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Program Details
Curriculum of Program in Wealth Management
Foundation
Advanced
Soft Skills
Macro Economics for Financial Markets
Economics
Forex Market Analyst
Accounting Basics Adviser
Excel
Business Maths
Wealth Management - Premium Course
Financial Needs Analysis
Overview of Financial Markets
Asset Class - Equity
Asset Class - Fixed Income
Asset Class - F&O
Asset Class - Commodity
Asset Class - Real Estate
Asset Class - Other Investments
Asset Class - Overseas Investments
Mutual Fund
Insurance
Estate Planning/Will writing
Portfolio Creation (Analysis of investments)
Evaluation of investment & Rebalancing
Personal Taxation
Legal & Compliance
Ethics & Fair Business Practices
Fundamentals of Communication
Grooming Etiquette
Self Management in the Organization
Fundamentals of Customer Experience
Public Speaking
Basic Selling Skills
Negotiations
Influencing
Macro Economics for Financial Markets
Economics
Micro Economics
- Demand & Supply: Grasp how price levels are determined
- Market Equilibrium: Understand market stability and changes
- Revenue & Costs: Explore profitability in various market structures
Macro Economics
- Economic Indicators: Learn about GDP, FDI/FPI, and overall economic health
- Growth Patterns: Analyze growth, recession, and the real vs nominal GDP
- Inflation & Interest Rates: Study the correlation between inflation types, interest rates, and economic stability
Forex Market Analyst
- Define Forex Markets
- Describe how Forex Markets work
- Comprehend trading in Forex Market
Accounting Basics Adviser
- Explain assets
- Explain how a business creates assets
- Explain the net worth of a business
Excel
- Data Analysis: Utilizing Excel for organizing, analyzing, and visualizing financial data
- Financial Modeling: Building models to project performance and analyze investment strategies
- Client Reporting and Automation: Creating customized client reports, automating repetitive tasks, and integrating with financial tools
Business Maths
- Percentage: Understand basic percentage calculations
- Simple & Compound Interest: Learn principles of interest calculations
- IRR, XIRR, PV: Master investment evaluation in Excel
- Mean & Median: Analyze central tendencies in data
- Indexing: Track market performance
- Standard Deviation & VaR: Assess investment risk and volatility
- Correlation: Explore relationships between financial variables
Wealth Management
- Introduction to Financial Planning
- Asset Classes
- Financial Planning Tools
- Asset Allocation
- Modern Portfolio Theory
- Measuring Risk and Return
- Elements of the Financial Plan
- Tax Planning
- Customer Relationship Management
Financial Needs Analysis
- Strategic Financial Planning: Gain insights into goal definition, current situation assessment, and effective planning processes
- Behavioral Economics: Learn about common biases and their impact on financial decisions
- Life & Wealth Integration: Understand how financial planning fits into the broader context of life and wealth cycles, and apply practical strategies
Overview of Financial Markets
- Introduction to Financial Markets: Overview of market structures, types, and functions
- Trading Insights: Exploration of trading strategies and associated costs
- Regulation and Importance: Examination of regulatory roles in financial markets and why they are essential for the economy
Asset Class – Equity
- Understanding Equity: Explanation of equity, its structure, and the process of raising it from investors
- Market Insights: Introduction to the stock market, including IPOs, secondary offerings, and settlement procedures
- Valuation and Analysis: Focus on discounted cash flow models, earnings estimation, valuation concepts such as P/E and P/BV, and factors that drive valuation, with case studies for practical application
- Emphasis on Earnings: Detailed exploration of the importance of earnings in investment decisions, and analysis of security evaluation
Asset Class - Fixed Income
- Introduction and Types: Understanding what fixed income is, its benefits over equity, and an exploration of various debt securities and interest rates
- Yield, Pricing, and Sensitivity: Insight into yield-related concepts, bond pricing, and sensitivity to shifts in the yield curve
- Risk Management and Strategies: Strategies for protecting against changes in term structure and credit risk
Asset Class – F&O
- Understanding Derivatives: Definition, types, history, and relevance in the Indian market
- Application and Pricing: How derivatives are used, pricing mechanisms, and trading strategies
- Risk Management: Approaches to mitigating risks associated with derivatives
Asset Class – Commodity
- Understanding Commodities: Definition, valuation, and trading methodologies of commodities
- Global Perspective: An overview of the main commodity exchanges in the world and the return scenarios in commodity investment
- Specific Focus on Oil: Exploration of oil's impact on the economy and currency, with a particular look at the current Indian scenario around oil, currency, and asset markets
Asset Class – Real Estate
- Introduction to Real Estate: Defining what real estate is and its significance
- Market Analysis: Exploring the real estate cycle, landscape, and pricing trends in both India and globally
- Key Aspects: A detailed look into valuation, key challenges specific to India, taxation, and regulation in the real estate sector
- Special Topics: Insight into Real Estate Investment Trusts (REITs)
Asset Class – Other investments
- Emerging Investments encompassing new and innovative financial products, technologies, or markets that are in the early stages of development
Asset Class – Overseas Investments
- Understanding International Investments: An exploration of what international investments are, including the potential benefits and risks of investing in foreign markets
- Strategies and Management: Insight into the calculation, diversification, and management of international portfolios, equipping investors with the tools to navigate global markets
Mutual Fund
- Introduction to MFs: Covers the basics, including types, structures, roles, and key aspects like NAV and expense ratios
- Regulation and Distribution: Explore the regulatory environment and the distribution channels for Mutual Funds, providing insights into market operations
Insurance
Life Insurance
- Overview: Evolution, structure, and functions of life insurance
- Policy Details: Premiums, bonuses, annuities, group insurance, policy documents, and more
