FinX provides a wealth management certification program for aspiring Accredited Wealth Planners, emphasizing tailored financial advice. The certification focuses on investment concepts, goal-based planning, and asset allocation, meeting the rising demand for specialized financial services.
This certification program prepares individuals for careers in wealth management across BFSI sectors, catering to aspiring professionals and enhancing skills for specialized roles. It accommodates career transitions for BFSI professionals and welcomes those seeking roles in wealth management and financial advisory.
The curriculum covers fundamental topics such as risk, return, and asset allocation, alongside personal finance and investment strategies. It explores equity markets’ structure and operation, including equity analysis and investing.
The program offers a functional diagnostic assessment for competency evaluation, self-paced interactive content on the Learning Management System (LMS) featuring videos, case studies, and quizzes.
The FinX Wealth Management Certification is a short term training program that educates participants on a broad range of financial planning topics. It is Accredited by NISM under the SEBI Investment Advisor Regulations, 2013.
Having a wealth management certificate can elevate your reputation as a financial advisor. It can lead to better jobs, more clients, and a higher salary. It also gives you the tools to give comprehensive advice to clients, helping your serve them better. This financial certification can also be a first step to for individuals planning to take the Investment Advisor Certification Examination conducted by SEBI,
This is a short term financial certification. The course can be completed in three months, at the end of which you need to pass an assessment to get your certificate.
There are no prerequisites for enrolling. Anyone with a keen interest in wealth management can enrol for this certification program.
The wealth management certification is recognised by leading Banks, Mutual Funds, Broking Houses and Financial Distribution & Wealth Firms.
The training is conducted both online and offline. Please get in touch with us to know more.