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online certificate in wealth management

Updated at : February 20, 2024

Online Certificate in Wealth Management

An online certificate in wealth management is a 3-month training course that makes you learn all the necessary skills required for managing the wealth of an organization. With an advanced curriculum design and core topics like financial planning, risk management, asset allocation, hedge funds, mutual funds, and others, you will become an expert in the field. Join this program after qualifying for your graduation or master’s degree course in any discipline and make your professional experience countable in the finance-related fields.

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No. of Universities

1

Course Duration

3 - 24 Months

Eligibility

Graduation + Work experience (at least 1 Years)

Learning Mode

Online

EMI Facility

Available

Finance in Wealth Management Program Overview

Candidates who complete an online wealth management certification program will be prepared to handle and manage an organization's money. This adaptable course is available to all graduates. The fact that this course is offered online enables professionals in the workforce to take it and improve their prospects for job advancement. This course's in-depth study of financial management expands one's professional options in both the public and private sectors. 

wealth management

This online 6-month-long course helps you understand the key points of the financial field like financial management, estate planning, investment strategies, and tax optimization. It even equips you with international market trends and connects you with global industry experts resulting in the expansion of your professional network. One of the main features of this course is that it helps you understand the functionality of banking systems and makes you implement principles of wealth management for better outcomes.

The curriculum of this online program covers aspects of money laundering and helps you gain insights into mutual funds, hedge funds, and commodities. In addition to academic knowledge, the certification earned upon completion of the program from renowned institutions adds to the career opportunities you can avail of. Digital facilitations like online classes, tool training, and expert interaction make you develop a strong understanding of the subjects and stand out from your colleagues in terms of technical knowledge of the field. 

Key Highlights of Finance in Wealth Management In India

  • With an online Wealth Management program, you can learn the most recent areas of financial planning in just three months.
  • Gain insight from experts in the field regarding tactics to prevent financial crimes and broaden your understanding with the newest courses offered.
  • Work on capstone projects and current case studies to gain an understanding of the opportunities and challenges the organization's finance department faces.
  • Attend live seminars with experts to learn how technological innovation is changing the financial business.
  • Using easily accessible academic resources, acquire a thorough understanding of how investing principles and financial planning impact markets, business models, and global ecosystems. 
  • Gain a comprehensive grasp of several asset classes through live workshops, such as mutual funds, commodities, and hedge funds.
  • You may learn from anywhere at any time and get immediate answers to your questions with a revolutionary blended learning approach.
  • Make connections with past students and take advantage of one-on-one professional mentorship sessions to further your professional development.
  • You will obtain a worldwide certification in wealth management abilities upon completion of this program, which will raise your chances of landing a position as a manager in the financial industry.

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Finance in Wealth Management Course Subjects/Syllabus

A professional certificate in wealth management in the online format is available at the New York Institute of Finance (NYIF). Here is the detailed curriculum of the program to help you understand the level of expertise you will gain from these certifications.

Module 1: Wealth Management

  • Investor Profiling
  • Introduction to Portfolio Risk
  • Portfolio Management and Duration
  • Asset Allocation and Taxation

Module 2: Estate Planning

  • Estate Planning An Overview
  • Estate Planning Wills
  • Transfer of Property
  • Gift and Gift Tax

Module 3: Overview Of Trusts 

  • Introduction to Trusts
  • Characteristics of Trusts
  • Types of Trusts
  • Trusts and Taxation
  • Duties of a Trustee

Module 4: Financial Planning

  • Introduction to Financial Planning
  • Basic Concepts in Financial Planning
  • Financial Products for Savers
  • Analyzing the Resources of the Person
  • Financial Products for Investors
  • Goals and Investment Objectives
  • Tax Planning
  • The Psychographics and Life Cycle of the Investor
  • Model Portfolio

Module 5: Hedge Funds

  • Introduction to the Hedge Fund Industry
  • Hedge Fund Strategies
  • How a Hedge Fund Works
  • Issues for Hedge Fund Investors

Module 6: Mutual Funds 

  • Understanding Mutual Funds
  • Various Mutual Fund Products
  • Operation of a Mutual Fund Company
  • Selecting the Right Mutual Fund
  • Trends in the Mutual Fund Industry

Module 7: Commodity And Energy Markets

  • Commodity Markets
  • Commodity Derivatives
  • Energy Markets

Module 8: Portfolio Management 

  • The Institutional Investor
  • The Individual Investor
  • Managing Portfolios with Bonds
  • Managing Portfolios with Equities
  • Money Markets and Portfolio Management
  • Portfolio Theory: Risk and Return
  • Portfolio Theory: Portfolio Monitoring

Module 9: Portfolio Management 

  • Bond Valuation
  • Portfolio Volatility and Duration
  • Advanced Portfolio Management Theory
  • Advanced Equity Valuation Techniques
  • Global Investing and Alternative Investments
  • Style Investing
  • Indexation
  • Evaluating Portfolio Performance

