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Advanced Wealth Management

Schedule

Registration Period
Registration
Registration
  • 01-Apr-2026 to 07-Apr-2026

Normal Exam Fees

Registration
Late Registration
  • 10-Apr-2026 to 14-Apr-2026

Normal Exam Fees + ₹100

Final Registration
Final Registration
  • 15-Apr-2026 to 21-Apr-2026

Normal Exam Fees + ₹200

Exam Dates

Exam Dates Mode Subject
5th July 2026 Online Online Introduction To Financial Planning
12th July 2026 Online Online Risk Analysis, Insurance And Retirement Planning
19th July 2026 Online Online Investment Planning, Tax Planning And Estate Planning
Registration Period
Registration
Registration
  • 01-Oct-2026 To 07-Oct-2026

Normal Exam Fees

Registration
Late Registration
  • 10-Oct-2026 to 14-Oct-2026

Normal Exam Fees + ₹100

Final Registration
Final Registration
  • 15-Oct-2026 to 21-Oct-2026

Normal Exam Fees + ₹200

Exam Dates

Exam Dates Mode Subject
3rd January 2027 Online Online Introduction To Financial Planning
10th January 2027 Online Online Risk Analysis, Insurance And Retirement Planning
17th January 2027 Online Online Investment Planning, Tax Planning And Estate Planning

Fees

Attempt Fee (for IIBF Members) Fee (for Non IIBF Members)
First ₹4,000 ₹6,500
Second ₹2,000 ₹2,000
Third ₹2,000 ₹2,000
Fourth ₹2,000 ₹2,000
* Plus Convenience charges and Taxes as applicable.

Downloads

document
Advanced Wealth Management - Rules & Syllabus

Study Materials

Sr.No Examination Medium Name Of The Book Edition Published By Price (₹)
1 Advance Wealth Management Course English Introduction to Financial Planning 2017 M/s Taxmann Publications Pvt. Ltd. Rs.595/-
2 Advanced Wealth Management English Risk Analysis, Insurance and Retirement Planning 2017 M/s Taxmann Publications Pvt. Ltd. Rs. 240/-
3 Advance Wealth Management Course English Investment Planning, Tax Planning & Estate Planing 2017 M/s Taxmann Publications Pvt. Ltd. Rs. 420/-

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11 GUNTUR
18 KURNOOL
24 NELLORE
29 RAJAHMUNDRY
34 TIRUPATI
35 VIJAYAWADA
36 VISAKHAPATNAM

13 HYDERABAD
15 KARIMNAGAR
22 NALGONDA

191 BANGALORE
193 BELLARY
207 HUBLI
214 MANGALORE
221 SHIMOGA

233 KOZHIKODE
234 KANNUR
236 ERNAKULAM
239 KOTTAYAM
246 THRISSUR
247 THIRUVANANTHAPURAM

457 COIMBATORE
462 ERODE
465 KARUR
467 CHENNAI
468 MADURAI
477 SALEM
479 THANJAVUR
480 TIRUCHIRAPPALLI
481 TIRUNELVELI
487 VELLORE

633 PONDICHERRY

98 AHMEDABAD
100 BARODA
110 JAMNAGAR
119 RAJKOT
120 SURAT
651 VAPI

257 BHOPAL
259 CHHATARPUR
265 GUNA
266 GWALIOR
268 INDORE
269 JABALPUR
281 RATLAM
282 REWA
283 SAUGOR
284 SATNA
289 UJJAIN

258 BILASPUR
279 RAIPUR

296 AHMEDNAGAR
297 AKOLA
300 AMRAVATI
301 AURANGABAD
306 MUMBAI
311 JALGAON
314 KOLHAPUR
317 NAGPUR
318 NANDED
319 NASHIK
321 PARBHANI
322 PUNE
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324 SANGLI
326 SATARA
327 SOLAPUR
334 NAVI MUMBAI (VASHI)

413 AJMER
418 BHILWARA
419 BIKANER
425 GANGANAGAR
428 JAIPUR
433 JODHPUR
434 KOTAH
438 SIKAR
442 UDAIPUR

619 PANAJI

137 HISSAR
140 KARNAL
145 ROHTAK

163 MANDI
166 SIMLA

177 JAMMU
182 SRINAGAR

387 AMRITSAR CITY
395 JULLUNDUR
397 LUDHIANA
402 PATIALA

501 AGRA
502 ALIGARH
503 ALLAHABAD
508 BAREILLY
518 FAIZABAD
524 GORAKHPUR
529 JHANSI
530 KANPUR
533 LUCKNOW
536 MEERUT CANTT
539 MORADABAD
555 VARANASI

514 DEHRADUN
541 NAINITAL

603 CHANDIGARH

610 NEW DELHI

48 GAUHATI
55 SILCHAR
57 TINSUKIA

66 BHAGALPUR
72 DARBHANGA
83 MUZAFFARPUR
85 PATNA

68 BOKAROSTEEL CITY
73 DHANBAD
78 JAMSHEDPUR
87 RANCHI

338 IMPHAL

344 SHILLONG

351 AIZAWL

357 KOHIMA

370 BHUBANESHWAR
372 CUTTACK
380 SAMBALPUR

448 GANGTOK

495 AGARTALA

562 ASANSOL
567 BURDWAN
568 KOLKATA
582 SILIGURI
590 NAHARLAGUN(ITANAGAR)

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