
Advanced Program in Finance & Wealth Management
TOTAL DURATION | CERTIFICATION VALIDITY | COURSE TYPE |
---|---|---|
03 Months | No Expiry Date | Online |
For more information, please contact:
counsellor@oawa.in / +91 8097753959
NSE Academy & OAWA’s live online Advanced Program in Finance & Wealth Management equips you to risk profile, plan and build portfolios along with the necessary knowledge and skillset for a career as a financial advisor. The program also hones your professional, persuasive and interpersonal communication skills, certified by DeakinCo.(Backed by Deakin University, Australia)
01 Month
Introduction to Savings & Investment
The Power of Compounding
How Macros impact the Markets
Where to Invest? Let’s talk about Asset classes
Importance of Asset Allocation
Investing through Mutual Funds
Creating your MF investment portfolio
02 Month
How to value a Bond
How to value an Equity share?
Diversification and Portfolio Risk
Strategies to minimise portfolio risk
Can gold and real estate have a place in an investor’s portfolio?
Insurance and Wealth Protection
A comprehensive portfolio
03 Month
Financial Planning
Estate Planning
How to Acquire and Manage a Client?
Effective Communication in the workplace
Acing Job Interviews
Career options as a Financial Advisor
Handling Client meetings
- Learn the benefits of savings and investments
- Demystify key macroeconomic variables
- How to value various debt and equity instruments?
- Create investment portfolios and asses risk
- How to prepare financial plans & estate planning
- How to acquire and manage a client’s portfolio?
- Ways to Analyse various assets and use investment tools
- Effective workplace communication
Graduates & Post-Graduates
CA, ICWAI, CS, MBA
Professionals looking for a career shift or upskilling
Financial advisors and insurance agents
Homemakers looking for a second career or for managing family assets
Career opportunities (assisted by OAWA) with Wealth Management firms, banks, MFs, Insurance Cos, and as an independent financial advisor
Learn the practical way from specialists and industry practitioners
The pedagogy is a blend of fundamental, technical and workplace skills
Learn financial jargons the simplified way
Course Fee: 58,600 (Inclusive of GST)