Professional Certificate in Wealth Management
The Professional Certificate in Wealth Management offers comprehensive training in financial planning, investment strategies, and wealth management. This 3-month program combines theoretical knowledge with practical applications in the Indian market.
Instructors:
English
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Course Start Date:
Starting Soon
Application Deadline:
To be announced
Duration:
3 Months
₹ 70,800
Overview
The Professional Certificate in Wealth Management provides comprehensive training in wealth management principles and practices. The program covers investment strategies, financial planning, portfolio management, and regulatory requirements through 110 hours of blended learning.
Why MSc (Master of Science)?
This program stands out through its joint certification from TimesPro and NYIF, featuring India-specific content and practical applications. Students benefit from expert faculty from both institutions and comprehensive coverage of wealth management topics.
What does this course have to offer?
Key Highlights
110 hours blended learning
Live online sessions
Real-world examples
India-focused content
Expert faculty sessions
Practical case studies
MS Excel training
Who is this programme for?
Graduates
Postgraduates
Young professionals
BFSI aspirants
Wealth managers
Financial advisors
Minimum Eligibility
Graduates and Postgraduates
Suitable for BFSI professionals
No specific work experience required
Who is the programme for?
The program requires minimum 66% attendance and 50% marks in final exam for successful completion. Assessment includes comprehensive evaluation of understanding and practical application.
Selection process
How to apply?
Curriculum
The curriculum spans eleven comprehensive modules covering wealth management fundamentals, estate planning, trusts, financial planning, investment vehicles, and regulatory compliance.
There are 12 semesters in this course
The program features modules progressing from basic concepts to advanced applications. Key areas include investor profiling, portfolio management, financial products, market analysis, and anti-money laundering compliance.
Module 1: Wealth Management
Module 2: Estate Planning
Module 3: Overview of Trusts
Module 4: Financial Planning
Module 5: Hedge Funds
Module 6: Mutual Funds
Module 7: Commodity and Energy Markets
Module 8: Portfolio Management I
Module 9: Portfolio Management II
Module 10: Money and Banking
Module 11: Anti Money Laundering
Live Lectures
Programme Length
3 months with 110 hours of blended learning delivered through online mode. Program combines self-paced study with live expert sessions.
Whom you will learn from?
Learn from top industry experts who bring real-world experience and deep knowledge to every lesson. The instructors are dedicated to help you achieve your goals with practical insights and hands-on guidance.
Instructors
Director at the New York Institute of Finance (NYIF)
Jack Farmer is Academic Director at the New York Institute of Finance (NYIF) with over 30 years of experience in portfolio risk management, derivatives and trading, equity and volatility trading, and structured equity products.
Senior faculty at the New York Institute of Finance (NYIF)
Chris Thomas is a senior faculty at the New York Institute of Finance (NYIF) and a seasoned financial professional with over 30 years of experience in alternative investments and financial markets.
Tuition Fee
Program fee ₹70,800 with GST (₹10,800), totaling ₹70,800. Payment in two installments: ₹35,400 (₹12,000 + ₹23,400) and ₹35,400. Zero-interest EMI options available.
Fee Structure
Payment options
Learning Experience
Students experience interactive learning through live sessions and real-world case studies. The program includes MS Excel training and practical applications specific to the Indian market.
University Experience
The learning environment combines theoretical knowledge with practical applications. Students gain access to expert faculty, NYIF alumni status, and TimesPro network membership.
Testimonials
Testimonials and success stories are a testament to the quality of this program and its impact on your career and learning journey. Be the first to help others make an informed decision by sharing your review of the course.
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About the University
Founded in 1922 by the New York Stock Exchange (NYSE), NYIF is a leading global provider of financial training and education. Initially established as the Stock Exchange Institute, it was created to provide fundamental education to NYSE employees and member firms. Today, NYIF has evolved into an independently held business that delivers world-class training to professionals in financial services and related industries. The institute provides comprehensive education through various formats including classroom, virtual, and online learning, serving over 50,000 individuals annually across 125 countries
102
Years of operation
125+
Countries served
50,000+
Annual students
Affiliation & Recognition
NASBA
CFA Institute
CFP Board
CMT Association
Faculties
These are the expert instructors who will be teaching you throughout the course. With a wealth of knowledge and real-world experience, they're here to guide, inspire, and support you every step of the way. Get to know the people who will help you reach your learning goals and make the most of your journey.
Instructors
NYIF Instructor Specializing in Portfolio Risk Management and Derivatives
Jack Farmer is an instructor at the New York Institute of Finance (NYIF), where he specializes in training and consulting solutions for portfolio risk management, foreign exchange (FX) and interest rate derivatives, equity index and volatility trading, as well as financial statement analysis and hedge accounting. He holds a BS in Engineering and an MBA in Finance and Accounting from Tulane University, and is currently pursuing a PhD in Finance from the University of Texas at Austin. Jack's extensive expertise enables him to effectively educate students on complex financial concepts and risk management strategies.
9 Courses
NYIF Instructor Specializing in Derivatives and Fixed Income Analysis
Douglas Carroll is an instructor at the New York Institute of Finance (NYIF) with over a decade of experience conducting investment training seminars. His expertise primarily focuses on the analysis and valuation of derivatives and fixed income securities. Doug's background encompasses sales, trading, and investment management, complemented by a solid understanding of the legal, regulatory, and theoretical aspects of financial markets. He holds a BS/BA in History and Economics and an MA in Economics from Northern Illinois University, as well as an MBA in Finance from the University of Chicago. Doug is also licensed with Series 3, Series 7, Series 24, and Series 63 certifications.
Career services
NYIF provides comprehensive career development support through its specialized training programs and industry connections. The institute's focus on practical, desk-ready skills makes its graduates highly valued in the financial sector. The curriculum is specifically designed to prepare professionals for immediate effectiveness in their roles, combining theoretical knowledge with practical application. NYIF's strong connections with global financial institutions, central banks, and regulatory bodies provide valuable networking opportunities and potential career pathways. The institute's reputation and century-long presence in the financial education sector make its certifications particularly valuable for career advancement in finance. The laser-focused, role-specific nature of NYIF's courses helps professionals target specific career paths, whether in investment banking, trading, or corporate finance
125 countries
Global training reach
50,000 individuals
Annual professional development
Top Recruiters
Course Start Date:
Starting Soon
Application Deadline:
To be announced
Duration:
3 Months
₹ 70,800
Frequently asked questions
Below are some of the most commonly asked questions about this course. We aim to provide clear and concise answers to help you better understand the course content, structure, and any other relevant information. If you have any additional questions or if your question is not listed here, please don't hesitate to reach out to our support team for further assistance.