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Summary
Objective
A comprehensive training programme that combines concepts and practical insights to give you an edge in managing your client relationship through a practical and sound advice in today’s increasingly complex and evolving wealth management space.
CRISIL Wealth Manager Certification aims to bring a holistic perspective on wealth management and covers various aspects of investments including product categories, risk and return characteristics, risk profiling and asset allocation.
It is important for investment managers, service managers researchers, and acquisition managers to understand the risk return parameters of various financial products and their suitability in each client’s financial journey.
CRISIL’s two-day workshop aims at providing deep insights into financial planning and wealth management practice with relevant practical case studies.
Target Audience
Independent Financial Advisors
Relationship Managers and Service Managers
Investment Councillors
Course Structure
Duration: 2 Day
Day 1
Session 1: Introduction to financial planning & key concepts
Session 2: Understanding Asset Class
Session 3: Understanding Investment Vehicles
Session 4: Overview of Insurance Concepts
Day 2
Session 5: Mutual Funds – Key Concepts and Categories
Session 6: Risk & Return Concept & analysis
Session 7: Comprehensive framework for mutual fund analysis – CRISIL MF Ranking
Session 8: Portfolio Monitoring and Rebalancing
Session 9: Fair Practices
Session 10: Detailed case study covering aspects of portfolio building based on investor profile
Trainer Profile
He has more than 15 years of industry experience in the private wealth management and family office industry. He has worked with leading broking & investment advisory firms, where he has also been responsible for setting up financial services desk, running multi-asset class model portfolios across various risk categories & monitoring and reporting of client's portfolios on a consolidated level across various advisors or distributors for multiple generations. Also has set up Insurance Review process for the private wealth clients wherein current insurance policies are reviewed and recommendations are given based on the client’s needs and cost-benefit analysis. He is a CFA (Chartered Financial Analyst – from ICFAI) and CFP (Certified Financial Planner).
