WEALTH MANAGEMENT

SYLLABUS

WEALTH MANAGEMENT

Class: B.com Model II Finance and Taxation                                    

Duration: 36 Hours

Programme Code: SCPS/COM/CC/2021-2022

Course Contents

Module 1

Introduction to wealth management:

• Define wealth, meaning and scope of wealth management                                                 
• Wealth cycle
• Wealth management process (6Hrs)

Module 2

        Savings and Investments:

• Introduction, Nature and Scope of Savings and Investments, Objectives of Savings and Investments (Tax saving, Income and Growth of capital)
• Investment Alternatives
• Investment Attributes
• Approaches to investment decision making                                                                   
• Qualities for successful investment(10Hrs)

Module 3

       Wealth Management Strategy:

• Meaning and scope of Management Strategy
• The Unwealthy habits
• Philosophy Of Wealth Creation and Management                                                           
• Need for Planning (5Hrs)

Module 4

      Investment Planning:

• Types of Investment Risk
• Risk Profiling Of Investors and Asset Allocation (Life Cycle Model)
• Asset Allocation Strategies (Strategic, Tactical, Life Cycle based)
• Goal Based Financial Planning
• Active and Passive Investment Strategies (10Hrs)

Module 5

Financial Planning:

• Introduction
• Role Of Financial Planner
• Process Of Financial Planning ( 5Hrs)