Wealth management has developed rapidly in recent times to become one of the most attractive business sectors in the financial industry. The growing affluence and sophistication of economies such as China, India and other Asian countries have created a rising demand for professional wealth management services, such as fund management and private banking.
Ace school for professional studies is the first educational institution that specializes in wealth management. Combining academic rigour and a practical-orientation, Ace offers a holistic, industry-driven approach in training wealth management professionals. It provides a relevant and balanced education for the wealth management industry, combining with global perspectives.
The curriculum has been designed collectively by both academic professors and industry professionals – including private bankers, asset managers, investment analysts and consultants. It is regularly reviewed to reflect industry developments. There is a careful balance between the theory and practice of wealth management.
Experienced faculty drawn from senior academics with industry experience, and successful wealth professionals with academic exposure.
Academically rigorous programme with strong professional content.
The pedagogy includes case studies, team activities, course assignments, computer-aided learning, simulations, industry talks, site visits and field trips to complement classroom learning.
Completion of an individual project by participants to carry out a research topic of interest.
Interactions with faculty, senior industry professionals and program participants.
Internship opportunities with big financial companies.
Admission Process
We are looking for applicants from all kinds of backgrounds. The candidate must possess a Bachelor’s Degree/Candidates pursuing their final year of graduation can also apply. An essential requirement for a candidate is to have a keen interest and a desire to embark upon a career armed with the right skills.
Candidates seeking admission should have good communication skills, an ability to absorb new ideas quickly and a willingness to work hard. In assessing your application, we look for evidence that you:
The admission procedure comprises by personal interviews of the candidates that too by the industry experts. Scores of CAT, MAT, XAT and GMAT are accepted and students with valid scores of these exams are exempted from registration fees.
How to Apply
Application forms are available at ACE campus or can be downloaded from our website. The complete application form must be submitted along with the required application fee as per the procedure specified in the application form.
Eligibility
Students who have completed their graduation in any discipline or are appearing in the final year of their graduation are eligible to apply for the PGDF.
Personal Interviews
Candidates will be intimated of the personal interview (PI) dates immediately. The institute will attempt to hold the INTERVIEW in tandem for the convenience of candidates.
Admission Offer
Successful candidates will have to deposit the fees within a specified time. The admission will be considered final only after the payment of the stated fee. Fees once paid are not refundable.
Introduction to Financial Markets and Operations (Stock Markets, Derivatives and Commodities)
Risk Analysis and Insurance Planning
Managerial Economics for wealth management
Financial Statement Analysis
Semester 2
Basic Quantitative Techniques
Retirement Planning and Employee Benefits
Investment Planning
Technical Analysis
Portfolio Management and Strategies of Wealth Management
NISM Module for Mutual Fund Advisors
NCFM Commodity Markets module
Semester 3
NCFM Commodity Markets module
Tax and Estate Planning
Advance Financial Planning
Advance Financial Planning
Personality Development
Marketing of Financial Services Enterprises and Customer Relationship Management
Software of Managers: Microsoft PowerPoint, MS-Excel
Special Topics in International Wealth Planning
This course discusses major concepts underlying international topics related to wealth planning.
Strategic Issues in wealth Management
This course covers a number of special topics including Family Business and Family Office and Strategic Issues in Private Banking.
, CERTIFIED FINANCIAL PLANNERCM and CFPCM are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. Financial Planning Standards Board India is the marks licensing authority for the CFPCM marks in India, through agreement with FPSB.
, CERTIFIED FINANCIAL PLANNERCM and CFPCM are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. Financial Planning Standards Board India is the marks licensing authority for the CFPCM marks in India, through agreement with FPSB. 