Foundation Level-1
Unit 1 - Concept of Wealth Management
15 Lessons
166:27:43 Hours
-
Chapter 1 - Introduction to Wealth Management
.
-
Chapter 2 - Data Gathering and Wealth Management Process
.
-
Chapter 3 - Analysis of the Personal Financial Statements
.
-
Chapter 4 - Mathematics of Cash Flow - Time Value of Money
.
-
Chapter 5 - Annuities and Capital Budgeting Techniques
.
-
Chapter 6 - Management of Loan and Depreciation
.
-
Chapter 7 - Wealth Management Industry
.
-
Chapter 8 - Wealth Management in India
.
-
Chapter 9 - Trends in Wealth Management
.
-
Financial Mathematics - Part - I
03:24:13
-
Financial Mathematics - Part - II
03:43:35
-
Financial Mathematics - Part - III
03:48:42
-
Financial Mathematics - Part - IV
04:12:24
-
Financial Mathematics - Part - V
03:26:04
Unit 2 - Indian and Global Financial System
14 Lessons
03:10:18 Hours
-
Chapter 1 - An Overview of the Global Financial System
.
-
Chapter 2 - Introduction to the Indian Financial System and Markets
.
-
Chapter 3 - Regulatory Structure in India
.
-
Chapter 4 - The International Regulatory Framework and Financial Institutions
.
-
Chapter 5 - Economic Unions
.
-
Chapter 6 - Economic Indicators
.
-
Chapter 7 - Economic Policies
.
-
Chapter 8 - National Income Accounting
.
-
Chapter 9 - Trade Policies and BOP
.
-
Chapter 10 - The Reforms in the Financial System
.
-
Chapter 11 - How to Chose Country for Investment
.
-
Chapter 12 - Risk and Surveillance in Markets
.
-
Indian & Global Financial System
03:10:18
Unit 3 - Investment Vehicles of Wealth Management
16 Lessons
11:42:42 Hours
-
Chapter 1 - Understanding Investments
.
-
Chapter 2 - Investments in Equity
.
-
Chapter 3 - Fixed Income Instruments
.
-
Chapter 4 - Real Estate
.
-
Chapter 5 - Mutual Funds
.
-
Chapter 6 - Derivatives
.
-
Chapter 7 - Small Savings Scheme
.
-
Chapter 8 - Other Investment Product
.
-
Chapter 9 - Comparison of Financial Instruments
.
-
Chapter 10 - Understanding Employee Stock Option Plans (ESOP's)
.
-
Investment Vehicles of Wealth Management - I
02:35:39
-
Investment Vehicles of Wealth Management - II
00:00:00
-
Investment Vehicles of Wealth Management - III
02:23:33
-
Investment Vehicles of Wealth Management - IV
02:27:31
-
Investment Vehicles of Wealth Management - V
04:15:59
Unit 4 - Measuring Investment Risk And Returns
10 Lessons
05:50:28 Hours
-
Chapter 1 - Understanding Investment Returns
.
-
Chapter 2 - Complexities of Investment Returns
.
-
Chapter 3 - Understanding investment Risk
.
-
Chapter 4 - Measuring Investment Risk
.
-
Chapter 5 - Portfolio Risk and Return
.
-
Chapter 6 - Managing Investment Risk
.
-
Chapter 7 - Risk Adjusted Returns
.
-
Measuring Investment Risk And Returns - I
02:46:36
-
Measuring Investment Risk And Returns - II
03:03:52
Unit 5 - Concept of Insurance and Risk Management
11 Lessons
09:27:46 Hours
-
Chapter 1 - Insurance and Risk Analysis
.
-
Chapter 2 - Insurance Contract and Legal Liability
.
-
Chapter 3 - LI–Analysis of Life Cover
.
-
Chapter 4 - GI–Property, Health
.
-
Chapter 5 - Regulatory Framework of Insurance
.
-
Chapter 6 - Insurance Mathematics
.
-
Chapter 7 - Wealth Planning and Life Insurance
.
-
Concept of Insurance and Risk Management - I
03:03:52
-
Concept of Insurance and Risk Management-II
03:11:58
-
Concept of Insurance and Risk Management- III
03:11:56
Unit 6 - Role of Wealth Management in Banking
14 Lessons
00:00:00 Hours
-
Chapter 1 - Introduction to Banking
.
-
Chapter 2 - Banking and the Economy
.
-
Chapter 3 - Global Regulation of Banking
.
-
Chapter 4 - International Banking
.
-
Chapter 5 - Anti Money Laundering and Due Diligence
.
-
Chapter 6 - Bank Customer Relationship
.
-
Chapter 7 - Type of Bank Deposits
.
-
Chapter 8 - Mode of Withdrawals and Transfer of Funds
.
-
Chapter 9 - Retail Banking
.
-
Chapter 10 - Meaning and Definition of PA and NPA
.
-
Chapter 11 - Security Creation and Lending Schemes
.
