Certificate Program on Basics of Wealth Management and Financial Planning
The Wealth Management & Financial Planning Certificate program prepares university/college graduates, practitioners, financial advisors, investment & asset managers, financial service providers, etc. for an exciting and rewarding career in the financial services sector.
₹4999.00
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Course Overview
Financial Advisory as a Career Options:
Increase in Wealth Creation in India
Lucrative pay package of Wealth Managers
Growing awareness about Wealth Management / Financial Advisory
Increase in number of Wealth Management Firms
Lack of quality talent in Wealth Management
Who Can Enroll: The basic course is for everyone as this is one of the most important skills
to learn. Everyone who is earning must know how to manage money.
The advanced version is for those who aspire to make Financial advisory and wealth
management as their career choice.
Schedule of Classes
Course Curriculum
1 Subject
Certificate Program on Basics of Wealth Management and Financial Planning
5 Learning Materials
Capital Market World and Job Opportunities for you.
Basics of Wealth Management Day 1
Wealth Management and Life Cycle: A Case Study
Basics of Wealth Management Day 2
Knowing yourself is the most important tool in one's hand.
Basics of Wealth Management Day 3
Solving the dilemma of being a Trader or an Investor
Basics of Wealth Management Day 4
The investment options in India
Basics of Wealth Management Day 5
The Economic Parameters and the investment output. A case study on how inflation, interest rates and taxes affect investment sen
The need of Health Insurance and Term Insurance in Personal Financial Planning and Wealth Management.
The Asset classes and the comparison of their returns a. Case Study: Perception about gold is erratic i) Playing with returns: C
Playing with returns: Calculating Absolute return, Annualized returns, CAGR with real time examples of different asset classes
Explaining rule of 72 and its usage.
Risk and its parameters. Variance, Standard Deviation and Beta
Are loans really bad? Car loans and its disadvantages, A discussion on Home loans
How to calculate EMIs without using paper, pencil or calculator
The importance of Emergency Fund in One’s life: The curious case of Celebrities who go from riches to rags in a Jiffy
Important Stock Market terms
The Stock market terminals and Jobbing
Dematerialization and transmission
IPO Process and ASBA and Importance of IPOs
Current and Future IPOs in the Market
How to identify good IPOs
The Portfolio mix is a subjective strategy a discussion.
Course Instructor
Kanwaljit Singh
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