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Wealth Management Online Course

NIFM
Course by NIFM
1 Students

Introduction

Best Wealth Management Online Course in India – Learn to Grow and Protect Your Wealth

Are you someone who dreams of financial freedom — not just earning money, but growing and managing it wisely?
The Wealth Management Online Course by NIFM is designed to turn that dream into reality.

This course gives you practical, real-world knowledge of financial planning, investment management, taxation, and risk protection — everything you need to manage your own money or guide others confidently. Whether you’re a student stepping into finance, a working professional, or an investor looking to grow your portfolio, this program helps you take full control of your financial future.

Note: We provide training for NSE NCFM module preparation — not the official NSE certification. Students receive a recognized NIFM Certificate valid for a lifetime.

Why Choose This Wealth Management Course?

  • Learn from Experts: Study under Mr. Ram Kumar Gupta, a seasoned financial expert with years of real-world experience.

  • Real-World Learning: Not just theory — learn how the financial markets actually work.

  • Practical Tools: Gain access to mock tests, case studies, and recorded videos to apply what you learn.

  • Flexible Study Options: Watch pre-recorded sessions anytime, anywhere.

  • Career-Ready Certification: Earn a Lifetime-valid NIFM Certificate recognized by employers across India.

  • Affordable & Accessible: Get premium financial education at an affordable price, right from home.

What You’ll Learn?

This wealth management course will help you:

  • Master financial planning and goal-based investment strategies.

  • Understand how to diversify portfolios across equity, debt, and alternative assets.

  • Learn risk profiling and how to balance returns with safety.

  • Gain complete clarity on taxation, insurance, and estate planning.

  • Develop the skills to work as a financial planner, advisor, or portfolio manager.

In short — you’ll learn how to grow and protect wealth intelligently in any market condition.

Frequently Asked Questions (FAQs)

Q1. What is the Wealth Management Online Course?
It’s a complete financial planning and investment management course designed to help you manage money, investments, and risk effectively.

Q2. Who can join this course?
Anyone — students, professionals, or investors — who wants to understand and manage wealth better.

Q3. Do I get a certificate after completion?
Yes! You’ll receive a Lifetime-valid NIFM Certificate upon successful completion.

Q4. Is this course beginner-friendly?
Absolutely! It starts from the basics and gradually builds up to advanced financial concepts.

Q5. How are the classes conducted?
All classes are online, with recorded videos, PDFs, and mock tests for easy learning.

Q6. Is it available in Hindi?
Yes, the course is offered in English.

Q7. What are the career benefits?
You can work as a financial advisor, wealth manager, investment consultant, or start your own financial planning practice

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 NIFM Wealth Management Online Course is more than just a theory-based program — it’s your complete guide to building and managing wealth in the modern financial world.

You’ll learn how to plan your finances, invest strategically, manage risk, save on taxes, and even prepare for retirement — all from industry professionals who’ve spent years in the financial markets.

The curriculum blends practical learning with real case studies, showing you how the wealthy think, plan, and grow their money. By the end of this course, you’ll know how to make smart, data-backed investment decisions — not guesses.

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

The Wealth Management Online Course begins with the fundamentals of financial planning. Learn how to set financial goals, manage savings, and create effective budgets. Understand the principles of wealth creation, cash flow, and time value of money — essential foundations for anyone looking to master personal finance and investment management.
6 Videos Available

Chapter 2 : Wealth Management and the Economy

In this chapter of the Wealth Management Online Course, discover how economic factors such as inflation, interest rates, and GDP growth impact investment decisions. Learn to analyze economic trends and align your financial strategies for wealth growth in both stable and volatile markets — key skills for successful wealth managers and financial planners.
3 Videos Available

Chapter 3 : Investment and Risk Management : equity

This module in the Wealth Management Course dives into equity investments. Understand how to analyze stocks, measure market risk, and balance risk-reward ratios. You’ll learn portfolio diversification techniques and valuation methods that help in making informed equity investment decisions for long-term wealth creation and financial stability.
3 Videos Available

Chapter 4 : Investment and Risk Management: Debt

Learn the essentials of debt investment and fixed-income securities in this Wealth Management Certification Course. Explore how interest rate fluctuations affect bond prices and returns. Understand the role of debt instruments like bonds, debentures, and deposits in maintaining a balanced portfolio and managing financial risk effectively.
3 Videos Available

Chapter 5 : Investment and Risk Management :Alternate Assets

The Wealth Management Online Course teaches how to diversify portfolios through alternative investments like gold, commodities, real estate, and hedge funds. Learn how non-traditional assets can minimize volatility, enhance returns, and strengthen overall investment strategy — an essential part of modern portfolio management.
3 Videos Available

Chapter 6 : Investment Products and Services

This section of the Wealth Management Course Online introduces a wide range of investment products such as mutual funds, ETFs, insurance, and PMS services. Learn how to evaluate each product based on risk, performance, and suitability to client goals — critical for anyone pursuing a career in financial advisory or investment consulting.
4 Videos Available

Chapter 7 : Investment Evaluation Framework

In this module, the Wealth Management Online Course covers the investment evaluation framework. Learn to analyze investment opportunities using ROI, IRR, and NPV calculations. Develop decision-making skills that help you compare options, assess risks, and select high-performing financial instruments for better portfolio performance.
2 Videos Available

Chapter 8 : Risk Profiling and Asset Allocation

This chapter of the Wealth Management Certificate Course focuses on risk profiling and asset allocation. Learn to assess an investor’s risk appetite and design a well-diversified portfolio. Understand how asset classes like equity, debt, and alternatives can be balanced to achieve optimal returns with minimized risk.
3 Videos Available

Chapter 9 : Risk Management Through Insurance

In the Wealth Management Online Course, you’ll explore how insurance planning safeguards wealth. Learn about life, health, and general insurance as tools for financial protection. This chapter highlights how strategic insurance coverage forms a vital component of long-term risk management and financial stability.
3 Videos Available

Chapter 10 : Elements of Taxation

This section of the Wealth Management Course provides a strong foundation in taxation principles. Learn about income classification, tax slabs, and deductions under Indian tax laws. Understand how smart tax planning can enhance your overall investment strategy and maximize post-tax returns.
3 Videos Available

Chapter 11 : Taxation of Investment Products

The Wealth Management Online Course teaches you how different investment instruments like equities, mutual funds, and debt products are taxed. Learn about capital gains, TDS, exemptions, and tax-saving strategies that help you create efficient, compliant, and optimized financial plans.
0 Videos Available

Chapter 12 : Estate Planning

In this chapter, the Wealth Management Online Course explores the essentials of estate planning. Learn how to structure wills, trusts, and succession plans to ensure smooth transfer of assets. Understand the legal and tax implications involved in preserving and protecting wealth across generations.
2 Videos Available

Chapter 13 : Wealth Management Practice Questions

Test your learning with practice questions designed to strengthen your understanding of wealth management concepts. This section helps learners apply financial planning, investment evaluation, and risk management principles effectively — a vital step before completing the Wealth Management Certification Course.
1 Videos Available

Rs.1950*  Rs.6500

70% OFF

This Course includes

13 Section 13 Section
E-Books in pdf E-Books in pdf(Only in Courses)
Mock Test Mock Test for Practice
Certification Test Final Certification Test
Certification Certification from NIFM

Contact for Corporate Training

Enterprise training for Team

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