5,900
*incl. of TaxesIn Financial Planning
Certification in Online Wealth Management
Intermediate- English
- 781 Learners
- Validity: 3 years
4.2 RatingCourse Highlights
- 142 videos
- 16+ Hours of Content
- 20+ Supplementary Study Materials
- Full-Length Test
Introduction
Certification in Online Wealth Management course is jointly certified by NSE Academy & Elearnmarkets (NSE Academy is a subsidiary of National Stock Exchange of India).
The Financial system acts as a reflection of an economy. The increasing integration with the global markets has lead to a swift rising of the financial sector in India. Wealth Management has developed into one of the most respected and highly compensated occupation in the financial services industry. Globally, the financial advisers have emerged as the most recent class of experts who either as entrepreneurs or as working professionals in banks or other investment advisory firms create financial plans for their clients and also help them to accomplish their financial goals.
This perfectly designed comprehensive course will aid you in understanding your financial goals and also enable you to increase, maintain and conserve your wealth.
About the Trainer
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Elearnmarkets is India’s leading online financial education platform with over 2.7 million users and 100+ market experts hosting finance courses and webinars in multiple languages. Our courses also include certifications from NSE Academy and are aimed at fostering the need for financial education amongst students, traders, and investors alike. With an app rating of 4.8, Elearnmarkets is available both on the iOS and Play Store.
What Will You Learn?
This programme will help the learners:
- To attain the skills, knowledge, mindset and the morals necessary to perform ethically and responsibly in the highly regulated financial services industry
- To be able to respond to the challenges brought about by the altering nature of the Financial Services Sector.
- To learn about the essential terms, concepts, theories and principles of Wealth management
- To apply theoretical knowledge and skills in practical situations, both for themselves as well as for their clients
Topics Covered
- Introduction to Financial Planning
- Wealth Management and Economy
- Investment and Risk Management-Equity
- Investment and Risk Management-Debt
- Investing in Gold & Real Estate
- Investment Products and Services
- Investment Evaluation Framework
- Risk Profiling and Asset Allocation
- Risk Management through Insurance
- Elements of Taxation
- Taxation of Investment products
- Estate Planning
Intended Participants
- Students having less or no knowledge of Finance
- All employees belonging to Asset Management Companies
- All team members working in Financial Product Distribution Companies
- All software professionals and engineering professionals wanting to develop knowledge on wealth management
- All undergraduates and graduates wishing to expand their knowledge base
- Relationship managers working in sales or back office of any bank or Equity Broking Houses
- Any one who wants to manage their own money
Get Certified
Enhance your career prospects with a Elearnmarkets certification!
No preview video is available at this moment
Under this course “Certification in Online Wealth Management”, the participant will be required to appear for the online examination hosted on the website of Elearnmarkets.com. Please note that the participant will get the Certificate of Participation of Certification in Online Wealth Management after successfully clearing this examination
Procedure:
- The student has to appear for an examination hosted on the website itself under “Test section >> Certification Test”
- Note: The certification test can be appeared by the candidate only once.
- In case of any further assistance, drop in an email to support@kredentacademy.com or call: 90516222555
Other Details:
- Duration: 1.5 hours.
- Pattern of questions: 50 multiple choice based question of 2 marks each.
- Qualifying marks: 50
Certificate of Participation:
After successful completion of the online examination, participants can download their certificate from "My Certificates" tab available on Elearnmarkets dashboard within 10 days from the date of Certificate application done.
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