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Wealth Management Module (Intermediate) Practice Exam

Wealth Management Module (Intermediate) Practice Exam


About Wealth Management Module (Intermediate) Practice Exam

This module has been prepared with a view to provide a comprehensive and in depth knowledge about wealth management.


Why should one take this course?

  • To have a comprehensive and broad based knowledge about wealth management.
  • To understand the role of various investment products and structured products in long term wealth creation and the risks underlying such products and services.
  • To know about the assessment of risk profile of clients and the importance of asset allocation in wealth management.


Who will benefit from this course?

  • Students
  • Investors
  • Finance Professionals
  • Anybody having interest in this subject


Exam Pattern

  • Duration: 120 minutes
  • No. of questions: 60
  • Maximum marks: 100, Passing marks: 60 (60%); There is negative marking for incorrect answers.
  • Certificate validity: For successful candidates, certificates are valid for 5 years from the test date.
  • Total Fees : Rs.2006/- (Rupees Two Thousand and Six Only). inclusive of GST.

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