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Wealth Management Module (Intermediate) Exam

Wealth Management Module (Intermediate) Exam

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Wealth Management Module (Intermediate) Exam

The Wealth Management Module (Intermediate) examination is designed to validate a candidate’s comprehensive understanding of wealth management practices. It covers key aspects such as the role of various investment and structured products in long-term wealth creation, the associated risks, and the importance of aligning investment strategies with clients’ risk profiles.

The module also highlights the critical role of asset allocation in building effective wealth management plans, providing a well-rounded perspective essential for professionals in this field.

Who should take the exam?

The exam is best suited for:

  • Students
  • Investors
  • Finance Professionals
  • Anyone with interest in this subject

Course Outline 

The Exam covers the given topics  - 

  • Topic 1: Overview of Financial Planning
  • Topic 2: Understand Wealth Management & The Economy
  • Topic 3: Learn about Investment & Risk Management: Equity
  • Topic 4: Understand Investment & Risk Management: Debt
  • Topic 5: Investment & Risk Management: Alternate Assets
  • Topic 6: Investment Product & Services
  • Topic 7:  Investment Evaluation Framework
  • Topic 8: Understand  Risk Profiling & Asset Allocation
  • Topic 9: Risk Management through Insurance
  • Topic 10: Learn about Elements of Taxation
  • Topic 11: Taxation of Investment Products
  • Topic 12: Understand Estate Planning

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Wealth Management Module (Intermediate) Exam FAQs

The candidate has to score a minimum of 60% in order to pass the exam.

Yes we offer nearly 50% discount for the order more than 10 products at a time. You can reach the Skilr Helpdesk for more details. The member of support staff will respond as soon as possible.

Once purchased, the practice exams can be access for the lifetime.

The exam consists of 60 questions which need to be completed in time duration of 120 minutes.

Yes Skilr offers free practice tests for the Wealth Management Module (Intermediate) Exam which can be used before the final purchase for complete test.

To undergo the FLIP-NCFM Wealth Management certification, it is mandatory to complete the e-learning (training) of Finitiatives Learning India Pvt. Ltd. Step 1 : Register with FLIP Already registered? Step 2 : Purchase the Wealth Management module Step 3 : After completing the training pay NCFM the certification fee, and book the test date.

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

NCFM certification provides advantages and benefits to the individuals who want to pursue a career in finance. This will provide in depth knowledge in financial sectors and help you understand the concepts. This certification comes with different courses in the banking and finance which will provide abilities and skills. You learn about mutual funds and give you knowledge about the risk involved and provide you job security.

Yes, Skilr offers email support for any certification related query while you are preparing for the exam using our practice exams. Your query will be handled by experts in due course.

Yes our experts frequently blog about the tips and tricks for exam preparation.

NCFM provide knowledge to professionals working in the financial industry by providing training certification for various industry fields to provide an advantage in getting a job. Whereas NISM is launched by SEBI is opted by those investors who have an interest in gaining knowledge in finance market. With SEBI it provides quality to financial market.

The exam is available in English language only.

There is a negative marking for every wrong answer and 25% of the marks will be deducted.

Skilr provides unique sets of questions that will help you check your skills and knowledge in performing data analysis on Excel. These practice questions will help you increase your knowledge for better preparation of exam.

After the completion of your exam, the points you earned on each question are totaled and then compared with the cut score to determine whether the result is pass or fail.

The certificate will be valid for 5 years from the date of the examination.

There are no prerequisites for Wealth Management Module (Intermediate) Exam.

The fee structure for Wealth Management Module (Intermediate) Exam is One Thousand Seven Hundred only (Rs. 1700- ).

There will only be multiple-choice and multi-response questions covered in the exam.

Yes, we offer a 100% unconditional money back guarantee. In case you are not able to clear the exam for then you can request for the full refund. Please note that we only refund the cost of product purchased from Skilr and not the Wealth Management Module (Intermediate) Exam cost.

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