Wealth Management Module

TOTAL DURATION	CERTIFICATION VALIDITY	COURSE TYPE
120 Minutes	5 Years	Self Learning

For queries, kindly contact:

Helpdesk number: 022- 68646464

Email ID: ncfm@nse.co.in

(From 9.30 am to 5.45 pm, except Saturdays/Sundays/Holidays).

This module has been prepared with a view to provide a comprehensive and in depth knowledge about wealth management.

NCFM exam are online and self-study basis and conduct in across India (TestCenter-200+) in English language.
Open Office Spreadsheet will be provided
There is 0.25% negative marking for incorrect answer.
We allow all types of calculator during test
No. of questions: 60 /Maximum marks: 100/ Passing marks: 60 (60%).
The question paper consists of objective type questions only.
For every question, you will find four / five alternative answers. To select your answer, click on the radio button next to the alternative.
Course Outline Topic:
- Introduction to Financial Planning
- Wealth Management & The Economy
- Investment & Risk Management: Equity
- Investment & Risk Management: Debt
- Investment & Risk Management: Alternate Assets
- Investment Products & Services
- Investment Evaluation Framework
- Risk Profiling & Asset Allocation
- Risk Management through Insurance
- Elements of Taxation
- Taxation of Investment Products
- Estate Planning

To have a comprehensive and broad based knowledge about wealth management.
To understand the role of various investment products and structured products in long term wealth creation and the risks underlying such products and services.
To know about the assessment of risk profile of clients and the importance of asset allocation in wealth management.

Course Fees- Total Fees : Rs.2596/- (Rupees Two Thousand Five Hundred and Ninety Six Only) Inclusive of Applicable Taxes.

No. of Questions	Max Marks	Pass Marks (%)
60	100	60

There is no eligibility criteria.

Who will be BENEFIT from this course?