Program Overview

The meteoric rise of the Indian economy coupled with the Government’s “Made in India” initiative has given rise to many Ultra High Net worth Individuals. It is estimated that there are close to 146,600 HNI’s in India and that this number will continue to grow every year. It is therefore imperative to have professions who can advise these individuals on managing and growing their wealth.

The Advanced certificate program in Wealth Management will empower entry & mid-level managers or individuals, corporate executives, financial planners and wealth managers to add value to their analytical and cross-functional skills so as to drive performance across domains, industries, and borders. The comprehensive curriculum will prepare an individual to meet dual goals – to advance in one’s career or build their own business by keeping all aspects of finance management in mind.

Program at a glance:

• Addressing exclusive topics on wealth management (financial planning, investment planning, retirement and estate planning), financial market, insurance-risk, portfolio management, and taxation.
• Separate work sheets with practical application of the concepts.
• Additional notes with regard to recent developments in the respective fields
• Extensive use of case studies and corporate examples to supplement theoretical inputs.
• 4 Hours Personal Contact Programs for application based subjects (PCP will be charged @250 per subject separately, the below mentioned fees does not includes the same)
• Discussion forum to decimate industry news & latest happenings.

If you need any more details feel free to get in touch with us at +91 98922 05515 or write to us at info[at]acelearn[dot]org