Program Dates: July 22, 2023 - August 27, 2023
Fee: INR 11,800 (Inclusive of GST)
The term WealthTech refers to the technologies that help personal and professional institutions manage finances. With the recent advancements in big data, machine learning and artificial intelligence, software programs can now offer users personalized advice on wealth management.
With the rising adoption of digital platforms in India and a growing base of investors, the Indian WealthTech market has an opportunity to multiply in the next few years. This presents a huge opportunity for wealth advisors forward if they are able to upskill and adapt themselves to changing markets.
The Equalified WealthTech Practitioner (EWP) has been designed with an objective to groom wealth advisors with skills they need to future-proof their practices, understand the resources available to them, and learn how to identify the right technologies to save time, drive productivity, improve client interaction, and ultimately increase revenue.
This program is recommended for both professionals who are new to the wealth management industry as well as those looking to significantly increase the tech adoption in their practice.
By participating in EWP program, you will learn how to:
– Better leverage technology
– Retain clients
– Invest for the future
– Build stronger portfolios, and
– Revolutionize the future of wealth advisory
|1||July 22||Saturday||10 am- 11.20 am|| Introduction to WealthTech
|2||July 22||Saturday||11.40 am- 1 pm||Impact of technologies on various Wealth Management setup
|3||July 23||Sunday||10 am- 11.20 am||Wealthtech enabling RM in client servicing
|4||July 23||Sunday||11.40 am- 1 pm||Digitizing Wealth Management Operations
|5||July 29||Saturday||10 am- 11.20 am||Digital Platforms, Products and Ecosystems
|6||July 29||Saturday||11.40 am- 1 pm||Blockchain Applications in Asset and Wealth Management
|7||July 30||Sunday||10 am- 11.20 am||Founders’ Success Stories
|8||July 30||Sunday||11.40 am- 1 pm||Enterprise Innovation
|9||August 5||Saturday||10 am- 11.20 am||Global Overview of WealthTech
|10||August 5||Saturday||11.40 am- 1 pm||What is the Future of WealthTech?
|Practicals||August 6-25||–||–||Candidates to get exclusive access to a wealthtech platform that brings together front, middle and back-office wealth technology solutions to meet the wealth management needs of today.|
|Exam||August 26-27||–||–||2-hour multiple choice exam with negative marking conducted on a remote-proctored platform. Candidates can appear for the exam from anywhere and anytime during these 2 days.|