Diploma in Advanced Wealth Management

Pursuing Graduation 31 Dec, 2021 4 Apr, 2022

12,177

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Course Start Date
3 Jan, 2022
Application Dates
1 Oct, 2021 - 31 Dec, 2021
Duration
48 hours
Course Mode
Online
In Partnership with
  • Indian Institute of Banking and Finance
Certification
  • Indian Institute of Banking and Finance

INR 12,177

Fee Structure

1 First Installment

Training Fees: Rs.4507/- (including GST)

2 Second Installment

Examination Fees: Rs. 7670/- (including GST)

Course Overview

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/-

Key Topics

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.

Skills Covered

  • 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.
  • To enable candidates to possess the needed skills and knowledge to understand clients’ needs attitudes and fears.
  • To enable candidates to design appropriate finance planning strategies suitable to individual clients.
  • To enable candidates to meet the client’s wealth creation and wealth protection needs.
  • To enable candidates to attain high ethical and professional standards.

Who is this course for?

Graduate in any discipline (students pursuing final year of graduation and also join)

Certification

  • Indian Institute of Banking and Finance

Training Partners

  • Indian Institute of Banking and Finance
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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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Need Assistance

FAQs

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.

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