Wealth Management Certificate Course

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

What you will get?

Pre-recorded chapter vise videos - Yes (approx 5.5 hours each in English & Hindi)

Language:  HINDI & NGLISH

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