Certificate Program on Wealth and Investment Management

Regular price Rs.29,500.00

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Basic Info : Course on Wealth and Investment Management
Level : Advance
Commitment  : 60 hours of study, 10 Days
Language : English
Scheduled Date : To Be Announced Soon

What Will I Learn

At the end of this course you will:

  • Understand the range of assets and investment products that are available in the market
  • Learn to incorporate systems, processes, and designs to help you manage your portfolio better
  • Gain a deep understanding of the essentials of financial planning
  • Learn private client asset management, industry regulation, fund management, and advisory functions


  • The Purpose and Structure of the Financial Services Industry
  • Financial markets

  • Macroeconomic Analysis
  • Microeconomic Theory

  • Financial Services Regulation
  • Financial crime

  • Corporate Governance

  • Cash
  • Property
  • Bonds
  • Equities
  • Derivatives
  • Commodities

  • Fiduciary Duties
  • Advising Clients
  • Determining client needs

  • Fundamental and Technical Analysis
  • Financial Mathematics

  • Statistics
  • Valuation
  • Yields and Ratios

  • Investment Services
  • Investment funds
  • Other investment vehicles
  • Risk and Return
  • Portfolio Construction Theories
  • Investment Strategies
  • Performance Measurement

  • Retirement planning
  • Protection planning
  • Estate planning and Trusts
  • Business Tax
  • Personal Tax
  • Overseas Taxation

    How It works

       Live Classroom Sessions
    Each session is interactive and informative, featuring case studies, quizzes and projects

       Interact, Learn and Grow
    bsevarsity.com enables you to master the concepts, interact with expert faculty and other learners and be a part of the community whilst growing.

       Get Certified
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