Wealth Management Certification
Certification Overview
FinX provides a certification program in wealth management that educates participants on various subject areas focused on providing bespoke financial advice to clients. The training empowers individuals to become independent Accredited Wealth Planners and help clients navigate their financial journey with ease.
The objective of this financial certification is to develop a strong foundation of investment concepts and products and understand the process of goal-based financial planning and asset allocation. It seeks to fill the gaps in formal education that require application of knowledge to solve practical problems for professionals.
The number of high net worth individuals and families that have access to financial advisory services being offered by wealth managers has shown huge growth. Talent becomes extremely important while managing a client, because the clients expect a higher level of competency. Increasing number of certified wealth managers are therefore required to cater to this ever-expanding client base who need specialized advice while managing their return expectations and risk limitations in meeting their financial goals.
Certification Highlights
- The first “home-grown” Wealth Management certification launched in India in 2007.
- Developed in association with the growing wealth management industry experts in India.
- Combines theoretical concepts with case studies, business scenarios and real examples and illustrations facilitate application-based learning.
- Supplemented by interactive live sessions by BFSI industry experts to bring in valuable, practical insight.
- Recognised by top banks, mutual funds, brokerage firms, financial distributors, and wealth management companies.
- A well-rounded curriculum covering concepts and their application across investment markets, products, financial planning, insurance, banking, taxation and regulatory aspects.
- “Accredited Wealth Planner” certification on successful completion of the course.
Who Should Avail The Certification
- Individuals looking to start their careers in the BFSI sector, specifically in wealth management across - banking, mutual funds, brokerage houses, insurance companies and marquee wealth management firms.
- BFSI professionals who wish to upskill themselves to work in the specialised area of wealth management and financial advisory.
- Professionals who are looking for a career change and want to join the BFSI industry
- Risk, Return and Asset Allocation
- Personal Finance and Investment
- Equity Markets: Structure and Working
- Equity Analysis & Investing
- Debt and Derivatives Market Planning
- Mutual Funds Products
- Mutual Funds in Wealth Management
- Insurance and Banking
- Other Investment Products
- Leverage in Personal Finance
- Process and Regulations
- Functional diagnostic assessment to evaluate current competencies
- Access to self-paced interactive content on LMS interspersed with videos,
case studies and quizzes. - Downloadable e-workbook for reference
- Practice tests to prepare for the final examination
- Proctored online final certification exam
- Live sessions by industry experts
Career Prospects After Becoming An Accredited Wealth Planner
- Relationship Manager
- Private Banker
- Investment Consultant
- Independent Financial Advisor
- Retirement Planner
Key Benefits Of The Wealth Management Certification
- Top banks, mutual funds, brokerage firms, and other stakeholders in the BFSI sector recognize the certification, often opening doors to higher-paying roles within their organizations.
- Accredited Wealth Planners can venture into high-paying specialized roles such as Private Banking, and Investment Consultancy, which often come with higher commissions and bonuses.
- Accredited Wealth Planners can offer consultancy services on diverse topics, from retirement and estate planning to tax strategies, allowing them to diversify their income streams.
Frequently Asked Questions
What is the FinX Wealth Management Certification?
The FinX Wealth Management Certification is a short term training program
designed for entry-level roles in the wealth management and financial advisory
business. The objective the certification is to develop a strong foundation of
investment concepts and products and understand the process of goal-based
financial planning and asset allocation, such that the wealth manager is able to align
product recommendation with the client’s financial goals.
Why should I pursue a wealth management certification?
Having a wealth management certificate can elevate your reputation as a financial advisor. It can lead to better jobs, more clients, and a higher salary. It also gives you the tools to give comprehensive advice to clients, helping your serve them better.
What's the duration of the wealth management certification course?
This is a short term certification. The course can be completed in three months,
at the end of which you need to pass an assessment to get your certificate. The
recommended duration of the course is about 40-45 learning hours.
Are there any prerequisites to enrolling in a wealth management certification program?
There are no prerequisites for enrolling. Anyone with a keen interest in wealth management can enrol for this certification program.
Is the certification recognized by the stakeholders in the BFSI sector?
The wealth management certification is recognised by leading Banks, Mutual Funds, Broking Houses and Financial Distribution & Wealth Firms.
What is the validity of the certification?
The certification is valid for a period of three years, after which it can be renewed
online.
Are any learning aids provided during the program?
We provide an E-Book (Pdf) which can be downloaded to your laptop or mobile.
The course can also be accessed on the website through any of your devices.
- Duration-100 hrs (3 months).
- Eligibility-Graduate (from any stream or subjects) or equivalent with 50% marks can apply to join this Certificate Course.
- Accessibility
