Wealth Management Basics

Offered By  Centre for Investment Education and Learning
Wealth Management Basics image
About Centre for Investment Education and Learning


Duration: 12 Weeks

Commitment: 8 Hours/Week



Course Format

(Online + Classroom)

What will you learn


About this Course

This course aims to provide the basic knowledge and technical competence required for Wealth Management and Financial Advisory professionals.

The online portion of this course consists of interactive self-paced learning material, which the learners can go through at their own pace.
In classroom sessions,

  • Simple topics will be recapped for important points and concepts.
  • Moderately difficult topics will be explained in brief with example(s) and demonstration(s).
  • Difficult topics will be explained in depth with example(s) and demonstration(s) for each concept.

Candidates who undertake this course will be ready to take up Advisory and Relationship Manager roles to manage client wealth and advise them on their portfolios.


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Who would benefit?

  • This course is suitable for Relationship Managers and Wealth Advisors working in banks, broking firms and independent wealth advisory businesses.
  • This course is also suitable for graduate and post graduate students.

Course Syllabus

This course comprises the following modules:



There are no prerequisites for taking this course.


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