Edelweiss Certificate Program in Wealth Management offered by NIIT
5.0 /5Edelweiss Certificate Program in Wealth Management at NIIT Overview
Duration | 6 months |
Total fee | ₹1.25 Lakh |
Mode of learning | Online |
Credential | Certificate |
Edelweiss Certificate Program in Wealth Management at NIIT Highlights
- Earn a certificate of completion from NIIT
- Get Stipend during training and internship
- Assured job with starting CTC of INR 4.25 LPA
- Gain practical insights on End to End Mortgage Knowledge and Concepts
Edelweiss Certificate Program in Wealth Management at NIIT Course details
- For Graduates from any stream
- Managing Client Relationships
- Financial Planning & Wealth Management
- Portfolio Analysis & Building AUM
- Acquiring Clients
- The program is an initiative of edelweiss wealth in collaboration with NIIT IFBI and is a combination of virtual training and on-the-job learning, to make future-ready Wealth Management professionals
- Our immersive training will help you brush up on your skill set in Financial planning and customer acquisition, which will definitely help you in improving your performance by 35%
- Learners will undergo extensive training on Customer acquisition, financial planning and practices to get the experience and confidence to perform the role
- This is an immersive course, which means that the learners will perform tasks of similar complexity, as they would face in the Wealth Management role
- Learners will study the business environment through business newspapers, best performing MFs, bonds, stocks, and other instruments to prepare a report
- Learners will be working on agile projects and will undergo extensive practice to get the experience and confidence to perform the role
Edelweiss Certificate Program in Wealth Management at NIIT Curriculum
Month 1 ( Foundation)
Role clarity
Art and Science of Sales
Business communication
Customer Interaction skills
BFSI industry overview – Banks, Regulators, Capital Markets
Financial Maths
Month 2 ( Financial Planning)
Financial products - LI, GI, Health Insurance, Mutual Funds, Demat, Retail Assets, Loans
Basics of Financial Planning - Cash flow & Budgeting, Investment & Tax Planning, Risk Management
Financial Planning Process
Month 3 ( Customer Acquisition )
Project: Customer persona-based
Financial goal identification
Portfolio creation
Present financial recommendations
Handle exceptions and get buy-in
Using data for smart decision making
Month 4 to 6 ( Guided Internship)
Weekly mentoring sessions
Investment Analysis & Portfolio Management
Digital tools in Wealth Management
Asset allocation and diversification
Continuous evaluation
Edelweiss Certificate Program in Wealth Management at NIIT Faculty details
Edelweiss Certificate Program in Wealth Management at NIIT Entry Requirements
- Education: Graduate
- Pre-requisites: Candidates should possess good command over the English language, and also should be interested in performing a target-oriented Sales role
- Not mentioned
Other courses offered by NIIT
Edelweiss Certificate Program in Wealth Management at NIIT Students Ratings & Reviews
1 Rating- 4-51
Student Forum
Anything you would want to ask experts?
Edelweiss Certificate Program in Wealth Management at NIIT Contact Information
Plot No.85, Sector 32, Institutional Area
Gurgaon ( Haryana)