These weekend workshops will introduce the participant to the fundamental concepts and then into practical application through case studies.
The Workshop is designed for learners looking for a concise but specific knowledge of the domain of wealth management. Participants can be from varied academic backgrounds but are recommended to possess some basic understanding of finance. Participants of the Wealth Management Introduction workshop is suited for a beginner in finance.
Risk Capital and Fixed Income Valuation
Risk Portrait & Financial Needs Analysis
Derivatives & Hedging Techniques
Currency, Rates & Inflation
Bullion & Immoveable Assets
Wealth Management Introduction
The participants will take away finer nuances of the domain. Get introduced to the concept and build on fundamental knowledge. They should leave the Workshop by gaining the following:
|Early Bird Offer||