Wealth Management is one of the most rewarding careers in the financial services industry. Wealth management is the consultative process of understanding the needs of a clients and creating a customized wealth management solution using appropriate financial products and services.
The Professional Diploma in Wealth Management Practice (PDWMP) has been designed with the latest trends in the wealth management profession. The course covers a broad spectrum of topics related to wealth management including risk-return analysis, portfolio management, alternative investment products, tax optimization and succession planning.
IIFP adheres to international standards when it comes to imparting industry relevant education that provides you with a winning edge. The PDWMP from IIFP will help you to gain the specialized knowledge that is required for success in the highly competitive world of wealth management.
Curriculum
• Principles of Wealth Management
• Risks and Returns
• Fiduciary Roles and Ethics
• Investment Products
• Alternative Investment Products
• Real Estate Investments
• Insurance Analysis and Management
• Cross-Border Taxation
• Tax Analysis and Optimization
• Succession Planning
Eligibility : Graduation / Post Graduation in any Discipline with at least 50% aggregate in all subjects. Final Year students may also apply.
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