Xavier Institute of Management - Bhubaneswar - FPWM - Financial Planning & Wealth Management

The program aims to provide an opportunity to study and earn a Certificate Program in Financial Planning and Wealth Management while working. The program is being offered by XIMB in collaboration with ALETHIA.

The program is delivered by XIMB blended with live and interactive classroom sessions.

Program offers integrated approach to Learn Finance, Financial Services, Insurance (Life, Non-Life), Risk Management and Pension Planning.
Program Objectives:

•To expose the participants to the various theories and practices of Financial Planning & Wealth Management.
•To equip the participants with tools and techniques with which they can handle their current business tasks better and in an effective manner.
•To give the participants a holistic perspective of Financial Planning so that they can shoulder greater responsibilities in their future career.
•To equip future leaders with the most up-to-date information and skills.Pedagogy:

•Physical Classroom Sessions
•Instructor Lead Training
•Lecture Sessions
•Quizzes
•Case-studies
•Assignments and Project Work
•Term PaperWho Should Attend?

•Working Professionals
•Professionals in the early stages of their career/ Emerging Managers
•Executives aiming for middle level management.
•Executives keen to groom managerial & leadership skills.Program Highlights:

•Executive Program designed for Working Professionals
•Delivered by XIMB
•High market value and branding among Corporate.
•Industry RecognitionCourse Contents:

1.Introduction to Financial Planning
2.Risk Analysis and Insurance Planning
3.Retirement Planning and Employee Benefits
4.Investment Planning
5.Tax and Estate Planning
6.Project Work
7.Advanced Concepts in Wealth Management
8.Advanced Financial Planning
9.Study of Mutual Funds and Products
10.Security Analysis and Portfolio ManagementDuration: 6 months
Eligibility: Graduation in any discipline with minimum 50% marks
Program Fee: Rs.50,000/- + Service Tax

Application Form Cost: Rs.1000/-
Installments: Rs.30,000/- at the time of taking admission and balance in next 3 Months
Selection Process: Application + Written Test followed by Personal Interview
Class Schedule: Saturday: 3 PM to 7 PM & Sunday: 9 AM to 2 PM
Class Location: New Delhi

Email: register@indialearn.com