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Wealth Management Training Certification Course Online

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Multisoft Wealth Management online training is ideal for candidates interested in financial studies and those who want to establish a career in this area. One of the most famous online finance courses, this training imparts knowledge about managing financial assets.

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Instructor-led Training Live Online Classes

Select It Start Date No. of Hrs Time (IST) Day  
10 Dec 2022 40 06:00 PM - 10:00 AM Sat, Sun
24 Dec 2022 40 06:00 PM - 10:00 AM Sat, Sun
07 Jan 2023 40 06:00 PM - 10:00 AM Sat, Sun
21 Jan 2023 40 06:00 PM - 10:00 AM Sat, Sun

Course Price At

$ 390

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one to one

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Instructor-Led Online Training

  • 40 Hrs Training
  • Certified Instructor
  • 3 Mock Tests
  • 5 Online Assessments
  • 24/7 E-Learning Access
  • Wealth Management Certificate

Course Price At

$ 390

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Wealth Management Training Course Overview

Multisoft Wealth Management online training is ideal for candidates interested in financial studies and those who want to establish a career in this area. One of the most famous online finance courses, this training imparts knowledge about managing financial assets. Also known as Asset Management, this program aims to train participants as qualified Wealth Managers. After attending this stock market related course, individuals understand what all is essential to ensure the security of funds.

The Wealth Management course also builds expertise in utilizing various investment options like mutual funds, debentures, company shares etc. to appreciate the money invested. Participants of this online finance course not only become proficient in managing and promoting their own assets, they also become Wealth Experts who provide advice to clients about various investment options.

This course explores the wide array of investment banking choices available in the market and trains individuals in understanding these; calculating the probability of benefits; and ensuring the security of funds.

Wealth Management Training Course Content

  • Wealth Management Business Overview
  • Mathematics of Finance
  • Financial Planning and Asset Allocation
  • Portfolio Performance Measurement
  • Equity Markets
  • Equity Derivatives
  • Bond Markets
  • The Indian Bond Markets
  • Currency Markets: Introductions
  • Factors Affecting Currency Markets
  • Currency Futures
  • Commodity Derivatives
  • Mutual Funds
  • Insurance: Introduction
  • Insurance Products: General Insurance
  • Insurance Products: Life Insurance
  • Wealth Management Live Case
  • Other Investment Products

Target Audience

Wealth Management Training Course Completion Certificate

Stand out from the crowd!!

Multisoft Virtual Academy provides certificates of completion to all the aspirants on successful completion of the program.

These digital credentials will allow trained professionals to present a globally-recognized record of their learning to anyone, at any time.

Multisoft Training Completion Certificate Features :
  • Globally recognized certificate with the complete name of the candidate & Multisoft Virtual Academy logo
  • Clear specification of Course ID & Course Name
  • Certificate with Date of Issuance
  • Unique certificate ID

Wealth Management Corporate Training Certification

Invest in the future of your company to increase the skill set of your workforce and inspire loyalty. Multisoft Virtual Academy provides meaningful and best in class corporate trainings to your employees. Our training programs are designed by global subject matter experts and highly skilled instructional designers, offering highest quality learning solutions to drive productivity throughout your business.

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Tailored Corporate Training

Customize your training and development processes to the unique skills and traits of your employees. You can entirely customize a training program, from schedule, to duration and course material to choosing a certified global subject matter expert.

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Global Subject Matter Experts

We have a panel of highly skilled global subject matter experts with relevant industry experience. Our trainers work alongside the client to help them achieve their learning and skill development goals.

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Project Based Training

Get hands-on experience and knowledge to understand client’s project requirement. Our global subject matter experts will teach you how to execute project with real-life examples & scenarios.

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Comprehensive Learning Solution

Enhance employees’ performance and credibility with our 360º learning solutions. Avail lifetime access to e-learning material and recorded training session videos. Check learning and performance progress in real-time with our skill analysis tools.

What Attendees Are Saying


" Great experience of learning R .Thank you Abhay for starting the course from scratch and explaining everything with patience."

- Apoorva Mishra

" It's a very nice experience to have GoLang training with Gaurav Gupta. The course material and the way of guiding us is very good."

- Mukteshwar Pandey

"Training sessions were very useful with practical example and it was overall a great learning experience. Thank you Multisoft."

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"It has been a very great experience with Diwakar. Training was extremely helpful. A very big thanks to you. Thank you Multisoft."

- Roopali Garg

"Agile Training session were very useful. Especially the way of teaching and the practice session. Thank you Multisoft Virtual Academy"

- Sruthi kruthi

"Great learning and experience on Golang training by Gaurav Gupta, cover all the topics and demonstrate the implementation."

- Gourav Prajapati

"Attended a virtual training 'Data Modelling with Python'. It was a great learning experience and was able to learn a lot of new concepts."

- Vyom Kharbanda

"Training sessions were very useful. Especially the demo shown during the practical sessions made our hands on training easier."

- Jupiter Jones

"VBA training provided by Naveen Mishra was very good and useful. He has in-depth knowledge of his subject. Thankyou Multisoft"

- Atif Ali Khan
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