August 7, 2019 – Finance, Tech & Analytics Career Resources

When you have wealth it means you are busy earning it and need someone trustworthy to manage it for you. That’s the wealth manager for you. Wealth management is advisory investment services for affluent HNI persons that offer a range of financial services and products.

Normally the consultative process involves the FA making an investment strategy that is customized and personalized for a particular person and based on his needs and the financial products available.

What the Wealth Manager does:

The WM is your one-stop for investment advice, portfolio management and even services like tax, estate planning, legal issues, accounting, retirement planning, insurance, and such services. He has probably had some wealth training from a Wealth Management course.

Wealth management is advisory investment services for affluent HNI persons.
The WM is a highly expert multi-faceted professional who undertakes wealth management for affluent clients at a negotiated fee.
Customers benefit as the WM is a single-point of contact for holistically coordinating a wide variety of need-based financial services for wealth management and also undertakes planning for the future.
This area is for those individuals who have a corpus and are busy earning while needing someone trustworthy to manage their diverse needs for financial solutions.

Learning about wealth management:

So you want to learn wealth management then the easiest route is to do a wealth management course. Learning money management is a skill that one learns early and it is a vital life soft-skill. Especially so when you are trained in WM and are an expert resource teaching other wealthy people how to manage their wealth effectively in paying investments and also plan for the unknowns of a planned future.

The present market is flooded with resources in WM like podcasts, blogs, books, apps, etc. However, knowing the basics of financial markets, the management of debts, loans, budgets, insurance, mortgages, investing, etc. will aid your career and facilitate it in your future tasks. Let us explore free and good resources for learning prior to undertaking the course in financial education.

The best resources to use are

Tool- Imartcius Learning:

This training provider with a wealth management course has a wonderful repertoire of blogs on every subject under the sun. It also provides you with the resources vital for further action to be taken to further your career, gain certifications, etc using paid courses.

Tool- Mint.com

Mint is a free resource and easily accessible. The online tool is a good personal finance tool that helps with budgeting and reminds you with alerts when you reach your set budget limits. It helps inculcate financial discipline and provides you with a broad perspective of your financial health at a single tap.

Tool- Learnvest

LearnVest is a Forbes-backed financial tool that is like a personalized financial 101 and a helpful free resource rolled into one. You can use it as a course on WM, for learning the basics of saving, as a wealth management course, earning, budgeting, mortgages, taxes, investing and more. You can also use it for deep-learning financial subjects.

Blog- The Simple Dollar

This is a free resource of blogs and is the go-to resource-101 course in insurance, banking, investing, loans, credit and many more. It makes a wonderful resource tool for learning from the start and understanding the basics of strategic well-informed investment decision making.

App-Robinhood App

This app is about brokerage services on mobile phones offering free trading and investor platforms for WM. Targeting the young it profits on the interest of the unused cash balances of investors and makes investments in stocks an easy routine.

Podcast -Stacking Benjamins

The popular podcast speaks about paying off debt, the strategies in time management, money management, investing in real estate, and a savings guide focused on creating multiple incomes and furthering learning on WM.

Articles- So Money Podcast

Author Farnoosh Torabi the expert journalist and finance expert speaks to thought leaders and entrepreneurs about their businesses, personal experiences, personal finances, money management and more.

Shows- The Tim Ferriss Show

This podcast has been popular for years now. Ferriss interviews intellects, entrepreneurs, and celebrities discussing their methods, routines, philosophy, and tactics that have made them successful. He brings in light moments covering favorite books, exercise regimens, morning routines, strategy for time-management and much more for personal and financial success.

Conclusion:

Given the number of free resources available learning WM is not difficult. However, doing a wealth management course at Imarticus Learning gives you the opportunity to use case-studies, assignments, tests and project work as a crucial step to further your career. They also offer assured placements as a Wealth Manager and get you job-ready very quickly indeed.

