1. Who is this course for?
Ans : Those working as or aspiring to be wealth managers and private bankers.
Those practicing as financial planners/ investment advisers.
Those working in sales teams of broking houses, asset management companies or banks.

2. What will the students learn in this course?
Ans: The objective of the program is to focus on professional portfolio construction for clients, based on a top down approach of asset allocation. Technical knowledge of macroeconomic cycles, market dynamics, risk-return trade off and asset allocation is critical for private wealth managers. They are required to build wealth for investors through a robust process that links financial assets and financial goals.

3. What are the course content?
Ans :Risk return and asset allocation ,Equity Markets ans products, Performance Evaluation of Equity funds, Debt Markets and products ,Derivative markets and products,Financial planning process, Alternative assets, Regulatory environment for wealth management , Risk Analysis, Insurance and Retirement Planning, Investment Planning, Tax Planning and Estate Planning