★★★★★
"The structure, the practice exams, the instructor — all top tier. Passed first try."
AS
Aarti SharmaSenior Project Manager · TCS
— The journey
Course Outline
What the programme covers, module by module.
Module 1: Introduction to Investment & Wealth Management
- Investment Fundamentals
- Wealth Management Concepts
- Financial Markets Overview
- Role of Wealth Managers
- Career Opportunities
Module 2: Financial Planning
- Financial Goal Setting
- Budgeting Basics
- Cash Flow Management
- Emergency Fund Planning
- Long-Term Financial Planning
Module 3: Investment Fundamentals
- Risk and Return
- Investment Objectives
- Investment Horizon
- Diversification
- Compounding
Module 4: Financial Markets
- Equity Markets
- Debt Markets
- Money Markets
- Capital Markets
- Market Participants
Module 5: Asset Classes
- Equities
- Bonds
- Mutual Funds
- Exchange-Traded Funds
- Alternative Investments Overview
Module 6: Portfolio Management
- Portfolio Construction
- Asset Allocation
- Portfolio Diversification
- Portfolio Rebalancing
- Performance Monitoring
Module 7: Risk Management
- Investment Risk Types
- Risk Assessment
- Risk Mitigation
- Investor Risk Profile
- Diversification Strategies
Module 8: Mutual Funds
- Mutual Fund Basics
- Fund Categories
- NAV Concepts
- SIP Fundamentals
- Fund Selection Basics
Module 9: Equity Investments
- Stock Market Basics
- Share Valuation Concepts
- Market Indicators
- Investment Strategies
- Long-Term Investing
Module 10: Fixed Income Investments
- Bonds
- Government Securities
- Corporate Bonds
- Fixed Deposits
- Income Generation Strategies
Module 11: Retirement Planning
- Retirement Goals
- Retirement Savings
- Income Planning
- Retirement Portfolio
- Long-Term Wealth Preservation
Module 12: Tax Planning Basics
- Tax-Efficient Investing
- Capital Gains Basics
- Tax Planning Concepts
- Investment Documentation
- Wealth Preservation Strategies
Module 13: Client Financial Analysis
- Financial Needs Assessment
- Income Analysis
- Expense Analysis
- Net Worth Evaluation
- Goal-Based Planning
Module 14: Wealth Protection
- Insurance Fundamentals
- Estate Planning Basics
- Nomination Concepts
- Wealth Preservation
- Contingency Planning
Module 15: Digital Investment Platforms
- Online Investment Platforms
- Mobile Investment Applications
- Digital Portfolio Tracking
- Robo-Advisory Concepts
- Investment Technology
Module 16: Customer Relationship Management
- Client Communication
- Relationship Building
- Service Excellence
- Customer Retention
- Complaint Resolution
Module 17: Ethics in Wealth Management
- Professional Ethics
- Customer Confidentiality
- Transparency
- Responsible Advisory Practices
- Ethical Decision-Making
Module 18: Regulatory Awareness
- Financial Industry Guidelines
- Consumer Protection
- Compliance Awareness
- Professional Responsibilities
- Industry Standards
Module 19: Emerging Trends in Wealth Management
- Artificial Intelligence in Finance
- Sustainable Investing
- Digital Wealth Management
- Financial Innovation
- Future Industry Trends
Module 20: Communication and Presentation Skills
- Professional Communication
- Presentation Skills
- Financial Reporting
- Client Meetings
- Advisory Techniques
Module 21: Wealth Management Best Practices
- Goal-Based Investing
- Continuous Portfolio Review
- Client-Centric Approach
- Service Quality
- Professional Development
Module 22: Investment & Wealth Management Project
- Financial Goal Analysis
- Portfolio Design
- Risk Assessment
- Investment Strategy Development
- Final Project Presentation
— 01.2 · Is it right for you?
Who it's for & what's included
Pick a delivery method to see exactly who it suits and everything you receive.
Who it's for
Classroom
Best for learners who want face-to-face tuition and to network with peers in person.
What's included
Everything you get
- ✓ Live instructor on-site
- ✓ Printed workbook & materials
- ✓ Group exercises & case studies
Who it's for
Online Instructor-Led
Best for learners who want a live instructor and a fixed schedule, without the travel.
What's included
Everything you get
- ✓ Live instructor via video call
- ✓ Digital workbook & resources
- ✓ Session recordings
Who it's for
Self-Paced
Best for self-motivated learners who need maximum flexibility around work and life.
What's included
Everything you get
- ✓ On-demand video lessons
- ✓ Interactive quizzes
- ✓ 24/7 access on any device