International Institute of Research & Wealth Management

What International Institute of Research & Wealth Management does

International Institute of Research & Wealth Management (IIRWM) is a private for-profit professional education institute headquartered in Kolkata, India, with additional physical campuses in Bengaluru and Siliguri. Founded in 2015 and operating with a workforce in the 251–500 range, the company specializes in certifications and diploma programs targeted at the banking, financial services, and insurance (BFSI) sector. Its credential portfolio includes the Certified Financial Planner (CFP), Chartered Wealth Manager (CWM), Chartered Trust & Estate Planner (CTEP), American Financial Advisor (AFA), and CII UK insurance certifications, supplemented by securities and capital market courses (NISM, NCFM). Diploma programs (PGDFP-WM, DIM, DMF) are delivered in collaboration with Maulana Abul Kalam Azad University of Technology (MAKAUT), and the company runs college collaborative programs with BESC, ILEAD, and ULURN.

IIRWM's product architecture is anchored in affiliations with international credentialing bodies — FPSB USA for CFP, AAFM USA for CWM/AFA/CTEP, and CII UK for insurance — positioning the institute as a multi-credential hub for Indian BFSI professionals rather than a single-certification provider. Delivery is classroom-based across four physical locations (three Kolkata centers plus Bengaluru and Siliguri), supplemented by an online learning management system. International outreach is signaled via brochures targeting Ghana and Bangladesh, suggesting cross-border expansion intent. Faculty is sourced from IIMs, IITs, ISI, and CII UK, with senior practitioners drawn from HSBC, Standard Chartered, and Citibank.

The business model derives revenue primarily from one-time course fees paid by individual students and working professionals pursuing BFSI credentials, with a secondary corporate training stream serving BFSI employers. The company markets to a B2B2C audience — both individual aspirants seeking career advancement in Indian financial services and corporate clients procuring workforce upskilling. Pricing is not publicly disclosed. No funding rounds, M&A activity, or recurring subscription revenue model is evident from available data.

Name

International Institute of Research & Wealth Management

Legal name

International Institute of Research and Wealth Management

Website

https://iirwm.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

251–500 employees

Short description

International Institute of Research & Wealth Management is an India-based professional education institute headquartered in Kolkata, offering BFSI certifications (CFP, CWM, CII UK) and university-affiliated diplomas through MAKAUT, serving individual professionals and corporate clients across India, Ghana, and Bangladesh.

Ownership category

akta.pro rank

Product category

Professional Financial Certification and Diploma Education

NAICS

Professional and Management Development Training (611430), Colleges, Universities, and Professional Schools (6113), Educational Support Services (61171)

SIC

Services-Educational Services (8200)

akta.pro industry

PRIMARYEDAAALAM

Project, Quality & Operations (PMP PDUs, Six Sigma, Quality CE)

Education/Adult & Continuing Education/Professional Licensure & Continuing Professional Education (CE/CPE)

Keywords

• Financial planning certification
• Wealth management education
• Professional certification training
• Investment management diplomas
• BFSI education

Headquarters

HQ city

Kolkata

HQ country

India

HQ region

Asia

Offices4 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Professional Certification Programs: Course fees for professional certifications including Certified Financial Planner (CFP), Chartered Wealth Manager (CWM), CII UK qualifications, NISM certifications, and NCFM modules. Fees are collected via bank transfer to ICICI Bank account.
2. Diploma Programs: Full-time diploma programs including Post Graduate Diploma in Financial Planning & Wealth Management (PGDFP-WM), Diploma in Investment Management, and Diploma in Mutual Funds Management offered in collaboration with MAKAUT.
3. Corporate Training: Customized corporate training programs for BFSI organizations, management development programs, and soft skills programs.

Go-to-market motion3 records

Distribution channels3 records

Marketing channels5 records

Core offering

International Institute of Research & Wealth Management (IIRWM) is a professional education institute that delivers certification and diploma programs in financial planning, wealth management, and investment analysis. Its portfolio spans MAKAUT-affiliated full-time diplomas (PGDFP-WM, Diploma in Investment Management, Diploma in Mutual Funds Management), globally recognized certifications (CFP, CWM, CII UK Awards, AFA, CTEP), regulatory certifications (NISM, NCMP, NSE Proficiency Certificates), corporate training programs for BFSI organizations, and college collaborative programs with partner institutions. Delivery occurs through physical classrooms across four Indian campuses and an online learning portal for remote learners.

Product overview

International Institute of Research & Wealth Management (IIRWM) offers a comprehensive portfolio of financial education programs, primarily comprising certification and diploma programs in financial planning, wealth management, and investment analysis. The core offerings include three main categories: (1) Academic diplomas in collaboration with MAKAUT (PGDFP-WM, Diploma in Investment Management, Diploma in Mutual Funds Management); (2) Professional certifications including CFP, CWM, CII UK awards, AFA, and CTEP; and (3) Regulatory certifications for NISM and NSE examinations. The institute also provides online learning resources and corporate training programs, positioning itself as a comprehensive education provider for the BFSI sector.

