Portfolio Management

Wealth Management course is offered by Success school of Banking & Finance. We tend to Train people for the role they are taking, the role they are in and the role they want. The mission of our company is to fulfill your curiosity and inspire you. 

Investment analysis and portfolio management is the field that covers different investment decisions and management of a pool of different suitable investments in the form of portfolio. There are a number of different investment alternatives and each one has its own features.

Wealth Management training is offered by Synthesis Learning. We run training programs across the Indian sub-continent. Synthesis has partnered with top notch global financial certification institutions to deliver certification programs that empowers professionals.

The Chartered Wealth Manager®(CWM®) credential is held by over 50,000 professionals around the world. The CWM® Charter gives a strong understanding of advanced Wealth Management Strategies and real-world High Net-Worth Client Management skills.

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.