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Study Wealth Management Courses Abroad in 2024

Studying abroad in wealth management can be the best way for students to get comprehensive knowledge and skills in finance management strategies, wise investment and proper execution. Wealth management abroad prepares you to advise wealthy clients with tailored advice about taxes and estate planning and other investments. So if you want to ensure bright career prospects in the wealth management industry, this blog will help you to know the top universities, courses, eligibility criteria, and syllabus of a wealth management course abroad.

1. Know About Wealth Management Courses Abroad

The wealth management courses are designed to provide students the expertise to create blueprints, devise strategies and deliver multi-task services such as financial counselling, accounting-related advice and legal and estate planning for the financial growth of clients. Pursuing a wealth management course is important for students to strategize financial tasks and gain extensive knowledge of the field. After completing your education at an esteemed abroad university, you will be able to provide various services like legal advice, estate planning, risk management and asset protection, investment advice, accounting services, portfolio management, banking services, philanthropic planning, business planning, tax planning and all types of financial services to your clients.

2. Best Wealth Management Courses Abroad

Overseas education allows you to pursue a wealth management course at various levels, such as Certificate, Diploma, Undergraduate and Postgraduate. Let’s know about these courses in detail.

2.1 Certificate Courses in Wealth Management Abroad

Certificate courses in wealth management abroad are short-term programs, which are also available online and offline at many esteemed universities abroad. The major certificate courses in wealth management are Certificate in Risk Management, Certificate in Wealth Management, Certificate in Tax Planning, Certificate course in Intraday Trading and more.

2.2 Diploma Courses in Wealth Management Abroad

There are many universities and institutes abroad that offer various diploma courses in wealth management. Students can pursue a Diploma in Taxation, Post postgraduate diploma in Wealth Management, a Diploma in Investment Management, PG Diploma in advanced financial Planning and wealth Management to gain extensive knowledge in the field of finance.

2.3 Bachelor Courses in Wealth Management Abroad

These are the full-time wealth management courses offered by several abroad institutions and universities. These courses take 3 to 4 years to complete. Bachelor’s in Investment Management and B.Sc in  Finance are some of the top undergraduate courses in wealth management.

2.4 Master Courses in Wealth Management Abroad

Students can pursue a number of master courses to get additional specialisation in the field of finance and management. M.Sc. in Finance, M.Com. in Finance and MBA in Investment Management are some of the best masters in wealth management courses for international students.

3. Eligibility Criteria to Study Wealth Management Abroad

International students who want to study wealth management abroad are required to meet some basic eligibility criteria. Here is the basic eligibility criteria that most of the abroad university looks in their international students:

  1. Candidates need to complete their 10th standard education from any recognized board to pursue a certificate and diploma course in wealth management.
  2. Candidates should have completed their 12th standard education with a minimum of 50% in related subjects.
  3. To pursue a masters in wealth management students need to have a bachelor's degree with a minimum of 60% from a recognized university.
  4. International students should have the following documents for their easy and smooth admission at an abroad university.

4. Top Universities to Study Wealth Management Courses Abroad

The wealth management courses abroad are designed to provide students an insight into the financial world and prepare them for different job profiles. The USA, the UK, Canada, Australia and Singapore are some of the best countries to study wealth management abroad. Knowing the best wealth management university is important for students to ensure a successful career. Therefore, here we have listed the top overseas universities and programs of wealth management abroad fees for international students.

University Name

Country Name

Course Name

Average Fees/ per year

University of Delaware

USA

BS in Financial Planning and Wealth Management

INR 31,47,901

Suffolk University

USA

(BSBA)- Financial Wealth Management 

INR 52,02,692

Yale University

USA

Masters in Asset Management

INR 68,16,180

Rutgers University

USA 

MBA in Investments and Private Wealth Management

INR 12,41,922

Texas Tech University

USA 

BS degree in Financial Planning

INR 11,47,336

University of Wisconsin

USA 

BA degree in Financial Planning

INR 21,14,833

ERC Institute 

Singapore

BA in Business Management(Wealth Management) 

