This certification comprehensively deals with all the aspects of wealth management like Investment Strategies, Life Cycle Management, Inter-generational Wealth Transfer, Relationship Management, Behavioral Finance, Alternative Products, Real Estate Valuation and International Taxation.
Chartered Wealth Manager (CWM) is unique and a premier certification in Wealth Management in India. This certification comprehensively deals with all the aspects of wealth management like Investment Strategies, Life Cycle Management, Inter-generational Wealth Transfer, Relationship Management, Behavioral Finance, Alternative Products, Real Estate Valuation and International Taxation.
Course Curriculum:
Professional Training Academy & DigiPro Academy introduced a unique concept where student develop their skills and sector knowledge in their area of expertise through our industry experts and practical mode of imparting training in the field of Banking, Finance & Digital Marketing.
We are providing training for Chartered Financial Analyst (CFA), Certified Financial Planner (CFP) & Chartered Market Technician (CMT), Stock Market Courses like Technical Analysis, Derivative, Fundamental Analysis and NISM Certification & more.
Dipe Institute certified Investment Analysis and Portfolio Management is a two- month program specially designed for all students and professionals who wish to specialize in the stock market.
The Award in Investment Planning helps to demonstrate your knowledge of investment products. This Award offers guidance on what constitutes professional practice, thereby providing a framework for ethical behaviour.
This programme aims to help the students to respond to the challenges posed by the changing nature of the financial products landscape. Students here will be exposed not only to the theoretical concepts but also their practical applications for becoming wealthy.
This program is aimed at students who aspire to enter the Financial World and working professionals who are looking to upgrade their knowledge and domain-specific skills in order to thrive in the workforce.
Asset Liability Management course is offered by Bankers Institute of Rural development (BIRD). The Institute is engaged in training and capacity building of the officials of the Rural Financial Institutions viz., Commercial Banks (CBs), Regional Rural Banks (RRBs) and much more.
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