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Program: Wealth Advisor

An industry recognized certification; covers the entire Wealth Management life cycle with live exercises - from financial planning, asset allocation to performance evaluation and attribution.

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Program Description:

Developed by a senior IIM alumnus and senior industry professional, it provides critical insider insights. Very popular across both students and working professionals, this program is used by leading Wealth Management firms to train thousands of their Financial Planners. Wealth RMs have shown increase in revenues, post completion! 

You will be trained and tested in the following key functional skills: 
  • How to do a detailed Financial Planning exercise for a client and determine the appropriate investment portfolio. 
  • How to present portfolio performance to a client, using different risk and return parameters. 
  • How to analyze the portfolio internally and improve performance 
  • Knowledge of Investment products and markets like Equities and Equity derivatives, Bonds, Currencies, Commodities etc. 
  • Managing a client’s wealth in practice, with live examples and a comprehensive case on Retirement Planning. 

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: ICICI Securities, IIFL, Reliance Capital, Tata Capital, etc.

Pricing



Most Preferred
  • Program Validity :  120 Days
  • Training: 5750.00
  •  Elearning 24*7; written by business leaders
  •  Unlimited email learning support
  •  1 FREE online/telephonic session with faculty
  •  Comprehensive Diagnostic Exam (2 attempts)
  • Certification: 2250.00
  • Only recruiter endorsed certification in BFS
  •   View Certification Test Details
  • FLIP Certification Exam (1 attempt)
  • Pay : 7500.00 + Tax
  • Save : 500.00
  • Program Validity :  120 Days
  • Training: 5750.00
  •  Elearning 24*7; written by business leaders
  •  Unlimited email learning support
  •  1 FREE online/telephonic session with faculty
  •  Comprehensive Diagnostic Exam (2 attempts)
  • Pay : 5750.00 + Tax
View FLIP Alumni
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