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WEALTHMANAGEMENT
CERTIFICATION IN
www.proschoolonline.com
• Internship with a wealth management company
• Joint Certification by Proschool and NSDCCM• Pathway to CFP certification
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
Charts and Graphs, Table formula and
Scenario building, Lookup, Pivot tables,
Financial mathematics.
Financial Planner Competency Profile, the
six-step process, General principles of financial
management, Financial mathematics, Personal
financial statements, Debt management, Code of
Ethics and Professional Responsibility and Model
Rules of Conduct, and the regulatory environment
related to the Financial Planning domain.
This subject covers the knowledge requirements
relating to insurance needs and risk assessment of
clients. It also introduces the student to the
regulatory environment of insurance in India.
Provides the knowledge requirements of Indian
Tax System, specifically related to Direct and
Personal taxation. The Estate planning covers
succession arrangement, the discerning
knowledge of tax laws, succession laws and their
compliance procedures.
This subject covers the critical knowledge of
different asset classes and the interplay
amongst them
Emphasis is on the process of wealth creation,
protection and liquidity planning.
Excel Proficiency
Introduction to
Financial Planning
Risk Analysis and
Insurance Planning
Tax Planning and
Estate Planning
Investment Planning
Retirement planning
and Employee Benefits
Bring together all that you have learnt in the
above core modules and apply in creating a
financial plan for a client
Advance Financial
Planning
Presentation, Resume building, Interpersonal
skills, Interview etique�es etcAdvance Communication
and Placement 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.
3 MONTHS
INTERNSHIP
200 HRS
PROGRAM TO MAKE
YOU INDUSTRY READY
GET TRAINED BY
INDUSTRY EXPERTS
EXTENSIVE TRAINING
ON SOFT SKILLS
TRAINING ON TOOLS
LIKE EXCEL
ONLINE STUDY
RESOURCES
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
DURATION : 3 Months
ELIGIBILITYCRITERIA
FEE : INR 70,000/-
1.
2.
3.
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.
OU
R C
EN
TR
ES
Mumbai - Andheri +91 9892004504+91 9619207323
Navi Mumbai+91 9152729315+91 8879998784
Thane+91 9004061792+91 8879998784
Pune+91 8454988892+91 9763416050
Delhi - Lajpat Nagar+91 9871878870 011- 40516955
Delhi -Preet Vihar+91 9773987640+91 9773987642
Gurgaon+91 9971414355+91 8178559258
Hyderabad+91 9701233472040-66339989
Bengaluru - MG Road+91 9900799981 +91 9066086069
Chennai+91 9884909158044-43015724
Kochi +91 96456 299990484 – 4300 900
Online Centre+91 9769162050+91 7710002587
Mumbai - Sion+91 9619207323+91 7389180009
Delhi - Pitampura+91 8929762012+91 9773987641
Bengaluru - Jayanagar+91 9900799981 +91 9066086069
Finance Analyst : CFA® Program | Financial Modeling | PGP- IBCM
Analytics : Business Analytics | PGD in Data Science
Marketing : Digital Marketing
Management Accounting : CIMA | PGP in Management Accounting
��Accounting : ACCA | IFRS | CFP
PR
OG
RA
MS
PARTNERSHIPS & ASSOCIATIONS
National Skill Development
Corporation
Skill training partner since 2014