Executive Programme in Wealth Management & Planning

By IIM Calcutta in collaboration with the Financial Planning Standards Board (FPSB) India

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DURATION

9 months

PROGRAMME FEE

Online Processing fee and Applicable Taxes will be charged at checkout

ELIGIBILITY

Graduates (10+2+3) / Diploma (10+2+3) / Postgraduate from an AICTE or UGC-approved University

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Where Academic Excellence Meets Global Financial Planning Standards

Develop expertise in wealth management through IIM Calcutta's comprehensive curriculum and accelerate your journey towards the globally recognised CFP® certification with the specialised education pathway offered in collaboration with FPSB India.

The IIM Calcutta grounding

Investment planning
Portfolio construction
Financial markets
Taxation & Insurance
Retirement planning

The FPSB edge

FPSB® Investment Planning Specialist
FPSB® Retirement and Tax Planning Specialist
FPSB® Risk and Estate Planning Specialist
FPSB® Integrated Financial Planning
Pathway to globally recognised CFP certification

Why Wealth Management and Financial Planning Are Among the Fastest Growing Careers

US$1.7 trillion

India's asset and wealth management industry is projected to reach US$1.7 trillion by 2030, growing at an 11.6% CAGR.

Source: PwC | The Economic Times, 2026

73%

of affluent investors use AI. AI is transforming wealth management, creating demand for professionals who combine financial expertise with technology.

Source: HSBC Global Survey, 2026

10 crore

investors. ₹150 lakh crore AUM. India's mutual fund industry aims to reach 10 crore investors and ₹150 lakh crore in AUM by 2030.

Source: AMFI, 2025

What is the Executive Programme in Wealth Management and Planning?

The Executive Programme in Wealth Management & Planning, jointly offered by IIM Calcutta and FPSB India, is a comprehensive wealth management and financial planning programme designed to prepare professionals for the rapidly evolving wealth management landscape shaped by artificial intelligence (AI), digital innovation, changing client expectations, and evolving regulatory frameworks.

As wealth management and financial planning become increasingly complex, organisations and clients are seeking professionals who can deliver personalised, ethical, and technology-enabled wealth advisory solutions. The programme builds strong foundations in investment planning, portfolio construction, financial markets, taxation, insurance, retirement planning, and advisory practice, while enabling participants to understand and apply AI-powered tools across modern wealth management.

Aligned with the competency requirements of the NISM Investment Adviser Certifications (Level 1 & 2), the programme equips participants with the knowledge and practical capabilities to navigate today's dynamic financial ecosystem with confidence. Participants will also benefit from a fast-track pathway to the globally recognised CFP® certification through FPSB India, enhancing their professional credentials and career prospects.

By combining academic rigour, practical application, and technology-led learning, the programme prepares future-ready professionals to deliver intelligent, client-centric wealth management and financial planning solutions across today's evolving financial services landscape.

What makes this integrated IIM Calcutta–FPSB India programme stand out?

Fast-track your FPSB® journey with exemption from 3 FPSB® examinations
Complete the programme at your own pace over up to 2 years
Special fee benefit on the programme fee
Learn from IIM Calcutta faculty and gain an IIM Calcutta Executive Education Certificate
Build a stronger professional profile with expertise in financial planning and wealth management, along with a fast-track pathway towards CFP® certification

Who is this programme designed for?

Wealth Managers & Private Banking Professionals

Designed for wealth managers, relationship managers, portfolio managers, and private bankers looking to deepen their expertise in wealth management and wealth advisory. Build capabilities in financial planning, HNI/UHNI relationship management, wealth preservation, succession planning, and AI-enabled advisory to deliver personalised client solutions.

Financial Planners & Investment Advisors

Ideal for financial planners, investment advisors, insurance professionals, mutual fund distributors, and retirement planning specialists seeking to strengthen their advisory expertise. Develop practical skills in financial planning, portfolio management, tax-efficient investing, risk management, and AI-driven client advisory to better serve clients across diverse financial needs.

Corporate Finance, FinTech & Emerging Wealth Professionals

Built for professionals in corporate finance, FinTech, treasury, risk, compliance, and WealthTech who are looking to transition into or advance within wealth management and financial advisory. Gain expertise in digital wealth solutions, AI-powered financial services, and investment advisory to unlock new career opportunities in the evolving financial services industry.

