Motilal Prodegree Online Program

Why Wealth & Investment Management (WIM) Prodegree?

The Wealth and Investment Management (WIM) certification program, in association with Motilal Oswal Asset Management Company Ltd. as the Knowledge Partner, is a comprehensive 200-hour skill-building program for careers in wealth management, investment planning and financial advisory.

Motilal endorsed

Motilal Oswal-Endorsed

Cutting-edge program designed and delivered in collaboration with Motilal OswalAMC Ltd

SAS Course & Training Online: Imarticus

Global Curriculum

Learn the very latest in global Wealth Management trends and best practices to stay ahead of the curve

SAS certification

Program Delivery

Delivered by Imarticus and Motilal Oswal AMC trainers in two delivery modes: Classroom or Online training

Certification in SAS Programming: Imarticus

International Certifications

Prepare yourself for prestigious exams such as CISI ICWIM and NISM Investment Adviser

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Placement Assistance

Prepare for successful careers through resume building, interview prep & 1:1 mock interviews

About Motilal Oswal Asset Management Company Ltd.AMC Ltd.

Motlilal Oswal Asset Management Company Ltd. is the industry leader in Asset Management and Advisory Services with an Equity AUM of over Rs. 14309 crores across Mutual Fund and Portfolio Management Services.

Endorsed by Motilal Oswal AMC

The program is co-created with Motilal Oswal Asset Management Company Ltd. as the ‘Knowledge Partner’, and comes with a cutting-edge, industry-aligned curriculum, guest lectures, mentorship and recruitment opportunities.

The Prodegree is a 200-hour program that delivers a deep understanding of financial markets, financial mathematics, wealth planning & management, portfolio management, regulatory frameworks and relationship management. The program also goes beyond what any Indian Wealth Management program covers – giving you a global perspective on wealth management by covering alternative investments, structured products and the use of FinTech in Wealth Management.

Comprehensive Coverage
Project-based Learning

A key differentiator of our Prodegree is the heavy focus on projects and case studies to gain practical understanding of key wealth and investment planning concepts. At the end of each semester, there will be a submission and presentation of your project in front of industry experts & Motilal Oswal AMC Ltd. leadership.

The Prodegree offers over 50 hours of engaging Instructor videos that you can consume at your own pace, as well as 150 hours of Instructor-led training that is delivered in two modes: Classroom or Online Live Virtual Classes.

Program Delivery
Placement Assistance

The Imarticus Careers Assistance Services (CAS) team provides a rigorous career and industry mentorship process that is customized to your needs. Built into the program, we also help you with interview preparation, resume building, 1-1 mock interviews and access to job opportunities on our placement portal.

The Prodegree is delivered using an innovative learning methodology that combines academics with hands-on practical learning using industry case studies, market examples and industry projects.

PEDAGOGY:

Providing business context, approach and methodology

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Self-paced Instructor videos to understand key concepts

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Case studies throughout the program, including by Motilal Oswal AMC

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Guest Lectures by Motilal Oswal AMC Leadership

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Project submissions at the end of each semester

Conceptual

Application

Assessments (Quizzes and Assignments) to gauge understanding throughout the program

The Wealth and Investment Management Prodegree is co-created with Motilal Oswal AMC Ltd. as the Knowledge Partner and comes with a cutting edge, industry-aligned curriculum, split across four semesters.

