Rs. 8400
Rs. 4900 / Incl Taxes

Overview

Wealth Management is one of the fastest growing industry in India. As the wealth in the country increases, the number of people sourcing services around Wealth Management will also increase, and so will the number of jobs in this area. People in India are taught how to earn money, not how to manage it - so there will be big need of quality Wealth Managers over the next few years. This course aims to create the knowledge base one would require to build a career in Wealth Management, or Manage their own wealth.

What Will You Learn

  • Wealth Management Industry and its Nuances
  • Mutual Funds and their evaluation
  • Insurance and its application
  • Financial Planning
  • Behavioral Finance

Benefits

  • You will understand the various segments of Wealth Management
  • You will be able to evaluate Mutual Funds
  • You will learn the key Behavioral Finance Concepts
  • Recognition across campuses and industry

Requirements

  • Microsoft Excel

About the Instructor

  • Peeyush Chitlangia

    Peeyush Chitlangia

    Peeyush Chitlangia is the founder of FinShiksha. An Alumnus of IIM Calcutta & MNIT Jaipur, Peeyush has been in the financial services industry for the last 14 years & has extensive exposure to Equity Research & Financial Modeling. With more than 50,000 man hours of teaching experience, he has trained nearly 15000 participants across organizations.

Course Content

  • Introduction to Wealth Management

  • 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

  • Equity Markets

  • Debt Markets

  • Real Estate

  • Commodities

  • Derivatives

  • 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

  • Introduction to Taxation

  • Calculation of Taxation in various real life scenarios

Certification

The course will have an online assessment. The final Certification will be an open Online test, which would be untimed, and open book. We would try and keep the assessment as close to a real life situation as possible, where you will have all the tools that you would have in real life at your disposal.

certification

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Upcoming Webinar

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10 year profit pool analysis across industries
With select case studies

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