Certificate Program on Wealth and Investment Management
SKU: RY45EDFDACD
Rs. 29500 Rs. 29500 ( % Off )
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  • Certificate Program on Wealth and Investment Management

Classroom Course

 

Basic Info           : Course on Wealth and Investment Management Level                   : Advance Commitment     : 60 hours of study, 10 Days Language           : English Scheduled Date   :

What Will I Learn

At the end of this course you will:
  • Understand the range of assets and investment products that are available in the market
  • Gain a deep understanding of the essentials of financial planning
  • Learn private client asset management, industry regulation, fund management and advisory functions
  • Learn to incorporate systems, processes and designs to help you manage your portfolio better

Curriculum

SESSION 1 SESSION 2 SESSION 3 SESSION 4 SESSION 5 SESSION 6 SESSION 7 SESSION 8 SESSION 9 SESSION 10

  • The Purpose and Structure of the Financial Services Industry
  • Financial markets
  • Macroeconomic Analysis
  • Microeconomic Theory
  • Financial Services Regulation
  • Financial crime
  • Corporate Governance
  • Cash
  • Property
  • Bonds
  • Equities
  • Derivatives
  • Commodities
  • Fiduciary Duties
  • Advising Clients
  • Determining client needs
  • Fundamental and Technical Analysis
  • Financial Mathematics
  • Statistics
  • Valuation
  • Yields and Ratios
  • Investment Services
  • Investment funds
  • Other investment vehicles
  • Risk and Return
  • Portfolio Construction Theories
  • Investment Strategies
  • Performance Measurement
  • Retirement planning
  • Protection planning
  • Estate planning and Trusts
  • Business Tax
  • Personal Tax
  • Overseas Taxation

Includes

Interactive Sessions

Session-specific Assignments

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