Certificate In Wealth Management

BY
IMS Proschool

Undertake IMS Proschool’s Certificate In Wealth Management and learn about the wealth management industry through the right balance of skills and theory.

Mode

Online

Duration

6 Months

Fees

₹ 52500

Inclusive of GST

Quick Facts

particular details
Medium of instructions English
Mode of learning Self study, Virtual Classroom
Mode of Delivery Video and Text Based
Frequency of Classes Weekdays, Weekends

Course overview

Since 2008, the wealth management industry has been growing by 20% every year, creating countless opportunities in the field. The Certificate In Wealth Management can help you enter this industry and provide you with a combination of valuable skills and theory. The course will also pave your way towards the CFPCM programme and certification. 

Certificate In Wealth Management by IMS Proschool includes high-quality videos for better understanding, along with over 2000 online practice questions. Hence, you can prepare for the NSE Academy Certification with ease. There are two study options available that include classroom training and live virtual classrooms. You can choose and enrol in any of the learning modes at your convenience. 

Additionally, IMS Proschool’s Certificate In Wealth Management programme is a beneficial course as customers are now shifting from traditional to liquid assets. Hence, financial advisory and wealth management will create maximum jobs in the future. This programme will help enhance your qualifications and enter these sectors seamlessly.

The highlights

  • High-quality videos
  • Certification exam
  • Project work
  • Prepare for NSE Academy Certification
  • Access to 2000+ online practice questions
  • Classroom training 
  • Live virtual classroom 
  • Multiple study options
  • 3 available certifications
  • Pathway to CFPCM Program

Program offerings

  • Classroom training
  • Live virtual classroom
  • 2000+ practice questions
  • Top-quality course videos
  • Official certificate available
  • Internal assessment
  • Final exam

Course and certificate fees

Fees information
₹ 52,500  (Inclusive of GST)

IMS Proschool’s Certificate In Wealth Management consists of two different study options. Their fees are mentioned in the box below. 

Certificate In Wealth Management fee structure

Course 

Fees

Classroom training

Rs. 65,000 (All-Inclusive)

Live virtual classroom

Rs 52,500 (All-Inclusive)

certificate availability

Yes

certificate providing authority

IMS Proschool +1 more

Who it is for

Certificate In Wealth Management by IMS Proschool is beneficial for the following:

  • Undergraduates
  • Graduates with 0-2 years of work experience
  • Graduates planning to enter the financial advisory field

Eligibility criteria

Certification qualifying details

To earn the Certificate In Wealth Management, you must clear all the internal assessments and get a minimum score of 50% or above. The assessment criteria consist of project work (30%), term-end exam (60%), and attendance (10%).

What you will learn

Relationship building Financial knowledge

Upon completion of IMS Proschool’s Certificate In Wealth Management, you will be adept in the following topics:

  • Selling skills- Convincing customers to close a deal.
  • Financial knowledge- In-depth financial understanding of products and their implications to advise others.
  • Relationship building- Understanding the needs of the clients and building relations.

The syllabus

Excel Proficiency

  • Data Tools
  • Basics of Excel
  • Financial Functions

Investment Planning

  • Personal Financial Management
  • Asset Management and Investment Planning 
  • Law and Compliance, Regulatory Environment

Retirement and Tax Planning

  • Tax Planning and Optimisation
  • Retirement Planning

Risk Management and Estate Planning

  • Estate Planning
  • Insurance Planning and Risk Management

Certified Financial Planner Module

  • Integrated Financial Planning
  • Financial Planning Principles, Skills, and Process

Sales Skill

  • Cracking financial advisor interviews
  • Online Industry Speakers
  • Trends in Industry and how to tackle
  • How to network and increase client base

Admission details

  • The course profile for Certificate In Wealth Management by IMS Proschool can be found on the official website.
  • Select the ‘Enrol/Login’ button after going through the offerings. On the new page, you can log in if you have an existing account.
  • In case you don’t, you can register yourself for a new profile. 
  • Enter details such as your name, email, mobile, gender, DOB, and password. After that, enter your exact residential address and choose the highest qualification you have completed and a current profile. Click on ‘register’ when you are done. 
  • You will have to pay the fee according to your chosen learning mode. 

Filling the form

To join the Certificate In Wealth Management, you must fill a registration form. This will require your personal details, like mobile number, gender, email ID, full name, password, D.O.B, name on Aadhaar, preferred learning mode, nationality, centre, and country. You must also mention your address in detail, including your city, PIN code, state, and district. Then, choose the highest qualification and your current profile before and submit the form.

Evaluation process

To gain the Certificate In Wealth Management, you must score a minimum of 50% and above in the final exam. This term-end examination will consist of 75 MCQs. You will get 2 hours to complete it. 

Moreover, there is no negative marking involved. The exam location centres are mentioned on the course page as per different North, West, and South cities. You can also take the CFPCM exams after completing this programme.

How it helps

The Certificate In Wealth Management will prepare you for the CFPCM certification and help you enter the financial advisory industry. Upon programme completion, you will be qualified to build a robust higher education profile and even start your financial advisory practice. IMS Proschool will also provide some placement support, which will consist of grooming and resume-building.

FAQs

Do I require work experience to enrol in the programme?

No, work experience is not mandatory to register.

What will be the final exam format?

The final exam will have 75 multiple choice questions without any negative marking. The exam duration will be 2 hours.

How can I prepare for the CFPCM certification by completing this programme?

The Certificate In Wealth Management curriculum aligns with the CFPCM certification curriculum. Hence, by completing this programme, you will also be prepared for the CFPCM exams. 

Where can I find a list of cities for classroom training?

Check the location section to find a list of cities and where the centres are located.

How many hours of training is included in the live virtual classroom option?

The live virtual classroom mode will include 180+ hours of training.

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