Wealth Management

Description:

This course will help to understand investment strategies and performance evaluation.It will help you to manage your wealth and plan your portfolio. It will also help in tax and estate planning and give various financial planning strategies. This will help you allocate wealth through a systematic understanding of risk and reward and planning specific goals.

Course Outline:

• Introduction to Financial Planning
• Asset Classes
• Financial Planning Tools
• Asset Allocation
• Modern Portfolio Theory
• Measuring Risk and Return
• Elements of the Financial Plan
• Tax Planning
• Customer Relationship Management

Duration: 25 Hours

Course Fees: Rs. 5899

(Base price Rs.4999 + GST 900)

Target Audience:

• Finance Professionals
• Students of Management and Commerce
• Employees with Treasury & Investment division of banks and financial institutions

Course Objective:

To understand the various risk associated with investing. To evaluate the investments and to manage their investment portfolio. To allocate assets as per investment goals To plan finances from the point of view of financial goals

Course USP:
Combination of NSE Academy proprietory reading material built into the course with video lectures by experts and e-learning which is self paced

Format: Self Study/ Online Examination

Assessment: The Assessment will be Online and will not be scored. A participataion certificate would be provided. No Cut off marks

Certification: Certificate of Participation.