Course Content
Wealth Management Ecosystem and Players
Client Perspectives and Offerings
Introduction to Financial Mathematics
Excel Functions for WM
IRR XIRR and Other Return Measures
Risk Measures
Introduction to Indian Financial System
Various Asset Classes
Introduction to Equity Markets
Indian Market History
Introduction to Mutual Funds and Equity Funds
Features of Equity Funds
Debt Funds and Fixed Income
Introduction to Insurance
Life Insurance
Non Life Insurance
Introduction to Financial Planning
Sample Case of a Financial plan
Behavioral Finance - Introduction
Behavioral Finance - The Human Mind
Behavioral Finance - Why people sell investments early
Behavioral Finance - Other Biases
Taxation - Salary
Taxation - House Property
Taxation - Capital Gains