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Quick Facts

Medium Of InstructionsMode Of LearningMode Of DeliveryFrequency Of Classes
EnglishSelf Study, Virtual ClassroomVideo and Text BasedWeekends

Course Overview

The Executive Program In Wealth Management online course is developed for the students to learn about giving financial advice, investment suggestions, planning of estates, accounting, and taxing strategies to organize the wealth. The online course is provided by the BSE Institute Ltd and the course curriculum is taught for nine months with the students spending two hours every weekend. 

The course curriculum is focused on providing the students with the skills for investment management, and critical thinking skills with analytical abilities for wealth management. The concepts discussed in this course are asset management, strategic business development, and the techniques for strategic investment and implementations. The course instruction is provided by the academic and industrial professionals who help the students gain experimental learning experience. The ‘Executive Program In Wealth Management’ training program issues a course certificate to the students who have completed the course study.

The Highlights

  • Online mode
  • Nine months program
  • Two hours session
  • Advanced level training
  • English course instruction
  • Live sessions
  • Professional faculty

Programme Offerings

  • Online Classroom
  • Online exam
  • assignments
  • Online lectures
  • Interactive Exercises
  • quizzes
  • Project
  • Case Studies

Courses and Certificate Fees

Certificate AvailabilityCertificate Providing Authority
yesBSE Institute Limited, Mumbai

The students who wish to join the ‘Executive Program In Wealth Management’ online training are required to pay the course fee and can pay the course fee in installments.

Executive Program In Wealth Management fee structure

Course fee

INR 45,000

Initial payment

INR 7,500

First installment

INR 21,250

Second installment

INR 21,250


What you will learn

Interpersonal skillsFinancial knowledgeKnowledge of lawFinancial ManagementLegal KnowledgeRisk Management
  • The Executive Program In Wealth Management syllabus is developed to help the students to gain insights on strategic investment approaches, identify the significant trends of the industries and risks. 
  • This course provides basic knowledge and strategies to measure possibilities to develop portfolios.
  • The program enables the exhibition and application of the accumulation of wealth and management techniques.
  • The students will develop their knowledge of tax planning and minimization strategies.
  • Following the regulatory expectations and acquiring the knowledge of trends.

Who it is for

The Executive Program In Wealth Management online program is aimed at the working professionals who are involved with finance such as the financial planner, banker, finance officer, management consultant, auditor and etc.


Admission Details

The students interested in joining the ‘Executive Program In Wealth Management’ classes should register online through the course website

Step 1: Find the course page using the following link

https://www.bsebti.com/bilx/programs/wealth-management-online-course

Step 2: Select the ‘Apply Online’ link

Step 3: Pay the course fee and follow the instructions for registration.

Application Details

The applicants of the ‘Executive Program In Wealth Management’ training should fill in their name, phone number, email address, city, and work experience to register for the course.

The Syllabus

  • What is Wealth Management?
  • Comprehensive Wealth Management
  • Estimating Wealth Market for a Country
  • Wealth Management Verticals
  • Wealth Management Landscape and Outlook in India
  • Wealth Management Models in India

  • Developing a Wealth Management Plan
  • Essentials of a Comprehensive Wealth Plan
  • Analyze Financial Issues and Opportunities
  • Developing the Wealth Management Plan
  • Implementation and Review of the Wealth Management Plan

  • Types of Mutual Funds Schemes Exchange Traded Fund
  • Accounting Valuation
  • Measuring Mutual Fund Performance
  • Mutual Fund Investment Plans and Services

  • Introduction to Income Tax
  • Heads of Income and Income under the Head Salary
  • Income from Business and Profession
  • Income from House Property
  • Filling of Tax Return
  • Tax Planning, Tax Avoidance, Tax Evasion, and Tax Management
  • Filling of Tax Return

  • Introduction to Portfolio Management
  • Investment Risk
  • Types of Investment Returns
  • Measures of Risk
  • Managing Risk through Diversification
  • Asset Pricing Models
  • Asset Allocation
  • Equity Portfolio Management Strategies
  • Fixed Income Portfolio Management
  • Rebalancing Strategies

  • Equity Markets and Structures
  • Fundamental Analysis
  • Industry Analysis
  • Company Analysis
  • Models of Equity Valuation
  • Technical Analysis
  • Other Technical Indicators
  • Wealth Management Perspective

  • Derivatives-Options and Swaps
  • Alternate Assets
  • Hedge Funds
  • Commodities and Managed Futures
  • Private Equity
  • Credit Derivatives
  • Structured Products
  • Alternatives and Risk Mitigation
  • Alternate Assets in India

BSE Institute Limited, Mumbai Frequently Asked Questions (FAQ's)

1: Which institute offers the ‘Executive Program In Wealth Management’ course?

The course is provided by the BSE Institute limited.

2: How long will it take to complete the ‘Executive Program In Wealth Management’ online course?

The course will take nine months to finish the program.

3: What are the prerequisites to join ‘Executive Program In Wealth Management’ classes?

There are no prerequisites for this course.

4: Can I pay the course fee in installments?

Yes, you can pay for the ‘Executive Program In Wealth Management’ training in two installments.

5: Can I learn the course curriculum at my own pace?

No, students will have to attend the live online sessions for two hours on the weekends.

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