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
|Any Individual having interest in Financial Markets|
|Bankers, Members of Financial Institutions|
|Tarders & Investors|
|Brokers and Sub-Brokers|