Overview
The Wealth Management course by TechAngle is designed to provide learners with in-depth knowledge and skills in personal finance, investment planning, and financial advisory services. The course equips participants with the tools to manage, grow, and protect wealth effectively. Participants will gain exposure to real-world wealth strategies, market instruments, tax planning, and portfolio management, helping them prepare for careers in finance and advisory sectors.Core Topics Covered
- • Personal financial planning
- • Investment strategies & asset allocation
- • Tax planning & insurance
- • Portfolio & risk management
- • Retirement & estate planning
Dual Certification
- • Course Completion Certificate from TechAngle
- • Internship Experience Certificate from Radars Pvt Ltd (Infopark Kochi)
Course Objectives
- • Understand core concepts of wealth creation and preservation
- • Analyze various investment instruments and market behavior
- • Learn tax-saving strategies and insurance planning
- • Build portfolios based on client goals and risk tolerance
- • Develop communication and client advisory skills
Learning Outcomes
- • Ability to create personalized wealth management plans
- • Mastery in analyzing and selecting investment options
- • Proficiency in tax and retirement planning techniques
- • Hands-on experience in portfolio design and review
- • Industry-ready skills for financial advisory roles
Why This Course?
- • Covers both theory and practical finance applications
- • Builds a strong foundation for a career in wealth advisory
- • Internship-based training with real financial case studies
- • Learn from finance professionals and industry experts
- • Opens career opportunities in banks, advisory firms, and startups
Enroll today to build your future in Wealth Management!