Certificate Course in Wealth Management  (CD)

The certificate course develops the understanding of the practical aspects of becoming a wealth manager. The certificate course covers practical aspects of various types of insurance and different investment vehicles including property management. The course focuses on identifying specific client needs and preparing a financial plan to optimally achieve the financial goals of a client. The successful participants are ready to be employed in profiles such as financial planners, wealth managers and relationship managers.

The participant will be provided the CD of the course. Along with this, the participant will also get login to EduKart.com to access the same course material and submit the assignments online. The participant will also get unlimited telephonic support for doubt solving during the validity of the course.

• Industry-relevant certificate course
• Do it at your own pace
• High-Quality course specific to job descriptions
• Unlimited Telephonic support for doubt solving during the validity of the course
• Exclusive video cases within the course from leading practitioners
• Rating of Employment based on assessments performance at end of course
• Access to the course online on EduKart.com, along with the CD of the course
• Estimated study time - 20 hours. Validity - 1 Year

About the Author
Edukart.com, India’s leading online education portal, helps you learn and increase your employability at the same time. Learning has never been so easy! If you are a student, a young graduate, a working professional, you now have the access to high quality and industry relevant certificate courses to develop your skills and talent development courses. Edukart.com covers wide range of courses wide range of courses in different segments like Retail, Finance, Software Engineering, Digital Marketing, and Project Management and more.

EduKart.com is run by Education Valley, a premier talent development company led by the alumni of Stanford University, Indian Institute of Management and University of Delhi. The team is committed to providing well-designed and structured certificate courses keeping in mind that the participant should get maximum value out of this experience.

• Introduction to Financial Markets
• Finance Essentials
• Introduction to Wealth Management
• Time Value of Money
• Money Management Strategies
• Finding Individual Credit Rating
• Understanding a Financial Plan
• Risk & Insurance
• Insurance services & products
• Primary and secondary markets
• Mutual Funds Investments
• Gold and Real Estate
• Taxation
• Retirement and estate planning