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.

Price : Enquire Now

Contact the Institutes

Fill this form

Advertisement

Indian Institute of Banking and Finance Logo

img Duration

Please Enquire

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

© 2025 coursetakers.com All Rights Reserved. Terms and Conditions of use | Privacy Policy