Wealth Management

BY
TCS iON Digital Learning Hub

Build your expertise in the concepts and principles associated with the management of wealth and the knowledge of investments and products with this course.

Mode

Online

Duration

6 Months

Fees

₹ 11800

Inclusive of GST

Quick Facts

particular details
Collaborators National Stock Exchange of India Ltd
Medium of instructions English
Mode of learning Self study, Virtual Classroom
Mode of Delivery Video and Text Based
number of course credit 6

Course overview

The ‘Wealth Management’ online certification program is offered for the students to gain a comprehensive understanding of the concepts and theories of investment management and investments products to handle wealth and to explore the domain of banking and finance. This online course is provided by the educational platform  TCS iON digital learning hub for students with a commerce background. The course curriculum is designed to be completed in five to six months which includes digital lectures, online tutorials, practical sessions, and other online resources.

The TCS iON industry honors certification allows the students to gain perspectives on the techniques and principles of managing wealth through various hands-on tools and industry-oriented projects and applications. The ‘Wealth Management’ certification program provides expert guidance to the candidates through professionals such as Sundar Sankaran(Founder and director of Advantage India Consulting Pvt. Ltd. and Mavuca Capital Advisors Pvt. Ltd.) and Anita Toshniwal(Corporate trainer). Eligible students of this training are given digital certificates at the end of the course.

The highlights

  • Online course
  • Five to six months
  • Mentorship
  • Five credits
  • Career guidance
  • Internships
  • Digital certificate

Program offerings

  • Digital lectures
  • Tutorials
  • Practicals
  • Academic connect community
  • Industry connect community
  • Internships
  • Career assistance
  • Five credits
  • Mentors
  • Digital certificates
  • Online resources
  • Practice assignments
  • Summative assignments

Course and certificate fees

Fees information
₹ 11,800  (Inclusive of GST)

The candidates of the ‘Wealth Management’ certification training can pay the course fee online through the TCS iON digital learning hub website.

Wealth Management fee structure

Particulars
Fee in INR

Program Fee

Rs. 11,800

certificate availability

Yes

certificate providing authority

TCS iON

Who it is for

The ‘Wealth Management’ certification by TCS iON digital learning hub is conducted for the students pursuing their bachelor’s degree in commerce and those candidates who wish to join the course to become wealth management executives and banking executives.

Eligibility criteria

The students of the ‘Wealth Management’ online course are required to have a background of the concepts and theories in Commerce

Certificate qualifying details

The ‘Wealth Management’ certification training provides digital certificates to the students who qualify based on the following aspects,

  • Achievement certificate - Scored 40% minimum in Part A, 50% minimum in Part B with a final average of 50% in the summative assessment. Those who fail this summative assessment can get the scorecard.
  • Participation certificate - Those who complete the course study with the projects and practice assessments can get this certificate of participation.

What you will learn

Financial management Financial knowledge Legal knowledge Risk management

The ‘Wealth Management’ certification syllabus is framed for the students to deliver insights on financial knowledge for effective wealth and financial management. It helps the learners identify the strategies for investments and to earn skills for investment products, self portfolio, and customer portfolios. 

The syllabus

Introduction to Financial Planning

  • Meaning and options for investment
  • Types of investors and constraints
  • Financial planning cycle

Asset Classes

  • Equity
  • Debt
  • Alternate assets
  • Derivatives
  • Mutual funds
  • Insurance

Financial Planning Tools

  • Simple and compound interest rates
  • Time value of money
  • Fundamental analysis basics
  • Technical analysis basics

Asset Allocation

  • Risk profiling
  • Asset allocation methods
  • Asset allocation returns in equity and debt
  • Risk management through insurance

Modern Portfolio Theory

  • Capital market efficiency
  • Portfolio risks
  • Capital Asset Pricing Model (CAPM)

Measuring Risk and Return

  • Risk return framework
  • Risk measures
  • Return measures

Elements of the Financial Plan

  • Education planning
  • Retirement planning
  • Goal-based financial planning
  • Estate planning

Tax Planning

  • Taxation of investment products
  • Elements of taxation

Customer Relationship Management (CRM)

Admission details

The students who wish to join the ‘Wealth Management’ online course can register for the program through the course website.

Step 1: Find the course page using the link,

https://learning.tcsionhub.in/courses/industry-honour-certification/wealth-management/

Step 2: Choose the ‘Activate Now’ link.

Step 3: Enter the required information.

Step 4: Sign in to the course account.

Step 5: Follow the instructions to join the program.


Filling the form

The applicants registering for the ‘Wealth Management’ program should fill in their name, email address, and phone number to sign in to the course account and to join the certification classes.

Evaluation process

The Wealth Management certification is achieved by writing the summative assessment and clearing with an average score of 50% at the end of the course.

How it helps

The ‘Wealth Management’ online certification benefits the students by helping them improve their skills for the financial management of the assets and enables them to build competence for banking and investment management. The students gain several opportunities to develop their career prospects for advancement in the industry.

Instructors

Ms Anita Toshniwal
Corporate Trainer, Banking, Financial Services and Insurance (BFSI) Segment
TCS iON

FAQs

What is the duration of the ‘Wealth Management’ online certification course?

The course is organized for five to six months.

Do I require any background knowledge for the ‘Wealth Management’ certification classes?

Yes, you will require the basic knowledge of commerce to join the course.

When can I start the ‘Wealth Management’ online course?

You can sign in to the course account, pay the course fee and start the course right away.

Do I get opportunities for internships during the ‘Wealth Management’ certification training?

Yes, students with a high percentile will get an opportunity to intern in companies depending on their hiring policy.

How do I get the certificate of achievement for the ‘Wealth Management’ course?

You should score a minimum of 40% and 50% in Part A and Part B respectively with an average total score of a minimum of 50% to get the certificate of achievement.

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