Overview
The assessment will check your relevant job skills in wealth management, like complex securities, derivative products, and their trade-lifecycles and the functions within investment banking operations.
Certified Wealth Management
₹800.00
The assessment will check your relevant job skills in wealth management, like complex securities, derivative products, and their trade-lifecycles and the functions within investment banking operations.
About The Test
This test is designed to gauge your aptitude for a career in wealth management. In the future, wealth managers will be selling outcomes, not traditional investment products. The test will ensure you have the knowledge to make a successful career in this exciting field which is growing at a rate of 13% anually. The assessment will cover topics related to relevant job skills like complex securities, derivative products, and their trade-lifecycles and the functions within investment banking operations.
Curriculum
- Asset Classes
- Financial Markets
- Economics
- FOREX
- Derivatives
- Portfolio Management
- Behavioural Finance
- Structured Products
- Lending Solutions
- Wealth Planning
- Risk Legal & Compliance
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