- Equities
- Fixed Income
- Real Estate
- Cash and Cash Equivalents
- Commodities
- Collectibles
- Hedge Funds
- Private Equity
- Infrastructure Investments
- Publicly Traded Partnerships
- Mortgage-Backed Securities
- ETFs and Index Funds
- Foreign Currencies
- Unit Investment Trusts (UITs)
Foundation Training to Build Your Career in the Wealth Management Domain
This training is designed to help you explore, evaluate, choose and plan diverse roles and associated career paths in the financial wealth management industry along with essential fundamentals of wealth management, such as fund manager, portfolio analyst, and more. Before delving into specialised skills, gain essential insights and practical knowledge to navigate your career choices effectively.
WEALTH MANAGEMENT
EVALUATE CAREER
"The best way to predict the future is to create it – we’ll give you everything you need to succeed.."Enroll Now Learn More
Cultivating Premier Talent Across the Globe
Exceptional instructors
Eduroids has played a crucial role in my career. The hands-on training I received as financial
analyst is invaluable.
What sets them apart is the guaranteed paid contract post-training, which landed me an amazing
job at a top corporate.
Highly recommended
Valuable Interaction
The mock interviews, group discussions, and role-playing exercises were very effective in preparing me for the real thing. I cracked my interview in one go. Thank you for your guidance.
I love it!
Eduroids gave me exactly what I needed to break into business analytics. The hands-on training was a game changer. The mentors were super supportive, and the internship opportunities were a huge plus. This training played a big role in helping me land my job at Deloitte. If you're looking to grow your career, I'd definitely recommend Eduroids
Immense Knowledge
I joined Eduroids because I wanted practical knowledge, and that's exactly what I got. The blend of theory and real-life projects really helped me understand business analytics better. Plus, the guaranteed internship gave me solid experience, which was key to getting my job at Barclays. Eduroids’ training was spot on, and I’d suggest it to anyone serious about becoming a business analyst.
Highly Recommend
The financial analyst training wasn’t just about theory – it was about doing real work. The internships and support were fantastic, and it gave me the skills and confidence to land my job at NatWest Group. I'm really thankful for all the guidance they gave me along the way.
Great Experience
My experience at Eduroids was amazing. The training gave me practical experience through internship, which made all the difference.The team was always there to guide me.
Cultivating Premier Talent Across the Globe
Exceptional instructors
Eduroids has played a crucial role in my career. The hands-on training I received as financial
analyst is invaluable.
What sets them apart is the guaranteed paid contract post-training, which landed me an amazing
job at a top corporate.
Highly recommended
Valuable Interaction
The mock interviews, group discussions, and role-playing exercises were very effective in preparing me for the real thing. I cracked my interview in one go. Thank you for your guidance.
I love it!
Eduroids gave me exactly what I needed to break into business analytics. The hands-on training was a game changer. The mentors were super supportive, and the internship opportunities were a huge plus. This training played a big role in helping me land my job at Deloitte. If you're looking to grow your career, I'd definitely recommend Eduroids
Immense Knowledge
I joined Eduroids because I wanted practical knowledge, and that's exactly what I got. The blend of theory and real-life projects really helped me understand business analytics better. Plus, the guaranteed internship gave me solid experience, which was key to getting my job at Barclays. Eduroids’ training was spot on, and I’d suggest it to anyone serious about becoming a business analyst.
Highly Recommend
The financial analyst training wasn’t just about theory – it was about doing real work. The internships and support were fantastic, and it gave me the skills and confidence to land my job at NatWest Group. I'm really thankful for all the guidance they gave me along the way.
Great Experience
My experience at Eduroids was amazing. The training gave me practical experience through internship, which made all the difference.The team was always there to guide me.
Core Objective:
Explore Your Career Path and Build a Strong Foundation
The course enables you to explore various career paths in wealth management and investment analysis while laying the groundwork for advanced skills and practical application. This ensures you are well-prepared for the challenges and opportunities ahead.
Ideal Audience:
- Investment Professionals – seeking career advancement by exploring new roles or asset classes.
- Investment Aspirants – aiming to start a career in the Investment Management industry.
- Key Executives in Investment – looking to build and lead a holistic, multi-disciplinary team.
Course Objectives:
- Establish a clear understanding of wealth management fundamentals.
- Aware participants with practical skills required for portfolio creation and management.
- Introduce analytical tools and techniques used for effective wealth management.
- Prepare participants for advanced roles in the wealth management industry.
Topics Covered:
- Introduction to Wealth Management and Investment Analysis
Overview of the wealth management domain and its importance in the financial industry. - Understanding Asset Classes
Explanation of different asset classes (stocks, bonds, real estate, commodities, etc.) and their roles in wealth management. - Portfolio Creation and Management
Key concepts in building and managing investment portfolios for clients. - Wealth Management Strategies
Common strategies used by wealth managers to optimize and protect client wealth. - Analytical Tools and Techniques
Introduction to tools and techniques used for analyzing investments and managing portfolios effectively. - Expectations from Various Job Roles in Wealth Management
Overview of job roles like Fund Manager, Portfolio Analyst, Wealth Manager, and more, outlining key responsibilities and skills needed. - Preparing Your Learning Path
Guidance on which skills and knowledge areas to focus on in order to prepare for your desired role in wealth management. - Preparing Your Career Path
Understanding the potential career growth, advancement, and opportunities available within the wealth management industry.
