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Build expertise in financial planning through Multisoft’s online finance course in Wealth Management!

Wealth Management Online Certification Training

Build expertise in financial planning through Multisoft’s online finance course in Wealth Management!

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Instructor-Led Online Training

  • 40 Hrs Training
  • Certified Instructor
  • 3 Mock Tests
  • 5 Online Assessments
  • 24/7 E-Learning Access
  • Wealth Management Certificate
$ 445
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Training Schedule
Start Date End Date No. of Hrs Time (IST) Day  
06 Nov 2016 09 Oct 2016 40 07:00 PM - 11:00 PM Sat, Sun
24 Jun 2017 23 Jul 2017 40 07:00 PM - 11:00 PM Sat, Sun
08 Jul 2017 06 Aug 2017 40 07:00 PM - 11:00 PM Sat, Sun
15 Jul 2017 13 Aug 2017 40 07:00 PM - 11:00 PM Sat, Sun

Schedule does not suit you, contact us now!    |    Want to take one-on-one training, contact us now!

Course Overview

Multisoft’s Wealth Management online training is ideal for candidates interested in financial studies and those who want to establish a career in this area. One of the most famous online finance courses, this training imparts knowledge about managing financial assets. Also known as Asset Management, this program aims to train participants as qualified Wealth Managers. After attending this stock market related course, individuals understand what all is essential to ensure the security of funds.

The Wealth Management course also builds expertise in utilizing various investment options like mutual funds, debentures, company shares etc. to appreciate the money invested. Participants of this online finance course not only become proficient in managing and promoting their own assets, they also become Wealth Experts who provide advice to clients about various investment options.

This course explores the wide array of investment banking choices available in the market and trains individuals in understanding these; calculating the probability of benefits; and ensuring the security of funds.

Course Contents

  • Wealth Management Business Overview
  • Mathematics of Finance
  • Financial Planning and Asset Allocation
  • Portfolio Performance Measurement
  • Equity Markets
  • Equity Derivatives
  • Bond Markets
  • The Indian Bond Markets
  • Currency Markets: Introductions
  • Factors Affecting Currency Markets
  • Currency Futures
  • Commodity Derivatives
  • Mutual Funds
  • Insurance: Introduction
  • Insurance Products: General Insurance
  • Insurance Products: Life Insurance
  • Wealth Management Live Case
  • Other Investment Products

Target Audience

  • Finance students (recommended 3rd year BBA and Master-level candidates)
  • Financial Investors
  • Speculators or Traders
  • Businessmen
  • Retired Personnel with some financial knowledge
  • Individuals with interest in Financial sector and some foundational knowledge

Certification

Candidates, who clear an online exam after attending the Wealth Management online training, will be given Wealth Management certificate from Multisoft.

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