Professional Diploma In Wealth Management

Highlights & Outcomes

Highlights:

The one-year program provides a specialised curriculum which is based on industry insights and is focussed on the Asian market
Experienced faculty, who are a mix of academia and industry (IIM, IIT) will provide aspiring wealth managers with a holistic overview.
Learn to implement an innovative approach acquired through Blended Learning – Hands-on Exposure with live instruction sessions
Wealth management professionals will earn a deeper insight into the building blocks of managing wealth through academic exposure.

Outcomes:

Acquire professional competencies to pursue a career in professional wealth management
Obtain an enhanced understanding of financial goals and wealth planning of clients
Ability to innovate financial products and the financial market.
Skilfully design investment policy statements and manage portfolios.
Effectively apply the quantitative skills to design a successful portfolio

Program Structure

Semester 1

Modules
Building Blocks to Managing Wealth
Financial Statement Analysis
Quantitative Methods for Investment Analysis
Business Economics

Semester 2

Modules
Wealth Expansion and Development
Alternative Investing and Derivatives
Portfolio Management
Project

Faculty

Faculty at NMIMS CDOE is a blend of academicians and industry experts who are well-versed in the field of wealth management.

Career Options

The professional diploma in wealth management is a specially crafted program that caters to aspiring as well as seasoned wealth managers. This program enables you to take up various roles such as:

Wealth Manager
Advise retail customers on various investment products and how to best utilise them, as well as evaluate and analyse portfolios.
Financial Planner
Advise clients on how to achieve their financial goals and objectives, as well as build their earnings.
Investment Manager
Offers financial advice along with investment information to corporates, as well as individual clients. Has a vast knowledge of various financial instruments which include trusts, stocks, bonds, and shares.
Financial Consultant
Plan, assess and develop strategies to help with a financial planning decision that include retirement, education, taxes, investments etc.
Fund Managers
Actively managed funds that are a mix of stocks, bonds, and other securities and create portfolios that suit their needs.

Eligibility & Program Fee

Bachelor’s Degree in any discipline from recognised University or equivalent degree recognised by AIU

OR
H.S.C plus preferably 2 years of work experience

OR
S.S.C plus 3 years of Diploma recognised by AICTE and preferably 2 years of work experience

Option 1: Full Fee Payment (in INR)

60,000/- Full Fee
Payment
Admission Processing Fee : 1,200/-
Option 2: Semester Wise Fee payment
(in INR)

40,000/- to be paid before the first Semester
Admission Processing Fee : 1,200/-
Option 2: Semester Wise Fee payment
(in INR)

25,000/- to be paid before the second Semester

An initial amount of Rs. 5,000/- from the program fee will be collected at the time of registration.
The University offers special incentives to our armed forces with a 20% concession on the program fee.
The above-mentioned fee structure is subject to change at the discretion of the University. Any payment made via Demand Draft should be made in favour of “SVKM’s NMIMS” payable at Mumbai.
In addition, Students need to pay an examination fee of Rs 600/- per subject.
Now avail loan facility to pay fees for the Program even without a credit card.
EMI Facility (3, 6, 9, 12 months) available via credit cards of the following banks: HDFC Bank, ICICI Bank, Axis Bank, Citi Bank, Standard Chartered Bank, HSBC Bank, Kotak Mahindra Bank.

Note : Faculty assigned to a subject for each semester will be at the discretion of the university. It is not necessary that the mentioned faculty will teach across all batches and in all terms.