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.
₹40,000 /One Time.
Our Trainer are not just faculty members, they are full time professional traders.
₹40,000 /One Time.