Introduction to Wealth Management

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Basic Info : Introduction to Wealth Management
Level : Beginner
Commitment  : 6 hours of study, 3 sessions of 2 hours each
Language : English
Scheduled Date : 7th July 2024

 


Description

The 6-hour course - Introduction to Wealth Management (IWM) involves managing the assets and investments of individuals, families, and organizations with high net worth. The varsity course typically covers investment management, financial planning, risk management, legal and regulatory environment, ethics, and client relationship management. Students gain a comprehensive understanding of the principles and practices of Wealth Management, preparing them for a career in the field or for managing their own personal finances.

 

What Will I Learn

At the end of this course you will understand:

  • Demonstrate an understanding of  the principles and practices of investment management, financial planning, and risk management.
  • Assess risks to identify and manage the risks associated with different customers, transactions and products.
  • Identify opportunities to network with industry professionals, which can be beneficial while pursuing a career in Wealth Management.
  • Generate examples of various case studies focusing on Wealth Management.
  • Apply principles to develop effective investment portfolios and financial plans for clients.
  • Analyze and mitigate different types of risks that may affect their clients' investments and financial plans.

Curriculum

 

 

  • Return on Investments
  • Risk in Investments
  • Asset Classes and Diversification

 

  • Financial Planning
  • Principles of Portfolio Construction
  • Portfolio Rebalancing
  • Investment Strategies for Wealth Creation

 

  • Introduction to Indian Financial Markets
  • Basics of Equity
  • Primary Markets
  • Secondary Markets

 

  • 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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