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Course Outline

The document outlines a wealth management course covering concepts like life cycle management, investment avenues including mutual funds and ETFs, portfolio theory and diversification using modern portfolio theory, insurance and risk management through products like term plans and ULIPs, introductions to valuations, taxes, estate planning, and concludes with simulations.

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Aditya Jandial
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34 views1 page

Course Outline

The document outlines a wealth management course covering concepts like life cycle management, investment avenues including mutual funds and ETFs, portfolio theory and diversification using modern portfolio theory, insurance and risk management through products like term plans and ULIPs, introductions to valuations, taxes, estate planning, and concludes with simulations.

Uploaded by

Aditya Jandial
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
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Course outline

Concept of wealth management and why it is needed 6 hours


Life cycle management
Matching investment and objectives
Time value of money
Retirement planning
Case studies
Investment avenues 12 hours
Understanding asset class
Mutual Funds and ETFs
Risk return profiling
Derivative
Portfolio Theory and Diversification 6 hours
Modern Portfolio Theory
Risk return metrics - Sharpe Ratio, SD, Alpha
Managing investment risk
Insurance as Risk management 2 hours
Term plan
ULIP
Introduction to valuations 6 hours
Fundamental valuation
Technical Analysis
Tax and investment Risk 2 hours
Estate planning 2 hours

Simulation 4 to 9 hours

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