Introduction
The Wealth Management Certification - Basic is designed for entry-level roles in the wealth management and financial advisory business.
The objective of the certification is to develop a strong foundation of investment concepts and products and understand the process of goal-based financial planning and asset allocation.
The wealth management course has a well-rounded curriculum covers broking, investment, insurance and leverage products and processes.
Wealth management is an investment-advisory discipline which incorporates financial planning, investment portfolio management and a number of aggregated financial services of asset managers, custodial banks, financial planners and others.
There is no equivalent of a stock exchange to consolidate the allocation of investments and promulgate fund pricing and as such it is considered a fragmented industry
What you will get?
Pre-recorded chapter vise videos - Yes (approx 5.5 hours each in English & Hindi)
Language: HINDI & NGLISH
Book: Yes (Ebook in PDF format in English)
Mock test: Yes (online mock test with approx 500 question answers)
Certification: Certification from NIFM
NIFM Assesment Structure:
Duration: 120 minutes
No. of questions: 60
Total Marks: 100
Marks per question: 1-2
Passing score: 60%
Negative Marking: Yes (25%)
Certificate validity: Life Time
Faculty: Mr. Ram Kumar Gupta
Course Requirements
Computer, Laptop, ipad, tab or mobile phone required with broadband or 4G internet.
Who is this Course for?
| Any Individual having interest in Financial Markets |
| Bankers, Members of Financial Institutions |
| Students, Teachers |
| Tarders & Investors |
| Working Professionals |
| Brokers and Sub-Brokers |
Course Outline
Chapter 1 : Introduction to Financial Planning
Chapter 2 : Wealth Management and the Economy
Chapter 3 : Investment & Risk Management in equity
Chapter 4 : Investment & Risk Management in Debt
Chapter 5 : Investment & Risk Management in Alternate Assets
Chapter 6 : Investment Products & Services
Chapter 7 : Investment Evaluation Framework
Chapter 8 : Risk Profiling & Asset Allocation
Chapter 9 : Risk Management Through Insurance
Chapter 10 : Elements of Taxation
Chapter 11 : Taxation of Investment Products
Chapter 12 : Estate Planning
Chapter 13 : Practice Questions
Student Review
monika monga
its very gud course . all concept realted to investment and risk mgmt are described good, easy to understand
Rs.4500* Rs.6500
31% OFFThis Course includes
13 Section
E-Books in pdf
Mock Test
Certification Test
Certification
Corporate Training
Enterprise training for Team
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