67% of people in the world are financially literate. It is not relevant only to the wealthy. We all know about it or do we? So what is Financial Literacy? Simply put, it is about budgeting, investing, borrowing, paying off our bills, taking loans, tax planning, and managing our money. We could be brilliant scientists, doctors, engineers, lawyers, or teachers, but do we know how to manage our money and wealth? Are we taught these in our schools and colleges? No. Do we need to learn? Yes. How else do we plan our life?
There is an ever-growing need for wealth managers in India. Interestingly while the GDP per capita is $ 3357, the Wealth per capita is $ 17,299 as of the end 2019 (source Credit Suisse Oct 2020 Global Wealth Report).
The financial wealth of India has surpassed $3.5 trillion and growing steadily at 10% over the last many years.
- Key Takeaways
He is a PhD and Master’s in Commerce from University of Delhi. He is also a qualified Chartered Accountant and Cost Accountant with over 25 years of experience.
He is a PhD (Tax), M.Com. M.A.(Economics), M.A.(Public Administration), MA (Urdu) MA (English lit.) LL.B., FCA, DISA, CISA, CISM.
He is a qualified Chartered Accountant with over 24 years of experience across Merrill Lynch, ABN Amro, Yes Bank and also as CEO of JLL and Brigade Group.
Prof Bhopatkar is a CFA with over 26 years of experience across equity research and corporate and academic courses in finance with focus on capital markets, investments and risk management.
Jitender holds Master degrees in Economics, is an MBA and a CFA Charter-holder (from CFA Institute USA).
Awarded “100 Most Influential BFSI Leaders” by BFSI Congress in February 2019 and “50 Most Influential Financial Services Marketing Professional”.
Dr. Shrivastva is a qualified M. Com., M. Phil., MIRPM., M.A. (Econometrics), LL.B., M.B.A., and Ph. D. (Finance) with over 30 years of academic/professional experience in the areas of accounting & financial management.
Dr Shanti Suresh (CS, M.COM, M.Phil, MBA, MFM) is Vice Principal and HOD Commerce at SIES College of Commerce and economics -Sion Mumbai.
Dr. Ranjan Chakravarty is a Senior Professor at NMIMS with research in cutting-edge high-frequency trading algorithms.
He is a Freelance Corporate Trainer and Visiting Faculty in Banking, Financial Services and Insurance (BFSI) domain and promoter Director of Ascend Academy for BFSI Sector Studies. He has over 38 years of experience.
- Each scholarship will cover the course fees and will be tenable for the normal duration of the program
Most families in the country traditionally concentrated their wealth in non-financial assets — real estate and gold. But the last few years have seen people using financial assets to grow their wealth.
Most families in the country traditionally concentrated their wealth in non-financial assets — real estate and gold. But the last few years have seen people using financial assets to grow their wealth. This diversification of assets has also seen the expansion of the ‘wealth industry', with increasing demand for qualified wealth managers across different job profiles.
Fourthrev and Association of Chartered Certified Accountants recently announced their partnership with the launch of an online global Financial Analytics Programme.
OAWA Investment Education, an online education academy founded by investment professionals and academicians seeking to assist students in pursuing a strong career path in wealth management, have launched a new OAWA-NSE Academy co-certified 6-month Program in Wealth Management.
OAWA Investment Education, an online education academy has launched OAWA-NSE Academy co-certified 6-month programme in Wealth Management.
"The Program in Wealth Management with OAWA has been an enriching learning experience for me. The program curriculum has been designed very well and all the topics are taught by industry experts who with their immense experience in the financial world make the learning experience enjoyable and interesting.. Kudos to the entire OAWA team."
The wealth management course offered from OAWA is a very good course which covers every aspect of financial investing and the faculty is from the industry itself so they give you first hand knowledge about all the aspects. Happy student from a very nice institute. Thank you!
"Joined OAWA Wealth management course with the learning mindset of various markets of how they work what economic factors affect which industry and asset class. I just feel so accomplished by learning the art of reasoning of how and why !!"
"The learning experience at OAWA has been great. In the huge field of finance, OAWA has been a savior by constructing the wealth management course such that it allowed us to focus on all the required key elements. Faculties who taught us are highly qualified industry experts who simplified the learning process and made it interesting. This course has certainly helped me gain a lot of knowledge and insights in the field."
"The content of the course, faculties and the way the course was conducted was thoroughly Professional and outstanding. The course covered the length and breadth of Financial planning/wealth Management along with the vast experiences of the learned faculties helped me to brush up and update my knowledge. The number of examples with each topic made it easy to understand the subjects very well followed by the number of quiz and assessment. I would definitely recommend the aspiring wealth managers who want to make their career in wealth Management sector to pursue this course for their own benefit."
"OAWA and NSE Academy co-certified program in Wealth Management is a very exhaustive experience and it covers all the relevant aspects of investment advisory in wealth management. I highly recommend this course to anybody who is looking to make a career in this field. OAWA has a great faculty and I am sure this course will be a great enriching value-add to whoever decides to pursue this."