Wealth management courses study the finance professionals with knowledge and training of wealth management. It is an additional qualification generally pursued by finance professionals to enhance their career prospects.
Checkout: Top Ranked Management Colleges in India
These courses are offered at various levels like Certificate, Diploma, UG, PG and Phd. Candidates seeking interest in the field of wealth management and related areas can opt for the courses mentioned below.
| Certificate Programs |
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| Diploma & PG Diploma Courses |
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| Bachelor Courses |
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| Master Courses |
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| Doctorate Courses |
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- Top careers opted in wealth management are Personal Financial Advisor, Relationship Manager, Director of Business Development, AVP-Portfolio management, Investment Counsellor, etc.
- On an average a wealth manager can earn INR 9,00,000 per annum in INDIA.
- The duration of above courses varies from course to course i.e., certificates courses can take from hours to years that is a Bachelor Degree is of 3 years, Master’s can be of 2 years, etc.
- Certificate Courses can be availed offline as well online and can be provided by institutes, universities, etc.
Since these courses can be pursued at UG, PG and as short-term certifications, these courses help the students to enhance their employability. Below are the highlights of different Wealth Management courses offered in India.
| Popular Courses |
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| Duration |
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| Eligibility |
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| Average Fees |
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| Online Courses | Available |
| Types of Online Courses | Coursera, Futurelearn, Udemy, edx, etc. |
| Top Job Prospects | Personal Financial Advisor, Relationship Manager, Director of Business Development, AVP-Portfolio management, Investment Counsellor, etc. |
| Average Salary |
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As you might have got a brief idea about Wealth Management Courses let’s dive a little deep in each Courses.
Certificate Wealth Management Courses
- Certificate courses are specially designed to equip the students with basic skills required and to give them a basic understanding of the course opted.
- These are suitable for those who are working and want to be upgraded with knowledge along with a new skill to grow higher in positions. Also, it is suitable for those who want to learn a new skill to get an understanding of how the course will be.
- These courses do not require much time, that is a person can learn these courses by just giving 2 to 3 hours a day.
- Students who have completed 10th or 12th can opt for this type of course.
- The duration of certificate course can range from a month to a year and can cost upto INR 60,000, while a fresher can earn upto 3,00,000-3,50,000 by doing a certificate course.
Online Wealth Management Courses
Below is the list of some courses which are curated by us and are available online.
| Certificate Name | Provider | Duration | Fees |
|---|---|---|---|
| Certification in Online Wealth Management | NSE | 16 Hours | INR 5,000+ 18% GST |
| Certificate in Wealth Management (WMA) | AIWMI | - | INR 14,160 |
| CRISIL Certified Wealth Manager | CRISIL | 15 Modules and 2-4 hours per module | INR 14,000 |
| Certification in Financial Planning & Wealth Management | Kredent Academy | 2.5 weeks | - |
| Certificate in Wealth Management | IMS | 240+ Hrs | INR 65,000 |
These are just a few of the many certificate programs that are available online.
Offline Wealth Management Course Certificates
Many institutes and training centres offer Wealth Management certificates through classroom methods of teaching. We have curated some of the best courses offered offline by some of the top universities/institutes.
| Certificate Name | Colleges/ Institutes Offering | Average Fees |
|---|---|---|
| Certified Wealth Management | American Academy of Financial Management, New Delhi | INR 34,220 |
| Advanced Wealth Management Course | Indian Institute of Banking and Finance, Mumbai | INR 13,000 |
How are Admissions in Certificate Programs of Wealth Management Courses Done?
- There are no entrance exams for certificates however some institutes can take admissions on the basis of scores obtained in 10th or 12th or Some premier institutes may analyse your profile and then get you admitted.
- Enrolment in online certificate programs can be simply done by applying on the website of the course provider.
Top Colleges for Wealth Management Course Certificates
Given below are some colleges/institutes that offer certificate courses both online and offline.
