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Post Graduate Program in Private Banking & Wealth Management

60 Hours
All levels
0 lessons
0 quizzes
3 students


  • Note: Your Email ID and Password are your User ID and Password for Student Account Login



Target audiences

  • Graduation with No age limit

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.

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

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

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About AAFM (Global)

The AAFM Board of StandardsTM was founded in 1996, via a merger between the American Academy of Financial Management & Analysts (AAFM) and the Founders Advisory Committee of the Original Tax and Estate Planning Law ReviewTM. The AAFM was originally established in as a professional organization for investment managers, lawyers, and analysts. The Law Review was founded to examine strategic wealth and estate planning issues for Law, CPA, PhD, and MBA graduates and to award the wealth management, estate planning, and tax designations.

The American Academy of Financial ManagementTM is a worldwide Board of Standards and financial professional organization, with members in 151+ countries offering our exclusive certified designations, charters, and masters certification to candidates who meet the high standards. AAFM Board of Standards approves and recognizes top 800+ accredited business schools, law schools and programs around the world. If you desire to be recognized by our worldwide academic & professional organization and improve your education, resume, or credentials, then, you are taking the best step to a better career and achieving graduate financial designations. You can gain board certification and a charter as a financial professional, wealth manager, market analyst, financial and investment planner, asset manager, trust and estate planning analyst, or economist. AAFM offers several industries recognized graduate designations to qualified professionals..

AAFM Board Certification and Designations are certification credential marks for Wealth Managers, Financial Analysts, Investment Bankers, Accountants etc. and Degree holding Financial Planners conferred by the American Academy Board of Standards. To receive authorization or accreditation to use AAFM Board Certification and Designations, the candidate must meet education, degree, examination, experience, continuing education, and ethics requirements, and pay good standing or certification fees.

AAFM currently recognizes over 120,000 PhD's, Lawyer's, CPA's, AACSB Graduates, & Masters Degree Holders as associate members and executive members in over 151 nations. As there had not been a graduate professional financial organization specifically for MBAs, CPAs, Lawyers and PhDs, the AAFMTM has met this need and become the organization of choice for highly educated individuals or industry experts because AAFM requires an accredited college degree for membership and certification.

AAFM mission is to serve its global membership and stakeholders as a world leader in educating and reinforcing the international knowledge of executives and potential leadership of financial based institutions. AAFM™ now has representative offices in the US World Trade Center N.O. Center, Hong Kong, Beijing, India, Dubai, Kuwait, Latin America and South America, Singapore, The Caribbean, Europe, and more. Moreover, AAFM is a candidate for recognition from the United Nations. AAFM™ mandates consent to high standards of professional conduct, and AAFM activities are International in nature and scope. As seen in the Wall Street Journal, CNN, Financial Times, The Hindu National, The El Norte Latin America, The Arab Times, and The Beijing Times.

Our AAFM Certification Training Partners have trained clients that include: Deutsche Bank, Citibank, Xerox, NASA, HSBC Bank, China Construction Bank, National Bank of Kuwait, The Government of Dubai, BAE Systems, United States Securities and Exchange Commission, The US NAVY, Department of Energy, The Department of Interior, 3M Asia Pacific, Dow Chemical, Hewlett Packard Singapore, Indian Overseas Bank, Shangri La Hotels, and HUNDREDS MORE.

This can substantially improve quality of advice & entrance client management skills of financial advisors.
CWM certification is the unique wealth management certification which deals with all the aspects of wealth management like investment strategies, relationship management behavioral finance real estate global taxation wealth transfer etc. This certification enables the advisors to develop new skills, thus fulfilling the needs of the industry and clients

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