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Bulletin Board
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Post Graduate Diploma in Advanced Wealth Management (PGDAWM)
Wealth Management is a process that encompasses establishing the present & anticipated
assets and liabilities & providing impartial assistance in analyzing & organizing
an individual's financial affairs in order to achieve his/her financial goals &
objectives.
With the transformation of economic landscape of India, a paradigm shift is taking
place in the area of management of economic life - blood namely, finance. The number
of asset classes available to people are multiplying each day. There is a growing
demand for professionals who can help in managing the wealth of those who are busy
in creating wealth & value for themselves as also for successful, self reliant working
professionals who wish to fill up the void in their financial planning knowledge
with a view to improve their quality of life.
Wealth Management for Wealth Creators
Remember, the creators of wealth do not need advice on how to make wealth or increase
it. They already know how to do it better than others. What they want is professional
assistance from qualified people who can show them the path to manage their wealth
through the myriad of financial products and asset classes so that their short term
and long term financial goals are successfully met.
Financial Planning for Professionals
Financial planning has become very important for professionals and self employed
in India for following reasons:
(A) The working life in private sector is reduced from the age of 65 to 55 years
while life expectancy has increased to 65 years due to better medical treatment
and prosperity. Working life has reduced and retirement life has increased. So we
need better retirement planning.
(B) Family has become nuclear from joint family system, therefore the onus is on
the bread winner to ensure good living standards in retired life.
(C) Education cost has increased for those who have kids in the family, therefore
financial planning has become quite important for the individuals.
Wealth Management for Inheritors of Wealth
Persons with substantial inheritance and affluent family background need to maintain
and manage the family wealth. While these people can hire the services of professionals
prepared by this course, they may choose to do this course themselves and master
the skills required for managing their own wealth. Thereby they can become self-reliant
and hold the reigns of their financial affairs in their own hands.
Preparing for the Financial Service Industry
This course is essentially focused on producing professionals who will competently
carry out this task. But that does not mean you will only learn how to manage wealth,
but also other important aspects of finance such as Investment, Research, Products,
Financial Services & all of that which can make finance a child's play for you.
Besides, as an emerging economy, each day India is turning a new leaf in capital
and financial markets creating demand for experts who can collate, examine and analyse
the fast metamorphing business and financial environment. PGDAWM will equip the
incumbents with concepts, skills and methodology that exist on the frontiers of
the current body of financial knowledge. Thereby, we stand committed to create profound
researchers and analysts par excellence spanning the areas of equity research, financial
analysis, valuations, banking etc. Thus we present a unique blend of go-getters
combining soft skills on one hand and quantitative financial analytical competence
on the other. You will also get trained in Wealth Management software & normal MIS
used in various Institutions.
- Course & Training designed by Senior Professional from the industry & Education
Institutions.
- Prepares you to straightaway join the relevant Financial Services Companies or Banks
without further training.
- High Industry interaction through special & guest lectures.
- Assistance in placement through tie-up with Financial Services Companies, Institutions
& Banks.
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Graduates (10+2+3) from any recognized university. Working professionals with strong
financial and marketing interest may also apply. Candidates should have good communication
skills.
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Term 1 - Building the Base
- Indian Financial System
- Fundamentals of Corporate Finance
- Fundamentals of Marketing Financial Services
- Economics
- Quantitative Tools for Wealth Managers
- Financial Planning
- Risk Analysis and Insurance Planning
- Ethics in Wealth Management
- Personality Development & Life Skills - I
Term 2 - Theoretical Perspectives with Applications
- Fundamental & Technical Analysis
- Financial Statement Analysis
- Portfolio Management
- Advanced Marketing of Financial Services
- Investment Planning
- Retirement Planning and Employee Benefits
- Personality Development & Life Skills - II
Term 3 - Practical Exposure and Learning
- Advanced Financial Planning
- Tax Planning and Estate Planning
- Case Studies in Wealth Management
- Advanced Financial Planning
- Strategic Asset Planning
- MIS and Wealth Management Software
- Comparative Study of Insurance and MF Product
- Mock Sessions on Marketing
- Personality Development & Life Skills – III
The coverage of curriculum is wide enough that it will sufficiently prepare the students
for following certifications:
- IRDA Certification and CFP papers of FPSB India.
- NCFM certifications in :
- Capital Market
- Derivative Market
- Commodities Market
- AMFI
- IRDA certification is also available as an additional option. It will be separately
charged.
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HARPREET SINGH
A product of prestigious IIM Ahmadabad and Gold medallist in B.Tech. He was Country
Head NRI Business and Wealth Advisory Services at HDFC Bank before joining Educomp
Solution Ltd. as President for Higher Education. He is credited with launching Wealth
Management Division at Centurion Bank of Punjab as Business Director (Loan, Wealth
Management and Distribution) which under his leadership became the fourth largest
bank in India in the distribution of insurance products. He has worked in GE Capital,
Citibank, Standard Chartered Bank, Tata Teleservices and Johnson and Johnson. He
has a 22 years of professional experience.
