CRISIL Certified Wealth Manager

 

CRISIL Wealth Manager Certification aims to bring a holistic perspective on wealth management and covers various aspects of investments including product categories, risk and return characteristics, risk profiling and asset allocation.

 

Programme Includes

 

  • Introduction to financial planning
  • Key financial planning concepts
  • Risk profiling & identifying return requirements
  • Understanding asset classes and investment vehicles
  • Insurance landscape & products
  • Overview of the mutual fund industry in India
  • Mutual funds- key concepts and categories
  • How to analyze investments
  • Portfolio monitoring and Client reporting
  • Fair business practices

 

The programme is offered in a self-study format and can be taken up by

 

  • Distributors of investment products
  • Wealth managers
  • Bankers
  • Independent financial advisors
  • Investment advisors
  • Brokers
  • Financial planners
  • Students aspiring for a career in financial advisory

 

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Steps to purchase

 

  • Click on 'Buy now' to get re-directed to training.crisil.com
  • In the page - training.crisil.com (e-learning platform) - create your unique login ID and password
  • Once your account is set up, you will be able to see the certification courses or the e-learning modules
  • Select the certification course(s) or the e-learning module(s) you wish to study; it will get added to the cart
  • Click on ‘Cart’ and purchase the certification course(s) or the module(s) with your debit or credit card