Wealth Management Program

BFSI Career Program

Wealth Management Program

A career-focused program for graduates and aspiring professionals who want a foundation in wealth management, investment products, financial planning and client relationship management.

Key Learning Areas

Fundamentals of Wealth Management
Personal Finance & Financial Planning
Investment Planning & Wealth Creation
Mutual Funds & Investment Products
Insurance & Risk Management
Equity & Market Fundamentals
Asset Allocation & Portfolio Basics
Customer Profiling & Risk Assessment
Client Relationship Management
Financial Product Sales & Advisory Skills

Program Details

Program: Wealth Management Program

Duration: 6 Months

Mode: Online

Program Fee: Rs 40,000 + GST

Eligibility: Graduation

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Who Can Apply?

Graduates from any stream
Freshers interested in Banking & Financial Services
Candidates aspiring to build a career in Wealth Management
Professionals developing financial-services knowledge

Career Opportunities

Wealth Management • Relationship Management • Investment Services • Financial Product Sales • Client Acquisition • Portfolio Support

Start your Wealth Management journey

Prepare for opportunities in financial services, investment support and client relationship roles.

Wealth Management Program