SANDEEP NERLEKAR
Currently, MD & CEO Warmond Trustees and Executors,Mr. Sandeep Nerlekar is a Graduate
in commerce and a MBA from Pune University. He is also Certified Wealth Manager
(AFFM) and certified Investment Advisor by AMFI. He has been a banker for last 13
years. He has worked with HDFC Bank, IDBI Bank, Centurion Bank of Punjab in last
13 years. He has held responsible positions in these banks and had successful stint.
He has the experience of setting up many businesses and launching various products
for these banks. He has experience in assets finance, Private Banking, High Net
worth Banking and sales. He was involved in the complete product, process and sales
set up of CERMA. He was one of the key people responsible while CERMA was being
set up and is involved till date.
PRASHANT MEHTA
Presently Senior Vice President - New Products & Business Development for the Personal
Finance & Wealth Section of Moneycontrol.com , Mr Mehta was also Vice President
and Product Head -Investment Products, HDFC Bank. He did M.M.S –Finance & Marketing
B.Sc- Chemistry from Bombay University with 2nd position in both at University level.
He also has PGDEIM from Indian Merchants Chamber. He is domain specialist in Personal
Finance products like Mutual Funds, PMS, Bonds, IPOs, FD etc. and has experience
in Broking firms like UTI Securities & Banks like UTI Bank, Centurion Bank of Punjab.
He started, built & managed the investments product desk & product team at both
these banks.
JATINDER LOOMBA
A Gold Medalist in MBA (Finance) from DAVV University Ms. Loomba has rich corporate
experience spanning 14 years in the field of finance including Stock Market (Equity
and Derivatives) , Portfolio Management , Financial Planning & Budgeting etc. She
worked with companies like OTG Global Finance Ltd , Kotak Mahindra Old Mutual Life
Insurance Ltd. and M.P. Pertochem limited. Currently she is involved teaching finance
at postgraduate level.Her research interests include aspects of financial management.
DR. C. S. SHARMA
A well known academic with a teaching and research experience spanning thirty years
at prestigious Shri Ram College of Commerce, University of Delhi. Dr. Sharma completed
his Phd from Delhi School of Economics and has published a number of research papers
in national and international journals. He has conducted large number of training
programmes for various companies in the area of finance.
PREETI BANSAL
Post graduate in Global Business Operations (Finance) from Shri Ram College of Commerce,
University of Delhi and graduate in Commerce (B.Com. Hons) from Lady Shri Ram College,
University of Delhi. Topper, both at the school and college level,she is Internationally
trained faculty having received training in business-pedagogy at Singapore . Currently
she is pursuing research in the field of finance and is involved in modelling stock
market returns with macro economic factors as explanatory variables. Also she is
innovating, creating and developing new courses in the field of finance.
RAJNI HIRA
A Masters degree holder from SRCC, University of Delhi and Internationally trained
faculty Ms. Rajni is deeply involved in research in diverse areas of management.
Having Graduated with specialization in the area of teaching methodology she has
earned for herself immense reputation as a creative and innovative facilitator.
Personality development, organisational behaviour and success-skills are her areas
of research and pursuit.
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- Business Research
- Investment Advisors
- Wealth Managers
- Investment Banking
- Financial Planning
- Institutional Sales
- Private Banking
- Equity Research & Broking
The programme will allow you to associate with the world class professional in the
field of Banking, wealth management, financial planning, mutual funds, insurance
and business research. The prgramme enhance the knowledge in the field of Financial
Management and Research and make them as budding entrepreneurs and leaders in the
financial sector
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Education Pedagogy
- Intensive Curriculum
- Distinguished Trainers
- Case Studies
- Industry Talk and Workshops
- Projects
- Assignments
- Wealth Management software
- Mock Marketing Sessions
- Handling Database for Equity Research
- Internship
- Examination
- Placement
Facilities
- Wi-fi Campus
- Personalised Lockers
- Macintosh Tech Support
- Library
- Student Terrace Lounge
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You will be making an important career decision and will join the thousands of other
aspiring wealth managers around the world who have selected Raffles Millennium International
for career training and education. Your decision ensures you will receive the professional
training required for a successful career and that you will have every opportunity
to achieve personal satisfaction that comes from succeeding in your chosen career
field.
You can download the Brochure and Application Form. Please follow the steps to appear
for the RMAT-WM.
Please fill up the Application Form clearly in BLOCK letters. All applications should
include the followings:
- Copy of Applicant’s Identity Card or Passport.
- Three (3) passport sized photographs.
- Copies of Applicant’s latest educational transcripts and certificates.
- Updated Resume if Applicant has work experience for more than one year.
- RMAT – WM Application Fee INR 800 in cash / DD. DD should be made in favor of “
Raffles millennium international” payable at New Delhi.
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Candidate will appear for a 60 minutes objective MCQ based RMAT-WM ( Raffles Millennium
Aptitude Test - Wealth Management), which will cover the following areas :
- English Proficiency
- Mathematics
- Logical Interpretation
- Data Interpretation
- General Knowledge
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