Certified Wealth Manager

In this course you will learn to Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.

Answer clients’ questions about the purposes and details of financial plans and strategies and analyzing financial information obtained from clients to determine strategies for meeting clients’ financial objectives.

Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.

Course Highlights:

• Strong foundation to implement financial planning recommendations or refer clients to someone who can assist them with plan implementation.
• You will learn to review clients’ accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
• Industry aligned curriculum that teaches you to prepare or interpret for clients information such as investment performance reports, financial document summaries, or income projections
• Monitor financial market trends to ensure that client plans are responsive.
• Provide analysis solutions to recommend financial products, such as stocks, bonds, mutual funds, or insurance.

Eligibility:

• Pass in 12th class or Undergraduate (Bachelor) Program of a minimum duration of three (3) years in any stream from a UGC Recognized University.
• Candidates who appeared for 12th class exam or in the final semester of the Bachelor’s Program are also eligible to apply.

What You Will Learn And Get:

• Mutual Funds
• Intence training and knowledge will be provided for mutual fund industry
• PMS
• live training in portfolio management services will be given
• BFSI Industry
• there are lots of jobs available in BFSI industry . We will make you understand how you can get success
• Resume Preparation
• After completing the course we will help you in making your resume
• Placement Assistance
• We have industry tie ups where you can be placed
• Lifetime Support
• Once you will become a HICM Institute student this will come as a gift for lifetime