WEALTH MANAGEMENT CERTIFICATION- BASIC

Teacher

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COURSE DESCRIPTION

Wealth Management is one of the fast emerging Sector in India. Wealth Management Course is in great demand in BFSI industry SEBI has mandated that the people or companies which are having financial advisory business their employee must have to clear SEBI Registered Investment Advisory licenses from SEBI. In The current scenario the people who are giving advices to the client / investor for investment alternatives are agents of insurance companies, Mutual fund agents, banks agent etc, So they people try to sell the product as per their connivance rather than client and that’s why their advise is biased. Even there is no standard qualification criteria was fixed for these people to became an agent in the Banking and financial services sector.

SEBI has introduce Investment Advisory act 2013, according to this act everyone who is giving financial advices in the market must have minimum knowledge benchmark. SEBI has introduce two level certification on wealth management course Basic and Advance. SEBI Registered Investment Advisor Training (SEBI RIA) classes in Gurgaon conducted by ISFM.

ISFM provide training for Wealth Management Certifications in Gurgaon at two level –

Basic and Advance to working professionals employed in investment advice, relationship management, wealth advice and private banking roles.

Banking sector
Broking Industry
Mutual Fund Company
Insurance Industry
Financial Planning Advisory Company
NBFC Companies
Real estate sector
Derivatives research company
Equity research Company

ELEMENTS FOR BASIC AND ADVANCE LEVELS

Online study plan
Online case study quizzes
Workbook covering the complete curriculum
Classroom training session (optional)
Final supervised online examination at an NSE IT centres every quarter

Course Features

Lectures 0
Quizzes 0
Duration 15 Days
Skill level All levels
Language English
Students 823
Assessments Yes

Curriculum

9 Sections
0 Lessons
Lifetime

Expand all sectionsCollapse all sections

Risk, Return and Asset Allocation
0
Personal Finance and Investment Planning
0
Equity Markets: Structure and Working
0
Equity Analysis & Investing
0
Debt and Derivatives Markets
0
Mutual Funds Products
0
Mutual Funds in Wealth Management
0
Other Investment Products
0
Leverage in Personal Finance
0

Mr Anil Mor

Mr. Anil Mor is dedicated, experienced and extrovert portfolio manager. He is having more than 10 years of strong experience in stock market's different segment. He is managing portfolio of HNI client from last 7 year
and generating good return in spite of up and down in the market.
Mr. Mor is also enthusiastic trainer of financial services, he is sharing his real life experience time to time with audience which give him edge in the
training. His client always belief on decision taken by him. He is having great comand over portfolio and using multiple products Equity/ Commodity/Currency/Mutual to genrate income from market. He is the strong follower of technical analysis in the market but choosing stock according to his style of trading. He has been conducted more than 200 Investment Awareness program in Delhi NC for different kind of high profile
investors.

Mr. Sushil Alewa

Mr. Sushil Alewa (SEBI Registered Research Analyst, MBA, CFP ) having 12 year work experience in Trading, Training, and consultancy in the area of Securities / Financial Market mainly Investment management industry, Technical Analysis of Stock Market. He is Empanelled as 'Certified Trainer of Financial Education with SEBI & IICA - MCA (Securities & Exchange Board of India), the regulating authority, Govt. of India for the securities market; Involved in conducting workshops on 'Financial Literacy to various groups such as students, company executives, middle-income groups etc. Have individually conducted more than 1600+ Investor Awareness workshops on financial literacy in the last 10 years, with reputed Universities, management colleges, corporate houses and top schools.

Target audiences

Graduate
Post Graduate
Professionals
Banks Employee