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.
3 months internship: Get guaranteed internship with a wealth management company
Training by Industry experts : Get trained by wealth managers and financial advisors
Excel based learning : Learn to make financial plans and solve advisory cases on excel
24 x 7 Learning management access : Get access to a comprehensive learning management system which consists of tests, pre-recorded videos and cases
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.
Growth in Assets of Top 10 AMC’s
Certificate in wealth management – MSTB (A Govt. Body)
Criteria:
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
Would you like to sample a demo class before you decide?
Come and attend a free demo class in Mumbai to experience the benefits of our active classroom and meet our instructors
Maybe you still have some unresolved questions?
Proschool Mumbai Centre counsellor will offer you a free one-on-one consultation to answer any and all of your queries.
Download Financial Models now
Do you want to see how a Financial Model looks like, download now Models of 6 different companies
What is the format of the program?
This is a 200 hrs class room training program(3months) that trains candidates on financial products, communication skills and tools like excel required for the industry
What is the eligibility criteria for internship?
In order to be eligible for internship, the student has to full fill all the criteria’s of program completion
Does this program prepare for CFPCM certification also?
Yes, after completing the certificate in wealth management program, the candidate automatically gets prepared for CFP certification.
Will study material be provided for this program?
Yes, ProSchool will provide the necessary material in online and offline format, as deemed necessary
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