Differentiator

Problem solved

Functional benefit

Products and services

• Post Graduate Diploma in Financial Planning & Wealth Management (PGDFP-WM)

Named customers14 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

13 partnerships are on record, tiered core, major and minor.

• Maulana Abul Kalam Azad University of Technology (MAKAUT)coreStrategic or Co-development PartnerCollaboration with CCPTR, MAKAUT for Post Graduate Diploma in Financial Planning & Wealth Management (PGDFP-WM), Diploma in Investment Management, and Diploma in Mutual Funds Management. University provides academic accreditation and affiliation for full-time diploma programs.
• Financial Planning Standards Board (FPSB) USAcoreStrategic or Co-development PartnerFPSB India affiliation for delivering Certified Financial Planner (CFP) certification course. CFP certification is internationally recognized and accredited under SEBI Investor Advisor Regulation 2013 in India.
• Chartered Insurance Institute (CII) UKcoreStrategic or Co-development PartnerIIRWM is an authorized center for CII UK qualifications including Award in Financial Planning and Award in Investment Planning. CII is the world's largest professional body for financial services with over 115,000 members in 150+ countries.
• American Academy of Financial Management (AAFM) USAcoreStrategic or Co-development PartnerDelivers Chartered Wealth Manager (CWM), Accredited Financial Analyst (AFA), and Chartered Trust & Estate Planner (CTEP) certifications. CWM is unique and the only Wealth Management certification in India.
• The Bhawanipur Education Society College (BESC)majorChannel Partner/ Reseller/ DistributorCollege collaborative program for delivering CFP certification course to BESC college students. Students from the 2016 batch have been trained through this partnership.
• ILEADmajorChannel Partner/ Reseller/ DistributorCollege collaborative program for delivering Certified Financial Planner certification course to ILEAD college students.
• ULURNminorChannel Partner/ Reseller/ DistributorWealth management education partnership through ulurn.in platform for online course delivery.
• HDFC Asset Management Co LtdminorOthersPlacement partner - alumni from IIRWM are employed at HDFC Asset Management. Company is part of the corporate network supporting student placements.
• State Bank of India (SBI)minorOthersPlacement partner - alumni employed at SBI. Company is part of the BFSI corporate network supporting student placements.
• HSBCminorOthersPlacement partner and faculty contributor - HSBC senior management provides industry expertise and placement opportunities.
• Axis BankminorOthersCorporate training partner and placement network for certified professionals.
• KPMGminorOthersPlacement partner where IIRWM alumni are employed in advisory and consulting roles.
• PwCminorOthersPlacement partner where IIRWM alumni are employed in advisory and consulting roles.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Manipal ProLearn: Manipal Global's professional certification arm offering finance, analytics, and technology certification programs across India. Comparable in certification catalog and online-plus-classroom delivery model.
• NSE Academy: NSE Group's education arm offering certification and capital markets training programs in India. Directly comparable to IIRWM as a leading Indian provider of BFSI certifications and exam preparation.
• BSE Institute: BSE's training and certification arm offering financial markets and wealth management programs in India. Competes directly with IIRWM for BFSI professional certification learners.
• Miles Education: India-focused training provider specializing in international finance certifications (CFA, FRM, CPA). Comparable to IIRWM in targeting working BFSI professionals pursuing globally recognized credentials.
• TimesPro: Times Group's professional education arm delivering financial, banking, and analytics certification programs in India. Directly comparable offering portfolio and enterprise customer orientation.
• IMS Proschool: India-based institute offering CFA, CFP, FRM, and other financial certifications. Closely comparable to IIRWM in curriculum (certification prep), delivery model (classroom + online), and target audience (BFSI aspirants).
• Edupristine (Adtalem Global Education): India-based finance and analytics training provider (now part of Adtalem) offering CFA, CFP, ACCA, and financial modeling courses. Comparable in target learners and certification-focused curriculum.

Others

• CFA Institute: Global professional body issuing the CFA charter, a competing international finance credential. Ecosystem participant rather than direct competitor, but adjacent in the financial certification value chain IIRWM operates in.
• ICAI (Institute of Chartered Accountants of India): Statutory professional body for chartered accountants in India. Adjacent rather than directly competing, but serves overlapping finance professional learners and competes for similar placement-track candidates.
• NISM (National Institute of Securities Markets): SEBI-established institute that issues the NISM certifications for which IIRWM provides training. Not a direct competitor but an ecosystem participant whose certification mandate underwrites IIRWM's prep-course demand.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/iirwm

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about International Institute of Research & Wealth Management