Medium of instructions English
Mode of learning Self study
Mode of Delivery Video and Text Based
Learning efforts 5 Hours Per Week
The ‘Wealth Management Basics’ online course is a study of the fundamental aspects of wealth management and financial management. This online certification course is provided by the TCS iON digital learning hub and the Centre for Investment Education and Learning. The duration of this course is designed to be twelve weeks and the students can complete the program by spending five hours per week.
This basic-level course delivers the primary concepts of finances, asset management, mutual funds, financial risk management, insurance, banking, financial planning, and investment management. The students of this course can learn on their own with the help of the online resources and materials provided. The theoretical and practical knowledge of management techniques associated with finances and assets will help them sort the portfolios and risk allocation.
The ‘Wealth Management Basics’ certification program enables students to get certificates after finishing the course study and the online assessment.
- Online mode
- Self-paced learning program
- Twelve weeks course
- Five hours per week
- Online assessment
- Course modules
- Course videos
- Online resources
- Independent learning
Course and certificate fees
Type of course
certificate providing authority
Certificate qualifying details
The students of the ‘Wealth Management Basics’ training will qualify for the participation certificate given by TCS iON digital learning hub after completing the course and the assessment.
What you will learn
The ‘Wealth Management Basics’ certification syllabus is structured for the students to gain knowledge of the roles and responsibilities of wealth managers and relationship managers. The course helps students understand financial management, wealth management, investment management while knowing about asset allocation, banking, insurance, and other financial services.
Who it is for
The ‘Wealth Management Basics’ online certification course is targeted at graduates and postgraduate students who wish to establish themselves in the wealth management and brokerage industry. The course enhances the financial knowledge and relationship management skills of insurance agents, managers, relationship managers, investors, fundamental analysts, traders, investment advisors, wealth managers, and fund managers.
The candidates interested in joining the ‘Wealth Management Basics’ online certification course can apply online through the website as per the following aspects,
Step 1: Go to the course page using the following link, https://learning.tcsionhub.in/courses/ciel/wealth-mgmt-basic/
Step 2: Enter the details on the ‘CallBack’ form.
Step 3: Follow the instructions to complete the registration.
Filling the form
The ‘Wealth Management Basics’ course registration is done by filling the name, phone number, and email address on the ‘CallBack form’ present on the course page.
Risk, Return and Asset Allocation
Personal Finance and Investment Planning
Equity Markets: Structure and Working
Equity Analysis and Investing
Debt and Derivatives Markets
Mutual Funds Products
Mutual Funds in Wealth Management
Other Investment Products
Leverage in Finance
Processes and Regulations
The students of the ‘Wealth Management Basics’ online program are required to write the end-of-course assessment to get the certificate of achievement.
How it helps
The ‘Wealth Management Basics’ certification benefits the students by equipping them with the professional knowledge and skillset on financial and wealth management. The students are allowed to study at their own speed to excel as managers and advisory professionals.
This online course is provided by TCS iON digital learning hub and the Centre for Investment Education and Learning.
The course is planned to be conducted for twelve weeks.
In this certification, students can learn independently on their own at their preferred speed.
The students are expected to spend five hours per week.
No, you don’t need any background knowledge to join this program.