Program: Wealth Advisor

The FLIP Wealth Advisor program trains you in the entire Wealth Management life cycle with live exercises. This wealth management training program covers everything from financial planning, asset allocation to performance evaluation and attribution.

Program Description:

Developed by a senior IIM alumnus and senior industry professional, this financial advisor course provides critical insider insights. One of the most popular wealth management courses among students and working professionals, this program is used by leading Wealth Management companies to provide comprehensive wealth management training to thousands of their Financial Planners. Wealth RMs, who have benefitted from the convenience of completing this wealth management course online, have shown increase in revenues, post completion! 

In this wealth management course, 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. 


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:

Indicative roles you can prepare for: 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.

Please note, we have stopped retail sales of our training & certifications. For any support related queries, please call us at +91-92432.26045 (Working days, 9.30 AM - 5.30 PM) or email us:

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