Course Description

• eduCBA brings you the course in Wealth Management. This course is completely targeted for all those who want to secure your financial future. In this course you will learn about investing, asset management and risk.
• This Wealth Management training program focuses on  wealth and personal finance. Everyone in this time needs to think about managing their wealth. This course will also focus on the fact that you should be financially sound.
• Each of these modules has videos which provide in-depth knowledge of the concepts. The concepts are simple, and easy-to-understand.

What am I going to get from this course?

• You will be able to manage personal wealth
• Become your own wealth guru
• Know the basics of investing

What is the target audience?

• Students
• Professionals
• Anyone who wishes to become financially successful.

Curriculum

Section 1: Introduction to Wealth Management

1                  Introduction and classification

2                  Regulatory Classification

Section 2: Types of Investments

3                  Various Investment Avenues

4                  Understanding Mutual Funds

5                  Direct Private Equity

6                  Real Estate Funds

7                  Derivatives

8                  Call and Put options

9                  Risks involved

10               Risk return

11               Insurance

12               Loans

Section 3: Financial Planning

13               Financial Planning

14               Financial Plan Example

Here is a sample for the course completion certificate which you will recieve after complete the course. This certificate is widely accepted across industries and will boost your chances to grab the job opportunities.

Mail us at: [email protected] with below details to receive your certificate:

• Name
• Course Name
• Date of Completion
• Address