DITRP

CERTIFICATE IN CONSTRUCTING FINANCIAL PLAN AND WEALTH MANAGEMENT -(C1021)

CERTIFICATE IN CONSTRUCTING FINANCIAL PLAN AND WEALTH MANAGEMENT

About the Course

CONSTRUCTING FINANCIAL PLAN AND WEALTH MANAGEMENT

Course Syllabuss
Risk, Return and Asset Allocation
Return on Investments
Risk in Investments
Asset Classes and Diversification
Personal Finance and Investment Planning
Financial Planning
Principles of Portfolio Construction
Portfolio Rebalancing
Investment Strategies for Wealth Creation
Equity Markets: Structure and Working
Introduction to Indian Financial Markets
Basics of Equity
Primary Markets
Secondary Markets
Equity Analysis & Investing
Fundamental Analysis
Financial Ratios
Valuation Ratios and Multiples
Technical Analysis
Market Indicators

Debt and Derivatives Markets
Debt Markets and Instruments
Valuation of Bonds
Derivative Markets and Instruments
Mutual Funds Products
Mutual Fund Product Matrix
Equity Funds
Basics of Debt Funds

Hybrid Funds
Other Type of Funds
Mutual Fund Information and Analysis

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CONSTRUCTING FINANCIAL PLAN AND WEALTH MANAGEMENT

Course Syllabuss
Risk, Return and Asset Allocation
Return on Investments
Risk in Investments
Asset Classes and Diversification
Personal Finance and Investment Planning