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Essentials of Wealth
Essentials of Wealth
What is the Program all about?

The six weeks Essentials of Wealth Creation Certificate Program is designed to provide actionable essentials for wealth management.

Who is this Program for?

The Program is designed for learners of varied knowledge levels and academic backgrounds.

Total Hours of Course Work – 40
Introduction to the course
Science of wealth
Balancing the books
Business Mathematics
Overview of Financial Markets
MF Industry
Insurance Industry
Portfolio Creation
Evaluation of Investment & Rebalancing
What should you expect?

Get started with the essential knowledge from the world of Wealth Management! This course is designed to help you take the first step to become a wealth management professional by providing you with the essential concepts needed to ace the profession. The topics covered will be at an introductory level and does not require any prior financial knowledge.

Program Highlights
  • Concepts made easy
  • Case studies
  • Interactive live classes
  • Distinguished Faculty
  • Comprehensive understanding of the entire gamut of wealth management
Fee Structure
Course Fees
Early Bird Offer ₹ 39,000 ₹ 19,999/- (Inclusive of GST)