Investment Planning & Wealth Management
Benefit to participants
This program is designed to deliver an all-round understanding of Investments to participants including macro-economic factors, financial mathematics, assets, products, taxation, insurance & hedging.
Suitability
  • IFAs/RIAs/CFPs/wealth managers
  • AMC professionals
  • Employees of intermediaries such as banks and national distributors
  • Duration
    5 full days
    OUTLINE
  • Money market products & investments
  • Long term fixed income products & investments
  • Time value of money
  • Financial mathematics
  • Equity markets – products & investment
  • Macro economics
  • Derivatives & Hedging
  • Portfolio management techniques
  • Insurance planning
  • Tax planning
  • TANGIBLES
  • Asset allocation template
  • Goal based calculator template
  • Book