What are the outcomes of the Executive Programme in Wealth Management and Planning?

Master goal-based financial planning to address clients' evolving wealth creation, protection, and retirement needs.
Build expertise in Indian financial markets, investment products, insurance, taxation, and retirement planning to deliver comprehensive wealth management solutions.
Construct diversified investment portfolios using modern asset allocation, risk management, and portfolio management strategies.
Navigate financial regulations, compliance requirements, and taxation with confidence while supporting ethical advisory practices.
Apply behavioural finance principles to strengthen client relationships, improve investment decisions, and build long-term trust.
Leverage AI-powered wealth management, WealthTech, robo-advisory, and digital investing to deliver smarter, data-driven financial advisory solutions.
Apply AI responsibly while adhering to evolving regulatory, governance, and ethical standards in financial planning and wealth management.
Develop client acquisition, communication, and relationship management skills to grow your career in wealth management, financial planning, and investment advisory.

Executive Programme in Wealth Management and Planning: Curriculum

The Executive Programme in Wealth Management and Planning is a comprehensive, industry-aligned programme designed to build expertise in financial planning, investment management, and client advisory. Its practical curriculum covers Indian financial markets, portfolio construction, regulatory frameworks, behavioural finance, and AI-powered wealth management.

Themes 1: Foundation – Building Financial Expertise

Themes 2: Strategies – Designing Wealth Solutions

Themes 3: Intelligence – Leveraging AI & Data in Wealth Management

Themes 4: Leadership – Delivering Advisory Excellence

Capstone Project

The Capstone project provides participants with an opportunity to apply their learning to real-world business challenges. Drawing on the concepts, tools, and techniques covered during the programme, participants will work on improving an existing process or introducing a new process within their current organisation and role to drive better outcomes.

Programme Directors

Ankit Kumar

Assistant Professor, Academic Group: Economics

Dr. Ankit is a faculty member in the Economics Group at IIM Calcutta, specializing in Macroeconomics and Macro-Finance. His research is in macro-finance, with work on bond and...

Sudarshan Kumar

Assistant Professor, Academic Group: Finance and Control

Professor Sudarshan is a specialist in fixed income, macro-finance, financial networks, and quantitative finance. Kumar earned his B.Tech from IIT Kharagpur and his Ph.D from ...

Note:

Programme Directors might change due to unavoidable circumstances, and revised details will be provided closer to the programme start date.

Certificate

IIM Calcutta Certificate

Receive specialist certifications that validate your expertise across key areas of financial planning while fast-tracking your journey towards the globally recognised CERTIFIED FINANCIAL PLANNER® (CFP®) certification. Together, these credentials strengthen your professional credibility, expand your advisory capabilities, and position you for long-term career growth in wealth management and financial advisory.

FPSB and CFP Exam details

The CFP Fast-Track Pathway – FPSB® Integrated Financial Planning Course consists of:

FPSB® Financial Plan Assessment (FPA)
CFP® Examination

Financial plan assessment is a part of the Integrated financial planning course in CFP certification. This is designed to test the financial planning skills of the candidates aspiring to attain the CFP certification. In this step the eligible candidates who have registered for Integrated Financial Planning are expected to make a financial plan on the case study provided by FPSB India.

Case Study: FPA is conducted in alternate months starting from January every year, where in the case study is released by EOD on 10th of the month by FPSB India and the eligible candidates are notified by email. The candidates can access the case study on their learning center/current tab. Assessment Case study and guidelines are provided in the following months of the year.
Plan Preparation: The eligible candidates are given one month’s time to make a financial plan and submit it on the learning center under FPA Submission by 10th of next month. Candidates are provided with detailed set of guidelines along with the case study to make the financial plan. In addition, FPSB India provides two mentorship sessions during the last two weeks (15-30) of the plan preparation month. These mentorship sessions are free of charge, but the eligible candidates who are willing to attend must register for the same. The registration for mentorship sessions is opened with the release of the case study and continues till 15th.
Assessment and Results: The submitted financial plans are assessed over the next month by FPSB India’s panel of assessors who are practicing financial planners. The assessments are consolidated and results are declared after approval from FPSB’s Examination committee. The results are typically declared in the third week of the subsequent months. Following are the result months for the FPA cycles during the year.

