Basics of Wealth Management

Offered By  TCS iON
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About TCS iON

Session

Duration: 1 Week

Commitment: 1-2 Hours

Language

English

Course Format

Online Self-paced

What will you learn

 

About this Course

Today, it is critical not only to earn but also to invest wisely. Wealth Management, in this context, helps integrate financial products and advisory services to assist consumers as they progress through the various stages of their financial life cycle.

This course aims to explain the difference between Wealth Management and Asset Management. It also explains the process of wealth management, services and other activities that enable accumulation, preservation and transfer of wealth.

On completion of this course, you will understand the need and process of Wealth Management and Financial Planning.

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Who would benefit?

  • **This course has been designed for college students and professionals, studying or working in the area of Wealth Management. Individuals in need of retirement or financial planning would also benefit from this course.
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Course Syllabus

This course comprises the following modules:

 

Prerequisites

Basic knowledge of personal banking and investment markets would help in understanding this course faster.

 

About Certification

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Instructor

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