by | Unit 1 Introduction {Book} | ||
| a) Introduction to Wealth Management: | ||
| Meaning, Scope of Wealth management | VIEW | |
| Components of Wealth management | VIEW | |
| Process of Wealth management | VIEW | |
| Wealth management Needs & Expectation of Client’s | VIEW | |
| Code of Ethics for Wealth Manager | VIEW | |
| b) Personal Financial Statement Analysis: | ||
| Financial Literacy | VIEW | VIEW |
| Financial Goals and Planning | VIEW | |
| Cash Flow Analysis | VIEW | |
| Building Financial Plans | VIEW | |
| Life Cycle Management | VIEW | |
| c) Economic Environment Analysis: | ||
| Interest Rate, Yield Curves, Real Return | VIEW | |
| Key economic Indicators: Leading, Lagging, Concurrent | VIEW | |
| Unit 2 Insurance Planning and Investment Planning {Book} | |||||
| a) Insurance Planning: | |||||
| Meaning of Insurance | VIEW | ||||
| Basic Principles of Insurance | VIEW | VIEW | |||
| Rights and Responsibilities of Insurer and Insured | VIEW | ||||
| Types of life Insurance Policies | VIEW | ||||
| Types of General Insurance Policies | VIEW | VIEW | VIEW | VIEW | VIEW |
| Health Insurance | VIEW | VIEW | |||
| Mediclaim | VIEW | ||||
| Calculation of Human Life Value – Belth Method/CPT | VIEW | ||||
| b) Investment Planning: | VIEW | ||||
| Types of Investment Risk | VIEW | ||||
| Risk Profiling of Investors & Asset Allocation (Life Cycle Model) | VIEW | ||||
| Asset Allocation Strategies (Strategic, Tactical, Life-Cycle based) | VIEW | ||||
| Goal-based Financial Planning | VIEW | ||||
| Active & Passive Investment Strategies | VIEW | ||||
| Unit 3 Financial Mathematics/ Tax and Estate Planning {Book} | |||
| a) Financial Mathematics: | |||
| Calculation of Returns (CAGR, Post-tax Returns etc.) | VIEW | ||
| Total Assets | VIEW | ||
| Net Worth Calculations | VIEW | ||
| Financial Ratios | VIEW | VIEW | |
| b) Tax and Estate Planning: | |||
| Tax Planning Concepts | VIEW | ||
| Assessment Year, Financial Year | VIEW | ||
| Income Tax Slabs | VIEW | ||
| TDS | VIEW | ||
| Advance Tax | VIEW | ||
| LTCG, STCG | VIEW | VIEW | |
| Carry Forward & Set-off | VIEW | VIEW | |
| Estate Planning Concepts, Types of Will, Requirements of a Valid Will, Trust | VIEW | ||
| Deductions | VIEW | VIEW | VIEW |
| Exemptions | VIEW | VIEW | |
| Unit 4 Retirement Planning/ Income Streams & Tax Savings Schemes {Book} | |
| a) Retirement Planning: | |
| Understanding of different Salary Components | VIEW |
| Introduction to Retirement Planning, Purpose & Need, Life Cycle Planning | VIEW |
| Financial Objectives in Retirement Planning | VIEW |
| Wealth Creation: Factors and Principles | VIEW |
| Retirement: Evaluation & Planning | VIEW |
| Pre & Post-Retirement Strategies | VIEW |
| Tax Treatment | VIEW |
| b) Income Streams & Tax Savings Schemes: | |
| Pension Schemes | VIEW |
| Annuities, Types of Annuities | VIEW |
| Various Income Tax Savings Schemes | VIEW |
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