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Executive program In Wealth Management


  • Level : Professional
  • Mode : Live Online
  • Duration : 5 months
    (4 hrs. per weekend)
  • Starts on : 27th July 2024

Course Description

About Executive Program in Wealth Management: Executive Program in Wealth Management (EPWM) is a 9 months online course offered by BSE Institute Ltd. which provides a thorough understanding of the key vocabulary, concepts, theories, and principles of wealth management. Wealth Management is essential for anyone who wants to have financial stability in their life. In order to teach how to manage finance effectively, this wealth management course contains a variety of financial disciplines, including retirement planning, legal or estate planning, accounting and tax services, and financial and investment advice. This online wealth management course uses interactive teaching methods by highly qualified industry expert faculty to shape the students into competent professionals who are ready to work in the dynamic domain of wealth management.



Graduates of any background can apply.


Student should have graduated from a recognized University.


Working professionals can also apply

Admission Process

Fill out the application form online at Click here or collect the form from our BSE Institute Limited in Mumbai


Fill out the application form online at Click here


Submit the required documents for verification


Acknowledge offer letter to confirm admission

Course Syllabus

  • Wealth Management
  • Wealth Management Process
  • Mutual Funds
  • Indian Tax Laws & Legalities in Wealth Management
  • Portfolio Management
  • Equity Analysis
  • Risk Management
  • Alternate Products In Wealth Management

Job Prospects

The career scope after completing the wealth management course is broad and includes many job functions and industries. Following are some of the most preferred careers option for students who received their wealth management certification

Wealth Management

A wealth management specialist advises private, high-net-worth individuals or organizations on how to invest their portfolios and plan their finances to meet their financial goals.

Financial Advisory

A Financial Advisor is a finance professional who provides financial consulting and advice to individuals or businesses.

Portfolio Management

In portfolio management a professional is in charge of making investment decisions and carrying out investment activities on behalf of individuals or institutions.

Partner / University

BSE Institute Limited (BIL) is a wholly owned subsidiary of BSE Ltd. BIL inherits from BSE the knowledge and insights into the capital markets industry, garnered over the past 148 years. BSE Institute Limited offers a bouquet of courses related to financial markets for students interested in achieving and upgrading their skills in this field, ranging from Master’s program from Mumbai University, International PG programs and more than 100 plus short term certification courses in classroom & online mode. BIL is also involved in some special initiatives like BFSI Sector Skill Council of India, BSEVarsity.com and Zone Startups. BSE Institute Limited was assessed and certified with ISO 9001:2008.

mumbai University

Program Highlights


300+ world class practitioners
as faculty members

Our trainers and coaches are experts in their fields of study, with intensive knowledge
and industry experience that guide
their teaching methodologies.


Cutting edge curriculum

Each course is designed by industry-experts aligned to market demand.


Learning Design

Learn what is necessary, experiential
and hands on.


Globally recognized

Certifications recognized not just in
India but globally.


Gateway to International opportunities

Build your learning credentials and use them for pathways to International Universities.


Iconic Campus

Iconic building and a place to meet merchant bankers regulators, market gurus to expand your network.

Student Voices


Sister Nivedita University
IIT Madras
St. Xavier College, Ranchi
Teerthankar Mahavir University (TMU)
University of Petroleum & Energy Studies (UPES) School of Business
IIM Lucknow
University of Otago
Western Sydney University, Australia
Dublin City University, Ireland
University of Canterbury, New Zealand
Gannon University, USA
Ohio University, USA
Chitkara University
Simon Fraser University, Canada
Homi Bhabha State University (HBSU)
Mumbai University
Techno India Group
IU International University of Applied Sciences, Germany
Rennes School of Business, France
Shaheed Sukhdev College of Business Studies
Manav Rachna Vidyantariksha
GLA University
Sister Nivedita University


BNP Paribas
Morgan Stanley
Axis Bank
Motilal Oswal
V Createk
Standard Chartered Bank
Angel Broking
Anand Rathi


Q. What is the Executive Program in Wealth Management?

EPWM is a 9 months online course in wealth management which a student can pursue after graduation. This course offers knowledge and expertise in an important segment of finance which is wealth management and provides an insigthful overview into various wealth management concepts, tools and applications.

Wealth management is becoming increasingly popular and rapidly expanding in the finance sector, providing numerous opportunities for advancement for ambitious and young professionals. Students can pursue careers in financial advisory, risk management, wealth management, portfolio management and other fields after the completion of the wealth management course.

Executive Program in Wealth Management helps the students in acquiring the concepts, essential terms, principles and theories of wealth management. If you are a student who is interested in the complexities of wealth management, this course is ideal for you.

BSE Institute, as a pioneer and established leader in Financial Education, focuses on developing talent for the BFSI industry. The institute grooms young talent, trains them accordingly and prepares them for a successful career in the BFSI industry across multiple domains. Completing your Wealth Management course at BSE Institute Ltd. will be a wise step toward starting your career as the curriculum adopts an experiential hands-on training approach and is taught some of the best domain-experts in the market.

The admission process for Executive Program in Wealth Management at BSE Institute Ltd. –

  • Fill out the application form online at https://bsevarsity.com/collections/bilx/products/executive-program-in-wealth-management-online-course
  • Submit the required documents for verification
  • After the payment of the fee, admission will be confirmed.
  • Eligibility Criteria for Executive Program in Wealth Management-

      Graduate in any discipline from a recognized university

      The following professionals can take this training:

    • Research / Investment analysts
    • Financial advisors
    • Fund / Wealth managers
    • Private bankers
    • Housewives, students & retired people with basic investment knowledge

    Executive Program in Wealth Management is a live, interactive online course taught by subject-matter specialists. Since the lectures are online, the course can be pursued remotely.

    The duration of the Executive Program in Wealth Management is 9 months.