Wealth Management Certification

The Wealth Management Certification (Advance Level) has been certifying by the National Institute of Securities Markets (NiSM) under Regulation 7(2) of the SEBI (Investment Advisers) Regulations, 2013.
The Wealth Management - Advance Certification is intended to create and sustain a framework of qualified private wealth managers and advisors. The objective of the program is to focus on professional portfolio construction for clients, in view of a best down approach of benefit designation. Specialized information of macroeconomic cycles, market dynamics, risk-return trade off and asset allocation is critical for private wealth managers. They are required to build wealth for speculators through a strong procedure that connections money related resources and monetary objectives.
Wealth Management - Advance is an escalated program that has the ability to subjectively adjust monetary counsel and its training, by acquiring a powerful information system for the calling. Learnwithflip wealth management Courses have been offered to professionals employed in investment advice, relationship Management, Wealth advice and private banking role. Practical banking and finance courses, recognised certification for Wealth Managers and IFAs are available at Flip. Check website for more details.
Target Audience
 Those filling in as or seeking to be riches directors and private financiers.
 Those practicing as financial planners/ investment advisers.
 Those working in sales teams of broking houses, asset management companies or banks
Components:
 Workbook covering the total educational modules in detail
 Case study quizes
 Classroom training sessions (Optional)
 Final administered online examination at a NSE IT focuses
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 Candidates who satisfy all the learning necessities for the course, and clear the last examination will be issued the Wealth Management.