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Wealth Management Online Certification Training

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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.

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Instructor-led Training Live Online Classes

Start Date No. of Hrs Time (IST) Day  
09 Jul 2022 40 06:00 PM - 10:00 PM Sat, Sun
23 Jul 2022 40 06:00 PM - 10:00 PM Sat, Sun
06 Aug 2022 40 06:00 PM - 10:00 PM Sat, Sun
20 Aug 2022 40 06:00 PM - 10:00 PM Sat, Sun

Course Price At

$ 390

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Want to take one-on-one training?

Instructor-Led Online Training

  • 40 Hrs Training
  • Certified Instructor
  • 3 Mock Tests
  • 5 Online Assessments
  • 24/7 E-Learning Access
  • Wealth Management Certificate

Course Price At

$ 390

Enroll Now

Wealth Management 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.

Wealth Management Course Content

  • 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

Wealth Management course completion certificate

Stand out from the crowd!!

Multisoft Virtual Academy provides certificates of completion to all the aspirants on successful completion of the program.

These digital credentials will allow trained professionals to present a globally-recognized record of their learning to anyone, at any time.

Multisoft Training Completion Certificate Features :
  • Globally recognized certificate with the complete name of the candidate & Multisoft Virtual Academy logo
  • Clear specification of Course ID & Course Name
  • Certificate with Date of Issuance
  • Unique certificate ID
certificate-sample

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