These Are The Best Finance and Wealth Management Courses Every Finance Professional Should Do - PowerPoint PPT Presentation

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These Are The Best Finance and Wealth Management Courses Every Finance Professional Should Do

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If you are one of the millennials who have been actively looking for the best finance courses and wealth management courses to upskill your understanding in finance and wealth management, here is a list of the best finance courses available in the country. Call 011-45120800. – PowerPoint PPT presentation

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Title: These Are The Best Finance and Wealth Management Courses Every Finance Professional Should Do


1
Best Finance Courses
  • Website https//www.aafmindia.co.in/
  • Call 011-45120800

2
  • Certified Financial Planner
  • Its a digital era. Most of the Millennials are
    looking for several courses to upskill their
    knowledge and understanding to get fast access to
    a lucrative future. Today, if you have the
    certificate, you have the job. This clearly
    explains that there is no shortcut to success.
    There are only short courses and certification
    programs that can help you attain the success you
    desire. These certification programs in your
    desired industry can help you accentuate your
    chances to speed past your competitive peers.
  • Finance and wealth management is the most
    sought-after career option, today. Short term
    best finance courses and certifications through a
    wealth management course are very much in trend,
    right now. These best finance courses and wealth
    management courses like the CFP India
    certification offers candidates the skills and
    knowledge required to conveniently pursue a
    promotion with an existing job or a job after
    studies.
  • If you are one of the millennials who have been
    actively looking for the best finance courses and
    wealth management courses to upskill your
    understanding in finance and wealth management,
    here is a list of the best finance courses
    available in the country. The list also includes
    the most promising wealth management courses that
    have been rated 5 by leading wealth management
    corporations.
  • Mandatory and Best Finance Courses and Wealth
    Management Courses for Professionals
  • CFP India (Financial Advisor Course)
  • CFP India course or the Chartered Financial Goal
    Planner Certificate Program is specially designed
    for candidates who are looking for a lucrative
    future as Wealth Advisors or Financial Advisors
    in a leading Wealth Management Organisation.
    Prominently referred to as the financial advisor
    course, the CFP or CFGP course initiates to
    develop the basic skills expected of a financial
    advisor. They impart the knowledge to execute all
    the functions related to Financial Planning, Goal
    Planning Investment Planning for clients. The
    certification is offered by AAFM (American
    Academy of Financial Management India) which is a
    leading financial literacy initiative running
    with a motive to create a Financially Aware and
    Empowered India.

3
  • Who can take the CFP India course?
  • Candidates holding Intermediate (102)
    certificates from a recognized board of education
  • Any aspiring Financial Advisor who wishes to
    begin offering client-oriented, process-driven,
    and Goal-based Financial Advisory Services of
    their own
  • CWM (Chartered Wealth Manager)
  • Chartered Wealth Manager certification course
    gives a clear knowledge of all advanced and
    prevalently practiced Wealth Management
    Strategies of the real world. The course also
    covers all the High Net-Worth Client Management
    skills that are required to be understood by all
    Wealth managers in the current world. The CWM
    program as designed by AAFM is a self study
    program that is supported by AAFMs Proprietary
    E-Learning System USA-ACER. It is divided into
    two levels of exams that are required to be
    completed by the candidates along with the
    assigned projects to become a CWM holder. Awarded
    by AAFM (American Academy of Financial
    Management,) the CWM course certificate denotes
    that you have acquired the skills and knowledge
    to efficiently perform critical duties related to
    Wealth Management, Wealth Preservation, Wealth
    Enhancement, and transfer. The CWM credential
    opens plenty of doors to opportunities for
    candidates interested in a rewarding future in
    wealth management.
  • Who can take the CWM (Chartered Wealth Manager)
    course?
  • Candidates who have cleared the 102 Examination
    from a recognized board of education are eligible
    to pursue the CWM Program
  • Candidates need a graduation degree in any stream
    to secure the CWM certificate

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  • AFA (Financial Analyst Course)
  • AFA included in the best finance courses is
    another promising Certificate Program that is
    designed especially for candidates who are
    willing to build a career as Financial Analysts,
    Research Analyst, or Equity Analysts. The
    certificate program helps the candidates learn
    the methodologies to execute critical functions
    related to Financial Statement Analysis, Equity
    Research, Corporate Finance, Financial Modelling,
    and Investment Analysis, seamlessly. This course
    is offered by AAFM (American Academy of Financial
    Management USA) and has more than 3,00,000
    successful certified Financial Analysts, Research
    Analyst, or Equity Analysts globally. The program
    helps candidates learn more about the global
    financial markets and investment trends. The
    course also helps candidates gain more insight
    into methods to monitor financial and operational
    risks along with employing working capital
    approaches and using tools to manage assets and
    liabilities for an organization.
  • Who can take AFA (Financial Analyst Course)?
  • The candidates are required to hold at least an
    Intermediate (102) degree from a recognized
    board of education
  • Conclusion
  • The tremendous scope of finance and newly updated
    courses in the field to suit the requirements of
    the current market are increasing the scope of
    finance and wealth management, worldwide today.
    Short term best finance courses and wealth
    management courses are becoming popular, day by
    day, as people are embracing options like CFP
    India, CWM and AWM, etc., over commonly known
    finance courses like CFA and CA. Sticking to
    short-term courses like the CFP India or the
    financial advisor course will give you an edge
    over your peers.

6
Thank You
  • Website https//www.aafmindia.co.in/
  • Call 011-45120800
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