| |
|
Register Online | Registration Form | Programme Schedule
OBJECTIVES
To provide an overview on the Wealth Management from Indian & Global Perspective.
PROGRAMME CONTENTS
The Indian Wealth Management - Financial Planning - Process, Global Wealth Management - Investment Planning, Tax Planning, Estate Planning, Insurance Planning in the Global Scenario - Soft Skill: Requirements in Wealth Management Career, Ethics in Wealth Management, Concepts used in Ultra High Net-worth Wealth Management Market, Creating a Financial Plan for a Client, Debrief of the Plan.
Participants attending the entire course shall be eligible to receive Participation Certificate from the BSE Training Institute.
TARGET AUDIENCE:
Investment Bankers, Bankers, Entrepreneurs and other market intermediaries.
DURATION AND TIMINGS
1 day
Timing: 9.30 am to 5.30 pm
FEES
Rs. 2,500.00 + 10.30 (Service Tax + Education Cess) per participant inclusive of course material, tuition fees, snacks and lunch.
Payment via DD in favor of “Bombay Stock Exchange Ltd.”, payable Mumbai.
VENUE
BSE Training Institute, 19th Floor, P.J.Towers, Dalal Street, Mumbai 400 001.
Payment via DD in favor of “Bombay Stock Exchange Ltd.”, payable Mumbai.
PROGRAMME COORDINATORS
Rakesh Bhatt
For further details regarding registration contact:
Phone: 022- 2272 8121/ 8246/ 8862/ 8062
E-mail: training@bseindia.com
.
|
|
