Certified Wealth Planner

ByAakash Totre

/0 ratings

Fees

₹ 20,000.00/ Rs

Duration 36 hours Language English + Hindi

Level All levels 0 student Duration 36 hours 0 Lesson Language English + Hindi

Get unlimited access to all learning content and premium assets Membership Pro

Overview

Learn. Plan. Advise. Build Wealth

“Learn to create structured, goal-based wealth plans that help clients make smarter investment and financial decisions.”

Course Overview

Certified Wealth Planner is a practical program designed to develop the skills required to understand a client’s financial situation, financial goals, risk apatite and construct a suitable wealth strategy.

The course goes beyond simply learning about investment products. Participants learn how to connect the right financial products with the right financial goals, while considering risk, return, liquidity, taxation, inflation and time horizon.

It is particularly valuable for professionals working in Wealth management, Investment advisory, Banking, Mutual funds, PMS, AIF, Insurance advisory services, as well as individuals who want to develop professional wealth-planning skills.

Who Should Attend?

Wealth Management professionals
Relationship Managers
Investment Advisors
Financial Advisors
Mutual Fund Distributors
Insurance Advisors
Bankers

PMS professionals
Financial product sales professionals
Fresh graduates entering BFSI
Existing BFSI professionals looking to upgrade their skills
Individuals interested in becoming professional wealth planners

Leaning Outcomes

After completing the program, participants will be able to:

1

Understand a client’s complete financial profile

2

Identify and prioritise financial goals

3

Understand different investment products

4

Develop appropriate asset-allocation strategies

5

Construct goal-based investment portfolios

6

Plan for retirement and long-term wealth creation

7

Understand basic tax considerations

8

Evaluate and review portfolios

9

Prepare a basic comprehensive wealth plan using practical case studies.

Course Content

9 Sections
0 Lessons
36 Hours

Expand all sectionsCollapse all sections

Chapter 1: Wealth Planning Fundamentals
0 Items
Chapter 2: Understanding the Client
0 Items
Chapter 3: Investment Products
0 Items
Chapter 4: Asset Allocation
0 Items
Chapter 5: Goal-Based Wealth Planning
0 Items
Chapter 6: Retirement & Estate Planning
0 Items
Chapter 7: Tax Planning
0 Items
Chapter 8: Portfolio Construction & Review
0 Items
Chapter 9: Wealth Planning Process
0 Items

Instructor

Aakash Totre

0 Students6 Courses