
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