Wealth Management Course & Certification | Investment Management Courses - Imarticus

WEALTH & INVESTMENT MANAGEMENT BOOTCAMP

Industry-endorsed program in collaboration with Motilal Oswal Asset Management Company Ltd

Comprehensive Curriculum Covering Financial Markets, Wealth Management, Investment & Portfolio Management, & Financial Advisory

200-Hour Classroom Program Delivered at State-of-the-Art Learning Centers

Assured Placements at Leading Wealth and Investment Management Firms

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Classroom Training
र 70,000/-

Online Instructor-Led Training

Online Self Paced Videos

Wealth and Investment Management Course

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

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Motilal Oswal-Endorsed

Cutting-edge program designed and delivered in collaboration with Motilal Oswal AMC Ltd.

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Global Curriculum

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

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Smart Classroom

Learning via technologically-enhanced classroom training, supplemented by lecture recording

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Placement Assurance

Guaranteed interview opportunities at leading wealth and investment management firms

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Motilal Oswal-Endorsed

Cutting-edge program designed and delivered in collaboration with Motilal Oswal AMC Ltd.

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Global Curriculum

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

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Smart Classroom

Learning via technologically-enhanced classroom training, supplemented by lecture recording

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Placement Assurance

Guaranteed interview opportunities at leading wealth and investment management firms

Wealth and Investment Management Curriculum

Fundamentals of Global Financial Markets

  • Introduction to Capital Markets
  • Role of Market Participants
  • Types of Markets – By Products
  • Types of Markets – By Regulations
  • Risk and Surveillance in Markets

Accounting and Financial Mathematics for Wealth Managers

  • Accounts Terminology
  • The Principles and Concepts Underpinning the Four Key Elements of Accounts – Assets, Liabilities, Income, and Expenses
  • Power of Compounding
  • Time Value of Money
  • NPV and IRR
  • EMI and Other Modes of Repayment
  • Double Eentry Book-keeping
  • Methods of Depreciation
  • Valuation of Inventory
  • Profit and Loss Accounts & Balance Sheets

Financial Statement Analysis

  • Key Financial Accounting and Reporting Issues Relating to Corporations
  • Analysis and Interpretation of Financial Statements
  • International Accounting Standards
  • Financial Ratios
  • Profitability Analysis
  • Cash Flow Analysis
  • Credit Risk Analysis
  • Off-balance Sheet Transactions
  • Intangible Assets
  • Impairment of Assets
  • Revenue Recognition
  • Foreign Exchange Accounting

Macroeconomics

  • Economics and Investment Advice
  • GDP and GNP
  • Expenditure Approach
  • Income Approach
  • Value Added Approach
  • Economic Cycles
  • International Trade and Trade Competitiveness
  • Balance of Payment
  • Money Supply
  • Inflation
  • Real Return
  • Fiscal Policy & Monetary Policy
  • Private Borrowing, Investment and Expenditure
  • Central Banks & Macro Economic Tools

Types of Investment Assets

  • Equities
  • Currencies
  • Fixed Income
  • Commodities
  • Alternative Investment
  • Portfolio Management Services
  • Index Linked Debenture
  • Real Estate
  • Aspirational Assets
  • Post Office Savings Schemes
  • National Savings Certificate
  • Public Provident Fund
  • Senior Citizen’s Savings Scheme
  • New Pension Scheme
  • Infrastructure and Tax Savings Bond

Quantitative Methods for Investment Analysis

  • Techniques in Data Analysis with Special Reference to Investment
  • Identification of Appropriate Techniques
  • Execution of Analysis and Sound Interpretation of Results
  • Probability Distributions
  • Confidence Interval Estimation
  • Hypothesis Testing
  • Correlation and Regression Analysis
  • Time Series Analysis

Corporate Finance

  • Financial Analysis and Planning
  • Capital Budgeting
  • Cost of Capital
  • Capital Structure and Dividend Policy
  • IPOs
  • Mergers & Acquisitions
  • Corporate Restructuring

Project Submission

  • Project Submission in Front of Your Peers While Industry Experts Evaluate Your Project Work with Constructive Criticism

Corporate Ethics

  • Importance of Ethical Practices in Wealth Management
  • Ethics Surrounding Financial Management, Product Safety, Corporate Responsibility
  • Regulations that Prohibit Unethical Practices in this Domain
  • Examples of Ethical Dilemmas and the Principles that Drive Them
  • Four-step Approach to Resolve Ethical Dilemmas

Investment Advisers Law

  • Regulation of Financial Advisers and Wealth Managers
  • Negligence Liability
  • Contractual Liability
  • International Legal Issues in Financial Advice Contracts

