Description

Certification Name: Certified Wealth Manager

Global Occupational Skill Standard – GOSS ID: GOSS/M/CWM/V1

Duration: One Month.

Eligibility: Graduation or Equivalent is required.

Objective: The objective of the Certified Wealth Manager course is to equip participants with the specialized knowledge and skills needed to manage the financial assets of high-net-worth individuals and families. The course covers investment planning, portfolio management, tax strategies, estate planning, retirement solutions, risk assessment, and client relationship management. Participants will learn to develop personalized wealth strategies aligned with client goals, regulatory requirements, and market conditions.

Certification: Within 5 days after Completion of Online Assessment.

Get ready to join the Journey to become a GSDCI Certified Professional  – International Certification and Assessment Body.

Steps to become a GSDCI Certified Professional:

Step 1: Select your certification you want to pursue.

Step 2: Click on get certified tab, new pop up window will open.

Step 3: Click on pay certification fee, you will be redirected to billing details page.

Step 4: Fill your details and click on pay certification fee, You will be redirected to payment gateway, pay fee by any available options like Card(Debit/Credit), Wallet, Paytm, Net banking, UPI and Google pay.

Step 5: You will get Login Credentials of Online E-Books and Online assessment link on your email id, within 48 hrs of payment.

Step 6: After completion of online assessment, you can download your Certificate Immediately.

Assessment Modules:

Module 1: Introduction to Wealth Management: Overview of wealth management industry, Role and responsibilities of a wealth manager, Client relationship management, Regulatory environment and ethical considerations, Types of clients and their financial needs, Understanding financial goals and risk profiles.

Module 2: Investment Products and Asset Classes: Equities, bonds, and fixed income securities, Mutual funds and ETFs, Real estate and alternative investments, Derivatives and structured products, Portfolio diversification and allocation, Risk-return characteristics of different asset classes.

Module 3: Portfolio Management and Investment Strategies: Modern portfolio theory and asset allocation, Portfolio construction and rebalancing, Active vs. passive investment strategies, Performance evaluation and benchmarking, Behavioral finance principles, Tax-efficient investment strategies.

Module 4: Financial Planning and Advisory Services: Comprehensive financial planning process, Retirement and pension planning, Education and healthcare funding, Insurance planning and risk management, Cash flow and debt management, Succession and estate planning.

Module 5: Taxation and Regulatory Compliance: Personal and investment tax fundamentals, Tax planning strategies for individuals and families, International taxation and offshore investments, Compliance with financial regulations (FATCA, AML, KYC), Reporting standards and disclosures, Working with tax advisors and legal experts.

Module 6: Client Communication and Relationship Management: Understanding client psychology and needs, Effective communication and presentation skills, Onboarding and profiling high-net-worth clients, Periodic reviews and performance reporting, Handling client objections and complaints, Building long-term trust and loyalty.

GSDCI Online Assessment Detail:

• Duration- 60 minutes.
• Number of Questions- 30.
• Number of Questions from each module: 5.
• Language: English.
• Exam Type: Multiple Choice Questions.
• Maximum Marks- 100, Passing Marks- 50%.
• There is no negative marking in any module.

Benefits of Certification:

🌍 1. Global Recognition & Credibility – Stand out worldwide with a certification that opens doors across borders. Trusted by employers, respected by institutions, and recognized in over 100 countries.

📜 2. Quality Assurance through ISO Certification – Certified to global ISO standards, our programs deliver excellence, consistency, and a benchmarked learning experience that speaks for itself.

💼 3. Career Advancement & Employability – Enhances your resume and increases chances of promotions or job offers.

🤝 4. Non-Profit Trust Factor – Certifications from non-profit organizations are mission-driven rather than profit-driven.

📚 5. Access to Verified Learning & Resources – Often includes e-books, mock tests, and online support without hidden costs.

🔍 6. Transparency & Online Verification – Certifications come with a unique Enrolment ID for easy online verification by employers and institutions.

⏳ 7. Lifetime or Long-Term Validity – Certifications usually have lifetime validity or long-term recognition, reducing the need for frequent renewals.