Wealth Management

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Wealth Management

Wealth management is a financial advising service that combines investment advice with other financial services to meet the demands of affluent customers.

Runali Deb Roy

Last Update : 27 Apr 2023


Learn the Art of Wealth Management

A thorough introduction to financial planning and asset management is given in this course on introduction to wealth management. In this lesson, you will discover what wealth management comprises, the many client categories that make up the wealth management industry, and the various career options that are accessible in financial planning and wealth management. This course will present the abilities you'll need to thrive as a private banker or financial adviser and will lead you through the many planning services wealth managers offer. The standard and alternative asset classes that are available at the various levels of wealth management will then be covered.

Master the Strategies of Wealth Creation and Preservation

  • Create new business relationships
  • Examine the client's profile and needs before providing financial advise.
  • Maintain client contact.
  • Develop and maintain ties with different sections of the bank to encourage cross-selling.

Course Content

10 Lessons 45m

Who Should Take This Wealth Management Intro Course?

Anyone interested in a career in financial planning or asset management should take the Introduction to Asset Management course. Whether you are about to embark on your first job search as a new graduate of an academic institution, or you are ready to change career paths after gaining professional work experience in a related or unrelated field, this course will provide you with a comprehensive overview of the industry so that you know what to expect as a financial advisor or private banker.

Subjects for the Certificate in Wealth Management

Typically, the Certificate in Wealth Management course covers numerous elements of financial investments such as investment planning, financial planning, financial accounting, retirement planning, corporate finance, financial institutions and markets, and financial service marketing.

Why Hire a Wealth Manager?

Graduates of the Wealth Management degree are required to carry out a variety of tasks in their individual job profiles, which is a simple idea but challenging to put into practice. Some of the primary duties of a wealth manager are listed below:

  1. Assessing the client's profile, determining their needs, and providing appropriate financial advice. 
  2. As per the various standards and regulations, keep records of company transactions.
  3. Build new business contacts while maintaining the current clients.
  4. Make sure the businesses adhere to the bank's processes and rules.

Why Hire a Wealth Manager?

Course Structure


Wealth Management Syllabus
5 ratings 4 reviews

  1. Concept of Wealth Management
  2. Life Cycle Management
  3. Measuring Investment Returns in Wealth Management
  4. Investment Vehicles of Wealth Management
  5. Managing Investment Risk in Wealth Management
  6. Legalities in Wealth Management
  7. Role of Wealth Management in Banking
  8. Integrational Wealth Transfer and Tax Planning
  9. Equity Analysis
  10. Alternate Products in Wealth Management
  11. Behavioral Finance in Wealth Management
  12. Real Estate Valuation and Analysis
  13. Loan & Debt Management
  14. Portfolio Management Strategies
  15. Relationship Management By A Wealth Manager
  16. International Taxation and Trust Planning
  17. Wealth Management Planning
  18. Advanced Wealth Management  

Course Instructor

Shruti Koli
20 Tutorials 50 Students

Great website! such wonderful classes. excellent job of explaining things. The instructors for these classes are excellent. The live sessions and money management course were fantastic. 

Ravikant Sharma
20 Tutorials 50 Students

Great Learning is one of the top platforms for online courses. Great learning offers affordable access to a wide variety of online courses, which is also highly beneficial for novices. The manner these topics are explained is just fantastic.

Start Learning Today

Financial aid available
  • Taught by top companies and universities
  • Affordable programs
  • Apply your skills with hands-on projects
  • Learn on your own schedule
  • Course videos and readings
  • Graded quizzes and assignments
  • Shareable Certificate upon completion
Shareable on certificate You can share your Certificate in the Certifications section of your LinkedIn profile, on printed resumes, CVs, or other documents.

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