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Vskills Certified Wealth Manager Vskills

Course details

Wealth Management has a wide scope of opportunities for individuals planning to make a career in finance. It requires a thorough understanding of financial planning process, as well as, of financial products including equity, banking and fixed income, insurance, real estate, art, derivatives and structured products including equity, banking and fixed income, insurance, real estate, art, derivatives. A wealth manager must be conversant with these aspects to assist the client in aligning to their wealth management plans and provide additional value to them.

Why should one take this certification?
Vskills Certification in Wealth Management is for those candidates looking for opportunities in this sector catering to wide variety of services. The Certification focuses on the steps and process involved in wealth management, understanding client goals and constraints, role of insurance, retirement and estate planning and wealth management strategy. Vskills certification significantly improves the chances of getting the desired role and is an added knowledge for the candidate. This certification can be taken by candidates looking for new job opportunities or promotion or skill assessment.

Who will benefit from taking this certification?
Vskills Certification in Wealth Management is for candidates who are well-prepared and enthusiastic about entering the field and Job seekers looking to find employment in Finance department of companies or candidates who wish to improve their skill set and make their CV stronger. The Certification also assists the existing employees looking for a better role and proves their employers the value of their ;

Table of Contents

Introduction to Wealth Management
  • Understanding Wealth Management
  • Wealth Management Process
  • Phases in Wealth Management
  • Wealth Management Market in India
Understanding Client Goals and Constraints
  • Client Profiling
  • Setting Goals and Prioritization
  • Gathering Data
Classes of Asset
  • Debt as an Asset Class
  • Equity as an Asset Class
  • Real Estate as an Asset Class
  • Commodities as an Asset Class
  • Art as an Asset Class
  • Investments in Stocks
Types of Portfolio and Policies
  • Objectives of Investment
  • Investment Time Horizon
  • Expected Return and Risks
  • Investment Recommendation
  • Financial Recommendation
  • Personal Investment Portfolio
  • Retirement Portfolio
  • Capital Need Analysis
Introduction to Tax
  • Tax Reduction
  • Income vs. Gains
  • Unsymmetric risks vs. Capital Gain Taxes
  • Tax Efficiency
  • Asset Allocation
  • Annuities
Insurance and Wealth Management
  • Types of Insurances
  • Benefits of Life Insurance
  • Life Insurance Product and their Types
  • Insurance for Wealth Management
Estate planning
  • Introduction
  • Need and Tools for Estate Planning
  • Personal Property and Collectibles
  • Retirement Planning
  • Introduction
  • Purpose of Retirement Planning
  • Faults and mistakes in Retirement Planning
Client Education
  • Process of Investment
  • Return on Investment
  • Risk Management
  • Asset Allocation
Investment Mathematics
  • Normal Distribution and related measures
  • Measures of Risk
  • Moments
  • Regression
  • Compounding
  • Other Mathematical Tools and Techniques
Investment Theory
  • Modern Portfolio Theory
  • Capital Market Theory
  • Chaos Theory
  • Efficient Market Hypothesis (EMH)
  • Time Diversification
Business of Wealth Management
  • Organization and Operations
  • System and Technology
  • Custodial Relationships
  • Publication and Marketing
Updated on 31 January, 2019

About Vskills

Vskills is the largest certification body of India. It conducts skills testing and certification exam to improve employability. Candidates use Vskills Certifications, which are well recognized in the Industry, as certification of skills and knowledge.
Companies have benefitted by hiring pre-certified candidates from Vskills and also use the certifications for their in house employee appraisals. The certification body is affiliated to various organizations and is managed professionally by IIM Alumni.
Tests are conducted in a secure and unbiased manner, and certificates are awarded based on merit of the candidates who qualify tests.
Vskills certifications are for relevant qualifications that help students/employees quantify and prove those skills that are valued by the employer and are in great demand.

See all Vskills courses

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