Semester 1: Building Blocks of Wealth Management [68 Hours]
Fundamentals of Global Financial Markets [8 Hours]
Accounting and Financial Mathematics for Wealth Managers [12 Hours]
Financial Statement Analysis [8 Hours]
Macroeconomics [8 Hours]
Types of Investment Assets [12 Hours]
Quantitative Methods for Investment Analysis [8 Hours]
Corporate Finance [8 Hours]
Project Submission [4 Hours]
Semester 2: Wealth Management [32 Hours]
Corporate Ethics [4 Hours]
Investment Advisers Law [2 Hour]
Analysis of Equities [10 Hours]
Analysis of Fixed Income [12 Hours]
Project Submission [4 hours]
Semester 3: Specialization of Wealth Management [52 Hours]
Basics of Derivatives [8 Hours]
Portfolio Construction, Review, Monitoring [8 hours]
Portfolio Management [12 Hour]
Wealth Planning [4 Hours]
Investment Planning Framework [12 Hours]
Financial Protection Planning [4 Hours]
Project Submission [4 Hours]
Semester – 4: Global Wealth Outlook [48 Hours]
Wealth Management Trends [4 Hours]
FinTech in Wealth Management [4 Hours]
Alternative Investments [4 Hours]
Structured Products – Basics [8 Hours]
Structured Products – Advanced [8 Hours]
Relationship Management [8 Hours]
Project Submission [4 Hours]
Interview Preparation – Domain [4 Hours]
Mock Interviews – HR and Domain [4 Hours]

The Prodegree is delivered in two modes—Classroom and Online delivery modes—to cater to your learning preferences while ensuring maximum learning efficacy. Both modes come with 50 hours of HD instructor videos to watch as per your convenience.

MODE 1: Classroom Lectures

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CLASSROOM LECTURES
(150 Hours)

Classroom training by expert faculty with industry credentials at a pre-determined time at Imarticus centers

View Classroom Session

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SELF-PACED INSTRUCTOR VIDEOS
(50 Hours)

Active, self-paced, data-driven learning through engaging HD videos, on weekdays or weekends as per your convenience

View Video

MODE 2: Live Virtual Classes

LIVE VIRTUAL CLASSES
(150 Hours)

Live instructor-led virtual classes with expert faculty for real-time learning at a predetermined time from the comfort of your own home

View Virtual Class

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SELF-PACED INSTRUCTOR VIDEOS
(50 Hours)

Active, self-paced, data-driven learning through engaging HD videos, on weekdays or weekends as per your convenience

View Video

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Employment Landscape:

  • Wealth Management
  • Research
  • Portfolio Management
  • Corporate Broking
  • Fund Management
  • Private Banking
  • Equity Analysis
  • Financial Advisory
  • Client Servicing
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TOP COMPANIES HIRING FOR WEALTH AND INVESTMENT MANAGEMENT

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To enroll for the Wealth and Investment Management Prodegree, please click below:

The Wealth and Investment Management Prodegree, in association with Motilal Oswal AMC Ltd. as the Knowledge Partner, is ideal for:

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Finance professionals

With 2+ years of work experience in Banking, Financial Advisory or Relationship Management looking for an opportunity to upskill

admissions

Job Seekers and Career Changers

Recent Graduates in Management (Finance, Marketing, Intl. Business) who want to excel at interviews

professionals

Individuals Looking for Global Certifications

To enhance their resumes & build a portfolio of demonstrable work

Kick start your career in exciting world of Wealth Management.

  • intro
    Industry Connect: Motilal Oswal AMC’s Akhil Chaturvedi on the collaboration with Imarticus

  • intro
    Industry Connect: Motilal Oswal AMC’s Akhil Chaturvedi on the asset management industry in India

  • SAS
    Industry Connect: Religare Wealth Management CEO Sriram Iyer on the talent gap in India

  • LMS
    Self-paced Instructor video on Private Equity by faculty, Neha Idnany

  • SAS
    A virtual class in action: faculty Lourdes Miranda explains Corporate Actions

  • SAS
    A sneak peak into our classroom sessions: faculty Lourdes Miranda teaches Futures and Options

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  • intro
    Industry Connect: Motilal Oswal AMC’s Akhil Chaturvedi on the collaboration with Imarticus

  • intro
    Industry Connect: Motilal Oswal AMC’s Akhil Chaturvedi on the asset management industry in India

  • SAS
    Industry Connect: Religare Wealth Management CEO Sriram Iyer on the talent gap in India

  • LMS
    Self-paced Instructor video on Private Equity by faculty, Neha Idnany

  • SAS
    A virtual class in action: faculty Lourdes Miranda explains Corporate Actions

  • SAS
    A sneak peak into our classroom sessions: faculty Lourdes Miranda teaches Futures and Options

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Learn about the differences between Retail Banking and Investment Banking.

