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  #2  
8th November 2012, 02:05 PM
Super Moderator
 
Join Date: May 2012
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
Super Moderator
 
Join Date: May 2012
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.


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