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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:
- Candidates need to complete their 10th standard education from any recognized board to pursue a certificate and diploma course in wealth management.
- Candidates should have completed their 12th standard education with a minimum of 50% in related subjects.
- To pursue a masters in wealth management students need to have a bachelor's degree with a minimum of 60% from a recognized university.
- International students should have the following documents for their easy and smooth admission at an abroad university.
- Application Form
- Passport
- Statement of Purpose (SOP)
- Academic Transcripts
- Letter of Recommendation (LOR)
- Standardised Scores in IELTS, TOEFL or PTE Exams.
- Proof of Financial Resources
- CV-Curriculum Vitae
- Health Certificates
- Portfolio
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 |
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 |
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.