The programme is available in two duration modes:

Online

Module 1: Introduction to Wealth Management
Module 2: Financial Planning and Goal Setting
Module 3: Investment Strategies and Portfolio Management
Module 4: Risk Management and Insurance
Module 5: Retirement Planning and Estate Planning
Module 6: Tax Planning and Wealth Preservation
Module 7: Behavioral Finance and Client Communication
Module 8: Ethics and Compliance in Wealth Management
Module 9: Case Studies and Practical Applications
Module 10: Final Assessment and Certification.

The assessment is done via submission of assignment. There are no written exams.

The fee for the programme is as follows:
-
-

Please find below available fee payment plans:

-

---

-

---