Wealth Management Certification Content Outline
Risk, Return and Asset Allocation
- Measuring and using return
- Measuring and managing risk
- Diversification and asset classes
- Asset allocation process and strategies
Equity Markets
- Market structure and participants
- Equity products :Mutual funds, Portfolio management services and private equity
- Fundamental analysis and valuation models
- Technical analysis
Debt Markets
- Debt market analytics
- Debt market participants and instruments
- Debt funds: Features, valuation and performance
- Direct debt products
Derivative Products
- Futures, forwards and options
- Market structure
- Pricing and Valuation
- Derivative strategies and their applications
- Investment products : Arbitrage funds, structured products
Evaluation of Portfolio Performance Evaluation
- Measuring excess return and risk
- Risk adjusted return
- Performance ratios and qualitative factors
Insurance
- Insurance concepts
- Product features and differentiation
- Process aspects
- Product Performance
Alternative Investments
- Commodities
- International markets
- Private Equity
- Real estate investments
- Art
Financial Planning
- Concepts of Financial Planning
- Personal finance ratios and analysis
- Wealth pyramid and planning needs
- Strategies in financial planning
- Retirement and insurance planning
- Tax aspects and estate planning
Process Aspects (only for basic level)
- Regulatory requirements for financial products
- Tax aspects and implications
- Investor documentation
- Banking processes
- Transaction types and processes
- Systematic transactions
- NFTs: Nomination, PoA, and profile changes
Note: The outline given above is indicative. Actual content for each level varies based on the functional competence mapping for the given level.
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