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Program in Wealth Management
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Course
Program Details
Program Details
Curriculum of Program in Wealth Management
Foundation
Advanced
Soft Skills
Learning Outcomes
A strong foundation on which the learning journey will be built
Connect the dots within the economy around rates, credits, assets and currency
Helps learner to learn relevant business math and statement of accounts
Helps learner to have a comprehensive view of the interconnected role macro parameters play within the economy
Build on the basics of risk profiling
Introduction to the course
Science of wealth
Rate of exchange & convertible currency
Balancing the books
Numbers & Macros
Business Maths
Risk portrait
Learning Outcomes
Learn the art of financial needs analysis
Work on software-led scenarios on different assets
Build dummy portfolios
Learn the nuances of all the assets and the correlation amongst them when building a financial plan
Identify Risk profiles of different assets (Covering Equity, Fixed Income, Commodity, real estate and alternate investments)
Detailed insight into
MF Industry
Insurance industry
Interact with clients
Work on Presentations and improve clarity
Contribute to journal writing
Prepare comprehensive wealth plans
Build portfolios, implementing all the theories and concepts
Review the plan and evaluate the portfolio
Rebalancing of portfolios
Relevant legal framework and will-writing
Ethics in the field of wealth management
FNA
Portfolio simulation
Overview of Financial Markets
Risk capital
Rates & Credit
Derivatives
Energy, Currency, Economy
Bullion
Immoveable Assets
Art
Indemnification
Offshore Investments
MF Industry
Insurance Industry
Estate Planning/Will Writing
Portfolio Creation (Analysis of Investments)
Evaluation of Investment + Rebalancing
Personal Taxation
Legal & Compliance
Ethics + Fair Business Practices
Learning Outcomes
Learn the fine art of client interaction
Ability to conduct meetings both online and offline
How to prepare for a meeting
Art of communication in groups and 1-1
Ability to influence and negotiate
Basic Communication
Grooming Etiquette
Writing Skills
Interpersonal Skills
Time Management
Public Speaking
Presentation Skills
Basic Selling Skills
Relationship Management Fundamentals
Negotiations
Influencing
Managing Customer Relationship
Module (Introduction to the course)
Opening comments by the Course Director
Introduction to the entire fraternity
Introduction to wealth management
Local and global landscape of the wealth industry
Changing landscape
Demand for wealth managers
Explaining the Career Path
Course Outline - detailed discussion
Expectations from the learners
Do's and Dont's
Attendance requirements/behavioural standards
Short intro to the LMS - demo
OAWA Oath
Module (Economics)
Micro Economics
Demand & Supply
Market Equilibrium
Changes in Market Equilibrium
Price Elasticity of Demand & Supply
Revenue, Cost & Profit
Macro Economics
GDP Meaning & Components; FDI/FPI
Growth & Recession
Real Vs Nominal GDP
Inflation meaning & Impact
Types of Inflation
Deflation and Stagflation
Interest Rates Meaning & Correlation to Inflation
Case Studies - current Indian economy
Module (Foreign Exchange & currency market)
Exchange rates
Determinants of exchange rates
External balances (BoP, BoT, current account)
Exchange rate volatility and factors affecting exchange rates
Investment return and investment risk due to currency movements
Module (Accounting)
Balance Sheet & Income Statement and their relationship
Basic Cash Flow statement
Free Cash Flow
Case study -1 5 Case study -2
Module (Business Maths)
Percentage
Concept of Simple Interest and Compound Interest
IRR XIRR, PV in Excel Sheet
Concept of Mean & Median
Standard Deviation meaning & Calculation
Corelation
Excel maths & revision
Module (Risk profiling)
What is Risk Profiling
Need for risk profiling
Factors influencing risk profile
Risk profiling tools (questionnaire)
Role of asset allocation
Model based risk profiling
Case studies
Module (Financial Needs analysis)
Planning Process
Defining goals
Smart goals
Assessing current situation and alternatives
Where do successful planners spend their time
How long does it take to curate a plan
The Psychology of Financial Planners and their Clients
Behaviour affecting economics
Prospect Theory and Loss aversion
Behavioural bias
Law of small numbers
Gamblers false reasoning
Hot hand effect
Anchoring
Conservatism bias
Herd behaviour
Overconfidence effect
Under confidence effect
Implications of biases on investors
What is financial planning
assessment of goals
Life cycle & wealth cycle
Module (Asset – Equity)
Equity - Meaning
Structure of the capital
How is equity raised and who are the investors
Stock Market
IPO/Secondary
Settlement
Discounted cash flow models
Earnings estimation
Importance of earnings
Valuation Concept and basic terms - P/E, P/BV
Key Ratios
Case study -1
Evaluation of security analysis
Emphasis on earnings
Evaluating the vauation process
Case study -2
Module (Asset – Fixed Income)
What is fixed income
Benefits of FI Vs Equity or vice versa
Types of debt securities
Types of interest rates
Spot rate and forward rate
YTM
Liquidity
Concept of Fixed Income and Yield
Interest Rate Theory and Bond Pricing
Determining spot rates
The Effect of Price Changes on Bond Management
Case study -1
Anticipated Price Change due to Passage of Time
Duration: Sensitivity to Shifts in the Yield Curve
Convexity
Case study -2
Protecting against Term structure shifts
Immunization
Credit Risk (theory and present scenario with live examples)
Module (Asset – F&O)
Meaning of Derivatives
Types of Derivatives (Forwards, Futures, Options)
History of Derivatives and the Market in India
Application of Derivatives
Pricing of derivatives
Trading strategies
Risk Management
Case studies -1
Module (Asset – Commodity)
What are commodities
How are commodities valued
Trading of Commodities
Main Commodity Exchanges in the world
Return Scenario in Commodity Investment
Oil, economy and currency
Module (Asset – Precious Metals)
What are precious metals?
