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.
DurationWealth 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.
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.
IFMC 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. At present, just saving your money is not enough, you need to invest your hard-earned money.
The Advanced Wealth Management course has been introduced, with technical support from the Securities Institute, Australia, a pioneer in the area of financial counselling and advising, to create a cadre of financial advisors in the financial sector with the following objectives.
Portfolio Management Fundamentals training delivers the tools and methods to assist you monitor the portfolio and project sources to enhance the portfolio management implementation in your corporation.
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.
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