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Program: Wealth Advisor

A practical, industry recognised certification for Wealth Managers and IFAs; covers live exercises on Financial planning, Asset allocation & Retirement planning.

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Program Description:

Very popular across both students and working professionals,this online certification program covers live exercises on retirement planning and managing a client portfolio of equities,bonds,mutual funds and insurance. It is used by leading Wealth Management firms to train thousands of their Financial Planners.

Author: 

H Jaishankar H Jaishankar (IIM Bangalore 1991)
Director - Finitiatives Learning India Pvt. Ltd.
Jai joined ANZ Grindlays from campus, and moved on to Citibank, and then to Deutsche Bank, as head of Foreign Exchange & short term Derivatives trading for India. Jai has over 20 years experience in Global Markets and BFS training. He has trained over 5000 people across 5 countries.

Role Eligibility:

You will be eligible for the following roles: Branch RM, Wealth Advisor, Financial Planner, in the high growth area of Wealth Management.

Your indicative recruiters will be: All pvt. sector banks: eg Kotak Mahindra Bank, HDFC Bank, Axis Bank; Brokerages & NBFCs: Indiabulls, Bajaj FinServ, Reliance Capital, Tata Capital, etc.

Pricing



Most Preferred
  • Program Validity :  120 Days
  • Training: 5450.00
  •  Elearning 24*7; written by business leaders
  •  Unlimited email learning support
  •  1 FREE online/telephonic session with faculty
  •  Comprehensive Diagnostic Exam (2 attempts)
  • Certification: 2000.00
  • Only recruiter endorsed certification in BFS
  •   View Certification Test Details
  • FLIP Certification Exam (1 attempt)
  • Pay : 6950.00 + Tax
  • Save : 500.00
  • Program Validity :  120 Days
  • Training: 5450.00
  •  Elearning 24*7; written by business leaders
  •  Unlimited email learning support
  •  1 FREE online/telephonic session with faculty
  •  Comprehensive Diagnostic Exam (2 attempts)
  • Pay : 5450.00 + Tax
View FLIP Alumni
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