HNI's Wealth Managers Program

Objective
This program aims to fulfill the expectations of affluent clients with respect to managing money, in the short as well as long run. Through this course, learners will develop sound financial acumen to maximize profits and create wealth for their clients.

What will you/your team member learn

  • Financial Management
  • Aspects of Financial Planning
  • Asset Classes
  • Investment Products & Services
  • Risk Profiling
  • Risk Management Tools
  • Taxation Elements & Implication

Who should enrol

  • Relationship Managers working in BFSI
  • Wealth Managers - Existing & Aspiring
  • BFSI Industry Professionals & Aspirants
  • Graduates & Postgraduates looking to increase their knowledge
  • Professionals looking to develop their knowledge in wealth management
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Wagons Executive Education





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