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

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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

Learning Outcomes

After completing the course, participants will be able to:

Understand a client's complete financial profile
Identify and prioritise financial goals
Understand different investment products
Develop appropriate asset-allocation strategies
Construct goal-based investment portfolios

Course Content

9 Sections
0 Lessons
36 Hours

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

Aakash Totre

0 Students25 Courses