Colleges for Online Wealth Management Course Certificates
| College/ Institute Name/ Platform | Duration |
|---|---|
| Udemy | 10 hours |
| NSE | 16 hours |
| CRISIL | 30-60 hours |
| Kredent Academy | 2.5 weeks |
Colleges for Offline Wealth Management Course Certificates
| College Name | Location | Fees |
|---|---|---|
| American Academy of Financial Management | New Delhi | INR 34,220 |
| Indian Institute of Banking and Finance | Mumbai | INR 13,000 |
Diploma and PG Diploma Wealth Management Courses
- Diploma and PG Diploma courses can be preferred by those who want to enter the Job Sector soon or those who do not want to dive deep and give 3 to 4 years for those courses.
- Some Institutes offer Diploma Courses (3 years) as well as Post Graduate Diploma Courses (2 years). The Diploma Courses can be pursued after you have completed 12th or 10th class while Post Graduate Diploma can be done after one has completed Graduation.
- The Average salary of a Diploma Candidate can be 2-5 LPA in India whereas from PG diploma one can Expect INR 8,00,000 on an average.
Top Diploma Wealth Management Courses
Some of the popular diploma courses which can be pursued in the field of In Wealth Management are given below.
| Diploma Name | Colleges Offering | Average Fees |
|---|---|---|
| Diploma in Investment Management | St. Aloysius Evening College, Swami Vivekanand University Guru Nanak Dev University | INR 40,000- INR 1,00,000 |
Top PG Diploma in Wealth Management
PG Diploma courses are pursued after one has completed his or her graduation.
Some of the top PG Diploma in Wealth Management courses in India are given below.
| PG Diploma Name | Colleges Offering | Average Fees |
|---|---|---|
| Post Graduate Diploma in Wealth Management (PGDWM) | MIT School of Distance Education AIMS Institute of Management Studies Trigya School of Finance and Management |
INR 27,000- INR 2,50,000 |
| PG Diploma in Advance Financial Planning & Wealth Management |
The Indian Institute of Financial Planning |
INR 40,000- 2,80,000 |
How are Diploma and PG Diploma in Wealth Management Courses Admissions Done?
- Admissions in diploma courses is done on the basis of the minimum score required for admission which is given by university/college. The cut off list is released by the college/University after all the applicants have filled their applications.
- For Admission in Diploma courses, Scores of Class 12th are considered, whereas for PG Diploma Graduation Scores are taken into account.
Top Colleges Offering Diploma and PG Diploma in Wealth Management Courses
Given below are some of the colleges in India which offer Wealth Management Courses in both diploma and PG diplomas.
Colleges for Diploma in Wealth Management Courses
| College Name | Location | Fees |
|---|---|---|
| Swami Vivekanand University | Sagar, Madhya Pradesh | INR 24,000 |
| Guru Nanak Dev University | Amritsar, Punjab | INR 20,000 |
Colleges for PG Diploma in Wealth Management Courses
| College Name | Location | Fees |
|---|---|---|
| The Indian Institute of Financial Planning | New Delhi | INR 4,50,000 |
| International College of Financial Planning (ICOFP) | Mumbai | INR 2,40,000 per year |
UG Wealth Management Courses Courses
- UG courses are pursued by those who want to get a good grasp and knowledge of the said course and to earn a graduate degree. This degree enables a candidate to get a deep knowledge of the course readying them for future employable benefits.
- To pursue Degree course, one needs to have passed 12th from a recognised Board with minimum 55% and after pursuing 12th one can opt for Bachelor’s in Wealth Management course
- Duration of Bachelor courses is of 3 years whereas some Specialization can also be of 4 years.
- These courses can cost from INR 3 to INR 4 lakhs.
Top UG Wealth Management Courses
| Courses | Colleges | Average Fees |
|---|---|---|
| B.Com (Investment Management) | K.P.B Hinduja College of Commerce Sree Narayana Guru College of Commerce Jain University Bangalore KES Shroff College |
INR 5,000- INR 2,00,000 |
How to get UG Wealth Management Courses Admission?
