Wealth Management Module

1. NCFM exam are online and self-study basis and conduct in across India (TestCenter-200+) in English language.
2. Open Office Spreadsheet will be provided
3. There is 0.25% negative marking for incorrect answer.
4. We allow all types of calculator during test
5. No. of questions: 60 /Maximum marks: 100/ Passing marks: 60 (60%).
6. The question paper consists of objective type questions only.
7. For every question, you will find four / five alternative answers. To select your answer, click on the radio button next to the alternative.
8. Course Outline Topic:
   • Introduction to Financial Planning
   • Wealth Management & The Economy
   • Investment & Risk Management: Equity
   • Investment  & Risk Management: Debt
   • Investment & Risk Management: Alternate Assets
   • Investment Products & Services
   • Investment Evaluation Framework
   • Risk Profiling & Asset Allocation
   • Risk Management through Insurance
   • Elements of Taxation
   • Taxation of Investment Products
   • Estate Planning

Sample paper link

• To have a comprehensive and broad based knowledge about wealth management.
• To understand the role of various investment products and structured products in long term wealth creation and the risks underlying such products and services.
• To know about the assessment of risk profile of clients and the importance of asset allocation in wealth management.

Course Fees- Total Fees Rs.2006/- (Rupees Two Thousand and Six Only). inclusive of GST.

There is no eligibility criteria

Who will be BENEFIT from this course?

• Students
• Investors
• Finance Professionals
• Anybody having interest in this subject