Diploma in Advanced Wealth Management
Course Overview
This course covers the entire spectrum of financial services/ products from banking, insurance, pension fund, mutual fund, derivatives, debt market to microcredit. The 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 sector.
A 3-month internship* with placement assistance will be provided in Wealth Management under the Wealth Management Services (WMS).
*At an extra discounted cost of Rs 5,500/-
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to secure your future
1 First installment
Training fee: Rs 4507/- (including GST)
2 Second installment
Examination fee: Rs 7,670/- (including GST)
Skills Covered
- Competent practitioners of financial advisors/ counsellors
- Competencies to act as Independent Financial Advisors
- Understand clients’ needs, attitudes and fears
- Design appropriate finance planning strategies for clients
- Meet clients' wealth creation and wealth protection needs.
Who is this course for?
Graduate in any discipline (students pursuing final year of graduation can also enroll)
Certification
Training Partners
What to expect after the course
On completion of Diploma in Advanced Wealth Management course, we assist potential candidates to connect with prospective employers. Here’s what you can expect.
Job Roles
Expected Salary
Key Recruiters
Portfolio Manager
Expected Salary
- 1200000 /- p.a.
Key Recruiters
- Angel Broking
- Armstrong Capital Advisory
- Bajaj Capital
Relationship Manager
Expected Salary
- 1200000 /- p.a.
Key Recruiters
- Angel Broking
- Armstrong Capital Advisory
- Bajaj Capital
Associate Wealth Manager
Expected Salary
- 1200000 /- p.a.
Key Recruiters
- Angel Broking
- Armstrong Capital Advisory
- Bajaj Capital
Need Assistance
FAQs
No, internship is not provided
- 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. Candidates must secure a minimum of 50% marks to clear the exam.
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.
The examination will be conducted in English only.
The duration of the examination will be of two hours.
You can write to us.
Be a pioneer in the Banking and Finance industry through this Diploma in Advanced Wealth Management. Open up doors of opportunity into your future
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