Advanced Wealth Management

by Indian Institute of Banking and Finance Claim Listing

The Advanced Wealth Management course has been introduced, with technical support from the Securities Institute, Australia, a pioneer in the area of financial counselling and advising, to create a cadre of financial advisors in the financial sector with the following objectives.

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Course Details

The Advanced Wealth Management course has been introduced, with technical support from the Securities Institute, Australia, a pioneer in the area of financial counselling and advising, to create a cadre of financial advisors in the financial sector with the following objectives.

This course covers the entire spectrum of financial services/ products from banking, insurance, pension fund, mutual fund, derivatives, debt market to micro credit. 

 

This comprehensive course aims as under:

  • To create a cadre of competent practitioners of financial advisors/ counselors in the country.
  • To provide candidates with competencies required to act as an Independent Financial Advisor.
  • To enable candidates to possess the needed skills and knowledge to understand clients’ needs attitudes and fears.
  • To enable candidates to design appropriate finance planning strategies suitable to individual clients.
  • To enable candidates to meet the client’s wealth creation and wealth protection needs.
  • To enable candidates to attain high ethical and professional standards. 

 

  • Mumbai Branch

    Kohinoor City Commercial - II Tower-I, 2nd & 3rd Floor, Kirol Road, Off-L.B.S Marg, Mumbai
  • Chennai Branch

    No.94, Jawaharlal Nehru Road, (100 Feet Road), Chennai
  • Delhi Branch

    C-5/30, Safdarjung Development Area(SDA), Near SDA Local Shopping complex, Delhi
  • Kolkata Branch

    Avani Heights, 2nd Floor, 59A, Kolkata

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