A comprehensive course that will give a cutting edge in managing one's own finance as well as that of clients in the most opportune way. Apart from gaining knowledge, this course will help you increase, preserve, and attain financial goals.
What will you/your team member learn
Key Aspects of Financial Planning
Detailed Know how of Investment Products & Services
Risk Profiling of Clients
Investment Evaluation Techniques
Risk Management Tools
Taxation Elements & Implication
Who should enrol
Relationship Managers & Wealth Managers
BFSI Industry Professionals & Aspirants
Graduates & Postgraduates looking to increase their knowledge
Professionals looking to develop their knowledge in wealth management
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