Be a part of the wealth management industry which is growing by 20% since 2008, for the program- certificate in wealth management. The program imparts the right balance of skills and theory, enabling you to enter the industry of financial advisory and meanwhile automatically prepares you for prestigious CFPCM certification.
Pathway to CFPCM Program
Prepares you for NSE Academy Certification
High Quality Video Resource
Access to 2000+ Online Practice Questions
The wealth management and financial advisory industry is an often-overlooked industry but has been and will be the space that creates the maximum jobs in the coming years. The asset management industry has seen a 25% growth since 2008 and so has the insurance space with a similar growth trajectory. With an increased demand for financial advice and planning as customers shift from traditional assets to liquid assets, the dearth of qualified advisors has been on the rise.
The certificate in wealth management program fills that gap by focussing on the following three skills:
After completion of this program, a candidate is well equipped to either use this knowledge and skills to
The wealth management and financial advisory industry has been growing by leaps and bounds and creating jobs and self-employment opportunities.
Undergraduates:
Undergraduates who want to build their profile before commencing higher education
Graduates (0-2 years exp)
Graduates planning to enter the field of financial advisory
CWM
CWM assessment Criteria:
CFPCM
| Investment Planning Specialist Certification
Retirement and Tax Planning Specialist Certification
Risk Management and Estate Planning Specialist Certification
|
2 hours, 75 multiple choice questions, computer-based test for each track exam
|
| Certified Financial PlannerCM Certification
|
4 hours, computer-based test with case studies
|
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How does this Program prepares candidates for CFPCM Certification?
The curriculum of the CWM program is aligned with FPSB’s CFPCM Program curriculum. Hence, after successful completion of CWM program candidate gains knowledge of all the educational modules in CFPCM program as well as becomes ready to take CFPCM Exams.
Is it mandatory to write the CFPCM Certification exams after this program?
No. After successful completion of CWM program candidate will be awarded certificate from Proschool and NSDC. At the same time candidate will also prepared for other certificates but pursuing those additional certificates like CFPCM is not mandatory.
Is there any educational background requirement before pursuing this program?
No. Certificate In wealth management program does not have any specific educational background requirement. Anyone interested in the area of wealth management can choose this program.
Will Placement Assistance provided after Completion of this Program?
Yes. Proschool has a dedicated placement team which focuses on understanding and grooming of the students. From resume building to mock interviews, the student gets all the support required to step first stone in his career.
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