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What is the Course name & Learning Objective?
Course Name: Wealth Advisor
This program covers live exercises on retirement planning and managing a client portfolio of equities, bonds, mutual funds and insurance.
What will you learn?
Wealth Management - Business Overview
Wealth Management - Client Acquisition
Financial Planning & Asset Allocation
Portfolio Performance Measurement
Insurance - Introduction
Insurance Products - General Insurance
Insurance Products - Life Insurance
Wealth Management – Live Case
Alternate Investment Products & Services
What do we provide?
E Learning Portal Access: 37.5 hours of E-Learnings Access & Email query support. Log in Access Valid for 120 days.
Certification: Participation certificate from BSE Institute Ltd.
Program Start Date: Program can be started immediately
Who Should Attend?
This Program is suitable for those looking for following roles: Branch RM, Wealth Advisor, Financial Planner, in the high growth area of Wealth Management.
Price: Rs. 5749/-