Certified Wealth Manager

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