Analysis of Equities

  • Equity as an Asset Class
  • Equity Valuation Techniques for Specific industries and/or Companies
  • Absolute and Relative Valuation Approaches using Asset Values, Earnings, Dividends, Cash Flows
  • Fundamental Analysis
  • Technical Analysis
  • Corporate Action
  • Risk Management

Analysis of Fixed Income

  • Fixed Income Markets and Products
  • Basic Analytical Tools used in Analysing Fixed Income Securities
  • Term Structure of Interest Rates, Yield Curve Dynamics
  • Duration and Convexity
  • Bond Portfolio Management Strategies
  • Credit Rating
  • Advanced Array of Fixed Income Instruments
  • High Yield Bonds
  • Bond Theorems and Strategies
  • Asset-backed Securities
  • Swaps and Credit Derivatives
  • Risk Management

Project Submission

  • Project Submission in Front of Your Peers While Industry Experts Evaluate Your Project Work with Constructive Criticism

Basics of Derivatives

  • Demystifying Derivatives
  • Understanding Their Characteristics
  • Types of Derivatives
  • Features of Derivative Instruments

Portfolio Construction, Review, Monitoring

  • Portfolio Construction
  • Constraints to Asset Allocation
  • Application of Portfolio Objective
  • Types of Asset Allocation
  • Strategic Asset Allocation
  • Tactical Asset Allocation
  • Dynamic Asset Allocation

Portfolio Management

  • Active Portfolio Management
  • Advanced Concepts of Investments and Their Applications to Meet the Needs of Sophisticated Institutional and Individual Investors
  • Analyses of the Contemporary Investing Scene and Global Capital Markets

Wealth Planning

  • Multi-jurisdiction Legislation for International Wealth Transfers
  • Use of Trusts in Inter-generation Wealth Planning

Investment Planning Framework

  • Taxation of Investments
  • Tax Benefits
  • Tax Exempt Investment Scheme
  • Withholding Tax
  • Wealth Tax
  • Estate Planning
  • Legal Framework
  • Regulations
  • Investment Advisor consideration
  • AML
  • KYC and Risk Profiling
  • Ethical Dilemmas
  • Investment Risk

Financial Protection Planning

  • Insurable Risk
  • Life Insurance
  • Personal and Family and Business Financial Protection Products

Project Submission

  • Project Submission in Front of Your Peers While Industry Experts Evaluate Your Project Work with Constructive Criticism

Wealth Management Trends

  • Serving the Wealthiest -The UHNWI (Ultra High Networth Individuals)
  • Family Businesses Structures and Management
  • Linkage of Private Banking and Asset Management
  • Emerging Trends in Wealth Management

FinTech in Wealth Management

  • Robo-Advisory
  • Pensions
  • Savings
  • PFM
  • Brokers
  • Data
  • B2B Platforms

Alternative Investments

  • Private Equity
  • Real Estate
  • Commodities

Structured Products – Basics

  • Key Characteristics – Maturity, Cash-Settled Returns, Credit Claim on Issuer
  • Basic Structures – Participation, Downside Protection, Capped Upside
  • Life Cycle of Structured Products – Idea, Issuance and Maturity
  • Keys Elements in Creating SPs – Principal Guarantee, Income or Growth, Choice of Underlying Assets, Certainty of Maturity

Structured Products – Advanced

  • Use of Structured Products by Banks, Financial Institutions and Investment Managers
  • Equity Structures
  • Fixed Income Structures
  • Currency Structures
  • Commodity Structures
  • Hedge Fund Wrappers
  • Derivatives-like Warrants
  • Option-embedded Bonds
  • Equity-linked Notes
  • Dual Currency Options
  • Reverse Floaters and Similar Forms of Innovative Financial Instruments
  • Return and Structuring of These Products

Relationship Management

  • Advanced Communication Skills
  • Negotiation Skills
  • Handling Angry Customers
  • Conflict Management
  • Excellence in Relationship Management

Project Submission

  • Project Submission in Front of Your Peers While Industry Experts Evaluate Your Project Work with Constructive Criticism

Interview Preparation – Domain

  • Analytics Experts Guide You on How to Prepare for Technical Interview Round with Tips, Tricks and a Quick Refresher on Concepts Learnt

Mock Interviews – HR and Domain

  • 1:1 or Panel Mock Interviews with Industry Veterans to Clear the HR and Technical Round of Interviews to Give You Confidence to Face Real World Scenarios

Training Methodology

With a strong emphasis on ‘learning by doing’, our programs are developed with the goal of creating well-rounded, job-ready professionals that can add immediate value to any organization.

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STEP 1: INSTRUCTION

Classroom Training: Industry experienced instructor in a well-designed classroom environment for optimal learning, and quick query resolution.

