Financial & Wealth Management Workshop

by Knowise Learning Academy Claim Listing

Financial & Wealth Management Workshop training is offered by Knowise Learning Academy. We, at Knowise, truly believe that skill enhancement is a lifelong process and regular upgrade helps individuals and organizations excel in their field.

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Course Details

Financial & Wealth Management Workshop training is offered by Knowise Learning Academy. We, at Knowise, truly believe that skill enhancement is a lifelong process and regular upgrade helps individuals and organizations excel in their field.  

We are a financial training organization that helps individuals enhance their skills and exceed in the financial services domain.

Our USP lies in simplifying the most complex concept and making the participant understand the “ why” and not just the “how”. Finance trainings require the technical aspects to be conveyed not just from a conceptual point of view, but also from a practical point of view. 

Our finance training modules for corporates use case studies, role plays and real time calculations to ensure the participants grasp the concept quickly and relate to it in their work. All our trainers come with vast industry experience and  are well versed in handling their subjects from a practical point of view.  

 

Course Content:

  • History of Financial Planning
  • Need for Financial Planning
  • Life & Wealth Cycle 
  • Asset Allocation Strategies
  • HNI Clients & Wealth Management
  • Portfolio Management Services
  • Stages in Financial Planning (from Questionnaire to review of Financial Plan)
  • Financial Planning - Retirement, Investment, Estate etc
  • Bangalore Branch

    12/3, S1, 3rd Floor, HC Chambers, Opp. Blue Cross Chambers, Bangalore

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