EduKart Certificate Course - Wealth Management (Certified by AIWM India)
What is the course?
The EduKart Online Course in Wealth Management is a six month online course which leads to a Certification by Association of International Wealth Management India and EduKart Rating of Employability. The certificate course gives practical exposure to the complex world of financial planning and management. The course has been made with detailed inputs and feedback from current and former employees of ICICI Bank, HDFC Bank Ltd., Yes Bank, Royal Bank of Scotland, State Bank of India, Kotak Mahindra Bank, Axis Bank, Bank of America and more.
The certificate course covers practical aspects of various types of insurance and different investment vehicles including property management. The course focuses on identifying specific client needs and preparing a financial plan to optimally achieve the financial goals of a client.
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What is the importance of certification?
The course is certified by Association of International Wealth Management India (AIWM India). The Association of International Wealth Management (AIWM) is the international professional organisation for wealth managers, portfolio managers, investment advisors and asset managers worldwide that aims at facilitating creation of new generation wealth managers who will be able to provide quality financial advisory services.
Successful candidates will also get an EduKart.com certification with EduKart Rating of Employability, which talks volumes about one's industry knowledge. This rating is easily accessible to the employers as well through EduKart.com whenever they would like to check the credentials of the participants during interviews. Therefore, participants can use the certification with employers across the country and across industries.
What is the Course Structure?
The Topics covered in the Certificate Course in Wealth Management are:
|Introduction to Financial Markets||Money Management Strategies||Insurance Services and Products||Taxation|
|Finance Essentials||Finding Individual Credit Rating||Primary and Secondary Markets||Retirement & Estate Planning|
|Introduction to Wealth Management||Understanding a Financial Plan||Mutual Fund Investments||Time Value of Money|
|Risk & Insurance||Gold & Real Estate|
What is the mode of Examination?
There are continuous assessments throughout the course. Such assessments are in the form of quizzes or assignments & will encourage constant learning and self assessment. Course also includes small exercises.
What are the features of EduKart Online Course?
The course comes along with:
- AIWM India Certification
- Unlimited telephonic doubt solving support
- CD of the course (if requested)
- Money back guarantee (not that you will ever want one!)
The successful participants are ready to be employed in profiles such as financial planners, wealth managers and relationship managers etc. in companies like ICICI Bank, HDFC Bank Ltd., Yes Bank, Royal Bank of Scotland, State Bank of India, Kotak Mahindra Bank, Axis Bank, Bank of America and more.
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