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10-Feb-2023 | 82.5425

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Advanced Program in Finance & Wealth Management

TOTAL DURATION CERTIFICATION VALIDITY COURSE TYPE
03 Months - Online

For more information, please contact:
counsellor@oawa.in / +91 8046800970

NSE Academy & OAWA’s live online Advanced Program in Finance & Wealth Management equips you to risk profile, plan and build portfolios along with the necessary knowledge and skillset for a career as a financial advisor. The program also hones your professional, persuasive and interpersonal communication skills, certified by DeakinCo.(Backed by Deakin University, Australia)

01 Month 

  • Introduction to Savings & Investment
  • The Power of Compounding
  • How Macros impact the Markets
  • Where to Invest? Let’s talk about Asset classes
  • Importance of Asset Allocation
  • Investing through Mutual Funds
  • Creating your MF investment portfolio

02 Month 

  • How to value a Bond
  • How to value an Equity share?
  • Diversification and Portfolio Risk
  • Strategies to minimise portfolio risk
  • Can gold and real estate have a place in an investor’s portfolio?
  • Insurance and Wealth Protection
  • A comprehensive portfolio

03 Month 

  • Financial Planning
  • Estate Planning
  • How to Acquire and Manage a Client?
  • Effective Communication in the workplace
  • Acing Job Interviews
  • Career options as a Financial Advisor
  • Handling Client meetings

 

  • Learn the benefits of savings and investments
  • Demystify key macroeconomic variables
  • How to value various debt and equity instruments?
  • Create investment portfolios and asses risk
  • How to prepare financial plans & estate planning
  • How to acquire and manage a client’s portfolio?
  • Ways to analyse various assets and use investment tools
  • Effective workplace communication
  • Graduates & Post-Graduates
  • CA, ICWAI, CS, MBA
  • Professionals looking for a career shift or upskilling
  • Financial advisors and insurance agents
  • Homemakers looking for a second career or for managing family assets

Career opportunities (assisted by OAWA) with Wealth Management firms, banks, MFs, Insurance Cos, and as an independent financial advisor

  • Learn the practical way from specialists and industry practitioners
  • The pedagogy is a blend of fundamental, technical and workplace skills
  • Learn financial jargons the simplified way
Updated on: 17/01/2023