Certification In Online Wealth Management Course
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- Students who enrol in the NSE Academy’s Certification in Online Wealth Management course will get a “Certificate of Participation” from Kredent Academy.
- While enrolled in the course, students may use an email query assistance system as well as a Question and Answer Community Platform to clarify any content-related doubts.

₹5,900.00
Description
Intoduction –
The NSE Academy and Elearnmarkets jointly certify the Online Wealth Management course (NSE Academy is a subsidiary of National Stock Exchange of India).
The financial system reflects the state of the economy. India’s financial industry has risen quickly as a result of its growing interaction with global markets. Wealth management has grown to be one of the most well-respected and well-paid professions in the financial services business. Financial advisors have developed as the most current class of specialists worldwide, who design financial plans for their customers and assist them in achieving their financial objectives, either as entrepreneurs or as working professionals in banks or other investment advising businesses.
This well-designed comprehensive course will help you understand your financial objectives and will teach you how to develop, manage, and save your money.
Course Highlights
- 142 videos
- 16+ Hours of Content
- 20+ Supplementary Study Materials
- Full-Length Test
Objectives Of This Courses
The learners will benefit from this programme in the following ways:
- To gain the required skills, knowledge, mentality, and values to operate ethically and responsibly in the highly regulated financial services business.
- To be able to adapt to the problems posed by the Financial Services Sector’s changing nature.
- To get a thorough understanding of the key vocabulary, ideas, theories, and principles of wealth management
- To put their theoretical knowledge and talents into practise, both for themselves and for their customers.
Benefits In This Course
- Students who enrol in the NSE Academy’s Certification in Online Wealth Management course will get a “Certificate of Participation” from Kredent Academy.
- While enrolled in the course, students may use an email query assistance system as well as a Question and Answer Community Platform to clarify any content-related doubts.
- They will also learn how to use MS-Excel to do financial planning calculations. They will also be exposed to specific mutual fund websites, insurance websites, and other economic websites, as well as learn how to extract and apply data selectively for wealth creation.
Topics Covered In This Course
- Introduction to Financial Planning
- Wealth Management and Economy
- Investment and Risk Management-Equity
- Investment and Risk Management-Debt
- Investing in Gold & Real Estate
- Investment Products and Services
- Investment Evaluation Framework
- Risk Profiling and Asset Allocation
- Risk Management through Insurance
- Elements of Taxation
- Taxation of Investment products
- Estate Planning
Who Can Enroll In This Course?
- Students having less or no knowledge of Finance
- All employees belonging to Asset Management Companies
- All team members working in Financial Product Distribution Companies
- All software professionals and engineering professionals wanting to develop knowledge on wealth management
- All undergraduates and graduates wishing to expand their knowledge base
- Relationship managers working in sales or back office of any bank or Equity Broking Houses
- Any one who wants to manage their own money
Examination For Certificate of Completion
Under this course “Certification in Online Wealth Management”, the participant will be required to appear for the online examination hosted on the website of Elearnmarkets.com. Please note that the participant will get the Certificate of Participation of Certification in Online Wealth Management after successfully clearing this examination
Procedure:
- The student has to appear for an examination hosted on the website itself under “Test section >> Certification Test”
- Note: The certification test can be appeared by the candidate only once.
- In case of any further assistance, drop in an email to support@kredentacademy.com or call: 90516222555
Other Details:
- Duration: 1.5 hours.
- Pattern of questions: 50 multiple choice based question of 2 marks each.
- Qualifying marks: 50
Certificate of Participation:
After successful completion of the online examination, participants can download their certificate from “My Certificates” tab available on Elearnmarkets dashboard within 10 days from the date of Certificate application done.
Additional information
Specification: Certification In Online Wealth Management Course
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