Wealth Advisor

(SKU ID: AY523828C42)
Rs. 5,749
Qty: 

Wealth Advisor


What is the Course name & Learning Objective?


Course Name:  Wealth Advisor

Course Description:

This program covers live exercises on retirement planning and managing a client portfolio of equities, bonds, mutual funds and insurance.

 

What will you learn?

 

Outline:

Brief Outline

E-Learning hours

Wealth Management - Business Overview

2.5

Wealth Management - Client Acquisition

2

Financial Planning & Asset Allocation

2.5

Portfolio Performance Measurement

2

Equity Markets

2

Equity Derivatives

2.5

Bond Markets

3

Currency Markets

3.5

Currency Futures

1

Commodity Derivatives

2

Mutual Funds

4.5

Insurance - Introduction

1.5

Insurance Products - General Insurance

2

Insurance Products - Life Insurance

3

Wealth Management – Live Case

1.5

Alternate Investment Products & Services

2

Total

37.5


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/-