WEALTHMANAGEMENT

CERTIFICATION IN

www.proschoolonline.com

CM• Pathway to CFP Certification

• Get NSE Academy Certificate on Wealth Management

• Prepares you for NISM VA

Benefits of Certificate in Wealth

Management Program:

This is an ideal program for young graduates to enter the fast growing field

of wealth management. With a fine balance in finance theory and practical

skills, the program helps you acquire financial planning and wealth

advisory knowledge and skills. In the class you will work in groups to

develop financial plans for different individual requirements and the

internship gives you a chance to practice those skills in the real world.

The placement assistance program gets you started on your journey

towards a successful career in Financial Planning & Wealth Management

CERTIFICATION IN

WEALTH MANAGEMENT

COMPANIES ARE DOING

WELL AND CREATING JOB

OPPORTUNITIES

WEALTH MANAGEMENT

SECTOR IS GROWING

2008 2018

4.5 TIMESAssets with

Mutual Funds

Gen Insurance

Premium

4.3 TIMES2008 2018

Ge�ing to know your

client, building trust

for him/her to share

sensitive information

and an ability to

understand their needs

and concerns.

A wealth managers needs

to have reasonable

knowledge of different

asset classes, investment

strategies, taxation, risk

management and the

financial planning process.

And must be updated on

financial instruments

available.

While this isn't a

sales job, but you do

need to find high net

worth individuals

and convince them

of your capability to

provide financial

advice

THREE CORE SKILLS FOR

WEALTH MANAGEMENT

Finance

Knowledge

Relationship

Building

Selling

Skills

Top 10 Companies

and their Asset Growth

Kotak Wealth

IIFL

ICICI Private Bank

Standard Chartered Bank

Edelweiss Wealth

BNP Paribas Wealth

Julius Baer

Citi Private Bank

HDFC Private Bank

Barclays Wealth

59.3%

72.1%

11.8%

21.9%

138.7%

35.2%

16.7%

16.7%

6.6%

2.4%

CURRICULUM

TEACHING METHODOLOGY

Basics of Excel

Data tools

Financial Functions

Personal Financial Management

Investment Planning and Asset

Management

Regulatory Environment, Law and

Compliance

Retirement Planning

Tax Planning and Optimization

Risk Management and Insurance

Planning Estate Planning

Financial Planning Principles,

Process and Skills

Integrated Financial Planning

Online Industry Speakers

Cracking financial advisor interviews

How to network and increase client

base

Trends in Industry and how to tackle

Excel Proficiency

Investment

Planning

Retirement and

Tax Planning

Risk Management

and Estate Planning

Certified Financial CM Planner Module

Sales Skill Series

1 2 3 4

Trainer led

lectures

Recorded

sessions

Hands

on Cases

Project based

learning

FACULTY

CERTIFICATE & CRITERIA:

Certificate in Wealth management

10%60%

30% A�endance

Term End Exam

Project Work

PLACEMENT A SSISTANCE

Sameer Gunjal:

Akhil Ahuja

MBA (NITIE) | CFA® charterholder |

Founder Director of Ennovate Research

Sumit Joshi:

MBA | CA | 7 Years | HSBC | Tata

Consultancy Services

CA (ICAI)| CPA (AICPA)|

9+ years |PwC | EY| Deloi�e

Yogesh Sakunia

CA | CIMA | Level 1, CFA® Program

| 6 years in Equity Research | CRISIL

Gagan J

Himanshu Shah:

CA Ranker | CFA® charterholder |

V.P. at International Bank

7+ years in Corporate Equity Research and Project

Finance | ADP | CRISIL

Manoj Kumar

MBA- Fin | MS- Fin | CFA® charterholder |

5 years in Corporate Events & Planning

Amit Jugia

CA| CMA | CIMA | ACCA |

IFRS Dip |L.L.B |CS | 12+ Years | PwC

During the program

Goal Se�ing &

Resume Building

Industry

& Company

Orientation

Practice

Test

On program completion

Access to

Placement Portal

Mock

InterviewsHand-Holding

CFP CERTIFICATION��

��Proschool’s CWM program covers the entire curriculum of CFP

Certification awarded by FPSB. So students are automatically ��prepared for the CFP certification examinations conducted by

FPSB.

Students interested in acquiring this additional certification, need to

register separately with FPSB and need to pay the examination fee

separately to FPSB directly.

6 MONTHS

PROGRAM

240 HRS

PROGRAM TO MAKE

YOU INDUSTRY READY

GET TRAINED BY

INDUSTRY EXPERTS

EXTENSIVE

TRAINING

TRAINING ON TOOLS

LIKE EXCEL

RESOURCES

2000 QUESTIONS

40 HRS OF HIGH

QUALITY VIDEOS

PROGRAM

HIGHLIGHTS

Candidate must have at least passed

HSC or equivalent with 50% or above

ADMISSION

The Program is suitable for

Undergraduates who want to build their profile before

commencing higher education

Graduates (0-2 Years exp) planning to

enter the field of financial advisory

ELIGIBILITYCRITERIA

1.

2.

3.DURATION : 6 Months

LEADING COMPANY FOR PROFESSIONAL STUDIES

• Trained over 2000 Students in the field of Analytics

• Trained over 20,000 working professionals for leading BFSI companies such as SBI, BOI, UTI,

Kotak, ICICI, Sundaram BNP Paribas, Citibank

• Trained over 6,000 students under Financial Analyst Series

• Trained over 10,000 under privileged students for State & Central Government

Proschool, is an initiative of IMS. At IMS, our goal for the past 40 years has been simple – Build a

long-term successful career . Proschool is an extension of the same mission. At Proschool, we provide

practical skills and knowledge at affordable cost in the shortest possible time. Our endeavor is to get

students into jobs that give them useful experience for a successful and long term career.

IMS Proschool with its parent organization has trained ov er 3,00,000 students across India for

different competitive exams and professional courses such as CFA, CFP, CIMA, CPA, etc.

ABOUT US

HISTORY OF TRUST

• IMS Group is training students since 1977.

• IMS ranked among the “most trusted” education brands.

• IMS Proschool has emerged as a leading national player in professional skills training.

• IMS Proschool has been awarded The Best Learning Partner by CIMA India.

• IMS Proschool ranks 6th among the Top 10 Analytics / Data Science Training Institutes in India in

2017 by the Analytics India Magazine.

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Analytics : Business Analytics | PGD in Data Science

Marketing : Digital Marketing

Management Accounting : CIMA | PGP in Management Accounting

��Accounting : ACCA | IFRS | CFP

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PARTNERSHIPS & ASSOCIATIONS

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Corporation

Skill training partner since 2014