Admission to this course is done on the basis of score obtained in 12th exams and some institutes/universities conduct their own entrance examinations for offering admission. Admission process generally varies across colleges.
Top UG Wealth Management Courses Colleges
| Name of Institute | Location | Average Fees |
|---|---|---|
| K.P.B Hinduja College of Commerce | Mumbai | INR 55,000 |
| Sree Narayana Guru College of Commerce | Mumbai | INR 50,000 |
| Jain University | Bangalore | INR 1,70,000 |
| KES Shroff College | Mumbai | INR 35,000 |
| St. Xavier’s College | Mumbai | INR 5,000 |
PG Wealth Management Courses
To gain advanced knowledge and skills a master’s degree can be beneficial. Master’s programs typically require 2-3 years.
Average Fee for the PG Wealth Management course falls around INR 32,000 to INR 1,50,000.
Top PG Wealth Management Courses
| Courses | Colleges | Fees |
|---|---|---|
| MBA in Wealth Management | M.M. Institute of Management MIT School of Distance Education |
INR 35,000- INR 65,000 |
| MBA - Investment Management | ICFAI, Raipur NIMS, Jaipur |
INR 60,000- 83,000 |
| M.Com in Finance | Shri Ram college of Commerce Loyola College |
INR 30,000- 70,000 |
Top PG Wealth Management Courses Colleges
| Colleges | Location | Fees (INR) |
|---|---|---|
| ICFAI | Raipur | INR 83,000 |
| NIMS | Jaipur | INR 60,000 |
| MIT School of Distance Education | Pune | INR 60,000 |
Phd Wealth Management Courses
- A Doctorate Degree is one of the highest degrees conferred in India and this course is opted by those who want to dive deep in a particular area of their study, who want to do research-oriented works or want to opt for teaching profession.
- For PhD in Wealth Management a candidate should possess a Master's Degree in Wealth Management from a Recognized University.
- The PhD Course in Wealth Management is 2-3 years.
Top Phd Wealth Management Courses
| Course Name | Colleges | Average Fees per Year |
|---|---|---|
| PhD in Finance | Alliance School of Business Amity University |
INR 30,000- INR 3,00,000 |
| PhD in Taxation | Chandigarh University Arihant Group of Institutions Osmania University |
INR 10,000- INR 2,50,000 |
How to get Phd Wealth Management Courses Admissions?
Most of the colleges offer admission to PhD courses on the basis of Entrance Exams. After the entrance exam, the candidates are called for a personal interview and other activities that may include Group Discussion, Group Exercise, Extempore, etc. where they are asked about their research ideas and skills.
Top Phd Wealth Management Courses Colleges
Some of the top colleges are mentioned below.
| Colleges | Location | Fees |
|---|---|---|
| Alliance School of Business | Bangalore | INR 4,50,000 |
| Amity University | Noida | INR 3,00,000 |
| Chandigarh University | Chandigarh | INR 1,50,000 |
| Arihant Group of Institutions | Pune | INR 50,000 |
| Osmania University | Hyderabad | INR 60,00 |
What are Wealth Management Courses Job Options?
Personal Financial Advisor
Personal Financial Advisors help individuals according to their need and their financial Situation in making the right decision for investments. They assess the financial needs of their clients and help them with decisions related to investments, Tax laws, etc.
Average Salary: INR 4,00,000
Relationship Manager
A Relationship Manager works to improve business relationships with partner firms and clients. They oversee internal communication of business units with larger corporations and other entities. They are responsible for maintaining relationships between clients and firms.
Average Salary: INR 3,50,000
Investment Counsellor
An investment advisor makes recommendations for investments in return for a fee, whether through direct management of clients' assets or by way of written publications.
Average Salary: INR 5,50,000
What are the Skills Required for Wealth Management Courses?
Some of the skills needed to be successful in wealth Management are listed below
Accounting
Candidates pursuing Wealth Management courses must have a knowledge about the accounting terms which will help them in the future as this field requires professionals with such knowledge.
Top Accounting Courses
Maintenance, Measurement and processing of financial and non-financial information about economic activities is accounting.
