Diploma in Advanced Wealth Management

Sector:

BFSI

A brief note about the course:

The Advanced Wealth Management course has been introduced by IIBF, with technical support from the Securities Institute, Australia, a pioneer in the area of financial counselling and advising, to create a cadre of financial advisors in the financial sector. This course covers the entire spectrum of financial services/ products from banking, insurance, pension fund, mutual fund, derivatives, debt market to micro credit. This comprehensive course aims as under:

1. To create a cadre of competent practitioners of financial advisors/ counselors in the country, to provide candidates with competencies required to act as an Independent Financial Advisor.

2. To enable candidates to possess the needed skills and knowledge to understand clients’ needs attitudes and fears, to design appropriate finance planning strategies suitable to individual clients.

3. To enable candidates to meet the client’s wealth creation and wealth protection needs and attain high ethical and professional standards.

Syllabus:-

INTRODUCTION TO FINANCIAL PLANNING- RISK ANALYSIS, INSURANCE AND RETIREMENT PLANNING-INVESTMENT PLANNING, TAX PLANNING AND ESTATE PLANNING

Detailed Syllabus

PASSING CRITERIA:

Minimum marks for pass in the subject is 50 out of 100.

Date of Class Commencement:

01 October 2021

Eligibility:

Graduates and students currently in the final year of graduation

Course Duration:

48 hours (over a period of 6 months)

Course Fees:

Training fees as 1st instalment – Rs.4507/- (including GST)

Examination fees as 2nd instalment – Rs. 6500/- (excluding GST)

Key recruiters:

Angel Broking, Armstrong Capital Advisory, Centrum, Bajaj Capital, Invest Advice, Magnus Capital Services, Wealth Advisors, ClientAlley, BFC Capital, Avendus Wealth Management, AUM Capital, Shell India, IBM, Accenture, Dell, Decathlon India, Reliance Industries

Average Annual Salary:

2 lakhs – 12 lakhs per annum

Certification:

Indian Institute of Banking and Finance (IIBF)

Career Options:

Portfolio Manager, Relationship Manager, Senior Relationship Manager, Senior Manager in Wealth Management, Business Development Manager, Financial Advisor, Financial Analyst, Associate Wealth Manager, India Marketing finance advisor

General Details about IIBF examinations

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