Wealth Management

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New answer posted

7 years ago

1 Follower 163 Views

R
Rohit Jain

Contributor-Level 8

You can check the below mentioned link:
https://goo.gl/Y4sm77

New answer posted

7 years ago

1 Follower 346 Views

Shiksha Ask & Answer
Edu MentorEducationConsultant

Guide-Level 11

NISM is a good and recognised institute. Definitely, you can pursue CFP from NISM. For more details and procedures, kindly visit the website of NISM and https://Shiksha.Com/Colleges/NISM.

New question posted

7 years ago

0 Follower 90 Views

New answer posted

8 years ago

3 Followers 208 Views

Shiksha Ask & Answer
Payal sakhi

Contributor-Level 8

There is no need to pursue any other course to become a wealth manager in any company. MBA is sufficient to know the financial markets. However, you can opt either of any courses, if required
1. Courses offered by NSE/BSE or NISM
2. CFA or CFP.

New answer posted

8 years ago

0 Follower 702 Views

Shiksha Ask & Answer
Pallavi ChoudhuryFormer HR, Oracle

Guide-Level 14

Check Selkirk College, University of British Columbia diploma program in accounting, Douglas College and Lambton College.

New answer posted

8 years ago

0 Follower 70 Views

D
Deepti Singh

Guide-Level 12

Capitalist is a person who uses their wealth to invest in trade and industry for profit in accordance with the principles of capitalism.
Onceyou get the idea the next job is to arrange the money, you can either use your own money or raise it from other sources. Best would be approach an educational institution and tell them that you'll use the excess money in their bank account to make them more money. Educational institutions are often interested in offers like these and think of it this way, education sector sucks money and spends a less amount of that.
Next thing you need to keep in mind is, invest in parts because failures are more t
...more

New answer posted

8 years ago

1 Follower 329 Views

Shiksha Ask & Answer
Govind SharmaHR, startup entrepreneurs, career blogger

Guide-Level 14

you may take topic like trend in wealth invesent by high net worth individuals (HNIs), challenges in acquiring client for wealth management, study of performance of liquid , debt ans mix market performance product designed for first time investor and so on. choose the topic which gives you more exposure to practicality and help in getting a job

New answer posted

8 years ago

2 Followers 170 Views

Shiksha Ask & Answer
Zubin MehtaExpert Advisor for Senior Management.

Scholar-Level 17

Wealth Management is basically sales of the products. Do not get by the fancy name. If you're good at speaking and can handle targets, go for it.

New question posted

9 years ago

0 Follower 113 Views

New answer posted

9 years ago

0 Follower 94 Views

Shiksha Ask & Answer
Neha Agarwal

Guide-Level 14

Hi Anil,
A wealth manager is not an investment banker. Wealth management can be a division within an investment bank. But apart from some information/sales synergies, the two have little to do with one another.
Investment banking is classically the sum of:
1. Mergers and Acquisitions
2. Equity Underwriting
3. Debt Underwriting
Hope it helps. Please feel free to revert. Click on the thumbs up if you found this useful.
Wish You Luck!

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