Acquire the knowledge and skills to take on responsibilities of being ethical and professional in the finance industry with Certified Wealth Manager Course.
The course, Vskills Certified Wealth Manager, gives you a brief about a wide range of genres like equity, bank income, art, real estate, and more. It is a platform where the candidates cannot just gain knowledge about the topics but also a government certificate that will add weightage to their profile.
As the programme proceeds, the candidate will be able to get exposure to different areas namely, Investment theory, insurance management, wealth management, retirement planning, estate planning, investment mathematics and other related subjects.
Candidates who are looking forward to following and making a career in finance have a wide scope of changes and opportunities lined up for them with Wealth Management. It will provide a deep understanding of topics such as financial planning processes, fixed income and banking, structured products and derivatives, and planning processes of financial products like equity.
The candidates will be well-versed with how to assist their clients for sorting out their wealth management plans as well as will prove to be of additional value to them.
The fee amount information for Certified Wealth Manager are given as follows:
Certified Wealth Manager Fees Details
Fee Category
Amount in Rupees
Base Fee
Rs. 3,499
Yes
Vskills
This programme for Certified Wealth Manager is strongly recommended for the candidates mentioned below:
Certification Qualifying Details
The candidates will receive a Government Certification from Vskills, after the successful completion of this course. Along with providing you with lifelong e-learning access, this certification will be valid for life. The candidates will receive facilities like being tagged as ‘Vskills Certified’ on platforms like monsterindia.com and shine.com.
After the candidates successfully complete this course to be a Certified Wealth Manager, they will be learning about:
A simple set of guidelines is given below for candidates to follow for successful procurement of admission in this course for Certified Wealth Manager.
Step 1) Go to the course webpage.
Step 2) Find the words ‘BUY NOW’ on the right side as well as at the bottom of the page after scrolling.
Step 3) As soon as you click on ‘BUY NOW’, the page will ask about login details. You have to sign up for an account if you are a new user.
Step 4) You will have to fill in with your account details after logging in.
Step 5) Choose a suitable payment option to confirm your order.
Step 6) Confirming your order will make you eligible to take up the course. Moreover, a hard copy of the learning materials will also be sent to your home.
Vskills Certification in Wealth Management is a course which enables candidates wanting to engage in a broad range of services that this sector has to offer and opening up locked doors for them. The main aim of this course is to give insight on the basic processes and structure in wealth management while keeping the client satisfied by meeting his criteria, strategies of managing wealth, working of insurance system retirement and estate planning.
Being a Vskills Certified Wealth Manager validates your competency in wealth management, investment planning, portfolio management, capital and risk management functions etcetera as there aren’t many skilled competitors in this field so companies are always in need of people with a good understanding of the work process. This also means that you may be provided higher salaries and increases the chances of job security in this field.
The test duration is 60 minutes (1 hour). There will be a total of 50 questions to solve. The passing mark is 25 (50%). There is no negative marking.
The payment can be made via debit/credit cards. You can also pay by NetBanking or Credit/Debit Cards.
Reliance Wealth Management, Religare, DBS Bank, ICICI Bank, Citi Bank, Baja Finserv are some of the companies that actively hire Certified Wealth Managers.
The candidates will be given practice tests as well as will be shown ‘Vskills Certified’ on sites like shine.com and monsterindia.com. Since it is a government certification, it is of great value and provides lifelong e-learning access.
The steps taking place in the placement process are as follows:
The certification exam will test the ability of the student by checking entry-level to medium level preparation. If the student is well-versed with the domain area and has studied the study material provided well, they will not face any issue in clearing the exam.
After the successful purchase of this course on Vskills, the candidate will not only receive a hard copy of study materials that will be sent to their homes but will also receive online e-learning access.
There is no minimum qualification for attending the Vskills Certification Exam for Wealth Manager. Some of the candidates who can take up the exam and improve their skills are:
Brochure has been downloaded.
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