2020

Jan 30 Mumbai

CRISIL certified Wealth Manager programme

48

Days remaining

Training dates - January 30, 2020

Training location - Elearning

Registration fees - ₹ 12,000 + applicable taxes
Exam fees: ₹ 2,000 + applicable taxes

 

Summary

 

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