Certificate Course in Financial Management (Certified by AIWMI)
What our customers say about the course...
I am an investment consultant and own my own business. I wanted to up-skill my financial management skills and when I came across EduKart.com’s wealth management Course, I found it the most appropriate and in accordance with what I needed. The course content was very helpful and I can feel the change in me when I now handle my clients.- Kunal Amin, Gujarat
What is the course?
The EduKart Online Course in Financial Management is a six month online course which leads to a Certification by Association of International Wealth Management of India and EKRE. The comprehensive certificate course in is offered by EduKart.com and certified by Association of International Wealth Management of India (AIWM India). 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 starts by developing the practical understanding about branch operations of a retail bank and associated financial services that a bank provides such as demat accounts and loans. The course focuses on the day to day functioning of a bank and explains strategies of customer acquisition, engagement and retention. The course then goes into building practical and real world understanding of the working of the stock markets, explains the day to day terminology used on the trading floor and equips the candidates with tools used for trading equity, derivatives and commodities in the stock markets. Finally, the course covers practical aspects of various types of insurance and different investment vehicles and focuses on identifying specific client needs and preparing a financial plan to optimally achieve the financial goals of a client.
What is the importance of certification?
Successful candidates will get certified by Association of International Wealth Management of India and EduKart Rating of Employability (EKRE), which talks volumes about one's industry knowledge. 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. 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 Financial Management are:
|Understanding Indian Financial System||Credit Rating||Insurance||Securitization||Risk & Insurance|
|Exploring the NSE portal||Time Value of Money||Finance Essentials||IPO Grading||Factoring, Forfaiting and Bill Discounting|
|Gold & Real Estate||Insurance Services and Products||Introduction to Derivatives||Money Management Strategies||Branch Banking|
|Mutual Fund Investments||Lease and Hire Purchase||Taxation||Depositories and Demat||Stock Trading Terminals|
|Finding Individual Credit Rating||Understanding Banking Services||Issues in Indian Markets||Venture Funding||Retirement & Estate Planning|
|Understanding IPO Application Forms||Introduction to Wealth Management||Understanding a Financial Plan|
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 and EduKart Rating of Employability
- 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 equity analysts, financial planners, risk advisors, banking operations manager, rating executives, wealth 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.
In case of any questions, feel free to email at support@EduOnWeb.com or call us at +91-11-49323333.
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