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Free Wealth Management Courses & Certifications

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Wealth Management Basics

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Wealth Management Basics

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 managementinsurancebankingfinancial 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. 

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12 Weeks
Free
Skills Covered:
Financial knowledge Financial Management Relationship Building Legal Knowledge Risk Management Knowledge of banking

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