Professional Diploma in Wealth Management

Highlights:

• The one-year program provides a specialised curriculum which is based on industry insights and is focussed on the Asian market
• Experienced faculty, who are a mix of academia and industry (IIM, IIT) will provide aspiring wealth managers with a holistic overview.
• Learn to implement an innovative approach acquired through Blended Learning – Hands-on Exposure with live instruction sessions
• Wealth management professionals will earn a deeper insight into the building blocks of managing wealth through academic exposure.

 Outcomes:

• Acquire professional competencies to pursue a career in professional wealth management
• Obtain an enhanced understanding of financial goals and wealth planning of clients
• Ability to innovate financial products and the financial market.
• Skilfully design investment policy statements and manage portfolios.
• Effectively apply the quantitative skills to design a successful portfolio

The professional diploma in wealth management is a specially crafted program that caters to aspiring as well as seasoned wealth managers. This program enables you to take up various roles such as:

• Financial Consultant: Plan, assess and develop strategies to help with a financial planning decision that include retirement, education, taxes, investments etc.
• Fund Managers: Actively managed funds that are a mix of stocks, bonds, and other securities and create portfolios that suit their needs.
• Wealth Manager: Advise retail customers on various investment products and how to best utilise them, as well as evaluate and analyse portfolios.
• Financial Planner: Advise clients on how to achieve their financial goals and objectives, as well as build their earnings.
• Investment Manager: Offers financial advice along with investment information to corporates, as well as individual clients. Has a vast knowledge of various financial instruments which include trusts, stocks, bonds, and shares.

• Bachelor’s Degree in any discipline from recognised University or equivalent degree recognised by AIU
OR
• H.S.C plus preferably 2 years of work experience
OR
• S.S.C plus 3 years of Diploma recognised by AICTE and preferably 2 years of work experience

• An initial amount of Rs. 5,000/- from the program fee will be collected at the time of registration.
• The University offers special incentives to our armed forces with a 20% concession on the program fee.
• The above-mentioned fee structure is subject to change at the discretion of the University. Any payment made via Demand Draft should be made in favour of “SVKM’s NMIMS” payable at Mumbai.
• In addition, Students need to pay an examination fee of Rs 600/- per subject.
• Now avail loan facility to pay fees for the Program even without a credit card.
• EMI Facility (3, 6, 9, 12 months) available via credit cards of the following banks: HDFC Bank, ICICI Bank, Axis Bank, Citi Bank, Standard Chartered Bank, HSBC Bank, Kotak Mahindra Bank.