Certified Wealth Manager Este curso é ministrado em inglês

Course details

Wealth Management has a wide scope of opportunities for individuals planning to make a career in finance. It requires a thorough understanding of financial planning process, as well as, of financial products including equity, banking and fixed income, insurance, real estate, art, derivatives and structured products including equity, banking and fixed income, insurance, real estate, art, derivatives. A wealth manager must be conversant with these aspects to assist the client in aligning to their wealth management plans and provide additional value to them.

Why should one take this certification?
Vskills Certification in Wealth Management is for those candidates looking for opportunities in this sector catering to wide variety of services. The Certification focuses on the steps and process involved in wealth management, understanding client goals and constraints, role of insurance, retirement and estate planning and wealth management strategy. Vskills certification significantly improves the chances of getting the desired role and is an added knowledge for the candidate. This certification can be taken by candidates looking for new job opportunities or promotion or skill assessment.

Who will benefit from taking this certification?
Vskills Certification in Wealth Management is for candidates who are well-prepared and enthusiastic about entering the field and Job seekers looking to find employment in Finance department of companies or candidates who wish to improve their skill set and make their CV stronger. The Certification also assists the existing employees looking for a better role and proves their employers the value of their ;

Table of Contents

Introduction to Wealth Management

• Understanding Wealth Management
• Wealth Management Process
• Phases in Wealth Management
• Wealth Management Market in India

Understanding Client Goals and Constraints

• Client Profiling
• Setting Goals and Prioritization
• Gathering Data

Classes of Asset

• Debt as an Asset Class
• Equity as an Asset Class
• Real Estate as an Asset Class
• Commodities as an Asset Class
• Art as an Asset Class
• Investments in Stocks

Types of Portfolio and Policies

• Objectives of Investment
• Investment Time Horizon
• Expected Return and Risks
• Investment Recommendation
• Financial Recommendation
• Personal Investment Portfolio
• Retirement Portfolio
• Capital Need Analysis

Introduction to Tax

• Tax Reduction
• Income vs. Gains
• Unsymmetric risks vs. Capital Gain Taxes
• Tax Efficiency
• Asset Allocation
• Annuities

Insurance and Wealth Management

• Types of Insurances
• Benefits of Life Insurance
• Life Insurance Product and their Types
• Insurance for Wealth Management

Estate planning

• Introduction
• Need and Tools for Estate Planning
• Personal Property and Collectibles
• Retirement Planning
• Introduction
• Purpose of Retirement Planning
• Faults and mistakes in Retirement Planning

Client Education

• Process of Investment
• Return on Investment
• Risk Management
• Asset Allocation

Investment Mathematics

• Normal Distribution and related measures
• Measures of Risk
• Moments
• Regression
• Compounding
• Other Mathematical Tools and Techniques

Investment Theory

• Modern Portfolio Theory
• Capital Market Theory
• Chaos Theory
• Efficient Market Hypothesis (EMH)
• Time Diversification

Business of Wealth Management

• Organization and Operations
• System and Technology
• Custodial Relationships
• Publication and Marketing

Ultima actualização em  31 January, 2019