Understand the relationship between Bond prices and Yields.

Cracking an Interview is Hard! Learn how to prepare for interviews with tips and tricks from the pros!

Top 3 Books in Wealth Management

Placement Assistance

Imarticus provides 100% assistance throughout the program to guide and help navigate ample career options and help you get job ready from day 1.

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RESUME BUILDING

Refining and polishing the candidate’s resume with insider tips to help them land their dream job

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INTERVIEW PREP & MOCK INTRERVIEWS

Preparing candidates to ace HR and Technical interview rounds with model interview Q&A

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ACCESS TO PLACEMENT PORTAL

Access to all available leads and references from open and private networks on our placement portal

Faculty

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    Ajith Valiya

    Ajith has 10+ years of experience in sales, marketing and product management of financial products. He has previously worked as Investment Advisor – Equities & Private Banking at HDFC Bank; Sales Manager: Structured Products, Fixed Income Products, Real Estate Portfolios and Mutual Funds at ICICI Prudential Asset Management Company; and Relationship Manager for Salary Accounts at ICICI Bank. He currently works as Senior Manager – Sales for ING Investments Pvt. Ltd.

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    Sagar Pandya

    Sagar has a total of 8 years of experience training experience in the areas of Credit Risk, Credit Rating & Credit analysis. He has imparted training on Banking, Insurance, Broker  dealer and other NBFIs, as well as in FMCG domain along with Corporate reporting. Further, he has constantly interacted with bankers in India, Hong Kong and New York for training purpose. He has prepared risk analysis reports including assessment of credit & portfolio’s risk of the client’s lending and investment portfolio. Sagar has worked for companies such as Citibank, Dun & Bradstreet (D&B), Crisil Ltd, Oracle Financial Services Ltd, Future Group and he has an MBA in Finance from N.L. Dalmia Institute of Management Studies and Research.

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    Neha Idnany

    Neha has over 9 years of experience in investment analysis and portfolio management services, having worked for organizations such as Angel Broking and Malabar Investment Advisors. She is an Investment Analyst and her domain of expertise lies in value-driven bottom-up stock picking based on fundamental analysis. She has also assisted key functions such as such as operations, marketing and recruitment. Neha is an Electronics Engineer from Thadomal Shahani Engineering College, Mumbai and a holds a Post Graduate Diploma from Indian School of Business (ISB), Hyderabad.

Collaboration with Motilal Oswal AMC Ltd.

Q&A

Case Studies

Motilal Oswal AMC have shared real-world case studies to provide unique insights into the world of wealth management

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Guest Lectures & Mentorship

Motilal Oswal AMC Leadership will conduct regular guest lectures and interact with each batch

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Industry-Approved Curriculum

You learn sought after skills and tools through a rigorous case study-based curriculum and hands-on projects

About Motilal Oswal Asset Management Company Ltd.AMC Ltd.

Motlilal Oswal Asset Management Company Ltd. is the industry leader in Asset Management and Advisory Services with an Equity AUM of over Rs. 14309 crores across Mutual Fund and Portfolio Management Services. MOAMC is the Investment Manager to the Schemes of Motilal Oswal Mutual Fund and Motilal Oswal Alternative Investment Trust. It also acts as a Portfolio Manager to the Strategies under Portfolio Management Services.

Industry Speak

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Aashish P Somaiyaa

MD & CEO – Motilal Oswal AMC Ltd.

We will be working closely with Imarticus to ensure a highly practical, industry-endorsed curriculum, replete with case studies with the hope of improving general awareness in the wealth management domain.

Testimonials

  • rahul-mane
    Mona Sharma
    Joining Imarticus was my 1st step towards my successful career.
    “I have learned more than I can ever think. The best part of Imarticus is all the training professors. They correct all your flaws and cons without making you feel down, more than your trainee they treat you like a friend. I have gained in-depth of knowledge from them. They have supported me till the end and I know that they will further guide in my future- that’s the promise of Imarticus.”

