Wealth Management (Intro)

by BSE Varsity Institute Limited Claim Listing

At the end of this course you will understand Investment concepts and products, the process of goal-based financial planning and asset allocation.

Price : Enquire Now

Contact the Institutes

Fill this form

Advertisement

BSE Varsity Institute Limited Logo

img Duration

Please Enquire

Course Details

At the end of this course you will understand Investment concepts and products, the process of goal-based financial planning and asset allocation.

 

Curriculum:

  • Return on Investments
  • Risk in Investments
  • Asset Classes and Diversification
  • Financial Planning
  • Principles of Portfolio Construction
  • Portfolio Rebalancing
  • Investment Strategies for Wealth Creation
  • Introduction to Indian Financial Markets
  • Basics of Equity
  • Primary Markets
  • Secondary Markets
  • Fundamental Analysis
  • Financial Ratios
  • Valuation Ratios and Multiples
  • Technical Analysis
  • Market Indicators
  • Mumbai Branch

    Phiroze Jeejeebhoy Towers, 18th & 19th Floor, Dalal St,, Mumbai

Check out more Wealth Management courses in India

HICM Institute Logo

Certified Wealth Manager

In this course you will learn to Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.

by HICM Institute [Claim Listing ]
  • Price
  • Start Date
  • Duration
Synthesis Learning Logo

Wealth Management (Fundamentals)

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.

by Synthesis Learning [Claim Listing ]
FPA INDIA EDUPRO PVT LTD Logo

CWM (Chartered Wealth Manager)

Accomplish one of the elevated designations in the wealth management profession: Become a Chartered Wealth Manager(CWM). As a CWM, you will have the proficiency and skills to flourish in the wealth management and investing industry.

by FPA INDIA EDUPRO PVT LTD
CQS Academy Logo

Certification In Wealth Management

Wealth Management course is offered by CQS Academy. Our mission is to make students industry ready and professionally efficient by bridging the skill gap between Industry and the students.

by CQS Academy [Claim Listing ]
Encrobytes Trainings Logo

HTML

HTML course is offered by Encrobytes Trainings. We provide technical training to assist you in realizing your goals. To make your goal a reality, put us on your bucket list. We have vast expertise in Web Development, Software Development and Mobile App Development training.

by Encrobytes Trainings [Claim Listing ]

© 2024 coursetakers.com All Rights Reserved. Terms and Conditions of use | Privacy Policy