- Management & Regulation: Application, acceptance, surrender, claims, and the role of the regulator
General Insurance
- Introduction: Definition and features of general insurance
- Types and Functions: Various types of general insurance and their respective functions
- Market Overview: Key general insurers in India and the role of IRDA
Estate Planning/Will writing
- Asset Management: Identifying and managing all assets, including property, investments, and other valuables
- Future Allocation: Determining how the assets will be allocated upon death, often through legal documents like wills or trusts
- Tax Planning: Minimizing potential estate taxes and other financial burdens that could affect the heirs
- Legal Document: A will is a legal document that spells out how a person wants their assets distributed after their death
- Beneficiaries: Clearly naming the individuals or organizations that will inherit specific assets
- Executor Appointment: Naming an executor who will be responsible for carrying out the terms of the will
- Guardianship: If applicable, naming a guardian for minor children
Portfolio Creation (Analysis of investments)
Portfolio Analysis & Selection:
- Assessing investment opportunities and risks
- Estimating expected returns and variances
- Applying models like CAPM for optimal portfolio selection
- Analyzing passive and active management strategies
Risk Management:
- Understanding measures of dispersion and Value at Risk (VaR)
- Implementing strategies to align investments with an investor's risk tolerance
- Investment Strategies & Reporting
- Delineating efficient portfolios and exploring the efficient frontier
- Selecting the right investment products for investors
- Creating comprehensive portfolio reports
Evaluation of investment & Rebalancing
Understanding Returns and Risks:
- Definitions of Alpha and Beta, representing risk-adjusted returns and sensitivity to market movements
- Various measures of return and risk, including excess return, and understanding their drivers
Investment Strategies and Styles:
- Exploring different investment approaches such as growth and value
- Understanding how to build a portfolio that aligns with specific investment styles and risk tolerance
Portfolio Management and Rebalancing:
- Managing risks in both bond and equity portfolios
- Assessing and measuring the performance of active funds
- Learning when and how to rebalance a portfolio to maintain desired risk levels and meet investment objectives
Personal Taxation
- Understanding Personal Tax: Introduction to individual taxes and their components
- Investment Taxation: Impact of taxes on various investments
- Compliance and Planning: Procedures for tax compliance and strategies for tax minimization
Legal & Compliance
- Regulatory Overview: An examination of the regulatory aspects governing the wealth management industry
- Legal Framework: Exploration of laws and regulations pertinent to establishing and operating a wealth management firm
Ethics & Fair business practices
- Ethics: Adhering to moral principles like transparency and honesty to build trust
- Fair Business Practices: Complying with laws and regulations to ensure a competitive and respectful environment
Fundamentals of Communication
Interpersonal communication
- Active listening
- Consultation
- Giving and receiving feedback
Business communication
- Writing styles
- Guidelines
- Grammatical accuracy
- Writing emails
- Formal letters
Informative communication
- Making effective presentations
- Audiovisual presentations
- Information sourcing
- Search methods
Grooming Etiquette
- Personal Appearance: Maintaining a clean and professional appearance that aligns with the workplace or social environment
- Behavioral Standards: Exhibiting manners and conduct that are considered appropriate and respectful in various professional settings
Self Management in the Organisation
Charting your path
- Self-Confidence in the workplace
- Your life at work
- Personal development
Self-management in the workplace
- Time management
- Understanding ethical responsibilities
- Being a team player
- Dealing with workplace challenges
Developing organisational competence
- Being a valuable employee
- Networking & mentors
- Professional development & your career
Fundamentals of Customer Experience
Customer experience tools
- Understanding mapping
- Customer experience touchpoints
- Customer experience data sources
- Effectiveness of customer experience tools
Customer identification
- Customer research
- Identifying customers
- Customer needs
- Presenting customer results
Customer engagement
- Interpersonal communication
- Active listening
- Capturing details of customer engagement/requirements
- Gaining customer feedback
Customer perspective
- Understanding product and service life cycles
- Organisational brand
- Customer purchasing power
- Repeat customers
Public Speaking
- Communication Skills: Articulating ideas and messages effectively to an audience, employing proper tone, pitch, and body language
- Audience Engagement: Utilizing strategies to engage and connect with listeners, including the use of storytelling, visual aids, or asking questions
- Confidence Building: Overcoming nervousness and anxiety to speak confidently in front of a group, and learning to handle unexpected questions or technical issues
Basic Selling skills
- Understanding Customer Needs: Identifying and understanding the customer's needs and problems to offer tailored solutions
- Effective Communication: Clearly presenting products or services, articulating benefits, and persuading potential buyers through compelling language and presentation skills
- Closing the Sale: Utilizing various techniques to handle objections, build trust, and finally close the sale, turning a prospect into a satisfied customer
Negotiations
- Finding Common Ground: Through dialogue and discussion, parties identify shared goals and work towards mutually beneficial solutions
- Strategic Interaction: Involving careful planning, clear communication, and understanding of the other party's needs and interests, to craft well-structured arguments and responses
- Conflict Resolution: Managing and resolving disagreements in a way that is satisfactory to all involved, fostering trust and long-term relationships
Influencing
- Guiding Opinions and Actions: Utilizing communication, empathy, and logic to persuade others to adopt a certain viewpoint or follow a course of action
- Ethical Responsibility: Ensuring that influence is used responsibly, considering the wellbeing and autonomy of others
