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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: 

Aditya Mishra Aditya Mishra (IIM Lucknow 1996)
Head of Middle East, Indian Subcontinent/ NRI and Africa Team, for Private Wealth Management, Credit Suisse, London
Aditya has worked in Wealth Management 20+years. He was head of Consumer Banking at Dresdner Bank, India. Prior to that he was heading the NRI Wealth Management Business for ABN AMRO. He is currently Head of Middle East, Indian Subcontinent/ NRI and Africa Team, London, Credit Suisse

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: 5000.00
  •  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 : 6500.00 + Tax
  • Save : 500.00
  • Program Validity :  120 Days
  • Training: 5000.00
  •  Elearning 24*7; written by business leaders
  •  Unlimited email learning support
  •  1 FREE online/telephonic session with faculty
  •  Comprehensive Diagnostic Exam (2 attempts)
  • Pay : 5000.00 + Tax
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