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	: January 2025

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

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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