Wealth Management is one of the fast emerging Sector in India. Wealth Management Course is in great demand in BFSI industry SEBI has mandated that the people or companies which are having financial advisory business.
Wealth Management is one of the fast emerging Sector in India. Wealth Management Course is in great demand in BFSI industry SEBI has mandated that the people or companies which are having financial advisory business their employee must have to clear SEBI Registered Investment Advisory licenses from SEBI.
In The current scenario the people who are giving advices to the client / investor for investment alternatives are agents of insurance companies, Mutual fund agents, banks agent etc,
So they people try to sell the product as per their connivance rather than client and that’s why their advise is biased. Even there is no standard qualification criteria was fixed for these people to became an agent in the Banking and financial services sector.
SEBI has introduce Investment Advisory act 2013, according to this act everyone who is giving financial advices in the market must have minimum knowledge benchmark. SEBI has introduce two level certification on wealth management course Basic and Advance. SEBI Registered Investment Advisor Training (SEBI RIA) classes in Gurgaon conducted by ISFM.
We are BFSI training company, believing in financial well-being of society. Our vision is to financial literate and spreading financial education in the country. We are unique training company and specialize to provide training in Capital Market, Derivatives, Commodity, Currency and Mutual fund industry, Wealth management since last 15 years.
We are helping to reduce the skill gap between corporate and academic institution. We have created specialize placement booster program for students. After completing our course participant will get employment in BFSI market.
About “Diploma in Investment Advisor” Diploma in Investment Advisor is a short-term course with Job placement assistance in broking houses, financial institutions and the banking industry.
The CIBP Program of PSIB offers Aspiring Investment Bankers an excellent opportunity to join leading Financial Institutions/KPO’s in the Investment Domain.
Investments are common across all investors from the individuals to the fund managers and institutions. However, analysis and investments based on such analysis is carried out by trained managers and informed investors.
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.
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