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Wealth Management Module

Wealth Management Module

EXAMINATION DURATION CERTIFICATION VALIDITY COURSE TYPE
120 minutes 5 Years Self - Learning

This module has been prepared with a view to provide a comprehensive and in depth knowledge about wealth management.

  1. NCFM exam are online and self-study basis and conduct in across India (TestCenter-200+) in English language.
  2. Open Office Spreadsheet will be provided
  3. There is 0.25% negative marking for incorrect answer.
  4. We allow all types of calculator during test
  5. No. of questions: 60 /Maximum marks: 100/ Passing marks: 60 (60%).
  6. The question paper consists of objective type questions only.
  7. For every question, you will find four / five alternative answers. To select your answer, click on the radio button next to the alternative.
  8. Course Outline Topic:
    • Introduction to Financial Planning
    • Wealth Management & The Economy
    • Investment & Risk Management: Equity
    • Investment  & Risk Management: Debt
    • Investment & Risk Management: Alternate Assets
    • Investment Products & Services
    • Investment Evaluation Framework
    • Risk Profiling & Asset Allocation
    • Risk Management through Insurance
    • Elements of Taxation
    • Taxation of Investment Products
    • Estate Planning

 

Sample paper link

  • To have a comprehensive and broad based knowledge about wealth management.
  • To understand the role of various investment products and structured products in long term wealth creation and the risks underlying such products and services.
  • To know about the assessment of risk profile of clients and the importance of asset allocation in wealth management.

Course Fees- Total Fees Rs.2006/- (Rupees Two Thousand and Six Only). inclusive of GST.

There is no eligibility criteria

Who will be BENEFIT from this course?

  • Students
  • Investors
  • Finance Professionals
  • Anybody having interest in this subject
Updated on: 17/02/2020 12:00
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