Wealth Management Basics

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

Session

Duration: 12 Weeks

Commitment: 5 Hours/Week

Language

English

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.

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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:

 

Prerequisites

There are no prerequisites for taking up this course.

 

About Certification

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Instructor

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