Overview:
These are the best deals; they include a training combo and training+certification combo for Wealth Management.
An intermediate level set of courses covering financial planning, asset allocation, different investment products and performance measurement.
Who will benefit ?
Recommended Training
Front office of a Wealth Management firm/Bank in the area of Relationship Management & Investment advisory for High Networth clients.
Back office operations role in a Wealth Management firm involved with settlement and reporting of client transactions.
This area is suitable for candidates with the following qualification
MBAs /CAs
Graduates/Post Graduates with basic knowledge in finance.
Other working professionals looking to enter the growing area of wealth management.
What will you achieve by taking this ?
Other Relevant Courses
This area equips you with the skill to:
Engage and acquire clients,and build relationships.
Plan the finances of a client, and recommend appropriate portfolios based on their risk profile.
Interact with clients and give them inputs on market events and the impact on their portfolios.
Put an effective, transparent, reporting mechanism in place to ensure client retention.
You can opt to purchase either of the following:
1. The training combo: Discounted bundle of all training courses required for the certification.
2. The certification combo (recommended): Discounted bundle of the training courses and certification fee.
