CERTIFICATE IN CONSTRUCTING FINANCIAL PLAN AND WEALTH MANAGEMENT

Duration: 3 MONTHS

Course Syllabus

  • Risk, Return and Asset Allocation
  • Return on Investments
  • Risk in Investments
  • Asset Classes and Diversification
  • Personal Finance and Investment Planning
  • Financial Planning
  • Principles of Portfolio Construction
  • Portfolio Rebalancing
  • Investment Strategies for Wealth Creation
  • Equity Markets: Structure and Working
  • Introduction to Indian Financial Markets
  • Basics of Equity
  • Primary Markets
  • Secondary Markets
  • Equity Analysis & Investing
  • Fundamental Analysis
  • Financial Ratios
  • Valuation Ratios and Multiples
  • Technical Analysis
  • Market Indicators

  • Debt and Derivatives Markets
  • Debt Markets and Instruments
  • Valuation of Bonds
  • Derivative Markets and Instruments
  • Mutual Funds Products
  • Mutual Fund Product Matrix
  • Equity Funds
  • Basics of Debt Funds
  • Hybrid Funds
  • Other Type of Funds
  • Mutual Fund Information and Analysis

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Eligibility

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