Certificate Program on Wealth and Investment Management


The International Certificate in Wealth Management is being launched in collaboration with Chartered Institute for Securities & Investment (CISI), UK to provide a platform to wealth managers and advisers for understanding the range of assets and investment products that are available in the market. The program shall cover the essentials of financial planning, private client asset management, industry regulation, fund management and advisory functions. It is an entry level qualification for private client asset management (discretionary portfolio management) and fund management roles.

Day 1
The Financial Services Industry - Structure of Financial Markets
The Purpose and Structure of the Financial Services Industry
Financial markets

Day 2
The Financial Services Industry - Micro & Macro Economics
Macroeconomic Analysis
Microeconomic Theory

Day 3
Industry Regulation - Financial Crime & Regulations
Financial Services Regulation
Financial crime

Day 4
Industry Regulation - Corporate Governance
Corporate Governance

Day 5
Asset Classes - Basics of different asset classes

Day 6
Fiduciary Relationships - Client Advisory parameters
Fiduciary Duties
Advising Clients
Determining client needs

Day 7
Investment Analysis - Fundamental, Technical Analysis
Fundamental and Technical Analysis
Financial Mathematics

Day 8
Investment Analysis - Statistical Analysis, Valuations
Yields and Ratios

Day 9
Investment Planning - Investment Strategies, Portfolio Construction & Management
Investment Services
Investment funds
Other investment vehicles
Risk and Return
Portfolio Construction Theories
Investment Strategies
Performance Measurement

Day 10
Lifetime Financial Provision - Tax, Real Estate, retirement Planning
Retirement planning
Protection planning
Estate planning and Trusts
Business Tax
Personal Tax
Overseas Taxation

Students with basic knowledge of finance principles and an inclination to wealth management and investment advisory functions can apply.

80 hours

Class Room Training

Rs. 31,000.00 + Applicable Taxes

175 Pounds

To Register
E-mail: training@bseindia.com