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Wealth Management Module (Intermediate) Exam

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Wealth Management Module (Intermediate) Exam



The Wealth Management Module (Intermediate) examination validates candidates' extensive and diverse understanding of wealth management. This includes comprehension of numerous investment and structured products crucial for long-term wealth accumulation, along with an awareness of the risks associated with these products and services. Additionally, it evaluates candidates' ability to assess clients' risk profiles and emphasizes the significance of asset allocation in wealth management strategies.


Who should take the exam?

The exam is best suited for:

  • Students
  • Investors
  • Finance Professionals
  • Anybody having 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

Wealth Management Module (Intermediate) Exam FAQs

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, Testprep Training 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.

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 exam is available in English language only.

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

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

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

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

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

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

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.

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 Testprep Training and not the Wealth Management Module (Intermediate) Exam cost.

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

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.

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

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

TestprepTraining 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.

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

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

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

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