-
Chapter 12 - Borrower's Profile Analysis
.
-
Chapter 13 - Annexure
.
Unit 7 - Legalities in Wealth Management
11 Lessons
02:54:40 Hours
-
Chapter 1 - Introduction to Law
.
-
Chapter 2 - Meaning and Essentials of a Contract
.
-
Chapter 3 - Law of Agency
.
-
Chapter 4 - Formation of Companies
.
-
Chapter 5 - Various Acts
.
-
Chapter 6 - Islamic Sharia Banking
.
-
Chapter 7 - Investor Complaint Redressal Mechanism in India
.
-
Chapter 8 - Investment Advisor Regulations
.
-
Chapter 9 - Ethics in Wealth Management
.
-
Legalities of Wealth Management
02:54:40
Unit 8 - Tax Laws for Wealth Management
22 Lessons
13:18:52 Hours
-
Chapter 1 - Introduction to Taxation System
.
-
Chapter 2 - Understanding Income Tax Structure
.
-
Chapter 3 - Residential Status and Tax Incidence
.
-
Chapter 4 - HOI and Income under the HS
.
-
Chapter 5 - Income from House Property
.
-
Chapter 6 - Income from Business and Profession
.
-
Chapter 7 - Capital Gain Tax
.
-
Chapter 8 - Income From Other Sources
.
-
Chapter 9 - Clubbing of Income
.
-
Chapter 10 - Set off and Carry Forward of Losses
.
-
Deductions from Gross Total Income
.
-
Tax Deducted at Source
.
-
TP, TA, Tax Evasion and TM
.
-
Filling of Tax Return
.
-
Taxation of Other Products
.
-
Tax Provision for Special Cases
.
-
Tax Laws for Wealth Management - I
02:34:37
-
Tax Laws for Wealth Management - II
02:37:43
-
Tax Laws for Wealth Management - III
02:47:52
-
Tax Laws for Wealth Management - IV
02:40:23
-
Tax Laws for Wealth Management - V
02:38:17
Unit 9 - Life Cycle Management
16 Lessons
11:11:30 Hours
-
Financial Life Cycle
.
-
Wealth Creation
.
-
Basics of Retirement Planning
.
-
Retirement Benefits
.
-
Defined Benefit Plans
.
-
Defined Contribution Plans
.
-
Superannuation and other Retirement Plans
.
-
Group Life and Health Insurance
.
-
Retirement Needs Analysis
.
-
Retirement Income Streams
.
-
Life Cycle Investment Advise Model
.
-
Life Cycle Management & Retirement Planning - I
02:41:26
-
Life Cycle Management & Retirement Planning - II
02:59:39
-
Life Cycle Management & Retirement Planning - III
02:39:24
-
Life Cycle Management & Retirement Planning - IV
02:51:01
Unit 10 - Intergenerational Wealth Transfer And Tax Planning
11 Lessons
05:34:23 Hours
-
WILL
.
-
Intestate Succession
.
-
Transfer of Property
.
-
Trust
.
-
Private Trusts
.
-
Special Types of Trusts
.
-
Society as a form of Charitable Organization
.
-
HUF
.
-
Intergenerational Wealth Transfer - I
02:46:38
-
Intergenerational Wealth Transfer - II
02:47:45
Advance Level-2
Unit 1 - Equity Analysis
15 Lessons
10:57:36 Hours
-
Equity Markets and Structures
.
-
Fundamental Analysis
.
-
Industry Analysis
.
-
Company Analysis
.
-
Models of Equity Valuation
.
-
Technical Analysis
.
-
Type of Charts
.
-
Technical Indicators
.
-
Other Technical Indicators
.
-
Theories of Technical Analysis
.
-
Equity Analysis - I
02:45:03
-
Equity Analysis - II
02:46:27
-
Equity Analysis - III
02:37:14
-
Equity Analysis - IV
02:48:52
Unit 2 - Alternative Products in Wealth Management
17 Lessons
05:57:42 Hours
-
Overview on Alternate Investments
.
-
Structured Products
.
-
Derivatives - Options and Swaps
.
-
Hedge Funds
.
-
Commodities and Managed Futures
.
-
Private Equity
.
-
Credit Derivatives
.
-
Fund Valuation
.
-
Alternatives and Risk Mitigation
.
-
Regulatory framework,structure and governance in AIF's
.
-
Taxation in AIF's
.
-
AIF Industry
.
-
AIF's in the Indian Market
.
-
Introduction to Crypto Currency
.
-
Alternative Investment Products in Wealth Management - I
02:57:37
-
Alternative Investment Products in Wealth Management-II
03:00:05
Unit 3 - Real Estate Valuation and Analysis
12 Lessons
02:51:03 Hours
-
Introduction to Real Estate
.
-
Categories of Real Estate
.
-
Real Estate Indices
.
-
Real Estate Financing
.
-
Real Estate Markets and Analysis
.
-
Real Estate Valuation
.
