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Asset & Wealth Management Courses in Pune

View 5 courses from 3 providers
Location :- Pune  
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Active Filters : Category : Asset & Wealth Management | Provider Location : Pune

CFP - Certified Financial Planner by FPSB

Vacation | Classroom | Training/Coaching/Tuition

Duration: 3 Months
Learn: Estate Planning | Certified Financial Planner | Retirement Planning | Investment Planning | Financial Planning | +

Course Content: ABOUT CFP India is going through its best phase ever and Indians are savoring opportunities and reaping benefits unlike ever before. Every sector is registering steady growth and the average Indian Wallet is bulging in size steadily. With all that income coming in, the question to ask is, are Indians planning for their future and their money well enough? Yes, they are investing in term deposits, s...

Category: Asset & Wealth Management | Finance | Investments | Finance and Account Entrance Exam | Insurance Processes | Taxation

Vantage Institute Of Financial Markets

Pune (Kothrud, Hadapsar)
Vantage Institute Of Financial MarketsVantage Corporate Services Ltd., the company established in 1991, is headquartered in Mumbai. The company acted as a Securities Exchange Board of Indi...

Finance and Accounting

Regular | Classroom | Training/Coaching/Tuition

Learn: Accounting & Finance | Financial Risk Management | Derivatives | Taxation

Course Content: • Technical Analysis • Financial Markets and Institutions • Corporate Finance • Financial Risk Management • Financial Statement Analysis & Evaluation • International Trade • Financial Modeling Module -1 • Working Capital Management • Commercial and International Banking • Derivatives & Risk Management • Project Finance ̶...

Category: Asset & Wealth Management | Finance Management | Capital & Bullion Markets | Finance

Flame School of Business

Pune (Bund Garden Road, Vadzai Dist)
Flame School of BusinessFLAME (Foundation for Liberal And Management Education) was founded in 2004, by Mr. Nemish Shah, Founder Director, FLAME, Philanthropist, Financial Ad...

CWM - Chartered Wealth Manager by AAFM USA

Regular | Classroom | Training/Coaching/Tuition

Learn: Relationship Management | Wealth Management Planning | Real Estate Valuation | Real Estate Analysis | Indian Financial System | +

Course Content: ABOUT CWM Chartered Wealth Manager A professional designation offered by the American Academy of Financial Management (AAFM). The prerequisites for the Chartered Wealth Manager (CWM) program are three years or more of experience in wealth management and an AAFM-approved degree or other approved program. The course focuses on topics such as relationship management, communication, sales and financia...

Category: Asset & Wealth Management | Banking, Finance & Commerce | Finance | Investments | Taxation | Capital & Bullion Markets | Loan

Vantage Institute Of Financial Markets

Pune (Kothrud, Hadapsar)
Vantage Institute Of Financial MarketsVantage Corporate Services Ltd., the company established in 1991, is headquartered in Mumbai. The company acted as a Securities Exchange Board of Indi...

Executive Certificate in Wealth Management (ECWM)

Regular | Classroom | Certificate

Duration: 9 Months
INR 37,000
Per Course
(Taxes As Applicable)

Course Content: Programme Structure Semester I • Basic Quantitative Tools • Managerial Economics • Risk Management • Financial Institutions • Financial Planning Semester II • Retirement Solutions • Security Analysis • Portfolio Management • Constructing Financial Plan and Wealth Management • Banking and Mutual Fund Products Fees Programme Fees Indian Stu...

Category: Asset & Wealth Management

UTS (Universal Training Solutions)

Pune (Bavdhan)
UTS (Universal Training Solutions)Founded in 2011, uts has pioneered an active growth in education in India. With education metamorphism globally, we have contributed consistently to m...

CFP - Certified Financial Planner by FPSB

Weekend | Classroom | Training/Coaching/Tuition

Duration: 6 Months
Learn: Estate Planning | Certified Financial Planner | Retirement Planning | Investment Planning | Financial Planning | +

Course Content: ABOUT CFP India is going through its best phase ever and Indians are savoring opportunities and reaping benefits unlike ever before. Every sector is registering steady growth and the average Indian Wallet is bulging in size steadily. With all that income coming in, the question to ask is, are Indians planning for their future and their money well enough? Yes, they are investing in term deposits, s...

Category: Asset & Wealth Management | Finance | Investments | Finance and Account Entrance Exam | Insurance Processes | Taxation

Vantage Institute Of Financial Markets

Pune (Kothrud, Hadapsar)
Vantage Institute Of Financial MarketsVantage Corporate Services Ltd., the company established in 1991, is headquartered in Mumbai. The company acted as a Securities Exchange Board of Indi...

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