Wealth manager programme for relationship managers

Registration for this programme has been closed, pls download the brochure for future session.

 

Summary

 

 

Programme Objectives

 

  • A comprehensive training programme that combines theoretical and practical knowledge to give you an edge in managing client relationships in today’s increasingly complex and evolving wealth management space.
  • This course aims to give you a holistic perspective on wealth management and covers various aspects of investments including product categories, risk and return characteristics, risk profiling and asset allocation.
  • Our course aims at providing deep insights into the financial planning and wealth management practice with relevant practical case studies.

 

Target audience

  • Mutual fund distributors, insurance agents and bank relationship managers

 

Course Structure

 

Day 1 : (Duration 4 hours)

Financial Planning & Asset Allocation

 

Session 1:

Financial planning

Risk profiling

 

Session 2:

Asset allocation

 

Day 2: Duration 4 hours

 

Session 3:

Suitability of mutual funds and insurance products with case studies

 

Session 4: Mutual funds

 

Session 5 : Insurance

Case studies

 

Trainer Profile

 

He has more than 15 years of industry experience in the private wealth management and family office industry. He has worked with leading broking & investment advisory firms, where he has also been responsible for setting up financial services desk, running multi-asset class model portfolios across various risk categories & monitoring and reporting of client's portfolios on a consolidated level across various advisors or distributors for multiple generations. Also has set up Insurance Review process for the private wealth clients wherein current insurance policies are reviewed and recommendations are given based on the client’s needs and cost-benefit analysis. He is a CFA (Chartered Financial Analyst – from ICFAI) and CFP (Certified Financial Planner).

 

Training dates - October 18-19, 2021

Training fees - ₹ 10,000 + applicable taxes