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A comprehensive training programme that combines concepts and practical insights to give you an edge in the increasingly complex and evolving wealth management space
About the programme
Introduction to financial planning
Key financial planning concepts
Risk profiling & identifying return requirements
Understanding asset classes and investment vehicles
Deep-dive into insurance landscape & products
Overview of the mutual fund industry in India
Mutual funds– key concepts and categories
Risk and return concept and analysis
Portfolio monitoring and Client reporting
Fair 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
