NSE Academy Certified Wealth Management

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The wealth management industry is facing unprecedented opportunities and major challenges due to weak economies in the developed world, strong growth in developing markets and un certain political future in Europe. This Wealth Management Course helps you understand your financial goals and assists you in growing, managing and protecting your wealth with its comprehensive course structure. The subject encompasses in it a study of the financial services industry, industry regulation, asset class, investment analysis, investment planning and also educates you with lifetime financial provision. This is a short term certification course in Finance, which can actually enhance your CV for employment opportunities.


This wealth management course, certified by NSE Academy intends to help the participants acquire knowledge, skills, attitudes and values required to operate ethically and responsibly in the highly regulated financial services environment. The Wealth Management Certification course will also help the participants to respond to the challenges posed by the changing nature of the Financial Services Industry. Incumbents here will be exposed to the important terms, rules, concepts, principles and theories related to wealth and investment management. The certification courses in finance provide opportunities for learners to apply academic skills in relation to the workplace and a balanced learning experience.This is one of the best finance courses in India that will help you while opting the right course for making a fruitful career in finance.


Students enrolling for Online NSE Academy Certified Wealth Management Course will be given a “Certificate of Completion” from NSE Academy, facilitated by Kredent Academy. The participants will also be given free access to all webinars conducted by Kredent Academy for further knowledge enhancement. The students are able post all their queries in the discussion forum while pursuing the course.

Topics Covered

  • Financial Planning
  • Wealth Management
  • Investment & Risk Management: Equity, Debt, Alternate Assets
  • Investment Products & Services
  • Investment Evaluation Framework
  • Risk Profiting & Asset Allocation
  • Risk Management through Insurance
  • Elements of Taxation
  • Taxation of Investment products
  • Estate Planning

Intended Participants

The NSE Academy Certified Wealth Management Course will benefit Graduates/ Post Graduates, Working Professionals looking for specialization in Financial Services functional domains, candidates wanting to build a career in Distribution Houses, Asset Management Companies, PMS, Wealth Advisory, Banks and Stock broking.

Examination Process

  • The student has to appear for an internal examination, facilitated on the website of https://www.elearnmarkets.com/index.php
  • To book the examination the student will have to email at support@kredentacademy.com
  • Participant will receive an email within 48 hours from the coordination department confirming the date of examination and the procedure to appear for the same.

Other details:

  • Duration: 1.5 hours.
  • Pattern of questions: 50 multiple choice based question of 2 marks each.
  • Qualifying marks: 60%
  • Certificate: Once the participant successfully clears the examination, he/she will receive a 'Certificate of Completion' within 45 days from NSE Academy at their registered postal address.


  • 12 Videos
  • 3+Hours of Content
  • 12 PDFs
  • 2 Supplementary Study Materials(Blogs)
  • Full-Length Tests




Frequently Asked Questions

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