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Course overview
Building of wealth Manager Tomorrow Short description
What will I Learn?
Requirements
- Requirements- Graduation
Curriculum for this course
201 Lessons
32:05:30 Hours
Unit - X Advanced Wealth Management
7 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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Unit - II Alternative Products in Wealth Management
14 Lessons
00:00:00 Hours
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Chapter 1 - Overview on Alternate Investments
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Chapter 2 - Structured Products
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Chapter 3 - Derivatives - Options and Swaps
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Chapter 4 - Hedge Funds
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Chapter 5 - Commodities and Managed Futures
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Chapter 6 - Private Equity
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Chapter 7 - Credit Derivatives
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Chapter 8 - Fund Valuation
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Chapter 9 - Alternatives and Risk Mitigation
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Chapter 10 - Regulatory framework, structure and governance in AIF's
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Chapter 11- Taxation in AIF's
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Chapter 12 -AIF Industry
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Chapter 13 - AIF's in the Indian Market
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Chapter 14 - Introduction to Crypto Currency
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Unit - III Real Estate Valuation and Analysis
10 Lessons
00:00:00 Hours
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Chapter-1 Introduction to Real Estate
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Chapter-2 Categories of Real Estate
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Chapter-3 Real Estate Indices
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Chapter-4 Real Estate Financing
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Chapter-5 Real Estate Markets and Analysis
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Chapter-6 Real Estate Valuation
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Chapter-7 Issues in Real Estate Valuation
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Chapter-8 Real Estate Investment Trust (REIT) and REMS
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Chapter-9 Integration of Real Estate in a Portfolio
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Chapter-10 India's Real Estate Sector
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Unit - IV Behavioral Finance in Wealth Management
8 Lessons
00:00:00 Hours
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Chapter-1 Introduction to Behavioral Finance
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Chapter-2 Heuristics and Biases
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Chapter-3 Anomalies - Economic Behavior
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Chapter-4 Anomalies - Market Prices & Returns
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Chapter-5 Group Behavior
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Chapter-6 Investment Style and Behavioral Finance
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Chapter-7 Behavioral Finance in Practice
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Chapter-8 Cases on Behaviorial Biases
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Unit - V Relationship Management by a Wealth Manager
13 Lessons
00:00:00 Hours
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Chapter-1 CRM and Wealth Management
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Chapter-2 Types of CRM
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Chapter-3 Understanding Relationships
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Chapter-4 CRM Implementation
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Chapter-5 Creating Value for Customers
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Chapter-6 Customer Portfolio Management
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Chapter-7 CRM and Customer Experience
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Chapter-8 MCLC - Customer Acquisition
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Chapter-9 MCLC - Customer Retention
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Chapter-10 Managing Networks for CRM Performance
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Chapter-11 Managing Investor and Employee Relationships
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Chapter-12 Information Technology for CRM
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Chapter-13 Advanced Selling Skills
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Unit - VI Loan And Debt Management
9 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 - VII Portfolio Management Strategies
12 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 Liability Management of Individual Investors
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Unit - VIII International Tax and Trust Planning
7 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 - IX Wealth Management Planning
12 Lessons
00:00:00 Hours
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Chapter-1 Wealth Management in Current Era
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Chapter-2 Wealth Management Landscape and Outlook in India
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Chapter-3 Profitability Trap of Wealth Managers
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Chapter-4 Key Profitability Drivers
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Chapter-5 Clients as Profitability Driver
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Chapter-6 Products as Profitability Driver
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Chapter-7 Distribution Channels as Profitabilty Driver
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Chapter-8 Organisation Structure as Profitability Driver
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Chapter-9 Technology and Operations as Profitability Driver
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Chapter-10 Business Operating Models
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Chapter-11 Wealth Management Models in India
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Chapter-12 Conclusion of Wealth Management Business Models
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Unit 1
10 Lessons
00:00:00 Hours
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Chapter-1 Equity Markets and Structures
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Chapter-2 Fundamental Analysis
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Chapter-3 Industry Analysis
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Chapter-4 Company Analysis
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Chapter-5 Models of Equity Valuation
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Chapter-6 Technical Analysis
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Chapter-7 Type of Charts
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Chapter-8 Technical Indicators
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Chapter-9 Other Technical Indicators
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Chapter-10 Theories of Technical Analysis
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Unit 1
6 Lessons
32:05:30 Hours
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DATA GATHERING AND WEALTH MANAGEMENT PROCESS
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ANALYSIS OF THE PERSONAL FINANCIAL STATEMENTS
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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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Test Quiz
0:20:00
Unit 2
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
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Unit 3
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)
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Unit 4
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
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Unit 5
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
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Unit 6
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
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Unit 7
9 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
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
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Unit 9
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
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Unit 10
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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