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.

Course Instructor: Kanwaljit Singh

FREE

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

Capital Market World and Job Opportunities for you.

Wealth Management and Life Cycle: A Case Study

Knowing yourself is the most important tool in one's hand.

Solving the dilemma of being a Trader or an Investor

The investment options in India

The Economic Parameters and the investment output. A case study on how inflation, interest rates and taxes affect investment se

The need of Health Insurance and Term Insurance in Personal Financial Planning and Wealth Management.

The Asset classes and the comparison of their returns

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

tutor image

Kanwaljit Singh

30 Courses • 7 Students