Certified Wealth Manager
- Offered byVSkills
Certified Wealth Manager at VSkills Overview
Duration | 13 hours |
Total fee | ₹3,499 |
Mode of learning | Online |
Credential | Certificate |
Certified Wealth Manager at VSkills Highlights
- Earn a certificate of completion from Vskills
- Get lifelong e-learning access
- Life time job Support
Certified Wealth Manager at VSkills Course details
Wealth Management - Process, Phases & Client Profiling
Types of Portfolio and Policies
Insurance Management
Estate & Retirement Planning
Investment Mathematics
Investment Theory
Wealth Management has a wide scope of opportunities for individuals planning to make a career in finance
It requires 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
The course 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
Certified Wealth Manager at VSkills Curriculum
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
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