-
Issues in Real Estate Valuation
.
-
Real Estate Investment Trust (REIT) and REMS
.
-
Integration of Real Estate in a Portfolio
.
-
India's Real Estate Sector
.
-
Real Estate Evaluation & Analysis
02:51:03
Unit 4 - Behavioral Finance in Wealth Management
10 Lessons
02:53:17 Hours
-
Introduction to Behavioral Finance
.
-
Heuristics and Biases
.
-
Anomalies - Economic Behavior
.
-
Anomalies - Market Prices & Returns
.
-
Group Behavior
.
-
Investment Style and Behavioral Finance
.
-
Behavioral Finance in Practice
.
-
Cases on Behaviorial Biases
.
-
Behavioural Finance in Wealth Management
02:53:17
Unit 5 - Relationship Management by a Wealth Manager
15 Lessons
02:57:35 Hours
-
CRM and Wealth Management
.
-
Types of CRM
.
-
Understanding Relationships
.
-
CRM Implementation
.
-
Creating Value for Customers
.
-
Customer Portfolio Management
.
-
CRM and Customer Experience
.
-
MCLC - Customer Acquisition
.
-
MCLC - Customer Retention
.
-
Managing Networks for CRM Performance
.
-
Managing Investor and Employee Relationships
.
-
Information Technology for CRM
.
-
Advanced Selling Skills
.
-
Relationship Management by a Wealth Manager
02:57:35
Unit 6 - Loan And Debt Management
10 Lessons
02:47:24 Hours
-
Introduction to Credit
.
-
Types of Credit Facilities to Individual
.
-
The Credit Process
.
-
Credit Bureaus in India
.
-
Debt Consolidation
.
-
Working Capital Finance
.
-
Redressal Mechanism
.
-
Chapter 9 - Tax Implications of Loans
.
-
Chapter 9 - Loan & Debt Management
02:47:24
Unit 7 - Portfolio Management Strategies
16 Lessons
06:23:30 Hours
-
Chapter-1 Introduction to Portfolio Management
.
-
Chapter-2 Portfolio Manager
.
-
Chapter-3 Investment Risk
.
-
Chapter-4 Types of Investment Returns
.
-
Chapter-5 Measures of Risk
.
-
Chapter-6 Managing Risk Through Diversification
.
-
Chapter-7 Asset Pricing Models
.
-
Chapter-8 Asset Allocation
.
-
Chapter-9 Equity Portfolio Management
.
-
Chapter-10 Fixed Income Portfolio Management
.
-
Chapter-11 Rebalancing Strategies
.
-
Chapter-12 Asset Liabaility Management of Individual Investors
.
-
Chapter-13 Portfolio Management Services and TA of PMS
.
-
Portfolio Management Strategies - I
03:14:14
-
Portfolio Management Strategies - II
03:09:16
Unit 8 - International Tax and Trust Planning
9 Lessons
02:53:42 Hours
-
Chapter-1 Introduction to International Taxation
.
-
Chapter-2 Income Tax Structure in Different Countries
.
-
Chapter-3 Double Taxation in India
.
-
Chapter-4 Major Tax Treaties in India
.
-
Chapter-5 Transfer Pricing in India
.
-
Chapter-6 Taxation of NRIs
.
-
Chapter-7 Tax Planning Through Trust
.
-
International Taxation and Trust Planning
02:53:42
Unit 9 - Wealth Tech and Practise Management
13 Lessons
02:55:32 Hours
-
Chapter 1 - Wealth Management in Current Era and profitability drivers
.
-
Chapter 2 - Clients as Profitability Driver
.
-
Chapter 3 - Products as Profitability Driver
.
-
Chapter 4 - Distribution Channels as Profitabilty Driver
.
-
Chapter 5 - Technology and Operations as Profitability Driver
.
-
Chapter 6 - Business Operating Models
.
-
Chapter 7 - AI and Machine Learning in Finance
.
-
Chapter 8 - AI in Portfolio Management
.
-
Chapter 9 - Algorithmic Trading and Investment Strategies
.
-
Chapter 10 - Essentials of family office management
.
-
Chapter 11 - Robo Advisors in Wealth Management
.
-
Wealth Tech and Practise Management
02:55:32
Unit 10 - Advanced Wealth Management
11 Lessons
07:49:55 Hours
-
Chapter-1 Understanding the Wealth Management Process
.
-
Chapter-2 Identify and Clarify the Current Situation
.
-
Chapter-3 Identify Goals and Objectives
.
-
Chapter-4 Analyze Financial Issues and Opportunities
.
-
Chapter-5 Developing the Wealth Management Plan
.
-
Chapter-6 Implementation and Review of the Wealth Management Plan
.
-
Chapter-7 Case Studies on different Aspects of Wealth Management
.
-
Advanced Wealth Management - I
02:09:43
-
Advanced Wealth Management - II
02:55:33
-
Advanced Wealth Management - III
02:44:39
Write a public review