Wealth Management Certification (Basic)

by ISFM Claim Listing

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.

₹7500

Contact the Institutes

Fill this form

Advertisement

ISFM Logo

img Duration

15 Days

Course Details

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.

  • Gurgaon Branch

    Plot No-152-P, Sec-38, Medicity Road Near Bakhtawar Singh Chowk, Gurgaon

Check out more Investment Analysis and Portfolio Management courses in India

DIFM (Deep Institute Of Financial Market) Logo

Diploma In Investment Advisor

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.

by DIFM (Deep Institute Of Financial Market) [Claim Listing ]
  • Price
  • Start Date
  • Duration
PSIB (Professional School Of Indian Banking) Logo

Certified Investment Banking Program

The CIBP Program of PSIB offers Aspiring Investment Bankers an excellent opportunity to join leading Financial Institutions/KPO’s in the Investment Domain.

by PSIB (Professional School Of Indian Banking) [Claim Listing ]
Skill Rulz Logo

Investment & Trading Strategies

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.

by Skill Rulz [Claim Listing ]
Success school of Banking & Finance Logo

Wealth Management Course (Advance)

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. 

by Success school of Banking & Finance [Claim Listing ]
FPA India Edupro Pvt Ltd Logo

CWM

Chartered Wealth Manager

by FPA India Edupro Pvt Ltd
  • Price
  • Start Date
  • Duration

© 2025 coursetakers.com All Rights Reserved. Terms and Conditions of use | Privacy Policy