Course Instructor
Chartered Wealth Management – Level
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Original price was: ₹30,000.00.₹25,000.00Current price is: ₹25,000.00.
1 year of access
UNIT – 1 CONCEPT OF WEALTH MANAGEMENT
Chapter 1 – Introduction to Wealth Management
Chapter 2 – Data Gathering & Wealth Management Process
Chapter 3 – Analysis of Personal Financial Statements
Chapter 4 – Mathematics of cash Flow-Time Value of Money
Chapter 5 – Annuities and Capital Budgeting Techniques
Chapter 6 – Management of Loan and Depreciation
Chapter 7 – Wealth Management Industry
Chapter 8 – Wealth Management in India
Chapter 9 – Trends in Wealth Management
UNIT – 2 Indian and Global Financial System
Chapter 1 – An Overview of Global Financial System
Chapter 2 – Introduction to the Indian Financial System and Markets
Chapter 3 – Regulatory Structure in India
Chapter 4 – The International Regulatory Framework and Fianancial Institutions
Chapter 5 – Economic Unions
Chapter 6 – Economic Indicators
Chapter 7 – Economics Policies
Chapter 8 – National Income Accounting
Chapter 9 – Trade Policies and Balance of Payments(BOP)
Chapter 10 – The Reforms in the Financial System
Chapter 11 – How to Chose Country for Investment
Chapter 12 – Risk and Surveillance in Markets
UNIT – 3 Investment Vehicles in Wealth Management
Chapter 1 – Understanding Investments
Chapter 2 – Investments in Equity
Chapter 3 – Fixed Income Instruments
Chapter 4 – Real Estate
Chapter 5 – Mutual Funds-Part-i
Chapter 5 – Mutual Funds-Part-ii
Chapter 5 – Mutual Funds-Part-iii
Chapter 6 – Derivatives
Chapter 7 – Small Savings Scheme-Part-i
Chapter 7 – Small Savings Scheme-Part-ii
Chapter 8 – Other Investments Products
Chapter 9 – Comparision of Financial Instruments-Part-i
Chapter 9 – Comparision of Financial Instruments-Part-ii
UNIT – 4 Measuring Investment Risk and Returns
Chapter 1 – Introduction to Return
Chapter 2 – Complexities of Return-Part-i
Chapter 2 – Complexities of Return-Part-ii
Chapter 3 – Introduction to Risk
Chapter 4 – Measuring Risk
Chapter 5 – Portfolio Risk and Return
Chapter 6 – Managing Risk
Chapter 7 – Risk Adjusted Returns
UNIT – 5 Concept of insurance and risk management
Chapter 1 – Insurance and risk analysis-Part-i
Chapter 1 – Insurance and risk analysis-Part-ii
Chapter 1 – Insurance and risk analysis-Part-iii
Chapter 2 – Insurance contract & legal liability-Part-i
Chapter 2 – Insurance contract & legal liability-Part-ii
Chapter 2 – Insurance contract & legal liability-Part-iii
Chapter 3 – Life Insurance-Analysis of Life Cover, Strategies and Products-Part-i
Chapter 3 – Life Insurance-Analysis of Life Cover, Strategies and Products-Part-ii
Chapter 4 – General Insurance–Property, Health and Liability Insurance-Part-i
Chapter 4 – General Insurance–Property, Health and Liability Insurance-Part-ii
Chapter 4 – General Insurance–Property, Health and Liability Insurance-Part-iii
Chapter 4 – General Insurance–Property, Health and Liability Insurance-Part-iv
Chapter 5 – Regulatory Framework on Insurance-Part-i
Chapter 5 – Regulatory Framework on Insurance-Part-ii
Chapter 5 – Regulatory Framework on Insurance-Part-iii
Chapter 6 – Insurance mathematics
Chapter 7 – Wealth Planning & Life Insurance
UNIT – 6 Role of Wealth Management in Banking
Chapter 1 – Introduction to Banking
Chapter 2 – Banking and Economy
Chapter 3 – Global Regulation of Banking
Chapter 4 – International Banking
Chapter 5 – Anti Money Laundering and Due Diligence
Chapter 6 – Bank Customer Relationship
Chapter 7 – Types of Bank Deposits
Chapter 8 – Mode of Withdrawals and Transfer of Funds
Chapter 9 – Retail Banking
Chapter 10 – Meaning and Definition of PA and NPA
Chapter 11 – Security Creation and Lending Schemes
Chapter 12 – Borrower’s Profile Analysis
UNIT – 7 Legalities in Wealth Management
Chapter 1 – Introduction to Law
Chapter 2 – Meaning and Essentials of A Contract
Chapter 3 – Law of Agency
Chapter 4 – Formation of Companies
Chapter 5 – Various Acts
Chapter 6 – Islamic Sharia Banking
Chapter 7 – Investor Complaint Redressal Mechanism in India
Chapter 8 – Investment Advisor Regulations
Chapter 9 – Ethics in Investment Advisor Business
UNIT – 8 Tax Laws for Wealth Management
Chapter 1 – Introduction To Tax
Chapter 2 – Introduction to Income Tax
Chapter 3 – Residential Status and Tax Incidence
Chapter 4 – Heads of Income and Income Under the Head Salary
Chapter 5 – Income From House Property
Chapter 6 – Income From Business and Profession
Chapter 7 – Capital Gain Tax
Chapter 8 – Income From Other Sources
Chapter 9 – Clubbing of Income
Chapter 10 – Set Off and Carry Forward of Losses
Chapter 11 – Deductions from Gross Total Income
Chapter 12 – Tax Deducted at Source
Chapter 13 – Tax Planning, Tax Avoidance, Tax Evasion and Tax Management
Chapter 14 – Filing of Tax Return
Chapter 15 – Taxation of Other Products
Chapter 16 – Tax Provision For Special Cases
UNIT – 9 Life Cycle Management
Chapter 1 – Financial Life Cycle
Chapter 2 – Wealth Creation
Chapter 3 – Basics of Retirement Planning
Chapter 4 – Retirement Benefits
Chapter 5 – Defined Benefit Plans
Chapter 6 – Defined Contribution Plans
Chapter 7 – Superannuation and other Retirement Plans
Chapter 8 – Group Life and Health Insurance
Chapter 9 – Retirement Needs Analysis
Chapter 10 – Retirement Income Streams
Chapter 11 – Life Cycle Investment Advise Model
UNIT – 10 Intergenerational Wealth Transfer & Tax Planning
Chapter 1 – Will
Chapter 2 – Intestate Succession
Chapter 3 – Transfer of Property
Chapter 4 – Trust
Chapter 5 – Private Trusts
Chapter 6 – Special Types of Trusts
Chapter 7 – Society as a Form of Chartered Organization
Chapter 8 – HUF