Online Finance in Wealth Management Course Subjects/Syllabus

Module 1: Wealth Management

• Investor Profiling
• Introduction to Portfolio Risk
• Portfolio Management and Duration
• Asset Allocation and Taxation

Module 2: Estate Planning

• Estate Planning An Overview
• Estate Planning Wills
• Transfer of Property
• Gift and Gift Tax

Module 3: Overview Of Trusts 

• Introduction to Trusts
• Characteristics of Trusts
• Types of Trusts
• Trusts and Taxation
• Duties of a Trustee

Module 4: Financial Planning

• Introduction to Financial Planning
• Basic Concepts in Financial Planning
• Financial Products for Savers
• Analyzing the Resources of the Person
• Financial Products for Investors
• Goals and Investment Objectives
• Tax Planning
• The Psychographics and Life Cycle of the Investor
• Model Portfolio

Module 5: Hedge Funds

• Introduction to the Hedge Fund Industry
• Hedge Fund Strategies
• How a Hedge Fund Works
• Issues for Hedge Fund Investors

Module 6: Mutual Funds 

• Understanding Mutual Funds
• Various Mutual Fund Products
• Operation of a Mutual Fund Company
• Selecting the Right Mutual Fund
• Trends in the Mutual Fund Industry

Module 7: Commodity And Energy Markets

• Commodity Markets
• Commodity Derivatives
• Energy Markets

Module 8: Portfolio Management 

• The Institutional Investor
• The Individual Investor
• Managing Portfolios with Bonds
• Managing Portfolios with Equities
• Money Markets and Portfolio Management
• Portfolio Theory: Risk and Return
• Portfolio Theory: Portfolio Monitoring

Module 9: Portfolio Management 

• Bond Valuation
• Portfolio Volatility and Duration
• Advanced Portfolio Management Theory
• Advanced Equity Valuation Techniques
• Global Investing and Alternative Investments
• Style Investing
• Indexation
• Evaluating Portfolio Performance

Module 10: Money And Banking

• The Nature of Money
• Measuring Money
• Creating the Federal Reserve System
• Creating Money
• Theory of Monetary Policy
• International Banking
• Central Bank Structure
• Implementing Monetary Policy
• Central Banks Around the World

Module 11: Anti Money Laundering

• What is Money Laundering
• International Initiatives
• USA PATRIOT ACT
• Wolfsberg Principles on Correspondent Banking
• Customer Identification Program
• Terrorist related money laundering

Live Lectures

• Introduction & Relationship Management
• E-I-C Analysis
• Using MS Excel in Wealth 
• Behavioural Finance
• Portfolio Evaluation
• AIF, MFs & ETF – Indian Scenario
• Insurance Planning
• Retirement Planning & VIP
• Estate Planning
• Tax Planning
• WealthTech & Robo Advisory