Learning Resources
Introduction to Wealth Management
- Understanding Wealth Management
- Wealth Management Process
- Phases in Wealth Management
- Wealth Management Market in India
Understanding Client Goals and Constraints
- Client Profiling
- Setting Goals and Prioritization
- Gathering Data
Classes of Asset
- Debt as an Asset Class
- Equity as an Asset Class
- Real Estate as an Asset Class
- Commodities as an Asset Class
- Art as an Asset Class
- Investments in Stocks
Types of Portfolio and Policies
- Objectives of Investment
- Investment Time Horizon
- Expected Return and Risks
- Investment Recommendation
- Financial Recommendation
- Personal Investment Portfolio
- Retirement Portfolio
- Capital Need Analysis
Introduction to Tax
- Tax Reduction
- Income vs. Gains
- Unsymmetric risks vs. Capital Gain Taxes
- Tax Efficiency
- Asset Allocation
- Annuities
Insurance and Wealth Management
- Types of Insurances
- Benefits of Life Insurance
- Life Insurance Product and their Types
- Insurance for Wealth Management
Estate planning
- Introduction
- Need and Tools for Estate Planning
- Personal Property and Collectibles
Retirement Planning
- Introduction
- Purpose of Retirement Planning
- Faults and mistakes in Retirement Planning
Client Education
- Process of Investment
- Return on Investment
- Risk Management
- Asset Allocation
Investment Mathematics
- Normal Distribution and related measures
- Measures of Risk
- Moments
- Regression
- Compounding
- Other Mathematical Tools and Techniques
Investment Theory
- Modern Portfolio Theory
- Capital Market Theory
- Chaos Theory
- Efficient Market Hypothesis (EMH)
- Time Diversification
Business of Wealth Management
- Organization and Operations
- System and Technology
- Custodial Relationships
- Publication and Marketing
Apply for Certification
https://www.vskills.in/certification/Certified-Wealth-Manager