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.
The internship and placement assistance for this course is provided by Wealth Management Services (WMS) in the 3-month internship* with placement assistance will be provided in Wealth Management area under Wealth Management Services (WMS). (Possible job roles include: Portfolio Manager, Relationship Manager, Senior Relationship Manager, Senior Manager in Wealth Management, Financial Advisor, Financial Analyst, Associate Wealth Manager ; with estimated starting salary range of Rs. 17.5-27.5 K per month). *@ extra discounted cost of Rs.5500/-
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:
i. To create a cadre of competent practitioners of financial advisors/ counselors in the country.
ii. To provide candidates with competencies required to act as an Independent Financial Advisor.
iii) Enables candidates to possess the needed skills and knowledge to understand clients’ needs attitudes and fears.
iv) To enable candidates to design appropriate finance planning strategies suitable to individual clients.
v) To enable candidates to meet the client’s wealth creation and wealth protection needs.
vi. To enable candidates to attain high ethical and professional standards.
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
1. Minimum marks for pass in the subject is 50 out of 100.
2. Candidates securing at least 45 marks in each subject with an aggregate of 50% marks in all subjects of examination in a single attempt will also be declared as having completed the Examination.
3. Candidates will be allowed to retain credits for the subject they have passed in a attempt till the expiry of the time limit for passing the examination.
Examination will be conducted in English only.
The duration of the examination will be of 2 hours.