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About the ProgramThe Wealth Management program covers the entire Wealth Management life cycle - from financial planning, asset allocation to performance evaluation and attribution, all the Investment products required for High Networth Individuals such as Equities, equity derivatives, bonds, currencies, commodities, mutual funds and Insurance. This course is best suited for people seeking a career in-
Front office of a Wealth Management firm/Bank in the area of Relationship Management
Wealth Management firm/ Bank for Investment advisory/ Risk management/ Portfolio management roles.
Middle office of a Wealth Management firm/ Bank, for product development roles.
Back office operations role in a Wealth Management firm.
About FLIP
FLIP - a senior IIM alumni venture, is Indias largest e-learning and certification offering in Banking and Finance. Thousands of B-schoolers, working professionals (IT and non-IT) and graduates use FLIP programs to gain an edge in their career.
FLIP programs have been adopted by various banks, brokerages, IT companies, large corporates and colleges for their training framework.
What you get with this program
High quality E-learning courseware
Unlimited learning Support via Email
4 FREE doubt clearing sessions with faculty, via Webex
Mock Exam (Diagnostic Test)
Industry endorsed* Certification Exam
*FLIP Certifications are endorsed by leading banks and FIs like HDFC Bank, Axis Bank, Kotak Mahindra Bank, Dhanlakshmi Bank, Axis Asset management, IIFL, etc. who gives preference / weightage to FLIP Certified candidates during selection process.
Course Coverage
The course is divided into two modules-
1. Wealth Management- Life Cycle: Wealth Management - Business Overview, Wealth Management Process - Client Acquisition, Financial Planning & Asset Allocation, Portfolio Performance Measurement.
2. Investment Products: Equity Markets, Equity Derivatives, Bond Markets, Currency Markets , Currency Futures, Commodity Derivatives, Mutual Funds, Insurance ,Alternate Investment Products, and a live case study on wealth management.
Certification Exam
On completion of the course, candidate will have to appear for the Certification Exam, at any of our 26 test centers across India. It will be a 2 hour online exam with MCQs and negative marking. The result is given on the spot.
Career Opportunities
At completion of this certification course, you may be eligible for following career opportunities:
Wealth Manager
Equity Advisor
Relationship Manager
Equity Dealer
Investment Advisor
Financial Planner
Wealth Advisor
Market Analyst
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