Executive Program in Wealth Management

Become a Successful Wealth Advisor

100% Placement Assistance | 50+ Hiring Partners
4500+ Learner's Enrolled | Rated 4.9 / 5 from Learner's

100% Placement Assistance
1000+ Hiring Partners
2786+ Learner's Enrolled
Rated 4.9 / 5 from Learner's

About Executive Program in Wealth Management

Executive Program in Wealth Management (EWM) is a Globally recognized Certification Program for Financial Planning and Wealth Management career aspirants. Upon completion of all four levels, you can become a Certified Wealth Manager and continue as Working Professionals or even have your Professional Practice. EWM Certifications are recognized in 24 countries and Promoted by 50 Charter Members and other employers engaged in Wealth Management and Financial Planning Services looking for competent and ethical Wealth Management Professionals.

Key Highlights

Course Duration:

4 Months

Mode of Delivery:

Live Online Classroom

No. of Hours:

180 hours

Projects:

2 Months Live Projects

Level:

Basic to Advanced

Important Things to Know About Wealth Management

Growth of Wealth Management

According to some Industrial Surveys, the demand for EWM Certified Wealth Mangers in India in the coming decade will cross more than a Lakh, with immediate requirement of more than 50k. With growing demand for qualified personal Wealth Advisors, now is the time to become a Certified Wealth Manager. Careers in Financial Planning and Wealth Management is expected to grow 41 % globally by 2022, according to Money Magazine and Payscale.com. Demand for EWM Professionals

Careers & Remuneration in Wealth Management

Whether you are pursuing your graduation, or seeking to improve your professional status or want to become a practicing financial planner, EWM certification can open the doors to better opportunities. Career Cast has rated 'Wealth Managers' as one of the Top 5 Jobs based on Work Environment, Physical Demands, Job Outlook, Income Levels and Stress. Banking, Wealth Management Companies, Stock Broking Firms and Investment Advisory Services are some of the top recruiting Industries in India in Wealth Management. In India, those pursuing a CFP Certification can earn an average salary of up to 3 Lakh p.a. (Entry-level) and 4-8 Lakh p.a. (1-2 years Exp). Experienced Professionals with CA, CFA or MBA Degree, coupled with EWM Certification, attract an additional 20%-25% emoluments over their average annual salary of around 10 Lakh p.a.

Learner's Advantage

Get a Degree from Jain (Deemed-to-be University)

Jain (Deemed to be University) - One of the Top Ranked Universities in India that offers a Certificate upon Course Completion

Crafted Carefully

Course Curriculum is Designed and Developed by Top Notch Academia and Industry Professionals. Get Trained According to the latest Industry Requirements

Expert Facilitators

Learn from Passionate and Experienced Subject Matter Experts from Industry & Universities

Hands-On Learning

Gain Hands-On Experience through Case Studies, Projects and Practice on latest Industry Demand Tools and Business Applications

Weekly Assignments

Assignments at the end of each Module ensures efficient learning and reinforcement of concepts

Live MasterClass

Get Access to Live Master Classes delivered by Industry experts on latest industry Trends

Program Support

A Dedicated Team of Experts to attend your Academic Queries

Mentorship

Work with a Dedicated Student Mentor from Industry providing support with every step of the way. Get Expert Advice on the Right Career Path

24 x 7 LMS Access

Gain 24 x 7 access to our Learning Management System - Learn Anytime Anywhere and on Any device

Career Support

Personalized Resume Building and Regular Mock interviews

Placement Assistance

Placement Assistance with Hiring Partners through Connect To Careers Job Fairs and Connect To Careers e-Hire Portal

JGI Connect

Become an Alumni of JAIN (Deemed-to-be University) and Network with over a Lakh of our Alumni on JGI Connect

Who Can Learn

Graduates

Get your Executive Program Certification while you are in college and start your career early. Train in industry-relevant skills and Interact with Mentors across multiple industries and enhance your learning through Certifications. Get rewarding Job offers from top companies and Kickstart your career.