Historical Pricing trend in Precious metals
Valuation
How to invest in precious metal
Risk & Return opportunities in precious metal
Cryptocurrency
Module (Asset – Other investments Art/Wine)
Art & Wine as an Asset Class
Valuation of Art and Wine
Investment Opportunites
Return Parameters
Risks
Global trend
Module (Asset – Real Estate)
What is real estate
Valuation
Real Estate Cycle in India
Real Estate Pricing Trend in India
Key Challenges in India
Taxation
Regulation
Case study - IPO in Real estate 9 REIT
Module (Asset – Other investments Art/Wine)
Art & Wine as an Asset Class
Valuation of Art and Wine
Investment Opportunites
Return Parameters
Risks
Global trend
Module (Asset – Insurance)
What is Insurance
Why is insurance needed?
How to calculate the insurance coverage amount?
Why is insurance considered as an asset class
How to value Insurance
Case study -1 7 Benefits of insurance and overinsurance
Insurance - Landscape in India
Module (Overseas Investments)
What is an international investment
Benefits and risk of overseas invt.
Risk of foreign securities
The effect of exchange risk
International Diversification
Calculating the return on foreign investments
International diversification of bonds
Models for managing international portfolios
Options in international markets
Module (Financial Markets)
Introduction to financial markets
Nature and structure of markets
Trade types and costs
Financial Regulator and its Function
Importance of Financial Market
Module (MF Industry)
What is a Mutual Fund
Role of a Mutual Fund
MF as an asset
Legal Strucuture of Mutual Fund
Types of Mutual Fund (Open/Close Ended, Active/Pasisive)
Schemes of Mutual Fund
Expense Ratio and NAV - Meaning
Case study
Key Managers and their Roles
Case study -Sample Account Statement
Regulation
Mutual Fund Distribution Channels
Module (Insurance Industry)
Insurance - Life
Life Insurance - Evolution, Organisation Structure and Function
Premium and Bonuses
Annuities
Group Insurance
Application and Acceptance
Policy Documents
Assignment, Nomination & Surrender Policy
Policy Claims
Regulator and its role
General Insurance
What is General Insurance
Features of General Insurance
Type of General Insurance and its functions
Key General Insurers in India
Role of IRDA
Module (Analysis of investments & Portfolio Creation)
Determining characteristics of the opportunities
Central tendency and risk
Determining average outcome
measure of dispersion
Variance of returns
expected return
Delineating efficient portfolios
Portfolios possibilities curve
Efficient frontier
Estimating expected returns
Portfolios analysis, CAPM
How to select portfolios in the opportunity set
CML and optimal portfolios
Risk tolerance
Prospect theory
VaR
Selecting the right investment product for investors
Passive management
Active management
Portfolio reporting
Module (Evaluation of Investments and Rebalancing)
Beta and Alpha meaning
Evaluation techniques
Measures of return
Measures of risk
Excess return
Drivers of returns and risk
Investment styles (growth and value)
Portfolio building approach
risk in bond portfolios
Measuring the performance of active bond funds
risk in equity portfolios
risk adjusted return
When and how to rebalance a portfolio
Module (Personal Taxation)
What is Personal Tax
Tax compliance
Tax planning
Module (Ethics & Fair Business Practices)
Case study -1
Case study -2
Case study -3
Module (Soft-skills)
Basic Communication
Communication Types
Active Listening
Rapport Building
Language
Grooming Etiquette
Understanding the impact of perception
Virtual Etiquette
Do’s & Don’ts
Writing Skills
Language Types
Email Protocol
Expressing assertion and passion
Interpersonal skills
Communicating to build trust
Perception and sensation
Jo Hari window
Feedback
Time Management
Goal Setting
What is prioritising and multitasking
SMART Goals
Public speaking
Connecting to audience
Preparing content
Overcoming fear
Presentation skills
Purpose of presenting
Audience type and handling
SHARE concept
Platform skills
Basic selling skills
Understanding the science of selling
Buying behaviour
Obstacle management
Closing skills
Relationship Management Fundamentals
Building rapport and trust
Empathy
Understanding internal and external stakeholders
Negotiations
Understanding the structure of negotiation
Types of negotiation
Preparing for negotiation
Using styles and tactics
Influencing
Understanding the model of influencing
Influencing behaviours
Styles of influencing
Managing conflict
Managing customer relationship
Change in the service standards
Customer types and handling
Creating moment of truth
Module (Client Acquisition)
Client Profiling
Prospect List
Art of Cold Calling
First Meeting - Do's & Don’t
Presentation & Objection Handling
Follow-Up
Client Onboarding
Client Servicing
Client Reference