To build a foundation on Accounting, the following courses can be picked up by the students.
| Course | Provider | Platform | Duration | Fees |
|---|---|---|---|---|
| Accounting & Financial Statement Analysis: Complete Training | 365 careers | Udemy | 3.5 hours | INR 360 |
| Financial Accounting Fundamentals | Luann J. Lynch | Coursera | 14 hours | INR 3,641 |
| Introduction to Financial Accounting | University of Padova | FutureLearn | 4 weeks | USD 74 |
| Accounting and Financial Management | University system of Maryland | Edx | 8 months | INR 73,483 |
MS office
MS Office is one of the widely used software for maintaining the documents digitally. It is one of the reliable and most used software in the world.
Top MS Office courses
| Course | Provider | Platform | Duration | Fees |
|---|---|---|---|---|
| MS Office; Excel, Word, Access & PowerPoint 2019 - Beginners | Simon Sez IT | Udemy | 33.5 hours | INR 360 |
| Excel Skills for Business Specialization | Nicky Bull | Coursera | 6 months | INR 3,641 |
| Working Smarter with Microsoft 365 | David Rivers | 23 hours | INR 2500 |
Syllabus of MS Office
- Fundamentals of Computer
- Windows Seven Overview
- Microsoft Word
- Microsoft Excel
- E Mail & Internet Access
Wealth Management Courses Online Fees and Rating Comparison
To know in detail about more courses, give a look to this table below here. We have listed the best online Wealth Management courses in order of rating provided to them by the students enrolled. The fees and duration of these online courses are also mentioned.
| Certificate Name | Provider | Duration | Fees |
|---|---|---|---|
| Certification in Online Wealth Management | NSE | 16 Hours | INR 5,000+ 18% GST |
| CRISIL Certified Wealth Manager | CRISIL | 15 Modules and 2-4 hours per module | INR 14,000 |
| Certification in Financial Planning & Wealth Management | Kredent Academy | 2.5 weeks | INR 1200 |
| Certificate in Wealth Management | IMS | 240+ Hrs | INR 65,000 |
Comparison of Online Platforms Offering Wealth Management Courses
The table given below gives some points to compare the online Wealth Management courses offered by the two most popular agencies, Udemy and Coursera. In this case, we have compared their Investment Management courses.
| Parameters | Udemy | Coursera |
|---|---|---|
| Fees | INR 360 | INR 3,641 |
| Student Rating | 4.5 | 4.7 |
| Enrolments | 8,935 | 55,352 |
| Duration | 7.5 hours | 5 months |
| Created by | Support from Fervent | University of Geneva |
Wealth Management Courses FAQs
Ques. How can I become a wealth manager in India?
Ans. Candidates must have cleared Graduation in any one of Finance, Economics, Business, Management branch with minimum 55%.
Ques. What is the salary of a wealth manager?
Ans. After meeting the required qualification one can earn INR 4,00,000 to 5,00,000 in entry level.
Ques. What is the role of wealth manager?
Ans. Wealth manager offers investment/financial advice to its clients, Wealth Managers looks for new investment opportunities for its clients and tries to maximise profits for them.
Ques. What skills do you need for wealth management?
Ans. The skills graduates need to make it in private wealth management
- analytical skills.
- discretion and trustworthiness.
- excellent communication skills.
- an interest in the financial markets.
- a strong focus on customer service.
Ques. What are the Prospects of a Career in Wealth Management?
Ans. Wealth Management is one of the fastest?growing professions across the world and Wealth Managers are the most sought after professionals by a fast growing working population that earns well, and needs expert handling of their finances. There are plenty of opportunities with many Institutions like Banks, Asset Management Companies, Brokerage Houses, Stock Broking Companies, etc. who are seeking professionals with such expertise.
Ques. What are the fees for PG Diploma or M.B.A. in Wealth Management?
Ans. There are many colleges in India that offer PG Diploma and MBA whose fees varies from INR 5,000 to INR 5,00,000.
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