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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Concept of Wealth Management | 10% | - Wealth management process and lifecycle - Client profiling and financial goal setting - Time value of money |
| Topic 2: Investment Vehicles in Wealth Management | 15% | - Alternative investments - Equity, debt, mutual funds - Real estate and structured products |
| Topic 3: Role of Wealth Management in Banking | 8% | - Private banking services - Client relationship management - Banking products for wealth creation |
| Topic 4: Legalities in Wealth Management | 8% | - Compliance and regulations - Legal structure of investments - Contract and property laws |
| Topic 5: Concept of Insurance and Risk Management | 10% | - Risk assessment and mitigation - Life and health insurance - General insurance |
| Topic 6: Retirement Planning | 7% | - Annuities and pension plans - Retirement savings vehicles - Retirement needs analysis |
| Topic 7: Intergenerational Wealth Transfer & Estate Planning | 8% | - Will and trust structures - Wealth preservation strategies - Estate planning fundamentals |
| Topic 8: Measuring Investment Risk and Returns | 12% | - Risk types and measurement - Portfolio theory basics - Return calculation and benchmarks |
| Topic 9: Indian and Global Financial System | 12% | - Financial markets and institutions - Global financial environment - Regulatory framework |
| Topic 10: Tax Laws for Wealth Management | 10% | - Tax efficiency in investments - Income tax and capital gains - Tax planning strategies |
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