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Basics Of Wealth Management

via SWAYAM Plus

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Overview

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This course helps with conceptual and practical guidance in the field of wealth management and financial advisory.

Intended audience

NA

Prerequisites

  • Prerequisites: Basic knowledge of Personal Banking and Investment Markets

Assessment & certification

  • Assessment fee: Included — no extra fee
  • Assessment mode: Online
  • Assessment type: MCQ
  • Assessment provider: TCS iON
  • Certificate provider: NA

Syllabus

  • Week 1: Introduction to wealth management, private banking and asset management
  • Week 2: Wealth management process, services and activity
  • Week 3: Functions performed by front, middle and back offices in Wealth Management

Taught by

Tcs Ion

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