Post Graduate Diploma in Wealth Management (PGDWM)


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Important information

Typology Postgraduate
Methodology Online
Class hours 1h
  • Postgraduate
  • Online
  • 1h

The concept of 'Wealth Management' deals with consulting persons that are clients of any firm or a form of private banking that provide various types of investment, insurance, and bank products and services.
Suitable for: Professionals who are working at Wealth Manager or leader level and wish to enhance their skills in the field. Qualified and skilled wealth managers, investment advisors and asset managers.

To take into account

· Requirements

Any graduate or diploma holder with THREE years of experience

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What you'll learn on the course


Course programme

Course review:

Wealth Management is about strengths, weaknesses, opportunities and threats in the choice of debt, equity, growth, safety, and numerous other tradeoffs encountered in the attempts to maximize return at a given risk.
Semester I 104 Basic Quantitative Tools 106 Managerial Economics 124 Risk Management 121 Financial Institutions 123 Financial Planning Semester II 156 Retirement Solutions 157 Security Analysis 158 Portfolio Management 159 Constructing Financial Plan and Wealth Management 160 Banking and Mutual Fund Products

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