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)