Certified Wealth Manager

CERTIFIED wealth manager

industry integrated program

Wealth manager provides services to a wide array of clients ranging from affluent to high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families

duration =2Months
fees =25000 Rs

MONTHLY EMI STARTS AT= 3750 Rs

(Batch starts)
Every week on Monday, Wednesday, Friday, Saturday and Sunday

Why us

Global presence

we work with global players for solving the real time issues

Placement assistance

we have tied up with industries to fufill there requirements

Smart Classes

we have both online and offline classes for you

Courses for each group

we have course for students, working professionals, entrepreneurs, traders, investor

Experienced consultants

we have expert consultants to teach you

Financial Aid

we give EMI facility

FAQ

In this course you will learn to Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.

Answer clients’ questions about the purposes and details of financial plans and strategies and analyzing financial information obtained from clients to determine strategies for meeting clients’ financial objectives

Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.
1. Strong foundation to implement financial planning recommendations or refer clients to someone who can assist them with plan implementation.
2. You will learn to review clients’ accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
3. Industry aligned curriculum that teaches you to prepare or interpret for clients information such as investment performance reports, financial document summaries, or income projections
4. Monitor financial market trends to ensure that client plans are responsive.
5. Provide analysis solutions to recommend financial products, such as stocks, bonds, mutual funds, or insurance.
Pass in 12th class or Undergraduate (Bachelor) Program of a minimum duration of three (3) years in any stream from a UGC Recognized University

Candidates who appeared for 12th class exam or in the final semester of the Bachelor’s Program are also eligible to apply.
what you will learn and get
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Mutual funds

Intence training and knowledge will be provided for mutual fund industry

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pMS

live training in portfolio management services will be given

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BFSI industry

there are lots of jobs available in BFSI industry . We will make you understand how you can get success

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Resume Preparation

After completing the course we will help you in making your resume

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Placement assistance

We have industry tie ups where you can be placed

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Lifetime support

Once you will become a HICM Institute student this will come as a gift for lifetime

Get globally recognized

wHY A CERTIFIED WEALTH MANAGER

HICM INSTITUTE

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frequently asked questions

Duration = 2 months
1st Month = 12 hours
1st Month = 50 hours of assignment
2nd month =(100 hours) 4 weeks of company internship
Total Course duration = 162 hours
(1). Fresher’s who would like to build a rewarding career in the Capital Markets
(2). Market participants who want a structured knowledge of trading methods
(3). Dealers, Sub-Brokers, MBA Aspirants, CA, CFA, Entrepreneurs
We have both online and offline classes available
Below are the points in which our HR dept will help you
(1). Preparation of resume
(2). Soft skills training
(3). Preparation of HR round
(4). Sending resume to various companies
(5). Uploading resume on job portals
(6). Unlimited opportunity to attend interview till you get placed
a. Explain to clients the personal financial advisor’s responsibilities and the types of services to be provided.
b. Investigate available investment opportunities to determine compatibility with client financial plans.
c. Guide clients in the gathering of information, such as bank account records, income tax returns, life and disability insurance records, pension plans, or wills.
d. Contact clients periodically to determine any changes in their financial status.
e. Manage client portfolios, keeping client plans up-to-date.
Currency Trading
Commodity Trading & Research
Equity Trading & Research
Quantitative Trading
Fundamental & Technical Analysis
Derivatives Trading
Investment Banking
Fund Accounting
Financial Analysis
You can book your demo classes, please scroll down in this page you will get a link
our actual fees is 25000
we are giving fee concession as per the mode :-
Offline mode = 5% off
Online mode = 10 % off

get started !

book your demo class now

looking for job As WEALTH MANAGER ??

Contact Us

Call Us

080-50426179
hr@hicm.in

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HICM INSTITUTE

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Email Address

admission@hicm.in

Call Us

080-50426179

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