Introduction to Wealth Management
SKU: WX84B3B6C4D
Rs. 2999 Rs. 2999 ( % Off )
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  • Introduction to Wealth Management

Online Course

 

Basic Info           : Course on Wealth Management Level                   : Beginner Commitment     : 6 hours of study, 4 sessions of 1.5 hours each Language           : English Scheduled Date: 10th Feb, 17th Feb, 24rd Feb, 3rd Mar'19

What Will I Learn

At the end of this course you will understand:
  • Investment concepts and products
  • The process of goal-based financial planning and asset allocation.

Curriculum

SESSION 1: RISK, RETURN AND ASSET ALLOCATION SESSION 2: PERSONAL FINANCE AND INVESTMENT PLANNING SESSION 3: EQUITY MARKETS: STRUCTURE AND WORKING SESSION 4: EQUITY ANALYSIS & INVESTING

  • Return on Investments
  • Risk in Investments
  • Asset Classes and Diversification
  • Financial Planning
  • Principles of Portfolio Construction
  • Portfolio Rebalancing
  • Investment Strategies for Wealth Creation
  • Introduction to Indian Financial Markets
  • Basics of Equity
  • Primary Markets
  • Secondary Markets
  • Fundamental Analysis
  • Financial Ratios
  • Valuation Ratios and Multiples
  • Technical Analysis
  • Market Indicators

Includes

6 hours of Live Webinars

6 hours of Recorded Sessions (* Condition Apply)

Certificate from BSE Institute Ltd.

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