Executive Program In Wealth Management
Learn about the various techniques and skills for managing wealth with the ‘Executive Program In Wealth Management’ course.
Online
9 Months
45,000 INR Quick Facts
| Medium Of Instructions | Mode Of Learning | Mode Of Delivery | Frequency Of Classes |
|---|---|---|---|
| English | Self Study, Virtual Classroom | Video and Text Based | Weekends |
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 Availability | Certificate Providing Authority |
|---|---|
| yes | BSE 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
- 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
- Risk Identification
- Risk Measurement
- Risk Transfer
- Risk Financing
- Concept of Probability
- Creating a Risk Management Plan
- 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)
The course is provided by the BSE Institute limited.
The course will take nine months to finish the program.
There are no prerequisites for this course.
Yes, you can pay for the ‘Executive Program In Wealth Management’ training in two installments.
No, students will have to attend the live online sessions for two hours on the weekends.