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:

Jack Farmer

Chris Thomas

English

Course Start Date:
Coming Soon
Applications Deadline:
To be announced
Duration:
3-3 Months

₹ 60,000

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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.

Important Dates

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.

Tuition Fee

Program fee ₹60,000 plus 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.

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

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:
Coming Soon
Applications Deadline:
To be announced
Duration:
3-3 Months

₹ 60,000

Add to compare

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

Jack Farmer

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.

Chris Thomas

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.

Testimonials

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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

Jack Farmer

4.6 rating

200 Reviews

1,39,372 Students

13 Courses

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.

Douglas Carroll

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.

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.

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