Speak to a Career Advisor

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FAQs

What is the format of the program?
The Prodegree is delivered in two modes‒classroom and online learning modes to cater to your learning preferences while ensuring maximum learning efficacy.
Classroom batches: Classroom training by our expert faculty at any of our Imarticus centers across India
Online batches: Live instructor-led virtual classes (webinars) with expert faculty for real-time learning and interaction with batch mates

Class times for both formats are fixed and you are required to be available for your classes at a predefined time each week. Both formats come with 50 hours of engaging instructor videos that you can watch as per your convenience before attending your lecture (be it in class or virtually).

Is an online training program right for me?
Virtual learning is recommended for candidates if:

  • You are comfortable with self-study
  • You want to learn at your own pace, anywhere and anytime
  • You do not require constant monitoring or follow-ups by instructors

What are the key topics that get covered in the degree?
The program is divided into four semesters:

  • Semester 1: Building Blocks of Wealth Management – Global Financial Markets, Accounting and Financial Mathematics, Financial Statement Analysis, Macroeconomics, Types of Investment Assets, Quantitative Methods for Investment Analysis, Corporate Finance
  • Semester 2: Wealth Management Primer – Investment Advisers Law, Analysis of Equities, Analysis of Fixed Income
  • Semester 3: Specialization of Wealth Management – Basics of Derivatives, Portfolio Construction, Portfolio Management, Wealth Planning, Investment Planning Framework, Financial Protection Planning
  • Semester 4: Global Wealth Outlook – Wealth Management Trends, FinTech, Alternative Investments, Structured Products, Relationship Management

What study material will be provided to us for the program?

The core learning will happen via 150 hours of Instructor-led trainings at designated times on weekends. You will receive additional study material like self-paced HD videos, recordings of previous Virtual Classes, PowerPoint presentations, data sets, case studies, quizzes and eBooks on the learning portal. The Classroom delivery mode also comes with hard copy of the study material.

You will be given life-long access to a fully integrated online learning portal where all your learning materials will be uploaded. You will need to log in to the learning portal using the credentials provided and navigate through the portal as required.

Can you give us some more details on the project work?
A key differentiator of our Prodegree is the heavy focus on project work (Case Studies) to gain practical understanding of key concepts. In addition to the designated 200 hour curriculum, you will spend an additional 20-30 hours at home working on these projects. You will work in groups to complete the projects during the week. There will be a mandatory submission of project work at the end of each semester, and your project will be evaluated by your Instructors as well as representatives from Motilal Oswal AMC Ltd.
What are Webinars?
Webinars are live virtual classroom sessions that involve you, other students and your Instructor. During these real-time webinars, the Instructor will show you how to work with various systems and write code, review concepts, share insights with the aid of case studies and help with your project work. There will be real-time participation on the part of students who can also use this time to get their doubts clarified.
How often do I need to visit the Imarticus center?

Classroom batch: You will need to visit the center every weekend at a prescribed timings if you have enrolled for the classroom batch.
Online batch: If you have signed up for the online program, you are not required to visit the Imarticus center at any point in time –The lectures and our interaction with you will be conducted virtually.
What certification will I receive on completion?
You will receive the industry endorsed Wealth and Investment Management Prodegree certification, which will be co-branded with Motilal Oswal AMC Ltd.
What if I miss a class?

The course features 150 hours of live instructor-led classes and another 50 hours of self-paced videos. You can view the videos, solve quizzes and work on your projects at any time that is convenient to you. The live instructor-led classes are held on weekends at a prescribed time, where the entire batch interacts with the instructor at the same time.
Online batches: If you are not available for a virtual classes on weekends, the virtual classes are also recorded and uploaded on the LMS. You may refer to these recordings to ensure you don’t miss out on your learning.
Classroom batches: We urge you to plan your time for the course duration as we will not be able to repeat classroom sessions again. We have kept periodic refresher sessions throughout the program; so if you have missed a session, you can get your doubts clarified with the instructor during these refresher sessions.
What are the fees for the program?
The fee for the Wealth and Investment Management Prodegree is as follows:
Classroom batch: Rs 70,000/-
Online batch: Rs 55,000/-

You can pay by Credit card, Debit Card or Net banking from all leading banks.