Wealth Management Program for Post Graduate students

About the Course:

FinX provides a certification program in wealth management that educates participants on various subject areas focused on providing bespoke financial advice to clients. The training empowers individuals to become independent Accredited Wealth Planners and help clients navigate their financial journey with ease. The objective of this financial certification is to develop a strong foundation of investment concepts and products and understand the process of goal-based financial planning and asset allocation. It seeks to fill the gaps in formal education that require application of knowledge to solve practical problems for professionals.

The number of high net worth individuals and families that have access to financial advisory services being offered by wealth managers has shown huge growth. Talent becomes extremely important while managing a client, because the clients expect a higher level of competency. Increasing number of certified wealth managers are therefore required to cater to this ever-expanding client base who need specialized advice while managing their return expectations and risk limitations in meeting their financial goals.

Certification Highlights:

  • The first “home-grown” Wealth Management certification launched in India in 2007.
  • Developed in association with the growing wealth management industry experts in India.
  • Combines theoretical concepts with case studies, business scenarios and real examples and illustrations facilitate application-based learning
  • Supplemented by interactive live sessions by BFSI industry experts to bring in valuable, practical insight.
  • Recognised by top banks, mutual funds, brokerage firms, financial distributors, and wealth management companies
  • A well-rounded curriculum covering concepts and their application across investment markets, products, financial planning, insurance, banking, taxation and regulatory aspects
  • “Accredited Wealth Planner” certification on successful completion of the course.
  • Duration: 100 hrs (3 months).

    Fees:Rs. 29500

    Eligibility: Graduate (from any stream or subjects) or equivalent can apply to join this Certificate Course.

    Job Prospects/ Future Opportunities:

    • Relationship Manager
    • Private Banker
    • Investment Consultant
    • Independent Financial Advisor
    • Retirement Planner

    Schedule Of Classes: Offline mode

    No. of Seats: 60

Brief about trainers profile:

Joydeep Sen
MBA , CFP Finance Corporate Trainer, Author, Columnist
Former Senior Vice President - Advisory Desk at BNP Paribas Wealth Management Joydeep has over 25 years of experience and has been awarded "100 Most Influential BFSI Leaders" by BFSI Congress.

Nikunj Sharma
MBA in Finance
Director, CIEL Head Investor Awareness & Training Nikunj has over 25 years of experience in the BFSI industry and a published author of the book 'The Stock Market Monk'.

Harish Menon
Chartered Accountant
Founder & CEO of H-Zone Capital Management Services (H-Zone Capital) & Co-Founder of House of Alpha Harish has over 20 years of experience in financial markets, taxation, accountancy.

Associate Member of Institute of Company Secretaries of India
Former Executive Director at JP Morgan Chase Empanelled with NISM to conduct certification programs Jagdharini comes with over 20 years of experience and has also served as Vice President, NSE.

Structure Of Lesson PlanApplication Form

Important Information:

• Registrations open from 01st July
• ‚Ā†Registrations in these courses are open for all, including University of Delhi students.
• Admissions on first cum first serve basis (as per the number of seats in each course).
• For Courses having fees above Rs. 1000/- on completion of the Batch Size of 40-50 students 10% supernumerary seats shall be given to the Economically Weaker Section on subsidized rates (available after screening of the candidates).

Help line number:

  • 9318354363
  • 9318354636



Address for Skill Courses (Centre):

  • OLDC, Second Floor, ARC Building, University of Delhi,
    Opposite S.G.T.B. Khalsa College, Delhi-110007