Online Program in Wealth Management and Alternate Investment Fund Curriculum

The program consists of two comprehensive levels, each with 10 specialized units, designed to develop foundational and advanced expertise in wealth management.

Level 1: Foundation Level (10 Units)

1. Introduction to Wealth Management 
Explore the core concepts and principles in wealth management.
2. Global and Indian Financial Systems  
Understand financial systems on both a global and national scale.
3. Investment Vehicles in Wealth Management 
Gain insights into the various investment options available for wealth management.
4. Assessing Investment Risks and Returns 
Learn to measure and evaluate investment risks and expected returns.
5. Insurance and Risk Management Principles 
Examine the fundamentals of insurance and its role in managing financial risks.
6. Wealth Management in Banking 
Analyze the role of wealth management services within the banking sector.
7. Legal Framework in Wealth Management
Study the legal aspects essential to wealth management practices.
8. Taxation for Wealth Management 
Dive into tax laws relevant to wealth management strategies.
9. Life Cycle Wealth Planning 
Explore financial planning tailored to different life stages.
10. Wealth Transfer and Tax Planning Across Generations
Learn strategies for intergenerational wealth transfer and associated tax planning.

Level 2: Advanced Level (10 Units)

1. Equity Analysis
Develop advanced skills in evaluating equity investments.
2. Alternative Wealth Management Products
Study alternative investment options available in wealth management.
3. Real Estate Valuation and Investment Analysis
Analyze valuation methods and investment strategies for real estate.
4. Behavioral Finance in Wealth Management 
Explore how psychology influences investor behavior and decision-making.
5. Client Relationship Management 
Understand relationship management techniques for wealth managers.
6. Debt and Loan Management 
Learn strategies for managing debt and loan portfolios effectively.
7. Portfolio Management Techniques 
Study the legal aspects essential to wealth management practices.
8. Global Taxation and Trust Planning  
Gain insights into international tax regulations and trust planning.
9. Comprehensive Wealth Planning 
Master advanced techniques for developing comprehensive wealth plans.
10. Advanced Strategies in Wealth Management 
Explore sophisticated approaches and best practices in wealth management.