Post Graduate Diploma in Wealth Management (PGDWM) offered by TimesPro
- Private Institute
- Estd. 2013
Post Graduate Diploma in Wealth Management (PGDWM) at TimesPro Overview
Duration | 11 hours |
Mode of learning | Online |
Difficulty level | Intermediate |
Official Website | Go to Website  |
Credential | Certificate |
Post Graduate Diploma in Wealth Management (PGDWM) at TimesPro Highlights
- 100% Online-Start instantly and learn at your own schedule
- Get Joint Certification by Moody's Analytics & TimesPro
- A curriculum in collaboration with Moody's Analytics
- Learn best global practices adapted for Indian Market
- Equips future wealth managers with in-demand soft skills
Post Graduate Diploma in Wealth Management (PGDWM) at TimesPro Course details
- Graduates and post graduates involved in or aspiring to be a part of the BFSI industry
- Financial Professionals looking to progress their careers
- Demonstrate mastery of the skills required for advisers in the private wealth , inclusive of both technical and soft skills
- Gain an in-depth understanding of both the Indian and global wealth management landscape
- Network with like-minded practitioners and increase your professional connections
- Set yourself apart from other financial practitioners
- Gain internationally validated and recognized wealth management competencies
- Develop and implement customized wealth plans to nurture prosperity and security over a client's life cycle
- Managing the wealth of afuent clients requires an adviser with a unique skill set. In today's competitive environment, just having market awareness isn't enough
- Advisers should be able to understand the challenges faced by their clients and chart out a path to manage, protect and enhance wealth
- This advanced Post Graduate Diploma program in Wealth Management equips next generation nancial advisers with specialized knowledge through a blend of industry-leading online and in-person modules led by highly experienced instructors
- It covers a broad range of topics from Wealth Accumulation, Preservation, Distribution and Transfer to Sales and Relationship Management - all within an Indian context to enhance an adviser's ability to build long-term, protable client relationships
Post Graduate Diploma in Wealth Management (PGDWM) at TimesPro Curriculum
Module I - INTRODUCTION TO BFSI
Indian Financial Landscape
Financial Products & Services - Overview
Law & Practices
Macro Economic Factors & Key Concepts - ET Fin Pro
Mutual Funds - Advanced Concepts
Insurance Business in India
Capital Markets in India - Overview
Activities & Projects
Exam
Module II - ACCUMULATING WEALTH FOR CLIENTS
Introduction to Wealth Management
Understanding the Client
Portfolio Basics
Conventional and Alternative Investments
Portfolio Analysis and Management
Activities & Projects
Exam
Module III - CONVERTING AND TRANSFERRING WEALTH AND SPECIAL CLIENT FOCUS
Helping Clients Convert Wealth into Income for Retirement
Helping Clients Protect Wealth
Helping Clients Create a Legacy - Wealth Transfer
Special Focus - Clients Who Own a Business
Activities & Projects
Exam
Module IV - FINISHING SCHOOL - APPLICATION MODULES
Sales and Relationship Management
Life Transactions and Impacts
Private Wealth Manager
Personal & Professional Prociency
NISM Preparation
Exam
Interview Preparation
Post Graduate Diploma in Wealth Management (PGDWM) at TimesPro Entry Requirements
- Fresh Graduates: Minimum 50% in X & XII; Minimum 60% in Graduation
- Post Graduates: Minimum 50% in X & XII; Minimum 60% in Graduation & Post Graduation
- Working Professionals: 1+ year of work experience; Minimum 50% in X, XII & Graduation
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Post Graduate Diploma in Wealth Management (PGDWM) at TimesPro Contact Information
18th floor, F Wing, Lotus Corporate Park, Off Western Express Highway
Mumbai ( Maharashtra)