Become a Certified
Wealth Manager
"Become a certified Wealth Manager" is our flagship BFSI-approved program, suitable for undergraduates and graduates who aspire to build a career as a wealth advisor in banks and investment management companies.
Total Duration :
3 Months
Curated by Maxine Guerra & Joe Smith
Curated by
Krishnan Gopalakrishnan
CFA, CFP
Case Studies
Embrace Knowledge Through Case Studies
Live Sessions
Dive Into Live Session With Industry Expert
BFSI Certification
Get certified by BFSI Sector Skill Council of India
Hunar's Pathway To Success!
Program Highlights
Learn From BFSI Experts
Investment Policy
Mentorship
Mentorship for students
Live Case Studies
Exclusive Job Portal
Multiples Jobs Available
Live Doubt Solving Sessions
Packages at ₹35k/month
Get the best offers
Companies seeking applicants for Wealth Manager
Industry Recognized Certification
Share your certificate and gain visibility
- Demonstrate your skills & capabilities
- Acquire a competitive advantage with BFSI certification.
- Grab the attention of recruiters
- Take a leap towards your first job
The learning path to the program
Module 1
Investment Avenues in India
Module 2
Private Finance Fundamentals
Module 3
Portfolio Management
Program Fee & Financing
Easy Financing Options
Discover seamless financing with Kuhoo: Low interest rates, flexible terms, quick approval, and secure transactions. Make your dreams a reality with our easy financing options today!
Our Finance Partner
Start as low as
₹
3000
/-
No Cost EMI options available
Other Payment Options
We provide the following options for one-time payment
Phonepe /
Google Pay/ Paytm
Internet Banking
Credit/Debit Card
Total Admission Fees
₹
0
/-
₹ 75,000/-
Limited time offer
Eligiblity, learnings and the opportunities
- Undergraduate, Graduate, Post-Graduate, seeking to make a career in Wealth Management to develop competencies related to Personal Financial Planning and Financial Management.
- A working professional with 0-3 years of experience in finance roles.
After completing this program you will possess the following skills / knowledge
- Extensive knowledge about the functioning of Financial Markets
- Risk and Return Evaluation of different Financial Instruments
- Fundamentals of Portfolio Management
- Experience with the tools used in Financial Analysis and Financial Planning
- Application of Economic Concepts in Investments Risk Management using Insurance and Derivatives
- Risk Management using Insurance and Derivatives
- Overview of Fundamental and Technical Analysis used for Analyzing Investments
You may apply for the following job positions:
- Wealth Manager/Financial Advisor
- Private Banker
- Investment Advisor
- Portfolio Manager
- Relationship Manager
- Financial Planner
- Wealth Management Analyst
- Client Service Associate
- Estate Planning Specialist
- Risk Manager
- Insurance Advisor
Learners Support
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Students Testimonials
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Hunarho.com has helped our employees learn new skills and develop their careers. The courses are well organized and the instructors are knowledgeable.
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Knowledgeable and Approachable trainers of hunarho.com have enhanced the skills of our employees and in turn our organization. Courses at hunarho are comprehensive and well structured thereby helping learners to shape up their career path.
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I am thrilled with the exceptional online course from Hunarho! The content is engaging, well-structured, and delivered with clarity. The interactive approach and expert guidance make learning enjoyable and effective. Kudos to Hunarho for providing an enriching educational experience that exceeded my expectations. Highly recommended!
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Hunarho's Full Stack online course exceeded my expectations! The comprehensive curriculum, engaging instructors, and hands-on projects provided an exceptional learning experience. The structured modules and practical insights equipped me with the skills needed for real-world development. I highly recommend it to anyone aspiring to master Full Stack development.
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My expectations were surpassed by the Hunarho online Wealth Manager course! It gave me a thorough understanding of wealth management techniques and resources, giving me insightful knowledge to help me make sense of the financial world. Anyone looking to gain financial experience should not miss it because of the practical approach, knowledgeable professors, and interesting subject.
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Hunarho's outstanding online course on how to become a retail banker has my sincere gratitude. The programme gave me essential skills and insights through its extensive courses, interactive workshops, and expert coaching. For anyone hoping to succeed in the fast-paced world of retail banking, it's a game-changer. Strongly advised!
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