6 Courses and Certifications

Online Wealth Management Courses & Certifications

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Professional Diploma in Wealth Management

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Certificate

Professional Diploma in Wealth Management

12 Months
60,000
Certificate

Executive Program In Wealth Management

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.

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9 Months
45,000
Skills Covered:
Risk Management Financial Management Financial knowledge Knowledge of law Legal Knowledge Interpersonal skills
Certificate In Wealth Management

Offered by

Certificate

Certificate In Wealth Management

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.

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6 Months
52,500
Skills Covered:
Relationship Building Financial knowledge
Wealth Management

Offered by

Certificate

Wealth Management

The ‘Wealth Management’ online certification program is offered for the students to gain a comprehensive understanding of the concepts and theories of investment management and investments products to handle wealth and to explore the domain of banking and finance. This online course is provided by the educational platform  TCS iON digital learning hub for students with a commerce background. The course curriculum is designed to be completed in five to six months which includes digital lectures, online tutorials, practical sessions, and other online resources.

The TCS iON industry honors certification allows the students to gain perspectives on the techniques and principles of managing wealth through various hands-on tools and industry-oriented projects and applications. The ‘Wealth Management’ certification program provides expert guidance to the candidates through professionals such as Sundar Sankaran(Founder and director of Advantage India Consulting Pvt. Ltd. and Mavuca Capital Advisors Pvt. Ltd.) and Anita Toshniwal(Corporate trainer). Eligible students of this training are given digital certificates at the end of the course.

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6 Months
11,800
Skills Covered:
Financial Management Financial knowledge Legal Knowledge Risk Management

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Certificate

PG in Banking and Wealth Management

The Banking and Wealth Management Bootcamp certification course includes detailed information on the domain of wealth management and banking with case studies and trading simulations. For understanding, each chapter is followed by multiple quizzes, assignments and tests to help them understand the key principles and concepts. The curriculum is industry-oriented and is also delivered by the industry experts and the faculty of Imarticus. The program is also guided by the “program mentors” and experienced faculty to help students choose a better career path.

In the Certification in Banking and Wealth Management Bootcamp by Imarticus students will be helped to build their job profiles and portfolios. They will also be guided in their placement calls and will be guided in their interview preparations. The certificate that the students will receive after the Banking and Wealth Management Bootcamp course will be accepted and acknowledged globally. Special emphasis will be given on topics related to investment, mobile banking, mutual fund, ratios, retail banking and others.

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3 Months
80,000
Skills Covered:
Financial knowledge
Wealth Management Basics

Offered by

Certificate

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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