This badge was issued to Tejas Desai on 30 Jun 2021.
Expires on 29 Jun 2024
NISM & CRISIL Certified Wealth Manager
Issued by
CRISIL
The badge winner has successfully completed rigorous training and examinations to qualify as a NISM & CRISIL Certified Wealth Manager (NCCWM). Equipped with knowledge of investment products and a strong understanding of asset classes, the badge acknowledges its earner’s ability to recommend investments based on thorough profiling of client investment goals and risk appetite, in compliance with the highest ethical standards and best practices in the financial services sector.
- Type Certification
- Level Advanced
- Cost Paid
Skills
Earning Criteria
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Completion of 18 modules requiring 45 learning hours
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Passing of certification exam.
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Continuing Education (CE): Candidates are required to obtain six points, i.e., complete six hours of online learning to renew their certification every three years.