For more detailed information regarding this in brief and can drop your query by filling up a simple form through the site or can contact us through the Live Chat Support system or can even visit one of our training centers based in – Mumbai, Thane, Pune, Chennai, Banglore, Hyderabad, Delhi, Gurgaon, and Ahmedabad.

All the best in your WM career!

Be Part Of Devika Bade Journey From Mass Media To Financial Professional At Imarticus

Born & brought up in Mumbai, Devika Bade did her schooling at St. Joseph Convent, and graduated in Mass Media, and was looking to enhance her career with bright prospects. After two counselling sessions with Imarticus and thereafter taking the Investment Banking Course, she started the journey of her transformation into a Finance professional at Goldman Sachs, which is an inspiration for every individual in the country.

How was your Experience with Imarticus Learning Curve?

I had two counselling sessions at Imarticus the beginning of 20 minutes each. One of the most noticeable things I saw was how easy it was to approach the staff for queries in solving her confusion. With a non-financial background, I had a lot of questions, in the finance field, and ambitions for taking this journey forward. I was not sure about how I would be able to cover all the topics, but the trainers at Imarticus were just amazing. The whole journey was eye-opening for me finding my own unrealized potential in taking the positive path for personal and professional growth in this dynamic environment.

Why should someone do a course at Imarticus?

The environment at Imarticus learning is just amazing. The backgrounds of the students don’t matter at all as long as you have the passion and interest to move ahead. Trainers are quite generous keeping you with the pace of the learning curve. They will teach you with case studies, diagrams and flowcharts, by making this smoother for everyone to understand. One of the most beautiful peculiarities of Imarticus is its Human Resources approach. I can say the course helped me to grow personally and professionally to come out as a better person overall.

After my first counselling, these people built trust in their skills and knowledge to opt for investment banking courses.

If you are asked about the three benefits of learning with Imarticus, What would be your reply?

First of all, it is the learning-curve of financial knowledge, which is the main aim of this course. But irrespective of the educational background, be it engineering, media or even any other field, it is essential for you to understand the domain knowledge.

Then the Soft Skills sessions at Imarticus were just amazing. Even though you have graduated or are a very good speaker of the English language, these skills teach you to become a better person overall. One learns how to open up, understand body language and enhance one’s personality to keep up in this competitive age. And the third one is that it teaches you to work in a team environment. It becomes an asset with team-management skills with a lot of group activities and projects being handled in the classroom.

So was it hard to get your first break?

It wasn’t hard in the sense but the Imarticus Placement have a sophisticated mock process, individual preparedness, preliminary interviews, and HR questions. But the individual process matters a lot, which one should carry in front of the mirror at home while individual mocks and group discussion are done in front of the trainer to further improve your skills and capabilities. Preparation is the key to stay from any stress and My Goldman Sachs interview was almost perfect.

A Message for Imarticus Students.

What I liked most about the Investment Banking Training was the self-discovery of my own potential that was missing from my own confidence. Being a simple girl with non-financial graduation, I didn’t enter the counseling expecting something huge, but it turned out to be one of the best career-defining decisions of my life. If you are not sure about the career prospect and future possibilities, then facing the counseling will prepare you for upcoming challenges.

More than the course, it prepared me to understand my own body language and personality better in improvising them to have a 360-degree transformation in this dynamic and hybrid environment. Individuals with whatever ambitions can come here and grow in this breeding atmosphere for creativity and innovation. If you are thinking about joining this Investment Banking course then I would recommend saying yes for sure.

If you are looking for making a smart career in Investment Banking, then Imarticus Learning is the right way forward. For more detailed information regarding this, in brief, you can also visit Imarticus Learning and can drop your query by filling up a simple form through the site or can contact us through the Live Chat Support system or can even visit one of our training centers based in – Mumbai, Thane, Pune, Chennai, Bangalore, Hyderabad, Delhi, Gurgaon, and Ahmedabad.

Day: August 7, 2019

What Is The Best Way To Learn About Wealth Management?

Be Part Of Devika Bade Journey From Mass Media To Financial Professional At Imarticus