Wealth Management
Wealth Management is a service that gives you financial and investment advice, accounting and tax services, retirement planning, legal and real estate planning for a specific fee. The ultimate goal of working hard and earning money is so that we can have a peaceful and wealthy lifestyle later. But a lot of times we don’t know how to grow our wealth to achieve those goals. It requires a lot of planning, investment, right information and discipline. This is where wealth management comes in handy and makes your life easier. It is a long term process that helps your money grow over a period of time. This program ensures to cover all the basic and advance concepts of managing someone’s wealth by taking care of each and every aspect needed to give financial and investment advice. This program is designed to suit the needs of young graduates who have passion in learning about the world of finance and develop a career in the same. The curriculum is developed and delivered online by top academicians and Industry experts with extensive experience in this field. The program has assignments, project work for a better understanding of the concepts
Course Start Date
18th July 2020
Duration
6 Weeks
Mode of Delivery
Online Instructor Led
About the Program
Wealth Management is a service that gives you financial and investment advice, accounting and tax services
Get 1:1 career counselling and mock interview sessions with hiring managers. Further your career with our 1000+ hiring partners.
Work with a dedicated student mentor providing support with every step of the way. Get expert advice on the right career path
Key Highlights
Who Can Take This Program
Graduates who want to start a career or entry level working professionals who want to upskill and add to their expertise can join this course.
Working Professionals (upto 2 years of work experience)
- Graduate
Curriculum
- Introduction to Financial Market
- Economic Environment and Indicators
- Equity Investment
- Debt Management
- Mortgage loan and Consumer Loans
- Monetary Policy
- Budgeting
- Cash Flow and Budgeting
- Concept of Behavioral Finance
- Concept of Insurance
- Principles of Insurance
- Risk Management
- Difference between Insurance and Hedging
- Asset Valuation and Rate Making
- Insurance Policy Analysis
- Life Insurance Analysis
- Insurance - Need Based Approach
- Types of Life Insurance Policy
- Bonus in Life Insurance Policy
- Surrender Value
- Retirement Benefits
- Employee Benefits
- Time Value of Money and its Application
- Provident Fund
- Pension
- Gratuity
- Leave Encashment
- Public Provident Fund and Loan Against PPF
- New Pension Scheme
- Classification of Fixed Income Securities
- Mutual Fund Products
- Equity/Debt Vs Mutual Fund
- Classification on the Basis of Asset Classes
- Debt Funds
- Derivatives
- Futures
- Options
- Intrinsic Value and Time Value
- Diversification Strategies
- Analysis of Returns
- Equity Evaluation
- Bond Valuation
- Investment Strategies
- Valuation Ratios
- Tax System & Direct Taxes
- Residential Status & Scope of Total Income
- Income from Salaries
- Income from House Property
- Income from Other Sources
- Income from Business Profession
- Capital Gains
- Agricultural Income
- Clubbing & Set-off and carry forward of Losses
- Deductions
- Exempt Income
- Estate Planning
- Will
- Power of Attorney
- Trust
JAINxLEARNING HUB. LEARN THE MOST IN-DEMAND SKILLS
Download Brochure for more information about the program
Course Outcome
Acquiring core understandings in and across the disciplines that contribute to the domain of Wealth Management
Relating these conceptual frameworks to dimensions of practical areas on the ground.
Engage with the complex financial markets, human attitudes and investment lifecycles.
The program through its rigors and practical orientation prepares the students to apply the concepts and skills developed in the program in actual work environment.
Career Support
Attend innovative job fairs organised every 2 months across the country. Join in our recruitment drives with top tech companies looking for highly trained professionals.
Attend innovative job fairs organised every 2 months across the country. Join in our recruitment drives with top tech companies looking for highly trained professionals.
Gain access to a number of jobs relevant to your experience and domain. With a dedicated career support team working with 200+ organisations, you will get the right recommendation for you
Get familiar with commonly asked questions that’ll help you crack any technical interview. Use your portfolio to showcase your skills and increase your chances of getting hired.
Work with an expert career mentor Personalized to your experience and industry, who will help guide your path to career success. Get direction on choosing the right opportunities, building a great Resume and much more.
Program Fee
Fee For Classroom ModePayments
Net Banking
Debit / Credit card
Demand Draft
Financial Aid
*Condition Apply. Please reach out to the admissions team for more details
Orientation and Batch Start Date
Online Instructor Led Mode
Orientation
16th July 2020
Batch Start
18th July 2020
Our Hiring Partners
We collaborate with top companies spanning various industrial segments, business models, and sectors.
Our 500+ hiring partners offer students job openings across multiple job roles to suit their skills.
Suitable Job Roles
about selecting the right course?
We are here to assist you. Submit the form with all your details, and our
career counselors will get back to you at the earliest.