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7 Courses and Certifications

Online Wealth Management Courses & Certifications

Wealth management is very important to have financial stability and balance in life. You can join the online wealth management courses to learn principles of wealth management like basic financial concepts, market efficiency, risk, return and the like. Providers and institutes like TCS iON, NMIMS Mumbai and Imarticus offer 6-plus online wealth management courses. 

You can find courses that belong to various academic levels, namely, undergraduate and postgraduate. Online learning platforms offer online wealth management courses with a duration of 12 weeks, 3 months, 6 months and 1 year. 

Online wealth management certifications will require you to have some skills such as analytical skills, decision-making, problem-solving and financial awareness that will help them to get full advantage of the courses and to develop professionally. After the courses, you can work as wealth managers, financial advisors, financial planners and investment advisors. 

Eligibility Criteria for Online Wealth Management Courses

The eligibility criteria for the online wealth management courses will vary from course to course based on the skill and academic level, duration and the like. The beginner-level courses will need only the basic educational qualification. For UG and PG level wealth management courses, you need to have done 10+2 and a bachelor respectively. 

Scope After Wealth Management Courses

Wealth management helps you to get skills to advise people on how to plan their wealth, make investments and keep a financial balance. Some of the career opportunities you can try after the online wealth management course are listed below: 

Online Wealth Management Course Fees

The fee for wealth management courses will differ from course to course based on various factors, namely, providers, duration and skill level.  The wealth management course fees range between Rs. 11,800 and Rs. 60,000. 

Popular Online  Wealth Management Certifications by Top Providers

You can find many online wealth management courses offered by various online providers as well as institutions. Some of the paid and free wealth management courses are provided in the list below: 

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Online MBA Wealth Management

Offered by

Chitkara University Online via Invest Yadnya
Online Degree

Online MBA Wealth Management

An Online MBA in Wealth Management is a two-year postgraduate course offered in collaboration with Invest Yadnya. The programme is designed to provide students with the skills and knowledge necessary to thrive in the dynamic field of wealth management. Students through the Online MBA Wealth Management at Chitkara University Online learn about essential areas such as mutual fund analysis, stock market, and wealth management.

The Chitkara University Online MBA Wealth Management course provides an industry-oriented curriculum with practical learning. Students are also provided with access to real-world applications and case studies, enabling them to navigate the complexities of the financial landscape. After completing the programme, graduates can take on roles such as Financial Analyst, Investment Analyst, Wealth Manager, and Financial Advisor.

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24 Months
₹ 2,00,000
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Professional Diploma in Wealth Management

Offered by

NMIMS Mumbai
Certificate

Professional Diploma in Wealth Management

12 Months
₹ 60,000
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Executive Program In Wealth Management

Offered by

BSE Institute Limited, Mumbai
Certificate

Executive Program In Wealth Management

The Executive Program In Wealth Management online course is developed for the students to learn about giving financial advice, investment suggestions, planning of estates, accounting, and taxing strategies to organize the wealth. The online course is provided by the BSE Institute Ltd and the course curriculum is taught for nine months with the students spending two hours every weekend. 

The course curriculum is focused on providing the students with the skills for investment management, and critical thinking skills with analytical abilities for wealth management. The concepts discussed in this course are asset management, strategic business development, and the techniques for strategic investment and implementations. The course instruction is provided by the academic and industrial professionals who help the students gain experimental learning experience. The ‘Executive Program In Wealth Management’ training program issues a course certificate to the students who have completed the course study.

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9 Months
₹ 45,000
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Skills Covered:
Risk Management Financial Management Financial knowledge Knowledge of law Legal Knowledge Interpersonal skills
Certificate In Wealth Management

Offered by

IMS Proschool
Certificate

Certificate In Wealth Management

Since 2008, the wealth management industry has been growing by 20% every year, creating countless opportunities in the field. The Certificate In Wealth Management can help you enter this industry and provide you with a combination of valuable skills and theory. The course will also pave your way towards the CFPCM programme and certification. 

Certificate In Wealth Management by IMS Proschool includes high-quality videos for better understanding, along with over 2000 online practice questions. Hence, you can prepare for the NSE Academy Certification with ease. There are two study options available that include classroom training and live virtual classrooms. You can choose and enrol in any of the learning modes at your convenience. 

Additionally, IMS Proschool’s Certificate In Wealth Management programme is a beneficial course as customers are now shifting from traditional to liquid assets. Hence, financial advisory and wealth management will create maximum jobs in the future. This programme will help enhance your qualifications and enter these sectors seamlessly.

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6 Months
₹ 52,500
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Skills Covered:
Relationship Building Financial knowledge
Wealth Management

Offered by

TCS iON
Certificate

Wealth Management

The ‘Wealth Management’ online certification program is offered for the students to gain a comprehensive understanding of the concepts and theories of investment management and investments products to handle wealth and to explore the domain of banking and finance. This online course is provided by the educational platform  TCS iON digital learning hub for students with a commerce background. The course curriculum is designed to be completed in five to six months which includes digital lectures, online tutorials, practical sessions, and other online resources.

The TCS iON industry honors certification allows the students to gain perspectives on the techniques and principles of managing wealth through various hands-on tools and industry-oriented projects and applications. The ‘Wealth Management’ certification program provides expert guidance to the candidates through professionals such as Sundar Sankaran(Founder and director of Advantage India Consulting Pvt. Ltd. and Mavuca Capital Advisors Pvt. Ltd.) and Anita Toshniwal(Corporate trainer). Eligible students of this training are given digital certificates at the end of the course.

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6 Months
₹ 11,800
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Skills Covered:
Financial Management Financial knowledge Legal Knowledge Risk Management

Offered by

Imarticus
Certificate

PG in Banking and Wealth Management

The Banking and Wealth Management Bootcamp certification course includes detailed information on the domain of wealth management and banking with case studies and trading simulations. For understanding, each chapter is followed by multiple quizzes, assignments and tests to help them understand the key principles and concepts. The curriculum is industry-oriented and is also delivered by the industry experts and the faculty of Imarticus. The program is also guided by the “program mentors” and experienced faculty to help students choose a better career path.

In the Certification in Banking and Wealth Management Bootcamp by Imarticus students will be helped to build their job profiles and portfolios. They will also be guided in their placement calls and will be guided in their interview preparations. The certificate that the students will receive after the Banking and Wealth Management Bootcamp course will be accepted and acknowledged globally. Special emphasis will be given on topics related to investment, mobile banking, mutual fund, ratios, retail banking and others.

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3 Months
₹ 80,000
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Skills Covered:
Financial knowledge
Wealth Management Basics

Offered by

CIEL , TCS iON
Certificate

Wealth Management Basics

The ‘Wealth Management Basics’ online course is a study of the fundamental aspects of wealth management and financial management. This online certification course is provided by the TCS iON digital learning hub and the Centre for Investment Education and Learning.

This basic-level course delivers the primary concepts of finances, asset management, mutual funds, financial risk management, insurance, banking, financial planning, and investment management. The students of this course can learn on their own with the help of the online resources and materials provided. The theoretical and practical knowledge of management techniques associated with finances and assets will help them sort the portfolios and risk allocation.

The ‘Wealth Management Basics’ certification program enables students to get certificates after finishing the course study and the online assessment. 

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Skills Covered:
Financial knowledge Financial Management Relationship Building Legal Knowledge Risk Management Knowledge of banking

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