INR 8,52,661

Kaplan Higher Education Academy

Singapore

BA in Banking and Wealth Management 

INR 48,76,960

Singapore Management University

Singapore

MSc in Wealth Management

INR 54,24,249

Nanyang Technological University

Singapore

MSc in Asset and Wealth Management

INR 67,18,107

McGill University

Canada

Bachelor in Financial Planning and Wealth Management

INR 41,83,797

King’s University College

Canada

Bachelor’s in Finance and Wealth Management

INR 28,63,889

University of Southern Queensland

Australia

Graduate Diploma of Business-Finance and Wealth Management

INR 15,50,999

Sheffield Hallam University

UK

Masters of Science in Wealth Management

INR 10,24,621

Queen Mary University of London

UK

MSc in Investment and Wealth Management

INR 30,64,357

Imperial College London

UK

MSc in Investment and Wealth Management

INR 43,63,925

5. Subjects in Wealth Management Course Abroad

A wealth management course abroad consists of diverse subjects that impart students’ knowledge in a wide range of areas and equip them with all the necessary skills to understand the trade of financial planning and wealth management. Check the below list to know the subjects that are covered in a wealth management course abroad.

  • Fund Distribution
  • Loan Management 
  • Real Estate
  • Risk Management 
  • Tax Laws
  • Banking and Insurance Products
  • Debt Management 
  • Investment Vehicles 
  • Tax Planning 
  • Real Estate 
  • Client Evaluation Methods
  • Fixed Income Money Markets 
  • Equity and Debt Markets 
  • Banking Products
  • Mutual Fund Basic and Structure 
  • Foreign Exchange 
  • Legal and Regulatory Framework
  • Banking Channels

6. Conclusion

Today, Studying wealth management abroad has become the most respectable and highly compensated occupation all across the world. Abroad education allows students to choose from a number of wealth management courses at affordable prices. Here, we have covered all the essential information about study abroad in wealth management. Hope this blog will help you to know the best wealth management course abroad and university to create a rewarding career. Read our other blogs to get more information about study-abroad programs.

7. Who are We?

Career Clinic is a well-known study abroad consultancy that helps students get quick admission at esteemed overseas universities in the field of their interest. With a team of professional counsellors, we ensure a hassle-free study abroad journey for Indian students. Apply for the next study abroad intake of 2024 with us.

Frequently Asked Questions

Overseas education in wealth management equips students with enhanced knowledge of global finance, accounting, economics, mathematics, statistics and international business. Students who dream of making a career in finance and wealth management build the following skill sets through study abroad.

  • Analytical skills 
  • Communication skills 
  • Proactive nature 
  • Research skills 
  • Discretion and Trustworthiness 
  • Adaptability 
  • Interest in financial market 
  • Efficiency in customer service 
  • Knowledge of investment products 
  • Ability to spot investment opportunities

A postgraduate degree program in finance and wealth management abroad covers a wide range of topics to enhance students' understanding of global financial markets. In this course students will get comprehensive knowledge of Management Concepts and Organisational Behaviour, Financial Accounting, Quantitative Techniques, Managerial Economics, Marketing Management, Business Environment, Project Management and Entrepreneurship, Business Finance, Funds Management in Banking and Insurance Sectors, Business Policy and Strategic Financial Management, Derivatives and Risk Management, Corporate Tax Planning and Management, Security Analysis and Portfolio Management, Financial Services, International Financial Management and more.

After completing their education in wealth management from an overseas university, Indian students can work in various industries. The top recruitment companies for international wealth management graduates in India are listed below.

  • Bank of America Corporation 
  • Envestnet 
  • UBS 
  • ICICI Securities Limited 
  • Kotak Mahindra Bank 
  • Mercer LLC 
  • HSBC Electronic Data Processing India Pvt. Ltd. 
  • Reliance ADAG 
  • Barclays Bank PLC 
  • Bajaj Capital Ltd

Getting education from an overseas university has become the most preferred choice among Indian students. But studying in countries like the USA, the UK, and Australia may be expensive for Indian students that holds them back from studying abroad. Besides these countries there are many countries which offer quality education at affordable prices. These countries include Germany, Taiwan, Norway, Mexico, Poland, Malaysia, France and New Zealand.

A certificate course in wealth management takes 1 month to 1 year which you can pursue online and offline. A diploma program in wealth management takes 1 to 2 years to complete. A bachelor's degree in wealth management is completed in 3 to 4 years. Whereas a post-graduation program in finance and wealth management takes 2 years to complete. The duration of these programs may vary from university to university.