#1
5th November 2012, 11:45 AM
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MBA in Wealth Management Syllabus
Please provide me the master of business administration course syllabus of master of business administration course in wealth management branch because I do this course from reputed university so I have need of this and I tell you for do provide me that
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#2
8th November 2012, 02:05 PM
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Re: MBA in Wealth Management Syllabus
If you are looking for syllabus of master of business administration course in wealth management branch then here I am providing you below Syllabus of wealth management:- Module 1: Introduction To Personal Financial Planning Personal Financial Planning process Ethical and professional consideration in Financial planning – Code of ethics Cash flow planning Budgeting Personal financial statement Analysis Financial Mathematics – Time value of Money Economic environment and Indicators Forms of business ownership/entity relationships. Legal aspects of financial planning. Module 2: Risk Analysis and Insurance Planning Introduction to Risk Analysis Insurance Concepts Legal principles of Insurance Insurance Contract Insurance Policies and Strategies Insurance products Regulatory framework of Insurance Motor Insurance Health and Householders Insurance Group Insurance Annuities Insurance Pricing Module 3: Basic Quantitative Methods for Financial Analysis Collection and Presentation of data: Table and Charts for categorical and Numerical data, frequency distributions Measures of Central Tendency: Arithmetic mean, median, mode, Geometric mean, Quartiles, percentiles, deciles Measures of dispersion: Range, Interquartile range, Standard deviation, Variance, Coefficient of variations Basic Probability and Mathematical Expectation - Simple regression analysis, Correlation, and Coefficient of determination. Module 4: Advanced Economics Principles of Business Economics - Micro and Macro concepts Business Cycles Inflation, Recession, Deflation. Economic Indicators---- GDP, Price Indices and Index of Industrial Production, CSO data. Government Budget, Finance Bill Consumer Surplus and Equilibrium. Characteristics of Perfect competition, Marginal Cost, Marginal Revenue and Economic profit and loss. Money Supply and Determination of Interest Rates Monopoly, Monopolistic and Oligopoly competition. Sub prime crisis Module 5: Marketing of Financial Products and Services Understanding Marketing Management. Fundamental Marketing Concept Consumer Behavior Marketing – Communication Introduction to financial services. Marketing – Distribution and Pricing Basic Financial Products Marketing Research Conflict Resolution Semester 2 Module 6: Retirement Planning & Employee Benefits Introduction to Retirement Planning Types of Retirement Plans – Defined Benefit and Defined Contribution plan Superannuation and other retirement plans Group Life and Health Insurance Retirement planning and Strategies Post Retirement Counseling Retirement Income Streams Pension Sector Reforms Module 7: Investment Planning Risk Return Investment Portfolio Small Savings Fixed Income Instruments Mutual Funds Derivatives Valuation of Equity Real Estate Investment Strategies Asset allocation Regulation of Investment advisor Module 8: AMFI – Mutual Fund Advisors Concept, Advantages and Evolution of Mutual funds in India Types of funds – open ended, close ended, tax exempt, exchange traded Funds of funds Money market, Real Estate fund etc. Role and function of Registrars, custodians and Banks Distribution of Mutual fund products and Role of Market Intermediaries The offer document Accounting valuation and taxation Investor services Fund Management Measures for evaluation of Mutual fund performances Investors Grievances Module 9: Portfolio Management and Analysis Specification of Investment Objective Formulation of Portfolio Strategy Asset Allocation, Portfolio Risk, Performance Measurement, Rebalancing of Portfolio Semester 3 Module10 Tax Planning and Estate Planning Principles of taxation of personal income Tax planning Consideration Tax computation Tax planning Strategies Estate planning Features of Taxation of Trusts Wills, Power of Attorney and Property Documentation Module 11: Derivatives Market (Dealers) Module Derivatives products Derivatives market Type of Market Indexes Futures and Options Trading in Futures and Options Basket Trading Clearing and settlement Regulatory Framework Module 12 Personality Development and Soft skills - English Correct English Pronunciation Initiating Conversation Business Presentations Improve Your Vocabulary - Personality Development Overcoming Hesitation & Building up Confidence Interpersonal Skills Etiquette Presenting Oneself (Pleasing Personality) Business Etiquette Public Speaking Personality Assessment - Job Seeking Skills - Other Soft Skills Leadership qualities Working in a Team Assertiveness Module 13: Advanced Financial Planning Financial Planning process Strategies of goal setting Analysis of Financial situation of the client Developing and implementing a plan Monitoring and Review of a Financial Plan Case studies on personal financial plan Module 14: Financial Statement Analysis Financial Statements of a corporate-Balance Sheet Profit and Loss Account, Changes in Financial Position, Financial Ratios, Leverage, Profitability, Turnover and Activity Ratios Module 15: Corporate Finance Principles of Corporate Finance Capital Structure of a Corporate- Theory and Policy Public Issue, Book Building, Role of Investment Banker Budgeting and Cash Flow Management, Receivables Management, Working Capital Management, Dividend Policy, Corporate Governance, Mergers and Acquisitions. |
