Two internship opportunities with CFA Society India. Work involves researching and developing wealth management tool-set, working closely with industry leaders and providing coordination inputs.
1. To prepare a sample of financial intermediaries across Banks, National Distributors, Regional Distributors, IFAs & RIAs
2. To prepare a comprehensive questionnaire on the process followed in making investment recommendations
3. To survey the firms and individuals through face to face interviews
4. Match the findings with global best practices
5. Identify gaps with the best practices prevalent
6. Suggest recommendations
7. Make a presentation to Advocacy Committee at Country & Region level