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Get 6 Month Syllabus

Advanced Program
in Finance
& Wealth Advisory
Advanced Program in
Finance &
Wealth Advisory
What is the Program all about?

This program takes you on a journey into the world of money and investments. At the end of the program, you will be able to build portfolios across markets. The program also equips you with the necessary knowledge and tools for a career as a financial advisor.

Who is this Program for?

The Program is designed for learners to start and build a career as a financial advisor.

Month 1
Month 2
Month 3
Introduction to Savings and Investment
The Eighth Wonder: The Power of Compounding
How Macros impact the Markets
Where to Invest? Let’s talk about Asset classes
Importance of Asset Allocation
Investing through Mutual Funds
Creating your own Investment Portfolio
How to value a Bond
How to value an Equity Share
Strategies to minimize portfolio risk
Can gold and real estate have a place in an investor’s portfolio?
Insurance and Wealth Protection
Building a comprehensive portfolio
Career options as a Financial Advisor
Preparing a Financial Plan for a Client
How to acquire and manage a client?
Real-life client meeting experience
Acing job interviews
What should you expect?

The Program helps to get you ready for an exciting career as a wealth advisor. The Program over three months starts with the basics of savings and investment and practical portfolio construction tools and takes you on a journey to real client-facing experiences. This advanced-level course is designed to provide you with profound knowledge and groom your skills for a successful career. You will learn how to express and present yourself effectively in the real world of money and investments.

Program Highlights
  • Master Class by industry experts
  • Live classes
  • Less theory and more practice
  • Access to OAWA’s e-library
Fee Structure
Course Fees
Introductory Fees ₹ 58,600 ₹ 48,700/- (Inclusive of GST)