responsibilities are studied separately.
- Use a structured advisory framework instead of isolated product knowledge.
- Connect product knowledge to real client requirements.
- Bring wealth management, capital raising, IPOs, M&A and portfolio solutions into one learning journey.
- Integrate suitability, ethics, documentation and risk disclosures into the advisory process.
How we help you succeed: The program connects client profiling, goal mapping, portfolio construction, investment products, business advisory and transaction support with suitability, ethics and professional documentation for informed decision-making in real client situations.
Learning journey
No uncertainty after payment
01
Profile the client
Understand objectives, liquidity needs, risk tolerance, horizon, tax and legacy considerations.
02
Map goals and suitability
Translate needs into advisory priorities and constraints.
03
Construct the portfolio
Use asset allocation and investment products appropriately.
04
Support capital raising Live tier
Understand private placements, IPOs and public issuances.
05
Understand deal advisory
Study M&A, valuation support and transaction lifecycle management.
06
Document professionally
Apply ethics, disclosures, consent, confidentiality and conflict-management practices.
Why it matters
Why this certification matters
Develop skills across wealth management, portfolio advisory, capital raising, IPOs and M&A.
Build practical capability to serve retail, HNI, ultra-HNI, entrepreneurial and corporate clients.
Understand professional standards around suitability, fiduciary responsibility, transparency and ethics.
Improve professional readiness for wealth-management and financial-advisory roles.
The curriculum: 20 units
Wealth & Investment Banking Advisory Frameworks
Wealth & Investment Banking Advisory Frameworks 60 Lessons 00:00:00
Chapter 1: The Advisory Ecosystem: Sales, Advisory and Execution Models
3 Lessons
00:00:00 Hours
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E-book The Advisory Ecosystem - Sales, Advisory and Execution Models
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The-Advisory-Ecosystem-Sales-Advisory-and-Execution-Models
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Chapter 2: Roles Across the Wealth and Investment Banking Advisory Spectrum
3 Lessons
00:00:00 Hours
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E-book Roles Across the Wealth and Investment Banking Advisory Spectrum
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Roles-Across-the-Wealth-and-Investment-Banking-Advisory-Spectrum
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Chapter 3: Building the Foundation: Ethics, Fiduciary Duty and Professional Standards
3 Lessons
00:00:00 Hours
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E-book Building the Foundation - Ethics, Fiduciary Duty and Professional Standards
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Building-the-Foundation-Ethics-Fiduciary-Duty-and-Professional-Standards
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Chapter 4: Client Segmentation Frameworks: Retail to Ultra-HNI
3 Lessons
00:00:00 Hours
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E-book Client Segmentation Frameworks - Retail to Ultra-HNI
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Client Segmentation Frameworks Retail to Ultra-HNI
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Chapter 5: Entrepreneurs, Family Businesses and Corporate Clients
3 Lessons
00:00:00 Hours
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E-book Entrepreneurs, Family Businesses and Corporate Clients
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Entrepreneurs-Family-Businesses-and-Corporate-Clients
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Chapter 6: Comprehensive Need Analysis: Goals, Liquidity, Risk, Time Horizon, Tax and Legacy
3 Lessons
00:00:00 Hours
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E-book Comprehensive Need Analysis - Goals, Liquidity, Risk, Time Horizon, Tax and Legacy
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Comprehensive-Need-Analysis-Goals-Liquidity-Risk-Time-Horizon-Tax-and-Legacy
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Chapter 7: Goal Mapping and Risk Profiling
3 Lessons
00:00:00 Hours
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E-book Goal Mapping and Risk Profiling
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Goal-Mapping-and-Risk-Profiling
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Chapter 8: Asset Allocation Basics and Portfolio Construction
3 Lessons
00:00:00 Hours
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E-book Asset Allocation Basics and Portfolio Construction
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Asset-Allocation-Basics-and-Portfolio-Construction
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Chapter 9: The Investment Policy Statement and Suitability Framework
3 Lessons
00:00:00 Hours
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E-book The Investment Policy Statement and Suitability Framework
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The-Investment-Policy-Statement-and-Suitability-Framework
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Chapter 10: Client Onboarding, Portfolio Review and Documentation Process