#3
8th November 2012, 02:05 PM
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Re: MBA in Wealth Management Syllabus
If you are looking for syllabus of master of business administration course in wealth management branch then here I am providing you below Syllabus of wealth management:- Module 1: Introduction To Personal Financial Planning Personal Financial Planning process Ethical and professional consideration in Financial planning – Code of ethics Cash flow planning Budgeting Personal financial statement Analysis Financial Mathematics – Time value of Money Economic environment and Indicators Forms of business ownership/entity relationships. Legal aspects of financial planning. Module 2: Risk Analysis and Insurance Planning Introduction to Risk Analysis Insurance Concepts Legal principles of Insurance Insurance Contract Insurance Policies and Strategies Insurance products Regulatory framework of Insurance Motor Insurance Health and Householders Insurance Group Insurance Annuities Insurance Pricing Module 3: Basic Quantitative Methods for Financial Analysis Collection and Presentation of data: Table and Charts for categorical and Numerical data, frequency distributions Measures of Central Tendency: Arithmetic mean, median, mode, Geometric mean, Quartiles, percentiles, deciles Measures of dispersion: Range, Interquartile range, Standard deviation, Variance, Coefficient of variations Basic Probability and Mathematical Expectation - Simple regression analysis, Correlation, and Coefficient of determination. Module 4: Advanced Economics Principles of Business Economics - Micro and Macro concepts Business Cycles Inflation, Recession, Deflation. Economic Indicators---- GDP, Price Indices and Index of Industrial Production, CSO data. Government Budget, Finance Bill Consumer Surplus and Equilibrium. Characteristics of Perfect competition, Marginal Cost, Marginal Revenue and Economic profit and loss. Money Supply and Determination of Interest Rates Monopoly, Monopolistic and Oligopoly competition. Sub prime crisis Module 5: Marketing of Financial Products and Services Understanding Marketing Management. Fundamental Marketing Concept Consumer Behavior Marketing – Communication Introduction to financial services. Marketing – Distribution and Pricing Basic Financial Products Marketing Research Conflict Resolution Semester 2 Module 6: Retirement Planning & Employee Benefits Introduction to Retirement Planning Types of Retirement Plans – Defined Benefit and Defined Contribution plan Superannuation and other retirement plans Group Life and Health Insurance Retirement planning and Strategies Post Retirement Counseling Retirement Income Streams Pension Sector Reforms Module 7: Investment Planning Risk Return Investment Portfolio Small Savings Fixed Income Instruments Mutual Funds Derivatives Valuation of Equity Real Estate Investment Strategies Asset allocation Regulation of Investment advisor Module 8: AMFI – Mutual Fund Advisors Concept, Advantages and Evolution of Mutual funds in India Types of funds – open ended, close ended, tax exempt, exchange traded Funds of funds Money market, Real Estate fund etc. Role and function of Registrars, custodians and Banks Distribution of Mutual fund products and Role of Market Intermediaries The offer document Accounting valuation and taxation Investor services Fund Management Measures for evaluation of Mutual fund performances Investors Grievances Module 9: Portfolio Management and Analysis Specification of Investment Objective Formulation of Portfolio Strategy Asset Allocation, Portfolio Risk, Performance Measurement, Rebalancing of Portfolio Semester 3 Module10 Tax Planning and Estate Planning Principles of taxation of personal income Tax planning Consideration Tax computation Tax planning Strategies Estate planning Features of Taxation of Trusts Wills, Power of Attorney and Property Documentation Module 11: Derivatives Market (Dealers) Module Derivatives products Derivatives market Type of Market Indexes Futures and Options Trading in Futures and Options Basket Trading Clearing and settlement Regulatory Framework Module 12 Personality Development and Soft skills - English Correct English Pronunciation Initiating Conversation Business Presentations Improve Your Vocabulary - Personality Development Overcoming Hesitation & Building up Confidence Interpersonal Skills Etiquette Presenting Oneself (Pleasing Personality) Business Etiquette Public Speaking Personality Assessment - Job Seeking Skills - Other Soft Skills Leadership qualities Working in a Team Assertiveness Module 13: Advanced Financial Planning Financial Planning process Strategies of goal setting Analysis of Financial situation of the client Developing and implementing a plan Monitoring and Review of a Financial Plan Case studies on personal financial plan Module 14: Financial Statement Analysis Financial Statements of a corporate-Balance Sheet Profit and Loss Account, Changes in Financial Position, Financial Ratios, Leverage, Profitability, Turnover and Activity Ratios Module 15: Corporate Finance Principles of Corporate Finance Capital Structure of a Corporate- Theory and Policy Public Issue, Book Building, Role of Investment Banker Budgeting and Cash Flow Management, Receivables Management, Working Capital Management, Dividend Policy, Corporate Governance, Mergers and Acquisitions. |