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Course overview
Building of wealth Manager Tomorrow Short description
What will I Learn?
Requirements
- Requirements- Graduation
Curriculum for this course
102 Lessons
00:00:00 Hours
Unit -1 Concept of Wealth Management
9 Lessons
00:00:00 Hours
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Introduction to Wealth Management
.
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Data Gathering and Wealth Management Process
.
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Analysis of the Personal Financial Statements
.
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Mathematics of Cash Flow - Time Value of Money
.
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Annuities and Capital Budgeting Techniques
.
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Management of Loan and Depreciation
.
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Wealth Management Industry
.
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Wealth Management in India
.
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Trends in Wealth Management
.
Unit-2-Indian and Global Financial System
12 Lessons
00:00:00 Hours
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An Overview of the Global Financial System
.
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Introduction to the Indian Financial System and Markets
.
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Regulatory Structure in India
.
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The International Regulatory Framework and Financial Institutions
.
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Economic Unions
.
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Economic Indicators
.
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Economic Policies
.
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National Income Accounting
.
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Trade Policies and BOP
.
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The Reforms in the Financial System
.
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How to Chose Country for Investment
.
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Risk and Surveillance in Markets
.
Unit-3 Investment Vehicles of Wealth Management
10 Lessons
00:00:00 Hours
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Understanding Investments
.
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Investments in Equity
.
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Fixed Income Instruments
.
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Real Estate
.
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Mutual Funds
.
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Derivatives
.
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Small Savings Scheme
.
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Other Investment Product
.
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Comparison of Financial Instruments
.
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Understanding Employee Stock Option Plans (ESOP's)
.
Unit-4 Measuring Investment Risk And Returns
7 Lessons
00:00:00 Hours
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Understanding Investment Returns
.
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Complexities of Investment Returns
.
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Understanding investment Risk
.
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Measuring Investment Risk
.
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Portfolio Risk and Return
.
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Managing Investment Risk
.
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Risk Adjusted Returns
.
Unit-5 Concept of Insurance and Risk Management
7 Lessons
00:00:00 Hours
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Insurance and Risk Analysis
.
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Insurance Contract and Legal Liability
.
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LI–Analysis of Life Cover
.
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GI–Property, Health
.
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Regulatory Framework of Insurance
.
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Insurance Mathematics
.
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Wealth Planning and Life Insurance
.
Unit-6 Role of Wealth Management in Banking
13 Lessons
00:00:00 Hours
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Introduction to Banking
.
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Banking and the Economy
.
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Global Regulation of Banking
.
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International Banking
.
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Anti Money Laundering and Due Diligence
.
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Bank Customer Relationship
.
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Type of Bank Deposits
.
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Mode of Withdrawals and Transfer of Funds
.
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Retail Banking
.
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Meaning and Definition of PA and NPA
.
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Security Creation and Lending Schemes
.
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Borrower's Profile Analysis
.
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Annexure
.
Unit-7 Legalities in Wealth Management
9 Lessons
00:00:00 Hours
-
Introduction to Law
.
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Meaning and Essentials of a Contract
.
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Law of Agency
.
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Formation of Companies
.
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Various Acts
.
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Islamic Sharia Banking
.
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Investor Complaint Redressal Mechanism in India
.
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Investment Advisor Regulations
.
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Ethics in Wealth Management
.
Unit-8 Tax Laws for Wealth Management
16 Lessons
00:00:00 Hours
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Introduction to Tax
.
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Introduction to Income Tax
.
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Residential Status and Tax Incidence
.
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HOI and Income under the HS
.
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Income from House Property
.
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Income from Business and Profession
.
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Capital Gain Tax
.
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Income From Other Sources
.
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Clubbing of Income
.
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Set off and Carry Forward of Losses
.
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Deductions from Gross Total Income
.
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Tax Deducted at Source
.
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TP, TA, Tax Evasion and TM
.
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Filling of Tax Return
.
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Taxation of Other Products
.
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Tax Provision for Special Cases
.
Unit -9 Life Cycle Management
11 Lessons
00:00:00 Hours
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Financial Life Cycle
.
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Wealth Creation
.
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Basics of Retirement Planning
.
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Retirement Benefits
.
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Defined Benefit Plans
.
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Defined Contribution Plans
.
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Superannuation and other Retirement Plans
.
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Group Life and Health Insurance
.
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Retirement Needs Analysis
.
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Retirement Income Streams
.
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Life Cycle Investment Advise Model
.
Unit-10 Intergenerational Wealth Transfer And Tax Planning
8 Lessons
00:00:00 Hours
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WILL
.
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Intestate Succession
.
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Transfer of Property
.
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Trust
.
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Private Trusts
.
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Special Types of Trusts
.
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Society as a form of Charitable Organization
.
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HUF
.
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About instructor
AAFM Admin
The AAFM Board of StandardsTM was founded in 1996, via a merger between the American Academy of Financial Management & Analysts (AAFM) and the Founders Advisory Committee of the Original Tax and Estate Planning Law ReviewTM. The AAFM was originally established in as a professional organization for investment managers, lawyers, and analysts. The Law Review was founded to examine strategic wealth and estate planning issues for Law, CPA, PhD, and MBA graduates and to award the wealth management, estate planning, and tax designations.
The AAFM Board of StandardsTM was founded in 1996, via a merger between the American Academy of Financial Management & Analysts (AAFM) and the Founders Advisory Committee of the Or...
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