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: 5 Hours/Week



Course Format

Online Self-paced

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.

This course consists of interactive self-paced learning material, which the learners can go through at their own pace.

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.


By purchasing or subscribing to this program, you agree to abide by the Usage Policy, Privacy Policy, Security Policies and any Terms and Conditions mentioned on this portal.


Who would benefit?

  • Relationship Managers and Wealth Advisors working in banks, broking firms and independent wealth advisory businesses
  • Graduate and post graduate students

Course Syllabus

This course comprises the following modules:



There are no prerequisites for taking up this course.


About Certification




More from Centre for Investment Education and Learning