Target Audience "Roles":
- Implementers: Professionals involved in executing wealth management strategies.
- Analysts: Those analyzing financial data and contributing to investment decisions.
- Power Users: Advanced users of financial tools and techniques within the industry.
Course Format:
- Live Expert-Led Sessions: Interactive, live sessions conducted by experienced professionals.
- No Pre-Recorded Content: All training is delivered live for real-time engagement and learning.
- Core Insights: Industry-specific insights required for job role learning.
Benefits to You:
- Career Clarity: Gain a clear understanding of various career options in wealth management and investment analysis.
- Solid Foundation: Establish a strong knowledge base that will guide future skill development.
- Certification: Receive a certification that validates your understanding and readiness for career progression.
- Direct Insights: Benefit from live, interactive sessions with industry experts, gaining valuable career insights.
Learning Outcomes:
- Understand the various asset classes and their roles in wealth management.
- Learn the principles of portfolio creation and management.
- Get introduced to key tools and techniques for effective investment analysis.
- Build a roadmap for your career in the financial industry.
Laying Foundation for These Positions:
- Investment Analyst
- Portfolio Advisor
- Fund Manager
- Wealth Manager
- Investment Advisor
- Financial Investment Consultant
- Acquisition Manager
- Chief Investment Officer
- Investment Banking Associate
Be taught by industry veterans
Training
Live Expert Led Training Session
Doubts
Lifetime access to forums for Doubt clearing
Mentorship
Lifetime access to mentor for each step
Certification
Free Certificate
Certification Exam-
Duration: 2 hours
Mode : Online
Instructions: Upon completion of your training, you can request an exam voucher and take the certification exam within one month.
Requirements-
- Hardware: Working laptop with camera and mic.
- Location: A peaceful environment with minimal distractions to fully benefit from the training.
- Language: English
Terms & Condition-
Refund Policy for Withdrawal of Nomination:
- 50% Refund: If a cancellation request is made up to 10 working days before the training start date, 50% of the course fee will be refunded.
- No Refund: Cancellations made within 5 working days of the start date or no-shows on the training date are not eligible for refunds or rescheduling.
Important Details:
- All cancellation requests must be submitted via email to care@eduroids.in.
- Participants may request to join a future program batch at no additional cost. Please communicate your intent to attend a future session at your earliest convenience.
Eligibility
- Professional Experience
- Freshers or students are welcome to apply.
- Educational Background:
- Bachelor’s degree in finance, economics, accounting, or a related discipline.
- Advanced certifications (e.g., CFA, CFP, FRM) or a Master’s degree (e.g., MBA in Finance) is a plus but not required.
Learn From Industry Experts...
❮
10+ yrs
Nneha Arora Thapar
Aviation Coach, CEO- Eduroids
Qatar Airways
- Mentored over 800+ students
- Ex Qatar Airways, Vistara
- British Airways
12+ yrs
Nupur Mehta Kapoor
Amity finishing school
Image Consultant
- Soft skills trainer
- Interview Coach
- Amity Finishing school
9+ yrs
Rahul Sachdeva
PwC
Senior Consultant
- Mentored over 500+
- Ex Ernest & young LLP(EY)
- Ex HSBC
5+ yrs
Gaurav yadav
Data Analyst
- Mentored over 500+
- Ex Google
- IIT Bombay Alumnus
8+ yrs
Abhishek Wayangan
Boston Institute of Analytics
Business Intelligence Manager
- Mentored over 500+
- Mentor at Boston Institute of Analytics
- Business Intelligence Manager at ICICI Home Finance
20+ yrs
Dr. Madhvi Vaidya
JIET Group of Institutions
Associate Professor, Authored Technical Books
- Mentored over 1000+ students
- Assisted more than 400 students in securing job opportunities
❯
Learn From Industry Experts...
❮
10+ yrs
Nneha Arora Thapar
Aviation Coach, CEO- Eduroids
Qatar Airways
- Mentored over 800+ students
- Ex Qatar Airways, Vistara
- British Airways
12+ yrs
Nupur Mehta Kapoor
Amity finishing school
Image Consultant
- Soft skills trainer
- Interview Coach
- Amity Finishing school
9+ yrs
Rahul Sachdeva
PwC
Senior Consultant
- Mentored over 500+
- Ex Ernest & young LLP(EY)
- Ex HSBC
5+ yrs
Gaurav yadav
Data Analyst
- Mentored over 500+
- Ex Google
- IIT Bombay Alumnus
8+ yrs
Abhishek Wayangan
Boston Institute of Analytics
Business Intelligence Manager
- Mentored over 500+
- Mentor at Boston Institute of Analytics
- Business Intelligence Manager at ICICI Home Finance
20+ yrs
Dr. Madhvi Vaidya
JIET Group of Institutions
Associate Professor, Authored Technical Books
- Mentored over 1000+ students
- Assisted more than 400 students in securing job opportunities
❯
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