SPIN & WIN
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About the Program
The Wealth Management program covers the entire Wealth Management life cycle from financial planning, asset allocation to performance evaluation and attribution, all the Investment products required for High Networth Individuals such as Equities, equity derivatives, bonds, currencies, commodities, mutual funds and Insurance.
This course is best suited for people seeking a career in
About FLIP
Course Coverage
The course is divided into two modules
On completion of the course, candidate will have to appear for the Certification exam, at any of our 26 test centers across India. It will be a 2 hour online exam with MCQs and negative marking. The result is given on the spot
The Wealth Management program covers the entire Wealth Management life cycle from financial planning, asset allocation to performance evaluation and attribution, all the Investment products required for High Networth Individuals such as Equities, equity derivatives, bonds, currencies, commodities, mutual funds and Insurance.
This course is best suited for people seeking a career in
- Front office of a Wealth Management firm/Bank in the area of Relationship Management
- Wealth Management firm/ Bank for Investment advisory/ Risk management/ Portfolio management roles.
- Middle office of a Wealth Management firm/ Bank, for product development roles.
- Back office operations role in a Wealth Management firm.
About FLIP
- FLIP - A senior IIM alumni venture, is Indias largest e-learning and certification offering in Banking and Finance. Thousands of B-schoolers, working professionals IT and non-IT and graduates use FLIP programs to gain an edge in their career.
- FLIP programs have been adopted by various banks, brokerages, IT companies, large corporates and colleges for their training framework.
Course Coverage
The course is divided into two modules
- Wealth Management Life Cycle - Wealth Management - Business Overview, Wealth Management Process - Client Acquisition, Financial Planning & Asset Allocation, Portfolio Performance Measurement.
- Investment Products Equity Markets, Equity Derivatives, Bond Markets, Currency Markets , Currency Futures, Commodity Derivatives, Mutual Funds, Insurance, Alternate Investment Products and a live case study on wealth management.
On completion of the course, candidate will have to appear for the Certification exam, at any of our 26 test centers across India. It will be a 2 hour online exam with MCQs and negative marking. The result is given on the spot
Finitiatives Learning India Pvt. Ltd. Wealth Advisor Training + Certification Certification Course VoucherSpecifications:
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The latest price of Finitiatives Learning India Pvt. Ltd. Wealth Advisor Training + Certification Certification Course Voucher at Flipkart is ₹6742 and was last updated on Mon Jun 26 19:41:18 IST 2017
When you buy Finitiatives Learning India Pvt. Ltd. Wealth Advisor Training + Certification Certification Course Voucher from Flipkart via Paisawapas.com your effective price after Reward will be ₹6742 (*see Reward rates for details).
The price is valid in all major cities of India including Delhi, Bangalore, Kolkata, Mumbai, Hyderabad, Chennai and Pune. Please check the specific e-commerce website for T&Cs and buying terms.
The latest price of Finitiatives Learning India Pvt. Ltd. Wealth Advisor Training + Certification Certification Course Voucher at Flipkart is ₹6742 and was last updated on Mon Jun 26 19:41:18 IST 2017
When you buy Finitiatives Learning India Pvt. Ltd. Wealth Advisor Training + Certification Certification Course Voucher from Flipkart via Paisawapas.com your effective price after Reward will be ₹6742 (*see Reward rates for details).
The price is valid in all major cities of India including Delhi, Bangalore, Kolkata, Mumbai, Hyderabad, Chennai and Pune. Please check the specific e-commerce website for T&Cs and buying terms.
