About Introduction to Wealth Management
The 6-hour Varsity course - Introduction to Wealth Management (IWM) involves managing the assets and investments of individuals, families, and organizations with high net worth. The varsity course typically covers investment management, financial planning, risk management, legal and regulatory environment, ethics, and client relationship management. Students gain a comprehensive understanding of the principles and practices of Wealth Management, preparing them for a career in the field or for managing their own personal finances. .
Eligibility Criteria
- This course does not require any specific level of education or prior qualifications. However, a basic understanding of the subject matter could be beneficial.
- Return on Investments
- Risk in Investments
- Asset Classes and Diversification
- Financial Planning
- Principles of Portfolio Construction
- Portfolio Rebalancing
- Investment Strategies for Wealth Creation
- Introduction to Indian Financial Markets
- Basics of Equity
- Primary Markets
- Secondary Markets
- Fundamental Analysis
- Financial Ratios
- Valuation Ratios and Multiples
- Technical Analysis
- Market Indicators
Program Highlights
Iconic Campus
Globally recognized
Learning Design
Cutting edge curriculum
Gateway to International opportunities
Expert faculties
Sutirtha Das
I am grateful for the faculty guidance, diverse curriculum, hands-on learning, networking, and career support. The guidance and mentorship I have received from the faculties have been invaluable in shaping my career aspirations and preparing me for the dynamic business landscape.
Afreen Afzal
BSE Institute is an outstanding example of educational quality, blending practical and intellectual learning and ensuring graduates are industry ready. Highly recommended for students.
Yash Jadhav
BSE Institute offers an exceptional academic experience. The faculty members are highly knowledgeable and supportive, providing valuable insights and guidance. The curriculum is well-designed, keeping in mind industry trends and ensuring relevance in today's job market. The institute has a vibrant learning environment, encouraging student engagement through various activities and events.
Siddhi Vyas
As a student at BSE Institute, I'm impressed by our practical curriculum and supportive mentors. They prepare us for real-world scenarios. I highly recommend it! BSE Institute truly offers a dynamic learning environment that nurtures curiosity, critical thinking, and leadership qualities, preparing students like myself to become future-ready professionals in the world of finance and business.
Rutuja Tajne
BSE Institute provided me with the skills and knowledge I needed to excel in the real business world. The curriculum challenged me to think critically and prepared me for the demands of my chosen career path. Thanks to BSE Institute, I graduated feeling confident and ready to hit the ground running.
Durga Sawant
Enrolling at BSE Institute surpassed my expectations. Hands-on learning, networking with industry pros during internships, and top-notch curriculum enhanced my education. Personalized career guidance and placement support greatly influenced my professional development.
Sheil Kowadkar
What makes my experience at BSE Institute unique is its focus on practical learning alongside academic excellence. With live trading sessions, simulations, and real-world case studies, I gained valuable insights directly applicable to my professional journey.
- Eligibility Graduate
- Level Beginner
- Duration 8 Days (2 hrs/day)
- Mode Online