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


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Case Studies

Embrace Knowledge Through Case Studies

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Live Sessions

Dive Into Live Session With Industry Expert

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BFSI Certification

Get certified by BFSI Sector Skill Council of India

Hunar's Pathway To Success!

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Program Highlights

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Learn From BFSI Experts

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Investment Policy



Mentorship for students

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Live Case Studies


Exclusive Job Portal

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Multiples Jobs Available

12 3

Live Doubt Solving Sessions


Packages at ₹35k/month

Get the best offers

Best-in-class content for the students from Hunarho!

Wealth Manager - Career Path

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Companies seeking applicants for Wealth Manager

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Industry Recognized Certification

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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
Become a Certified Wealth Manager Certificate

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!

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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

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Phonepe /
Google Pay/ Paytm

Internet Banking

Credit/Debit Card

Total Admission Fees

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₹ 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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Send an email to

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Call us at +91 7304002635

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Students Testimonials

Hemant Walhe
Hemant WalheQuantic Web Technologies Private Limited
Read More has helped our employees learn new skills and develop their careers. The courses are well organized and the instructors are knowledgeable.
Kunal Dhuvad
Kunal DhuvadSpacebucks Advisory Private Limited
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Knowledgeable and Approachable trainers of 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.
Sunny Shahi
Sunny ShahiFresher
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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!
Sonali Deshmukh
Sonali DeshmukhTech Mahindra
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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.
Pawan Gaikar
Pawan GaikarKotak Mahindra Bank
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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.
Sapna Uprari
Sapna UprariHDFC Bank
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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!