Introduction to Wealth Management

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Basic Info	: Course on Wealth Management
Level	: Beginner
Commitment	: 6 hours of study, 3 sessions of 2 hours each
Language	: English
Scheduled Date	: 8th October 2023

What Will I Learn

At the end of this course you will understand:

Investment concepts and products

The process of goal-based financial planning and asset allocation.

Curriculum

SESSION 1: RISK, RETURN AND ASSET ALLOCATION

Return on Investments

Risk in Investments

Asset Classes and Diversification

SESSION 2: PERSONAL FINANCE AND INVESTMENT PLANNING

Financial Planning

Principles of Portfolio Construction

Portfolio Rebalancing

Investment Strategies for Wealth Creation

SESSION 3: EQUITY MARKETS: STRUCTURE AND WORKING

Introduction to Indian Financial Markets

Basics of Equity

Primary Markets

Secondary Markets

SESSION 4: EQUITY ANALYSIS & INVESTING

Fundamental Analysis

Financial Ratios

Valuation Ratios and Multiples

Technical Analysis

Market Indicators

How It works

Live Online Sessions
Each session is interactive and informative, featuring case studies, quizzes and projects

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