Certificate in Wealth Management (CWM)
Looking to secure a stable career in the fast-growing Banking and Finance sector?
Or want to see yourself as a Certified Wealth Manager?
The SAGE Foundation, in partnership with Thadomal Shahani Centre for Management (TSCFM), offers the Certificate in Wealth Management to help graduates like you gain the skills needed for success.
This course is designed to give you practical knowledge and job-ready skills, making you a strong candidate for wealth management roles in banks and financial institutions. With expert guidance and a focus on real-world training, you'll be ready to build a brighter future.
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Wealth Management Program Highlights
Certifications You’ll Receive
As a banking graduate, staying competitive and equipped with essential skills is vital for success in both global markets and top private banks in India.
SAGE Foundation, in partnership with Thadomal Shahani Centre for Management (TSCFM), offers the Wealth Management Course (CWM).
This program equips students with three certifications, including a government-recognized one, giving them the specialized skills and hands-on knowledge necessary to thrive in the ever-evolving sectors of banking and wealth management.
Wealth Management Syllabus
Wealth Management Syllabus
- Fundamentals of Wealth Management
- Overview of Financial Markets
- Investment Strategies
- Business Communication
- Risk Management
- Financial Planning
- Customer Relationship Management
- Technology & Ethics in Wealth Management
Our Placement Partners
Join over 15,000 graduates who have been trained and placed in top banks and NBFCs through the SAGE Foundation’s Certificate in Wealth Management, in partnership with Thadomal Shahani Centre for Management (TSCFM), a leading B-School in India. With a strong network of placement partners, our graduates have secured positions at top Private Banks and NBFCs, including:
250+ Hiring partners
Career Opportunities
With SAGE Foundation’s Wealth Management Certification, you’ll gain the expertise to excel in financial markets, develop strategic investment solutions, and provide professional financial advice. Our program is designed to empower youth to enter the growing finance sector and make a lasting impact on both their careers and the financial well-being of their clients.
Students in Final Year of Graduation
Graduates
Weekend batches for Working Professionals
Age limit 28 years
Contact us
Address
Thadomal Shahani Centre for Management, Opp. Shahani Colony, Near Dada KT Shahani Chowk, Navghar Road, Mulund (E), Mumbai 400081