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Home Useful Announcements

TimesPro, New York Institute of Finance announce Professional Certificate in Wealth Management

education by education
October 26, 2023
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TimesPro, a Higher EdTech and the New York Institute of Finance (NYIF) have collaborated to launch the Professional Certificate in Wealth Management to equip the next generation of financial advisors with specialised expertise, offering cutting-edge learning modules guided by highly renowned academicians and industry experts.

The three-month Professional Certificate in Wealth Management is contextually designed to provide a comprehensive understanding of wealth management practices and enable working professionals in the field of BFSI, more specifically, Wealth Management to meet their career objectives. They will learn a plethora of financial modules like Wealth Accumulation, Preservation, Distribution, Hedge Funds Commodity and Energy Markets, Relationship Management, etc. within the context of the Indian and global financial framework while cultivating skills to foster client relationships.

The programme will offer a blended learning experience, combining online self-paced content from NYIF with interactive virtual sessions conducted by TimesPro’s esteemed faculty. This dual approach ensures a well-rounded and engaging learning experience for participants, allowing them to benefit from the expertise of both institutions. Learners will also receive a joint certification from NYIF and TimesPro on the successful completion of the programme.

Speaking about the launch, Anish Srikrishna, CEO, TimesPro said, “TimesPro’s collaboration with the New York Institute of Finance for the Professional Certificate in Wealth Management represents a paradigm shift in financial advisory education. This transformative approach will not only empower advisors with specialised skills but also elevate their ability to cultivate strong client relationships and offer comprehensive financial solutions that align with client goals and aspirations.”

 Jack Farmer, Academic Director, New York Institute of Finance said, “The Professional Certificate in Wealth Management program represents a significant step toward addressing the growing demand for wealth management expertise in India and aligns with the changing dynamics of the financial services industry. It promises to be an invaluable resource for individuals looking to advance their careers and make a meaningful impact in the world of finance..”

 It will also provide learners with a comprehensive knowledge of Personal Financial Management, Goal-Based Planning, Investment Strategies, Estate Planning, Insurance Planning, Tax optimisation and regulations governing lending in India and the United States.

The Professional Certificate in Wealth Management programme is open for registration. Prospective learners seeking to advance their careers in wealth management can find more information and register on the TimesPro website.

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