Introduction to Wealth Management

This course will help the participant develop a strong foundation of investment concepts and products and understand the process of goal-based financial planning and asset allocation.


This course is designed for entry-level roles in the wealth management and financial advisory business. This programme will help the participants to respond to the challenges posed by the changing nature of the Financial Services Industry. Incumbents here will be exposed to the important terms, rules, concepts, principles and theories related to wealth and investment management.
Name Introduction to Wealth Management
Language English
Duration 6:00 hours
Sector BFSI
Price (INR) ₹2999
Availablity Available full time
Certification Availability from Knowledge Partner Available
Certification Availability from eSkillIndia Not Available
Pre-Qualification Others

Course Rating

Average Rating:5.0