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Certificate In Wealth Management
Undertake IMS Proschool’s Certificate In Wealth Management and learn about the wealth management industry through the right balance of skills and theory.
Online
6 Months
₹ 52,500
Inclusive of GST
Quick facts
particular | details | ||
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Medium of instructions
English
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Mode of learning
Self study, Virtual Classroom
|
Mode of Delivery
Video and Text Based
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Frequency of Classes
Weekdays, Weekends
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Course overview
Since 2008, the wealth management industry has been growing by 20% every year, creating countless opportunities in the field. The Certificate In Wealth Management can help you enter this industry and provide you with a combination of valuable skills and theory. The course will also pave your way towards the CFPCM programme and certification.
Certificate In Wealth Management by IMS Proschool includes high-quality videos for better understanding, along with over 2000 online practice questions. Hence, you can prepare for the NSE Academy Certification with ease. There are two study options available that include classroom training and live virtual classrooms. You can choose and enrol in any of the learning modes at your convenience.
Additionally, IMS Proschool’s Certificate In Wealth Management programme is a beneficial course as customers are now shifting from traditional to liquid assets. Hence, financial advisory and wealth management will create maximum jobs in the future. This programme will help enhance your qualifications and enter these sectors seamlessly.
The highlights
- High-quality videos
- Certification exam
- Project work
- Prepare for NSE Academy Certification
- Access to 2000+ online practice questions
- Classroom training
- Live virtual classroom
- Multiple study options
- 3 available certifications
- Pathway to CFPCM Program
Program offerings
- Classroom training
- Live virtual classroom
- 2000+ practice questions
- Top-quality course videos
- Official certificate available
- Internal assessment
- Final exam
Course and certificate fees
Fees information
IMS Proschool’s Certificate In Wealth Management consists of two different study options. Their fees are mentioned in the box below.
Certificate In Wealth Management fee structure
Course | Fees |
Classroom training | Rs. 65,000 (All-Inclusive) |
Live virtual classroom | Rs 52,500 (All-Inclusive) |
certificate availability
certificate providing authority
Eligibility criteria
Certification qualifying details
To earn the Certificate In Wealth Management, you must clear all the internal assessments and get a minimum score of 50% or above. The assessment criteria consist of project work (30%), term-end exam (60%), and attendance (10%).
What you will learn
Upon completion of IMS Proschool’s Certificate In Wealth Management, you will be adept in the following topics:
- Selling skills- Convincing customers to close a deal.
- Financial knowledge- In-depth financial understanding of products and their implications to advise others.
- Relationship building- Understanding the needs of the clients and building relations.
Who it is for
Certificate In Wealth Management by IMS Proschool is beneficial for the following:
- Undergraduates
- Graduates with 0-2 years of work experience
- Graduates planning to enter the financial advisory field
Admission details
- The course profile for Certificate In Wealth Management by IMS Proschool can be found on the official website.
- Select the ‘Enrol/Login’ button after going through the offerings. On the new page, you can log in if you have an existing account.
- In case you don’t, you can register yourself for a new profile.
- Enter details such as your name, email, mobile, gender, DOB, and password. After that, enter your exact residential address and choose the highest qualification you have completed and a current profile. Click on ‘register’ when you are done.
- You will have to pay the fee according to your chosen learning mode.
Filling the form
To join the Certificate In Wealth Management, you must fill a registration form. This will require your personal details, like mobile number, gender, email ID, full name, password, D.O.B, name on Aadhaar, preferred learning mode, nationality, centre, and country. You must also mention your address in detail, including your city, PIN code, state, and district. Then, choose the highest qualification and your current profile before and submit the form.
The syllabus
Excel Proficiency
Investment Planning
- Personal Financial Management
- Asset Management and Investment Planning
- Law and Compliance, Regulatory Environment
Retirement and Tax Planning
- Tax Planning and Optimisation
- Retirement Planning
Risk Management and Estate Planning
- Estate Planning
- Insurance Planning and Risk Management
Certified Financial Planner Module
- Integrated Financial Planning
- Financial Planning Principles, Skills, and Process
Sales Skill
- Cracking financial advisor interviews
- Online Industry Speakers
- Trends in Industry and how to tackle
- How to network and increase client base
Evaluation process
To gain the Certificate In Wealth Management, you must score a minimum of 50% and above in the final exam. This term-end examination will consist of 75 MCQs. You will get 2 hours to complete it.
Moreover, there is no negative marking involved. The exam location centres are mentioned on the course page as per different North, West, and South cities. You can also take the CFPCM exams after completing this programme.
How it helps
The Certificate In Wealth Management will prepare you for the CFPCM certification and help you enter the financial advisory industry. Upon programme completion, you will be qualified to build a robust higher education profile and even start your financial advisory practice. IMS Proschool will also provide some placement support, which will consist of grooming and resume-building.
FAQs
No, work experience is not mandatory to register.
The final exam will have 75 multiple choice questions without any negative marking. The exam duration will be 2 hours.
The Certificate In Wealth Management curriculum aligns with the CFPCM certification curriculum. Hence, by completing this programme, you will also be prepared for the CFPCM exams.
Check the location section to find a list of cities and where the centres are located.
The live virtual classroom mode will include 180+ hours of training.