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STEP 2: EXPERIENTIAL LEARNING

Real Life Learning: Go beyond traditional rote learning through the use of live case studies, real-life scenarios, and classroom discussions.

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STEP 3: REINFORCEMENT

Assessments: Each topic is followed by quizzes, tests and assignments that help understand and internalize key concepts.

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STEP 4: TECHNOLOGY AIDED

Centralized Learning: Manage your performance and progress throughout the program with our state-of-the-art learning management system.

24/7 Support

Get 24/7 access to your course material on our state of the art learning management system; extended access to all course material after the batch ends, and a dedicated student hotline with extensive support to help resolve queries.

Wealth and Investment Management Careers

The Career Assistance Services (CAS) team works hand in hand with you to further your career aspirations. We thoroughly prepare you to be interview-ready through resume building sessions and interview preparation workshops, and provide you with interview opportunities with leading Financial Services firms.

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Joining Imarticus was my 1st step towards my successful career.
“I have learned more than I can ever think. The best part of Imarticus are the 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”.

-Mr. Bhumsen Singh

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“Imarticus has helped me from the start right from consultation till the end, it’s a place where the main focus has been on the overall improvement of the student, not just training. The trainers are very supportive and help us even in the Silliest doubts of all. With the help of Imarticus, I was able to understand investment banking and operations in much more depth through this experience. What they teach you in this course doesn’t only help for the two months it helps you throughout.”

-Sahal Sonia

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“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 until the end and I know that they will further guide in my future- that’s the promise of Imarticus.”

– Mona Sharma

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Client Servicing

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Equity Research

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Financial Advisory

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Fund Management

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Portfolio Management

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Private Banking

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Relationship Management

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Wealth Management

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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

Preparing candidates to ace HR and Technical interview rounds with model interview questions and answers

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MOCK INTERVIEWS

Preparing candidates to face interview scenarios through 1:1 and panel mock interviews with industry veterans

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ACCESS TO OUR PLACEMENT PORTAL

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

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INTERVIEW OPPORTUNITIES

Assured 3 interview opportunities at leading firms to ensure you get placed

Industry Advisors

Making the most of our deep connects with the industry, the program is designed in collaboration with industry leaders and Motilal leadership.

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S K MITRA

MCX Board Member, Ex-Country Head, Corporate And IB

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SANJIV MALHOTRA

SBI Board Member, Ex-Bank of America, Merrill Lynch

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TARANJIT JASWAL

Director – Barclays

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ANIL GUDIBANDE

Ex-Managing Director, RBS

Admissions

The Program is ideal for students and experienced professionals who are interested in working in the Finance industry, and are keen on enhancing their technical and business understanding of the Banking, Financial Advisory or Wealth Management space.

Admission-Entrepreneurs

Experienced Professionals

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

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Job Seekers and Career Changers

Recent Graduates in Management (Finance, Marketing, Intl. Business) who want to excel at interviews, and get a head-start in this space.

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Global Certifications

Those looking to enhance their resumes with an industry endorsed certificate.

Admission-Entrepreneurs

Experienced Professionals

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

Admission-Entrepreneurs

Job Seekers and Career Changers

Recent Graduates in Management (Finance, Marketing, Intl. Business) who want to excel at interviews, and get a head-start in this space.

Admission-Entrepreneurs

Global Certifications

Those looking to enhance their resumes with an industry endorsed certificate.

Collaboration with Motilal Oswal AMC Ltd.

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Case Studies

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

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

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Case Studies

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

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

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.

Faculty

Sagar Pandya

Credit Risk, Credit Rating & Credit analysis

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Neha Idnany

Value-Driven bottom-up stock picking based on fundamental analysis

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Wealth and Investment Management Videos

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

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

Industry Connect: Sameer Jaini, ex Citibank, HDFC Bank on the Banking industry in India

Self-paced instructor video on Option Strategies by faculty, Harish Thakkar

FAQs

What is the format of the program?
This is a 200-hour classroom training program, that provides aspirants with an in-depth exposure to products, processes and operations for roles in Wealth and Investment management.
What is the duration of the program?
This is a 2-month program done full time (on weekdays), and a 3 month program if done part time on the weekends. Please contact the nearest center for more information.
What study material will be provided to us for the program?
The core learning will happen via 200 hours of classroom lectures at the center where you registered. You will also have access to additional study material like recordings of previous virtual classes, PowerPoint presentations, case studies, quizzes and eBooks on the learning portal. You will be given extended 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.
What is the eligibility criteria for placements?
In order to be eligible for placement, candidates need to clear all Imarticus exams with at least 60% grades and ensure an average attendance of at least 80% in each of the three levels.
What are the fees for the program?
For details about the course fee, please feel free to contact your nearest center.

Speak to a Career Advisor

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