Dreaming of Doing International Course ? Break All Geographical Barriers
Presenting to you Post Graduate Program in Private Banking & Wealth Management
India is expected to be the fourth largest private wealth market globally by 2028
. The Association of Mutual Funds in India (AMFI) is targeting nearly five-fold growth in AUM to Rs. 95 lakh crore (US$ 1.47 trillion) and more than three times growth in investor accounts to 130 million by 2025.
. India’s mobile wallet industry is estimated to grow at a Compound Annual Growth Rate (CAGR) of 150% to reach US$ 4.4 billion by 2022, while mobile wallet transactions will touch Rs. 32 trillion (USD$ 492.6 billion) during the same period.
. According to Goldman Sachs, investors have been pouring money into India’s stock market, which is likely to reach >US$ 5 trillion, surpassing the UK, and become the fifth-largest stock market worldwide by 2024.
PROGRAM READINESS:
The PGP-PBWM is a Comprehensive Industry Readiness focused 300+ Hours Program for career in Private Banking, Wealth Management, Equity Advisory, Investment Planning and Financial Advisory Roles
Private Banking & Wealth Management
Retail Banking & Alternative Products
Securities Markets & its Analysis
Career Readiness & Client Engagement
CURRICULUM
The PGP-PBWM is designed for, a highly sophisticated and specialized Program which is led and curated by industry professionals after analysing job requirements to determine the knowledge, skills and abilities required to function effectively as a Wealth Manager.
Module 1
Concepts of Wealth Management.
Private Banking.
Investment Vehicles of Wealth Management.
Role of Wealth Management in Banking.
Module 2
Securities Market.
Legalities of Wealth Management.
Life Cycle Management.
Intergenerational Wealth Transfer and Tax Planning.
Module 3
Equity Analysis
Equity Derivatives
Currency Derivatives
Commodity Derivatives
Module 4
Alternative Products in Wealth Management.
Fixed Income Securities
Portfolio Management
Real Estate Valuation and Analysis
Module 5
Behavioural Finance in Wealth Management.
Relationship Management by a Private Banker and Wealth Manager
Loan & Debt Management
International Taxation and Trust Planning
Curriculum
- 3 Sections
- 0 Lessons
- 60 Hours
- Mode of DeliveryDevice-to-Device E-learning0
- Batch size30 Students0
- Duration3 Days/week 6PM to 8PM Duration : 10 months0
Requirements
- Note: Your Email ID and Password are your User ID and Password for Student Account Login
Features
- 9 CERTIFICATIONS IN 1 PROGRAM
- CHARTERED WEALTH MANAGER
- 6 NISM CERTIFICATIONS
- INSURANCE REGULATORY AND DEVELOPMENT AUTHORITY OF INDIA CERTIFCATION
- POST GRADUATE PROGRAM CERTIFICATION
Target audiences
- Graduation with No age limit