Module 10: Money And Banking

  • The Nature of Money
  • Measuring Money
  • Creating the Federal Reserve System
  • Creating Money
  • Theory of Monetary Policy
  • International Banking
  • Central Bank Structure
  • Implementing Monetary Policy
  • Central Banks Around the World

Module 11: Anti Money Laundering

  • What is Money Laundering
  • International Initiatives
  • USA PATRIOT ACT
  • Wolfsberg Principles on Correspondent Banking
  • Customer Identification Program
  • Terrorist related money laundering

Live Lectures

  • Introduction & Relationship Management
  • E-I-C Analysis
  • Using MS Excel in Wealth 
  • Behavioural Finance
  • Portfolio Evaluation
  • AIF, MFs & ETF – Indian Scenario
  • Insurance Planning
  • Retirement Planning & VIP
  • Estate Planning
  • Tax Planning
  • WealthTech & Robo Advisory

Finance in Wealth Management Eligibility & Duration

You must fulfill the prerequisites listed below to be eligible to participate in this online certification course.

  • A bachelor's degree in any field or stream, or its equivalent, is required of candidates.
  • A minimum aggregate percentage of 45% to 55% in the qualifying exam is required of candidates.
  • Applicants with at least a year's worth of professional experience in related subjects are desired.

This online certification program has a three-month minimum duration. Your comprehensive understanding of wealth management throughout this time will assist you in overseeing the financial operations of your business.

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Program Fees for Finance in Wealth Management

Starting at ₹ 6,776/month

Program Fee: ₹60,000 - ₹60,000

Low Cost EMI Available

Recommended

This quick online certification course costs about 60,000 INR in total. Although this cost for a certificate course might seem a bit excessive, the program's support for outcome-oriented learning more than makes up for it. You will be expected to pay the program price, GST, and a one-time, non-refundable application fee at the time of admission.

Finance in Wealth Management Admission Procedure

This online certification program has a set enrollment procedure. The initial step in the process is to go to the official website of the program. Register and fill out the application with your information. Fill up the application form with your academic and professional details then upload your publications. Fill out the application completely and send it in with the necessary registration money. The method specified by the course must subsequently be used to pay the academic fee. You will receive an email with your enrollment number and an admissions confirmation. 

 
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Education Loan/EMI Facilities for Finance in Wealth Management

Students participating in online wealth management programs can apply for educational loans from a variety of universities. Education loans can be used to pay for tuition and other associated costs. Additionally, certain universities provide easy installment plans that assist graduates in repaying their loans in a convenient time frame. Thanks to these facilities, ambitious people can now study this course without worrying much about their financial status.

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Is Finance in Wealth Management Worth it?

Candidates should enroll in an online wealth management program if they want to progress in their finance-related careers swiftly. Graduates of the program will have a deep understanding of managing the finances of their organization because of its unique coursework, which teaches students how to reduce risks, increase revenues, and operate in the technically driven finance business. 

Through the use of digitally accessible materials, this course provides individuals with the opportunity to advance in their careers by exploring investment principles and financial planning, effective risk management and asset allocation techniques, and anti-money laundering measures to combat financial crimes. A certificate in online wealth management demonstrates your commitment to remaining innovative in a world that is constantly evolving. For those who wish to succeed in the BFSI areas, this online certification program is an excellent option. 

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Job Opportunity after Finance in Wealth Management

The online wealth management course can help students land high-paying jobs in the finance industry. Students will have an advantage over others in financial planning when applying to government and commercial organizations after completing this course. Their professional alternatives are thus not limited to banks. Learners of this curriculum have a range of career options, such as

Hedge Funds

Financial Consultants

Bank Managers 

Portfolio Managers 

Financial Planners

Risk Managers 

Financial Planning Managers

Investment Banking Associates

Recovery Agents

Financial Analysts

Top Recruiters for Finance in Wealth Management

To meet their needs for wealth management, top businesses in the industry are looking for specialists who are fully versed in even the tiniest nuances of financial research. After completing your online Wealth Management Program, you can advance your career by working for prestigious multinational corporations. Additionally, the substantial compensation package adequately compensates for your full professional background and skill set in the field. 

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Let's clear up some doubts about Finance in Wealth Management

The wealth management program is designed in an online format to impart knowledge of financial planning and investment to newbies around the world in the finance sector who have just started their careers.

Both graduates and postgraduates can take up an online certificate in wealth management as per their professional needs.

An online certificate in wealth management is open for both freshers and working professionals serving the BFSI sector of the industry.

Online certification in wealth management program will equip you with topics like Wealth Management, Overview Of Trusts, Estate Planning, Financial Planning, Mutual Funds,  Hedge Funds, Commodity, and Energy Markets, Portfolio Management, Money and Banking, and Anti Money Laundering. 

Sometimes learners after enrolling in the online certification course in wealth management are not able to complete their course. In such cases, they are awarded a “Certificate of Participation” from their university/institution.

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