Which course should I pursue to become a wealth manager?
I am an MBA graduate in Marketing with no prior experience. I am keen to become a successful wealth manager in the future
Asked by Kapil k
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2 Answers
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There is no need to pursue any other course to become a wealth manager in any company. MBA is sufficient to know the financial markets. However, you can opt either of any courses, if required
1. Courses offered by NSE/BSE or NISM
2. CFA or CFP.
All the best. -
For an MBA graduate in marketing for upskilling your skills you may look to pursue the CRISIL certified wealth manager course. https://www.crisil.com/en/home/Executive-Training-Programmes/wealth-management-certification.html. This course has been designed by CRISIL and is quite comprehensive in its approach and methodology.
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