Wealth Management is one of the fastest growing and highly paid careers across the world. A disciplined wealth management process is established in a structured system. This course will help you to build and understand your financial goals, which will further help you in understanding, growing, protecting and managing customer’s wealth too.
A career path in wealth management will provide you with all the necessary knowledge base, skill sets and attitude to respond to the challenges caused by the ever changing financial market. Learners not only get a chance to apply academic knowledge in relation to wealth management but they also get a working idea of essential life skills in the work place. Essential life skills like business etiquette, improving one’s productivity via excel, document management, enhancing interpersonal skills etc form an integral part of our
After completing the wealth management courses, you may appear for industry standard certificates, such as:
NISM-Series-V-C: Mutual Fund Distributors (Level 2) Certification Examination
NISM Series-X-B: Investment Adviser (Level 2) Certification Examination
NCFM – Mutual Funds Advanced Module
WHO SHOULD TAKE THIS COURSE?
A beginner level course for those who wish to understand Wealth Management.
- Lectures 3
- Quizzes 0
- Duration 50 hours
- Skill level All levels
- Language English
- Students 0
- Assessments Yes