CFP® EXAM & FINANCIAL PLAN ASSESSMENT (FPA)

Exam Registration Window is open on the student portal from 1st – 5th of every alternate month.
Exam Duration: 3 hours, Two sections in multiple choice format with 25 stand-alone Questions and 25 Questions based on a Case Study.
Online proctored/ in-person at DEXiT Test Centres.
Conducted every alternate month.
For FPA- Candidates prepare a financial plan on a provided Case Study. Assessment cycle for the same occurs every alternative month

Note:

Candidates will register for the Integrated Financial Planning course, and can enrol/take CFP® exam and Financial Plan Assessment in any order as per their convenience (Within the given validity of 24 months starting from the program start date- TBD).
FPSB® Psychology in Financial Planning: Candidates pursuing the CFP Certification through Fast Track Pathway (FPA + CFP Exam) must successfully complete the FPSB® Psychology in Financial Planning through self assessment course before enrolling the final examination.

IIM Calcutta’s Executive Education Alumni Status

Upon successful completion of the programme, participants will receive the prestigious IIM Calcutta Executive Education Alumni Status.

Participants will become alumni of IIM Calcutta with the following benefits:

LDP participants who successfully complete the programme become alumni of IIM Calcutta Executive Education, which currently has 32,000 members.
Alumni are provided with an email ID in the IIM Calcutta domain.
Alumni can register on the IIM Calcutta Alumni Portal using either their institute email ID or personal email ID. The portal serves as a common platform for alumni across all IIM Calcutta programmes to connect with one another and stay engaged with the Institute.
The Institute regularly shares newsletters, important announcements, articles, faculty achievements, institute updates, alumni accomplishments, upcoming events, and programme information through the alumni portal.
Alumni can showcase their achievements and share job opportunities or LIVE project opportunities with fellow alumni.
The IIM Calcutta Alumni Network is also accessible through a mobile application.
Executive Education alumni are eligible for a 5% discount on programme fees when enrolling in another Long Duration Programme (LDP).
Through the alumni portal, participants can build meaningful professional connections, collaborate with fellow alumni across programmes, and continue engaging with the IIM Calcutta community long after completing the programme.

How Does the IIM Calcutta Programme Stand Apart?

Capability Area	Market Programmes	IIM Calcutta Programme	Positioning Advantage
Financial Markets & Investment Products	Covers capital markets, mutual funds, and investment products	Comprehensive coverage of financial markets, securities, mutual funds, ETFs, Smart Beta strategies, forex, derivatives, and alternative investments	Broader Coverage
Portfolio Management & Asset Allocation	Portfolio theory and asset allocation	Portfolio construction, asset allocation, and AI-assisted portfolio optimisation	Enhanced with AI
Wealth Planning Solutions	Covers retirement, insurance, and tax planning	Integrated approach covering risk management, insurance, retirement, taxation, estate planning, and wealth transfer	Comprehensive Coverage
Behavioural Finance & Client Advisory	Limited or selective coverage	Behavioural finance, investor psychology, AI-enabled client discovery, financial life-cycle planning, and advisory skills	Differentiator
Regulatory & Compliance	Regulatory framework covered	Regulations, compliance, and digital governance	Enhanced Digital Focus
AI, WealthTech & Robo-Advisory	Limited fintech or AI exposure	Dedicated coverage of AI, robo-advisory, WealthTech, and digital advisory platforms	Significant Differentiator
Data-Driven Investing & Agentic AI	Limited or no dedicated coverage	Data-driven portfolio insights, personalisation, Agentic AI workflows, and future trends	Unique Advantage
Applied Learning	Varies across programmes	Capstone project with real-world wealth management applications	Experiential Learning

The Learning Experience

What is it like to learn with the learning collaborator, Emeritus?

More than 300,000 professionals globally, across 200 countries, have chosen to advance their skills with Emeritus and its educational learning partners. In fact, 90 percent of the respondents of a recent survey across all our programmes said that their learning outcomes were met or exceeded. All the contents of the course would be made available to students at the commencement of the course. However, to ensure the programme delivers the desired learning outcomes, the students may appoint Emeritus to manage the delivery of the programme in a cohort-based manner during the course period the cost of which is already included in the overall Course fee of the course.

A dedicated programme support team is available 7 days a week to answer questions about the learning platform, technical issues, or anything else that may affect your learning experience.

Executive Programme in Wealth Management & Planning

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