The financial services industry, especially wealth management, is rapidly changing. Until about a decade ago, financial product distribution was largely driven by leveraging relationships with customers. Now, however, with mutual funds introducing direct plans, and the regulator actively working to create awareness and increase financial inclusion and technological advancement, investors are more market savvy.
Wealth managers can provide significant value addition only if they have a deeper understanding of various asset classes, investment products, industry trends and market insights.
This training programme is designed to offer deep conceptual understanding while equipping wealth managers with information on the latest trends, numbers, and techniques to evaluate products using performance and key risk metrics.
CRISIL has over two decades of experience in providing data, research and cutting-edge analytics in capital markets, catering to various segments, including mutual funds, insurance, portfolio management services, alternative investment funds, and retirement and pension funds.
This training programme has been developed by CRISIL’s experts, leveraging our experience, repository of data and intellectual property built over the past few decades. An optimum blend of conceptual learning and case studies / data trends / examples it follows a practitioner’s approach to learning. It covers a wide range of topics in the wealth management space, including financial planning, asset classes, investment products (with a deep dive into mutual funds and insurance), investment analysis, client reporting and fair business practices.
The content is refreshed regularly with key event analysis, articles and videos relevant to a wealth manager.