Foundation Level-1
Unit -1 Concept of Wealth Management
10 Lessons
156:07:15 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
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Unit-2-Indian and Global Financial System
13 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
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Unit-3 Investment Vehicles of Wealth Management
11 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)
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Unit-4 Measuring Investment Risk And Returns
8 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
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Unit-5 Concept of Insurance and Risk Management
8 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
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Unit-6 Role of Wealth Management in Banking
14 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
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Unit-7 Legalities in Wealth Management
10 Lessons
00:00:00 Hours
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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
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Unit-8 Tax Laws for Wealth Management
17 Lessons
00:00:00 Hours
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Introduction to Taxation System
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Understanding Income Tax Structure
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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
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Unit -9 Life Cycle Management
12 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
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Unit-10 Intergenerational Wealth Transfer And Tax Planning
9 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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Advance Level-2
Unit-1 Equity Analysis
11 Lessons
00:00:00 Hours
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Equity Markets and Structures
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Fundamental Analysis
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Industry Analysis
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Company Analysis
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Models of Equity Valuation
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Technical Analysis
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Type of Charts
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Technical Indicators
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Other Technical Indicators
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Theories of Technical Analysis
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Unit-2 Alternative Products in Wealth Management
15 Lessons
00:00:00 Hours
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Overview on Alternate Investments
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Structured Products
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Derivatives - Options and Swaps
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Hedge Funds
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Commodities and Managed Futures
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Private Equity
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Credit Derivatives
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Fund Valuation
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Alternatives and Risk Mitigation
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Regulatory framework,structure and governance in AIF's
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Taxation in AIF's
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AIF Industry
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AIF's in the Indian Market
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Introduction to Crypto Currency
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Unit-3 Real Estate Valuation and Analysis
11 Lessons
00:00:00 Hours
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Introduction to Real Estate
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Categories of Real Estate
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Real Estate Indices
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Real Estate Financing
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Real Estate Markets and Analysis
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Real Estate Valuation
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Issues in Real Estate Valuation
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Real Estate Investment Trust (REIT) and REMS
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Integration of Real Estate in a Portfolio
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India's Real Estate Sector
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Unit-4 Behavioral Finance in Wealth Management
9 Lessons
00:00:00 Hours
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Introduction to Behavioral Finance
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Heuristics and Biases
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Anomalies - Economic Behavior
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Anomalies - Market Prices & Returns
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Group Behavior
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Investment Style and Behavioral Finance
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Behavioral Finance in Practice
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Cases on Behaviorial Biases
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Unit - 5 Relationship Management by a Wealth Manager
14 Lessons
00:00:00 Hours
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CRM and Wealth Management
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Types of CRM
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Understanding Relationships
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CRM Implementation
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Creating Value for Customers
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Customer Portfolio Management
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CRM and Customer Experience
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MCLC - Customer Acquisition
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MCLC - Customer Retention
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Managing Networks for CRM Performance
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Managing Investor and Employee Relationships
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Information Technology for CRM
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Advanced Selling Skills
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Unit - 6 Loan And Debt Management
10 Lessons
00:00:00 Hours
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Chapter-1 Introduction to Credit
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Chapter-2 Types of Credit Facilities to Individual
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Chapter-3 The Credit Process
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Chapter-4 Credit Bureaus in India
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Chapter-5 Debt Consolidation
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Chapter-6 Financial Mathematics of Loan
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Chapter-7 Working Capital Finance
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Chapter-8 Redressal Mechanism
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Chapter-9 Tax Implications of Loans
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Unit - 7 Portfolio Management Strategies
14 Lessons
00:00:00 Hours
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Chapter-1 Introduction to Portfolio Management
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Chapter-2 Portfolio Manager
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Chapter-3 Investment Risk
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Chapter-4 Types of Investment Returns
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Chapter-5 Measures of Risk
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Chapter-6 Managing Risk Through Diversification
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Chapter-7 Asset Pricing Models
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Chapter-8 Asset Allocation
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Chapter-9 Equity Portfolio Management
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Chapter-10 Fixed Income Portfolio Management
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Chapter-11 Rebalancing Strategies
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Chapter-12 Asset Liabaility Management of Individual Investors
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Chapter-13 Portfolio Management Services and TA of PMS
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Unit - 8 International Tax and Trust Planning
8 Lessons
00:00:00 Hours
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Chapter-1 Introduction to International Taxation
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Chapter-2 Income Tax Structure in Different Countries
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Chapter-3 Double Taxation in India
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Chapter-4 Major Tax Treaties in India
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Chapter-5 Transfer Pricing in India
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Chapter-6 Taxation of NRIs
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Chapter-7 Tax Planning Through Trust
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Unit - 9 Wealth Tech and Practise Management
12 Lessons
00:00:00 Hours
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Chapter 1 - Wealth Management in Current Era and profitability drivers
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Chapter 2 - Clients as Profitability Driver
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Chapter 3 - Products as Profitability Driver
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Chapter 4 - Distribution Channels as Profitabilty Driver
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Chapter 5 - Technology and Operations as Profitability Driver
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Chapter 6 - Business Operating Models
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Chapter 7 - AI and Machine Learning in Finance
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Chapter 8 - AI in Portfolio Management
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Chapter 9 - Algorithmic Trading and Investment Strategies
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Chapter 10 - Essentials of family office management
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Chapter 11 - Robo Advisors in Wealth Management
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Unit - 10 Advanced Wealth Management
8 Lessons
00:00:00 Hours
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Chapter-1 Understanding the Wealth Management Process
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Chapter-2 Identify and Clarify the Current Situation
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Chapter-3 Identify Goals and Objectives
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Chapter-4 Analyze Financial Issues and Opportunities
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Chapter-5 Developing the Wealth Management Plan
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Chapter-6 Implementation and Review of the Wealth Management Plan
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Chapter-7 Case Studies on different Aspects of Wealth Management
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