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Executive program
in Wealth Management

About the Executive Program in Securities and Business Law

The Executive Program in Wealth Management (EPWM) is an 80-hour online course offered by About the Executive Program in Securities and Business Law , designed to equip learners with a deep understanding of how to build and preserve wealth.

This comprehensive program covers essential areas such as investment advisory, retirement planning, tax and estate planning, risk management, and more. Whether you're starting your journey in finance or looking to upskill, this course provides the practical tools and insights needed to succeed in the evolving wealth management industry.

Led by experienced professionals, the EPWM blends theory with real-world applications—preparing you to work confidently with individual and institutional clients in one of the fastest-growing segments of the financial world.

Eligibility Criteria

  • Graduate of any stream can apply.
  • Students should have graduated from a recognized university.
  • Working professionals having basic investment knowledge can also apply.
  • 1. Introduction to Wealth Management
  • 2. Wealth Management Process
  • 3. Equity Analysis
  • 4. Mutual Funds
  • 5. Insurance
  • 6. Risk Management
  • 7. Alternate Products in Wealth Management
  • 8. Retirement Planning
  • 9. Portfolio Management
  • 10. Indian Tax Laws & Legalities in Wealth Management

Program Highlights

Existing since
1989
300+ World-Class
Practitioners
Expansive Global
Reach
20000+ Students Trained
150+
Courses
Cutting-Edge
Curriculum
Wealth management is a growing field with increasing demand for skilled professionals. Upon completing this course, you can explore careers in:
  • • Financial and investment advisory
  • • Portfolio and risk management
  • • Private banking
  • • Estate and tax planning With the right skills, you can work with individuals, families, or corporations to help manage and grow their wealth effectively.

FinX Institute has a long-standing legacy in financial education. With expert faculty, hands-on learning, and industry-relevant curriculum, the EPWM program gives you the practical knowledge and confidence to thrive in wealth management. It’s more than a course—it’s a career-launching experience designed for real-world success.

Enrolling is easy:

  • • Visit the course page: Apply Here
  • • Fill in the online application
  • • Upload your documents for verification
  • • Complete the fee payment to confirm your admission
The program is open to graduates from any discipline. It’s ideal for:
  • • Financial advisors, wealth managers, and investment analysts
  • • Professionals in banking or finance
  • • Students, homemakers, or retirees with basic financial understanding No prior experience is required—just a willingness to learn and grow.

The EPWM is a fully online and interactive course, conducted live by expert instructors. You can join from anywhere with an internet connection.

The course runs over 4 to 5 months, with a total of 80 hours of live sessions, scheduled to suit both working professionals and students.

Sutirtha Das

4.5
I am grateful for the faculty guidance, diverse curriculum, hands-on learning, networking, and career support. The guidance and mentorship I have received from the faculties have been invaluable in shaping my career aspirations and preparing me for the dynamic business landscape.

Afreen Afzal

4.5
FinX Institute (Formerly BSE Institute Ltd) is an outstanding example of educational quality, blending practical and intellectual learning and ensuring graduates are industry ready. Highly recommended for students.

Yash Jadhav

4.5
FinX Institute (Formerly BSE Institute Ltd) offers an exceptional academic experience. The faculty members are highly knowledgeable and supportive, providing valuable insights and guidance. The curriculum is well-designed, keeping in mind industry trends and ensuring relevance in today's job market. The institute has a vibrant learning environment, encouraging student engagement through various activities and events.

Siddhi Vyas

4.5
As a student at FinX Institute (Formerly BSE Institute Ltd), I'm impressed by our practical curriculum and supportive mentors. They prepare us for real-world scenarios. I highly recommend it! FinX Institute (Formerly BSE Institute Ltd) truly offers a dynamic learning environment that nurtures curiosity, critical thinking, and leadership qualities, preparing students like myself to become future-ready professionals in the world of finance and business.

Rutuja Tajne

4.5
FinX Institute (Formerly BSE Institute Ltd) provided me with the skills and knowledge I needed to excel in the real business world. The curriculum challenged me to think critically and prepared me for the demands of my chosen career path. Thanks to FinX Institute (Formerly BSE Institute Ltd), I graduated feeling confident and ready to hit the ground running.

Durga Sawant

4.5
Enrolling at FinX Institute (Formerly BSE Institute Ltd) surpassed my expectations. Hands-on learning, networking with industry pros during internships, and top-notch curriculum enhanced my education. Personalized career guidance and placement support greatly influenced my professional development.

Sheil Kowadkar

4.5
What makes my experience at FinX Institute (Formerly BSE Institute Ltd) unique is its focus on practical learning alongside academic excellence. With live trading sessions, simulations, and real-world case studies, I gained valuable insights directly applicable to my professional journey.
Program Highlights
  • Eligibility Graduate
  • Level Professional
  • Duration 4-5 Months
  • Location Mumbai
  • Mode Online