Introduction
Wealth Management Certificate Course Online | NIFM Certified Training
The Wealth Management Certification - Basic is designed for entry-level roles in the wealth management and financial advisory business.
The objective of the certification is to develop a strong foundation of investment concepts and products and understand the process of goal-based financial planning and asset allocation.
The wealth management course has a well-rounded curriculum covers broking, investment, insurance and leverage products and processes.
Wealth management is an investment-advisory discipline which incorporates financial planning, investment portfolio management and a number of aggregated financial services of asset managers, custodial banks, financial planners and others.
There is no equivalent of a stock exchange to consolidate the allocation of investments and promulgate fund pricing and as such it is considered a fragmented industry
Note: We only provide preparation for NSE NCFM modules. We do not conduct their exams or issue their certificates. Students will receive a certificate from NIFM upon successful course completion.
What you will Learn Here ?
After completing this course, you will:
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Understand the principles of financial planning and wealth creation.
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Learn asset allocation, diversification, and risk management.
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Gain knowledge of investment products like equity, debt, and mutual funds.
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Learn to analyze client needs and build customized financial strategies.
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Understand insurance, taxation, and estate planning in wealth management.
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Prepare for roles in financial advisory, investment analysis, and portfolio management.
What Makes This Course Special?
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Comprehensive Coverage: From financial planning to estate management.
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Practical Knowledge: Learn with examples and case studies.
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Lifetime Valid Certificate: Enhance your professional credibility.
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Flexible Learning: Access course materials anytime, anywhere.
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Industry-Relevant Skills: Designed by finance professionals with real-world
Frequently Asked Questions (FAQs)
Q1. What is the Wealth Management Certificate Course by NIFM?
It’s an online certification course that teaches financial planning, portfolio management, and wealth advisory skills.
Q2. Who can join this course?
Anyone interested in financial markets, investments, or wealth management — including students, investors, and working professionals.
Q3. What is the duration of the course?
The course includes 5.5 hours of pre-recorded video lessons in Hindi .
Q4. What language is the course taught in?
It is available in Hindi , making it easy for all learners.
Q5. Will I get a certificate after completion?
Yes , you’ll receive a Lifetime-valid NIFM Certificate in Wealth Management after clearing the assessment
What you will get?
Pre-recorded chapter vise videos - Yes (approx 5.5 hours )
Language: HINDI
Book: Yes (Ebook in PDF format in English)
Mock test: Yes (online mock test with approx 500 question answers)
Certification: Certification from NIFM
NIFM Assesment Structure:
Duration: 120 minutes
No. of questions: 60
Total Marks: 100
Marks per question: 1-2
Passing score: 60%
Negative Marking: Yes (25%)
Certificate validity: Life Time
Faculty: Mr. Ram Kumar Gupta
About Course
The Wealth Management Certificate Course by NIFM is a complete program designed for individuals who want to build a career or gain practical knowledge in financial planning, investment management, and wealth advisory.
This course helps you understand how to analyze client goals, manage portfolios, allocate assets, and balance risk and returns across different investment instruments — equity, debt, insurance, mutual funds, and alternate assets.
It’s ideal for students, investors, and professionals who want to learn the art of wealth creation and preservation through smart financial planning and disciplined investing. You’ll also gain insights into taxation, estate planning, and risk management — key pillars of long-term wealth success.
Course Requirements
Computer, Laptop, ipad, tab or mobile phone required with broadband or 4G internet.
Who is this Course for?
- Students
- Investors
- Bankers
- Traders
- Professionals
- Advisors
- Brokers
- Sub-Brokers
- Teachers
- Homemakers
Course Outline
Chapter 1 : Introduction to Financial Planning
Chapter 2 : Wealth Management and the Economy
Chapter 3 : Investment & Risk Management in equity
Chapter 4 : Investment & Risk Management in Debt
Chapter 5 : Investment & Risk Management in Alternate Assets
Chapter 6 : Investment Products & Services
Chapter 7 : Investment Evaluation Framework
Chapter 8 : Risk Profiling & Asset Allocation
Chapter 9 : Risk Management Through Insurance
Chapter 10 : Elements of Taxation
Chapter 11 : Taxation of Investment Products
Chapter 12 : Estate Planning
Chapter 13 : Practice Questions
Student Review
Monika .
Nice video lecture with examples
monika monga
its very gud course . all concept realted to investment and risk mgmt are described good, easy to understand
Rs.1950* Rs.6500
70% OFFThis Course includes
13 Section
E-Books in pdf(Only in Courses)
Mock Test for Practice
Final Certification Test
Certification from NIFM
Contact for Corporate Training
Enterprise training for Team
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