Introduction to Wealth Management

• Understanding the concept of wealth management
• Explains the process of wealth management and the chain
• Describes the various phases in Wealth Management
• Explains the role of wealth management market in India

Understanding Client Goals and Constraints

• Explains the need and importance of client profiling
• Explains the process of setting goals and discuss different types of client goals such as intermediate goals and lifetime goals
• Explains the process of gathering data – Creating Risk Evaluation Questionnaire and analysing the capital need of the client
• Describes different risk tolerance models

Classes of Asset

• Describes the features and working of debt as an asset class
• Describes the features and working of equity as an asset class
• Describes the features and working of real estate as an asset class
• Describes the features and working of commodities as an asset class
• Describes the features and working of art as an asset class
• Explains the process of investments in stocks

Types of Portfolio and Policies

• Explains the objectives of Investment
• Explains the concept of Investment Time Horizon established at the time of goal-setting process and the necessity of determining time frame for each its goals
• Explain the concept of expected risks and return
• Explain the concept and process of financial and investment recommendation
• Explains the process and maintenance of personal investment portfolio
• Illustrates the concept of retirement portfolio and retirement planning process
• Illustrates the importance of Capital Need Analysis and their effect

Introduction to Tax

• Explains the concept of tax reduction process
• Explains the concept of income against gains
• Explains the concept of unsymmetric risks against capital gain taxes
• Explains the concept and importance of tax efficiency
• Explains the process of tax efficiency and asset allocation
• Explains the concept of annuities

Insurance and Wealth Management

• Explains different types of insurances
• Illustrates the benefits of Life Insurance
• Describes different type of life insurance product
• Describes the concept of insurance under wealth management

Estate planning

• Explains the need and tools used for estate planning
• Explains the concept of personal property and collectibles

Retirement Planning

• Introduction to the concept and process of retirement planning
• Explains the need and purpose of retirement planning
• Explains the faults and mistakes in retirement planning process

Client Education

• Describes the process of Investment and their functioning
• Describes the concept and types of return on investment
• Explains the principles of risk management and their application

Investment Mathematics

• Explains statistical methods for measurement of risk such as normal distribution etc
• Explains different measures of risk
• Explains different techniques used for risk evaluation process such as moments, regression, compounding techniques and other mathematical tools

Investment Theory

• Explains the concept of modern portfolio theory
• Illustrates the evolution and application of capital market theory and chaos theory
• Explains the concept of Efficient Market Hypothesis (EMH) and Time Diversification

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