Notification : Welcome to www.indianstockfinance.com.    The training programs conducted by Indian Stock Finance education service are designed to cater to people interested in a career in finance and also to those who wish to know about the functioning of the stock markets.

Monday, 5 August 2013

Wealth Management Module

This module has been prepared with a view to provide a comprehensive and in depth knowledge about wealth management.

Why should one take this course?
  • To have a comprehensive and broad based knowledge about wealth management.
  • To understand the role of various investment products and structured products in long term wealth creation and the risks underlying such products and services.
  • To know about the assessment of risk profile of clients and the importance of asset allocation in wealth management.
Who will benefit from this course?
  • Students
  • Investors
  • Finance Professionals
  • Anybody having interest in this subject
Test details
Duration: 120 minutes
No. of questions: 60
Maximum marks: 100, Passing marks: 60 (60%); There is negative marking for incorrect answers.
Certificate validity: For successful candidates, certificates are valid for 5 years from the test date.