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Summary
Programme Objectives
A comprehensive training programme that combines theoretical and practical knowledge to give you an edge in managing client relationships in today’s increasingly complex and evolving wealth management space.
This course aims to give you a holistic perspective on wealth management and covers various aspects of investments including product categories, risk and return characteristics, risk profiling and asset allocation.
Our course aims at providing deep insights into the financial planning and wealth management practice with relevant practical case studies.
Target audience
Mutual fund distributors, insurance agents and bank relationship managers
Course Structure
Day 1 : (Duration 4 hours)
Financial Planning & Asset Allocation
Session 1:
Financial planning
Risk profiling
Session 2:
Asset allocation
Day 2: Duration 4 hours
Session 3:
Suitability of mutual funds and insurance products with case studies
Session 4: Mutual funds
Session 5 : Insurance
Case studies
Trainer Profile
He has more than 15 years of industry experience in the private wealth management and family office industry. He has worked with leading broking & investment advisory firms, where he has also been responsible for setting up financial services desk, running multi-asset class model portfolios across various risk categories & monitoring and reporting of client's portfolios on a consolidated level across various advisors or distributors for multiple generations. Also has set up Insurance Review process for the private wealth clients wherein current insurance policies are reviewed and recommendations are given based on the client’s needs and cost-benefit analysis. He is a CFA (Chartered Financial Analyst – from ICFAI) and CFP (Certified Financial Planner).