3 Lessons
00:00:00 Hours
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E-book Client Onboarding, Portfolio Review and Documentation Process
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Client-Onboarding-Portfolio-Review-and-Documentation-Process
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Chapter 11: Business Advisory, Capital Raising and Private Placements
3 Lessons
00:00:00 Hours
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E-book Business Advisory, Capital Raising and Private Placements
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Business-Advisory-Capital-Raising-and-Private-Placements
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Chapter 12: IPO Advisory and Public Issuances
3 Lessons
00:00:00 Hours
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E-book IPO Advisory and Public Issuances
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IPO-Advisory-and-Public-Issuances
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Chapter 13: M&A Advisory, Valuation Support and Deal Lifecycle Management
3 Lessons
00:00:00 Hours
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E-book M&A Advisory, Valuation Support and Deal Lifecycle Management
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Advisory Valuation Support and Deal Lifecycle Management
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Chapter 14: Traditional Products: Mutual Funds, Bonds and Insurance
3 Lessons
00:00:00 Hours
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E-book Traditional Products - Mutual Funds, Bonds and Insurance
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Traditional-Products-Mutual-Funds-Bonds-and-Insurance
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Chapter 15: Discretionary and Advisory Structures: PMS and AIFs
3 Lessons
00:00:00 Hours
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E-book Discretionary and Advisory Structures - PMS and AIFs
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Discretionary-and-Advisory-Structures-PMS-and-AIFs
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Chapter 16: Structured Products, Loan-Backed Solutions and Private Capital Funding
3 Lessons
00:00:00 Hours
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E-book Structured Products, Loan-Backed Solutions and Private Capital Funding
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Structured-Products-Loan-Backed-Solutions-and-Private-Capital-Funding
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Chapter 17: Client Notes, Advisory Summaries and Investment Rationale
3 Lessons
00:00:00 Hours
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E-book Client Notes, Advisory Summaries and Investment Rationale
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Client-Notes-Advisory-Summaries-and-Investment-Rationale
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Chapter 18: Risk Disclosures, Recommendation Documentation, Meeting Notes and CRM Systems
3 Lessons
00:00:00 Hours
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E-book Risk Disclosures, Recommendation Documentation, Meeting Notes and CRM Systems
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Risk-Disclosures-Recommendation-Documentation-Meeting-Notes-and-CRM-Systems
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Chapter 19: Suitability, Mis-selling Risk and Conflict of Interest
3 Lessons
00:00:00 Hours
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E-book Suitability, Mis-Selling Risk and Conflict of Interest
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Suitability Mis-selling Risk and Conflict of Interest
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Chapter 20: Transparency, Client Consent, Confidentiality and Professional Conduct
3 Lessons
00:00:00 Hours
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E-book Transparency, Client Consent, Confidentiality and Professional Conduct
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Transparency-Client-Consent-Confidentiality-and-Professional-Conduct
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Our alumni work at India's leading wealth institutions
CWM® charterholders serve in private banking, wealth advisory, financial planning, and portfolio roles across these organizations — part of a 300,000+ global alumni network.
Questions before enrolling
WIBAF
FAQs
It combines wealth advisory, portfolio planning, investment products, capital raising, IPOs, M&A, valuation support, ethics and documentation.
The program is designed for postgraduate students.
Yes. The stated skills include serving retail, HNI, ultra-HNI, entrepreneurial and corporate clients.
Yes. Suitability, fiduciary responsibility, disclosures, conflicts, documentation and confidentiality are explicitly included.
Self-paced or live
◆Choose your Study Mode
Choose the study mode that works best for Wealth & Investment Banking Advisory Frameworks. Your selected course access and applicable fees are shown below.
Study on your own schedule
₹11000
+ 18% GST
₹12980 payable today
Build the ability to advise, structure and support complex financial decisions
Connect client needs, portfolio solutions, capital raising, transactions and professional standards within one integrated advisory framework.
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