Showing posts with label wealth management course. Show all posts
Showing posts with label wealth management course. Show all posts

Tuesday, 5 January 2021

Choose the Best Finance Courses in India - Wealth Management Course

Best Finance Courses
Best Finance Courses

Courses in Finance and banking are offered at several levels in the country. There are finance courses available for aspirants after intermediate, graduation, and even after post-graduation. Few courses are also offered in the form of skill enhancement and grooming or certification programs that work as courses set by statutory bodies. These bodies set up courses by acts of parliament and are given through universities and foreign boards like AAFM.

If you stumbled across this article, you must be on the lookout for ways to carve a prestigious career in finance with the help of the best finance courses. But if you have no idea how to go about it, we have lined up some of the most lucrative best finance courses for you to take the next step in life. The right degree or course is the first step to building a rewarding career. Right after graduation in commerce, students can easily vouch for their choice of career in finance. Whether it’s wealth management or financial planning and financial advisory; the following list will showcase you all the available options to choose from after graduation.

Best Finance Courses in India After Graduation

Chartered Wealth Manager (CWM)

A globally recognized course, the Chartered Wealth Manager course is built especially for professionals who are keen on learning real-world skills to thrive in the world of wealth management and advisory. The CWM which is a wealth management course by AAFM is one of the highest distinctions in the profession of wealth management and comes with a lot of opportunities. As a CWM degree holder, participants will gain the knowledge and understanding of the competitive wealth management industry and ways to strive in the investment industry. The CWM program will help all learners capitalize on their passion along with their strength and work towards their future with a globally trusted credential of wealth management. The wealth management course will assist you to gain the designation that will showcase the world, all the skills demanded to thrive in today’s multifaceted and evolving wealth & investment management industry.

How to get the CWM (Wealth Management Course)?

Becoming a CWM holder is a matter of pride and a defining moment for all professionals in finance. It showcases the stronghold of knowledge and expertise in wealth advisory, management, investments, and portfolio management. To get your hands on the globally recognized CWM degree, AAFM offers an exclusive CWM program to help all finance professionals earn the CWM charter.

Enroll in the CWM Program from AAFM
Study with AAFM using the USA-Acer System which is a leading e-learning system
Pass the Level- I Examination
Pass the Level- II Examination
Complete all the project works which are mandatory for all pathways
Join AAFM as a regular member as candidates are required to become AAFM members to obtain the charter

Accredited Financial Analyst (AFA)

Prominently called the AFA certification, the Accredited Financial Analyst is another highly regarded and valued international qualification meant especially for professionals who wish to work as Financial Analysts and Financial Research Analysts. AAFM (American Academy of Financial Management) offers the AFA certification in the US and promotes it as an industry standard for experts managing the financial services industry. These professionals include experts working as Research Analysts, Portfolio Managers, Equity Analysts, Investment Bankers, etc. The Accredited Financial Analyst equips all professionals to understand the statements of finance and utilize the statements to estimate the power of organizations. Beginning from teaching concepts that cover accounting, statistics, economics, and psychology; the AFA course further covers advanced and modern analytical techniques.

How to Get the AFA Degree?

Enroll in the AFA Program from AAFM
Study with AAFM using the USA-Acer System which is a leading e-learning system
Pass the Level- I (Foundation Examination)
Pass the Level- II (Advanced Examination)
Complete all the project works which are mandatory for all pathways
Join AAFM as a regular member as candidates are required to become AAFM members to obtain the charter

Certified Financial Planner (CFP India)

Designed especially for professionals after finishing a bachelor (graduate) degree in commerce, financial management should be the role you attempt. However, it is desirable to choose a Certified Financial Planner. It provides you in-depth training and understanding of tax planning, insurance management, and financial estate planning. Banks and financial institutions look for CFPs for portfolio management. Also, with a CFP India certificate, you can practice easily in more than 23 countries around the globe with the designation of a Certified Financial Planner.

Chartered Financial Goal Planner (CFGP)

Also called the CFGP Certificate Program, the Chartered Financial Goal Planner certification is designed for developing all the fundamental and required skills for Wealth Advisors to make it big in the industry. The CFGP course enables all professionals to gain expertise in Financial Planning, Investment Planning, and Goal Planning. American Academy of Financial Management India offers professionals the chance to get their hands on the global certification that can further act as a stepping stone to greater higher-level certifications like the Associate Wealth Manager (AWM) and Chartered Wealth Manager (CWM.)

How to become CWM Certified?

Enroll in the CWM Program from AAFM
Study with AAFM through a Corporate Tie-Up Mode
Learn Module 1 of the CWM program (Personal Financial Planning)
Learn Module 2 (Financial Mathematics)
Learn Module 3 (Financial Plan Construction)
Pass the CWM Certification examination
Join AAFM as a regular member as candidates are required to become AAFM members to obtain the charter

Aspiring professionals can easily take advantage of globally recognized best finance courses available at AAFM and pursue their choice of career after graduation. It is always advised to consider and analyze the level of difficulty of each course before making a last judgment for choosing a finance course after graduation.

Thursday, 3 December 2020

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

best finance courses

 

Certified Financial Planner

It’s 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.

Who can take the CFP India course?

Candidates holding Intermediate (10+2) 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 AAFM’s 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 10+2 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

• 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 (10+2) 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.

For more information, visit us & call us on 011-45120800.