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Wealth Management - Detailed Outline
- Module-1 : Overview of Wealth Management & Building Blocks
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- Introduction to Financial Planning & Analysis
- Preparation of Financial Statements & Analysis
- Key Accounting Concepts, Objectives, Techniques, Conventions & Disclosures
- Ratio & Cash Flow Analysis, Off Balance Sheet Activities
- Taxation & Accounting Practices
- Scope of Operations & Goal Settings
- Distribution Channels & Regulatory Environment
- Plan Development, Monitoring, Manage, Implementation, Execution & Review
- Module-2 : Quantitative Methods for Investment Analysis
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- Time Value of Money, Basics of Statistics, Collection and Presentation of Data: Table and Charts for categorical and Numerical data, Frequency Distributions
- Measures of Central Tendency: Arithmetic mean, median, mode, Geometric mean, Quartiles
- Measures of Dispersion: Range, Inter quartile range, Standard Deviation, Variance
- Basic Probability and Mathematical Expectation - Simple regression analysis, Correlation, and Coefficient of determination
- Probability, Distribution, Decision Tree Analysis, Sampling, Estimation, Hypothesis Testing
- Correlation, Covariance & Regression; Time Series Analysis
- Capital Budgeting like NPV, IRR, Bond Valuation & Performance Evaluation of Mutual Funds
- Data Analysis, Execution of Analysis, Interpretation of Results, Simulation, Technicals
- Module-3 : Basics of Economics
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- Foundations of Aggregate Demand & Supply, Elasticity of Demand
- Production Function and its Properties, Cost Function and their Derivation
- Profit Maximization by Firm, Theory of Business Cycles
- Measuring National Income and Growth
- Economic Indicators
- Monetary and Fiscal Policy
- Impact of Economic Factors on Investment Markets
- Money & Role of Asset markets, Interest Rates and Banking
- Module-4 : Financial Reporting and Analysis
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- Financial Reporting System
- Financial Reporting Quality
- Analysis of Inventories
- Analysis of Long-Lived Assets
- Analysis of Debt
- Analysis of Pensions, Stock Compensation, and Other Employee Benefits
- Analysis of Inter-Corporate Investments
- Analysis of Global Operations
- Module-5 : Corporate Finance
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- Capital Investment Decisions
- Business and Financial Risk
- Short-Term Financial Policy
- Long-Term Financial Policy
- Dividend Policy
- Mergers & Acquisitions
- Corporate Restructuring
- Financial Statements of a corporate Balance Sheet
- Module-6 : Financial Markets & Products
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- Overview of Capital markets and Securities market
- Working of Stock Exchanges and Depositories
- Role of Intermediaries like Banks, Brokerage, Primary Dealers, DPs, Insurance and Mutual Funds
- Role of Regulatory bodies like RBI and SEBI
- Interest Rates & Credit Instruments
- Forex & Equity Instruments
- Commodities Markets
- Real Estate
- Module-7 : Essentials of Financial Risk Management
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- Introduction: Market Risk, Credit Risk, Operational Risk.
- Economic Capital & Risk Adjusted Return on Capital (RAROC)
- Yield Curves – Yield to Maturity (YTM), Par, Zero Coupon, Forward
- Basic Risk Measurements – Price Value Basis Point (PVBP), Duration, Convexity, VaR
- Equilibrium and the Capital Asset Pricing Model (CAPM)
- Performance Measurement & Attribution: Sharpe and information ratio; Tracking error
- Factor Models and Arbitrage Pricing Theory
- Insurance and Risk Management, Risk management failures; Case studies; Ethics
- Module-8 : Derivatives
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- Understanding & Usage of Derivatives
- Derivative as a Risk Management tool
- Exchange Traded and OTC Derivatives
- Regulations governing Derivatives in India
- Forwards & Futures, FRA
- Options, Swaps
- Credit Derivatives
- Structured Products, Hybrid & Bespoke Products
- Module-9 : Investment Management
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- Direct Equity Investments
- Asset Management Companies & Mutual Funds, Types of MF schemes
- Concept of NAV, Portfolio Return, Benchmarks and Portfolio Accounting.
- Portfolio Management Services
- Insurance Products including retirement and term products
- Equity Linked Investment Plans
- Private Equity
- Key Domestic regulations governing Insurance products, Mutual Funds in India
- Module-10 : Investment Planning
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- Investment Planning Process
- Professional Consideration & Code of Ethics
- Retirement Planning
- Pension Sector Reforms
- Asset Allocation
- Regulation of Investment Advisor
- Tax Planning
- Estate Protection, Succession & Distribution
- Module-11 : Security Analysis & Portfolio Management
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- Investment Planning Process
- Professional Consideration & Code of Ethics
- Retirement Planning
- Pension Sector Reforms
- Asset Allocation
- Regulation of Investment Advisor
- Tax Planning
- Estate Protection, Succession & Distribution
- Module-12 : Alternative Investments
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- Types of Alternative Investments and their Characteristics
- Private Equity
- Venture Capital
- Hedge Funds
- Commodities
- Real Estate Investment Trusts
- Trading & Hedging Strategies
- Tangible Assets with Low Liquidity