Executive Programme in Wealth Management & Planning (EPWMP)

Offered by IIM Calcutta in collaboration with the Financial Planning Standards Board (FPSB) India, the Executive Programme in Wealth Management & Planning prepares professionals for a wealth management landscape being reshaped by AI, digital innovation, regulatory complexity and changing client expectations. As personal finance grows more complex — wider investment choice, longer life expectancy, inflationary pressure, greater individual responsibility for financial security and, in India, rising retail participation and a shift towards goal-based planning — the demand for skilled, ethical and client-centric advisors has never been greater. The programme builds strong foundations across investment planning, portfolio construction, financial markets, taxation, insurance, retirement planning and advisory practice, and equips participants to critically evaluate and responsibly apply AI-enabled tools — robo-advisory, data-driven investing and digital advisory platforms — within evolving regulatory and ethical frameworks. Aligned with the competency requirements of NISM Investment Adviser certifications (Level 1 & 2), it is highly relevant for professionals in investment advisory, wealth management, financial distribution and relationship management roles. By combining academic rigor, industry relevance and technological insight, the programme aims to develop future-ready professionals capable of delivering intelligent, ethical and technology-enabled wealth advisory solutions in a dynamic financial ecosystem.

Academic CollaborationCo-hosted with FPSB India, the programme gives participants the opportunity to fast-track their journey towards the globally recognised CFP® certification. The CFP education component follows a curriculum aligned with the educational requirements set by FPSB Ltd. and comprises four specialised courses, each with a corresponding examination:

This integrated pathway combines academic rigor with an industry-recognised certification, enabling participants to build credible and future-ready careers in wealth management and financial advisory.

The pedagogy will be highly interactive. It will leverage the use of technology and will consist of, depending on the subject, a judicious blend of lectures, real-life case studies, relevant AI tools, quizzes, assignments and self-learning materials. The sessions will be delivered at IIM Calcutta Campus and through the D2D platform provided by Emeritus. A Capstone Project is involved as well.

The pedagogy will be highly interactive. It will leverage the use of technology and will consist of, depending on the subject, a judicious blend of lectures, real-life case studies, relevant AI tools, quizzes, assignments and self-learning materials. The sessions will be delivered at IIM Calcutta Campus and through the D2D platform provided by Emeritus. A Capstone Project is involved as well.