Working Professionals

Upskill & Prepare Yourself for Senior Positions or Transition to new roles by gaining in-demand Skills. Experience seamless Integration of Theory,Practicals and Continuous Evaluation of your Progress by Mentors.


Program Curriculum

Level 1

  • Personal Financial Situation
  • Time Value of Money
  • Cash Flow Demands and Conflicts
  • Budget & Emergency Fund
  • Deb & Financing Alternatives
  • Financial Management Services
  • Asset Classes & Securities
  • Pooled Investment Products
  • Principles of Investment Risk
  • Investment Performance Management
  • Investment Theory
  • Asset Allocation
  • Wealth Management
  • Behavioral Finance
  • Investment Objectives, Constraints & Suitability
  • Introduction to Regulatory Environment
  • Legislated "Client Best Interest" Requirement
  • Economic Environment & Financial Advice
  • Social & Political Environments
  • Compliance & Implications
  • Anti-Money Laundering

Level 2

  • Retirement Principles
  • Retirement Objectives
  • Retirement Needs Analysis and Projections
  • Potential Sources of Retirement Cash Flow
  • Retirement Cash Flow, Withdrawal Projections & Strategies
  • Taxes payable by an Individual
  • Effects of Selling Property
  • Record-keeping
  • Tax Planning Strategies
  • Cross-Border Taxation

Level 3

  • Principles of Risk Management Risk Exposure
  • Introduction to Insurance
  • Insurance Company & Intermediary Selection Strategic Solutions
  • Estate Planning Terminology
  • Estate Planning & Wealth Distribution Goals Estate Planning Process
  • Transfer during Life & Death
  • Planning for Incapacity

Level 4

  • Covers comprehensive Financial Planning in the form of case studies.
  • Note: 1 - Level 4 can be taken only after completing the first 3 levels. 2 - The passing rate for all levels is 50% with No Negative marking and MCQ Format

Live Projects & Case Studies

Work on Live Projects

Learn through real-time Industry Projects sponsored by top Companies across Industries. Get mentored by industry experts who will provide their valuable feedback and suggestions on your Project Ideation, choice of tools and Implementation skills. Apply the learning from the course to real-time scenarios and get a solid Perspective of the Structure and Functions of an Industry.

Industry Based Case Studies

Reading a Case Study is a great way to know both the milestones and mishaps of a Business, Product or a Service. They give a profound insight into the Rights and Wrongs that occurred and its aftermath. Studying Industry-specific Case Studies could be the best way to immerse yourself in Research and Analysis on different topics covered in the course.

Career Support

6 Course in One Programs
100% Placement Assistance

With over 1000+ hiring partners our Learner's will have a vast number of placement opportunities, to start their career in the booming field of Digital Marketing.

6 Course in One Programs
Interview Preparation

Before sending you out to take up interviews an intensive session of Q&As, followed up with mock interviews is conducted, so that our students can crack the interviews at ease.

6 Course in One Programs
Personality Development Program

We also provide assistance with Soft Skills training, necessary for you to take up a job, including building a perfect resume, how to present oneself professionally

Financial AID

Industry Speaks

6 Course in One Programs

There are expected to be 7.7 million more high-net-worth-individuals (HNWIs) in the world by 2023, according to a report by wealth data business

6 Course in One Programs

Wealth managers have to deliver an absolute performance within the return and risk range agreed upon with their investors

6 Course in One Programs

This means you need to be a “people person” with an extroverted personality, a high emotional intelligence, and enough “social savviness” to build long-term business

6 Course in One Programs

Career is the continuous process of erudition and growth. The world is ever changing and it is very important to keep yourself upgraded at all times

Need More Information about the Program ?

We are here to assist you. Submit the form with all your details, and our career counselors will get back to you at the earliest.

Our Alumni Work In

We collaborate with top companies spanning various industrial segments, business models, and sectors.
Our 500+ hiring partners offer students job openings across multiple job roles to suit their skills.