27-Feb-2024 | 82.8900

27-Feb-2024 11:57

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Certification in Online Wealth Management

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The Financial system acts as a reflection of an economy. Wealth Management has developed into one of the most respected and highly compensated occupation in the financial services industry. Globally, the financial advisers have emerged as the most recent class of experts who either as entrepreneurs or as working professionals in banks or other investment advisory firms create financial plans for their clients and also help them to accomplish their financial goals.

This perfectly designed comprehensive course will aid you in understanding your financial goals and also enable you to increase, maintain and conserve your wealth.

  • To attain the skills, knowledge, mindset and the morals necessary to perform ethically and responsibly in the highly regulated financial services industry
  • To be able to respond to the challenges brought about by the altering nature of the Financial Services Sector.
  • To learn about the essential terms, concepts, theories and principles of Wealth management
  • To apply theoretical knowledge and skills in practical situations, both for themselves as well as for their clients
  • Introduction to Financial Planning
  • Wealth Management and Economy
  • Investment and Risk Management-Equity
  • Investment and Risk Management-Debt
  • Investing in Gold & Real Estate
  • Investment Products and Services
  • Investment Evaluation Framework
  • Risk Profiling and Asset Allocation
  • Risk Management through Insurance 
  • Elements of Taxation 
  • Taxation of Investment products
  • Estate Planning
  • 147 videos
  • 16+ Hours of Content
  • 20+ Supplementary Study Materials
  • Full-Length Test
  • Course fee - INR 5,000 + 18% GST
  • Students having less or no knowledge of Finance
  • All employees belonging to Asset Management Companies
  • All team members working in Financial Product Distribution Companies
  • All software professionals and engineering professionals wanting to develop knowledge on wealth management
  • All undergraduates and graduates wishing to expand their knowledge base
  • Relationship managers working in sales or back office of any bank or Equity Broking Houses 
  • Any one who wants to manage their own money

Students enrolling for Certification in Online Wealth Management course will be given a “Certificate of Participation” from NSE Academy,facilitated by Kredent Academy.

The students can take the help of an email query support, Question and Answer Community Platform for any kind of doubt clearance related to content while pursuing the course.

They will also learn how to do financial planning calculations in MS-Excel.

In addition, they will be given exposure to certain mutual funds websites, insurance websites and other economic websites

They will also learn how to extract and use data in a selective manner for creating wealth.

Updated on: 02/01/2023