Program Details
Curriculum of Program in Wealth Management
Foundation
Advanced
Soft Skills
Introduction to the course
Science of wealth
Rate of exchange & convertible currency
Balancing the books
Numbers & Macros
Business Maths
Risk portrait
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
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