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Executive Programme in Wealth Management |
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 The Executive Programme is recommended to working professionals of the financial services sector who wish to upgrade their knowledge and skills to international standards in wealth management profession. It is equally beneficial for fresh graduates if they are aspiring for a career in financial services which offers excellent growth and career stability.
The programme trains the candidates to develop capability of taking a holisitic view of financial needs of the individuals and providing financial solutions for the fullfilment of their goals of life. The Programme incorporates CFPCM Certification Education which will enable the students pursuing this course to apply for CFPCM Certification to FPSB India. This is an internationally recognized qualification for professionals engaged in various departments of financial services.
Thus, we equip you for multiple career streams leaving the option with you to choose a career that suits you.
Private sector and some of the public sector banks want Certified Professionals to represent them.
The need for wealth management services was never as great as it is today because the financial markets across the world are integrated and economies globalized making it far more difficult for a consumer to take any financial decision. In India a robust consistent economic growth has added to the demand of wealth management services to serve the growing size of high net worth individuals as well as middle income group with considerable savings. According to Forbes Billionaires Report India had the most number of billionaires, outracing China & Japan in 2007 & 2008.
Highlights:
• Ten Subjects.
• Nine Months Duration.
• Contact Classes of a day each for each module.
• Regular Assignments on each of the subjects.
• Ongoing Evaluation.
• CFPCM Certification Education added to the curriculum.
• Online Chat Facility.
• Query Resolution through E-Mail.
Teaching Methodology
It is distance learning course. However, the institute encourages students to regularly interact with in house facility as and when they feel stuck with respect to any conceptual or numerical problems through the window of online chat facility. You can also e-mail your problems to our faculty and get proper response from us so that you continue your studies unhindered.
Institute encourages you to study for a minimum of two hours per day and three hours on weekends. You should study various modules in sequence in which it is given in the curriculum.
The 9 months of session is divided into two semesters of five months each and first five modules as given in the curriculum will be covered by the institute in the first semester examinations which will be held in March/April every year and the remaining five in the second semester.
a. Contact Classes :
The institute will provide concepts clarity and doubt clearing classes of a day each for all the ten modules at the designated centres in two phases:
In first phase ,first five modules (as given above in the curriculum) will be covered and remaining five in the second phase.
Generally, classes will be held in November and April (these schedules are subject to change).
Students will have to make their own arrangements, at their expense, to travel to the nearest designated centre and stay thereat to attend contact classes. Facilitation support will be extended by the institute.
The classes will be held at these designated centres only: Delhi, Mumbai, Chennai, Pune and Kolkata
Lastly, institute encourages students of this course to read Economic Times on a daily bases and watch business channels on television like CNBC or AWAZ
b. Assignments :
The institute will be providing assignments in respect of each of these modules and students will be called upon to submit them duly completed to the institute within the specified time. Each assignment will carry 30 marks which will be added to the final examination marks.
c. Final Examinations :
There will be semester wise final examinations. Each module will have separate examination carrying 70 marks which will total up to 100 with the inclusion of marks on assignments. Minimum of 40% marks should be secured in the final examinations inclusive of assignments marks to succeed in the examinations.
Final examinations will be scheduled at the designated centres only at the end of each semester i .e., March/April and August . Examinations (questions will be largely objective type with a small percentage of subjective questions ) will be spaced over a period of three days for each semester. Students are required to make their own arrangements for travel, boarding and lodging.
While examinations are mandatory , contact classes are optional.
d. Award of Certificates:
Successful students will be awarded a Certificate regarding completion of Executive Programme in Wealth Management.
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| Contact Name: |
Jyotsna Ahuja |
| Phone/Mobile No. : |
011-43166708, 9953755077 |
| e-Mail. : |
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