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Program Details
Program Details
Curriculum of Program in Wealth Management
Foundation
Advanced
Soft Skills
Macro Economics for Financial Markets
Economics
Forex Market Analyst
Accounting Basics Adviser
Excel
Business Maths
Wealth Management - Premium Course
Financial Needs Analysis
Overview of Financial Markets
Asset Class - Equity
Asset Class - Fixed Income
Asset Class - F&O
Asset Class - Commodity
Asset Class - Real Estate
Asset Class - Other Investments
Asset Class - Overseas Investments
Mutual Fund
Insurance
Estate Planning/Will writing
Portfolio Creation (Analysis of investments)
Evaluation of investment & Rebalancing
Personal Taxation
Legal & Compliance
Ethics & Fair Business Practices
Fundamentals of Communication
Grooming Etiquette
Self Management in the Organization
Fundamentals of Customer Experience
Public Speaking
Basic Selling Skills
Negotiations
Influencing