{"id":15676,"date":"2025-06-17T14:54:31","date_gmt":"2025-06-17T14:54:31","guid":{"rendered":"https:\/\/zedex.co.in\/vipulp\/?post_type=product&#038;p=15676"},"modified":"2025-06-17T14:54:36","modified_gmt":"2025-06-17T14:54:36","slug":"wealth-management","status":"publish","type":"product","link":"https:\/\/zedex.co.in\/vipulp\/product\/wealth-management\/","title":{"rendered":"Wealth Management"},"content":{"rendered":"<h2>SYLLABUS<\/h2>\n<h3><strong>(1)\u00a0\u00a0\u00a0\u00a0 Introduction:\u00a0 \u00a0\u00a0<\/strong><\/h3>\n<ul>\n<li><strong>Introduction To Wealth Management:<\/strong> Meaning of WM, Scope of WM, Components of WM, Process of WM, WM Needs and Expectation of Clients, Code of Ethics for Wealth Manager.<\/li>\n<li><strong>Personal Financial Statement Analysis:<\/strong> Financial Literacy, Financial Goals and Planning, Cash Flow Analysis, Building Financial Plans, Life Cycle Management.<\/li>\n<li><strong>Economic Environment Analysis:<\/strong> Interest Rate, Yield Curves, Real Return, Key Indicators-Leading, Lagging, Concurrent.<\/li>\n<\/ul>\n<h3><\/h3>\n<h3><strong>(2)\u00a0\u00a0\u00a0\u00a0 Insurance Planning and Investment Planning:<\/strong><\/h3>\n<ul>\n<li><strong>Insurance Planning: <\/strong>Meaning, Basic Principles of Insurance, Functions and Characteristics of Insurance, Rights and Responsibilities of Insurer and Insured, Types of life Insurance Policies, Types of General Insurance Policies, Health Insurance \u2013 Mediclaim \u2013 Calculation of Human Life Value &#8211; Belth Method\/CPT.<\/li>\n<li><strong>Investment Planning:<\/strong> Types of Investment Risk, Risk Profiling of Investors and Asset Allocation (Life Cycle Model), Asset Allocation Strategies (Strategic, Tactical, Life-Cycle based), Goal-based Financial Planning, Active and Passive Investment Strategies.<\/li>\n<\/ul>\n<h3><\/h3>\n<h3><strong>(3)\u00a0\u00a0\u00a0\u00a0 Financial Mathematics \/ Tax and Estate Planning:\u00a0 \u00a0\u00a0<\/strong><\/h3>\n<ul>\n<li><strong>Financial Mathematics:<\/strong> Calculation of Returns (CAGR, Post-tax Returns etc.), Total Assets, Net Worth Calculations, Financial Ratios.<\/li>\n<li><strong>Tax and Estate Planning:<\/strong> Tax Planning Concepts, Assessment Year, Financial Year, Income Tax Slabs, TDS, Advance Tax, LTCG, STCG, Carry Forward and Set-off, Estate Planning Concepts \u2013 Types of Will \u2013 Requirements of a Valid Will\u2013 Trust \u2013 Deductions \u2013 Exemptions.<\/li>\n<\/ul>\n<h3><\/h3>\n<h3><strong>(4)\u00a0\u00a0\u00a0\u00a0 Retirement Planning \/ Income Streams and Tax Savings Schemes:<br \/>\n<\/strong><\/h3>\n<ul>\n<li><strong>Retirement<\/strong><strong> Planning:<\/strong> Understanding of different Salary Components, Introduction to Retirement Planning, Purpose and Need, Life Cycle Planning, Financial Objectives in Retirement Planning, Wealth Creation (Factors and Principles), Retirement (Evaluation and Planning), Pre and Post-Retirement Strategies &#8211; Tax Treatment.<\/li>\n<li><strong>Income <\/strong><strong>Streams and Tax Savings Schemes:<\/strong> Pension Schemes, Annuities- Types of Annuities, Various Income Tax Savings Schemes.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<h3>TYBMS &#8212; SEMESTER &#8211; V<\/h3>\n<h2>Author: Farhat Fatma Shaikh<\/h2>\n<h2>SIXTH REVISED EDITION 2024<\/h2>\n","protected":false},"featured_media":14819,"comment_status":"closed","ping_status":"closed","template":"","meta":[],"product_brand":[],"product_cat":[1049,1064,1062],"product_tag":[],"class_list":{"0":"post-15676","1":"product","2":"type-product","3":"status-publish","4":"has-post-thumbnail","6":"product_cat-bms-b-com-ms","7":"product_cat-elective-finance","8":"product_cat-t-y-bms","10":"first","11":"instock","12":"shipping-taxable","13":"purchasable","14":"product-type-simple"},"acf":[],"_links":{"self":[{"href":"https:\/\/zedex.co.in\/vipulp\/wp-json\/wp\/v2\/product\/15676","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/zedex.co.in\/vipulp\/wp-json\/wp\/v2\/product"}],"about":[{"href":"https:\/\/zedex.co.in\/vipulp\/wp-json\/wp\/v2\/types\/product"}],"replies":[{"embeddable":true,"href":"https:\/\/zedex.co.in\/vipulp\/wp-json\/wp\/v2\/comments?post=15676"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/zedex.co.in\/vipulp\/wp-json\/wp\/v2\/media\/14819"}],"wp:attachment":[{"href":"https:\/\/zedex.co.in\/vipulp\/wp-json\/wp\/v2\/media?parent=15676"}],"wp:term":[{"taxonomy":"product_brand","embeddable":true,"href":"https:\/\/zedex.co.in\/vipulp\/wp-json\/wp\/v2\/product_brand?post=15676"},{"taxonomy":"product_cat","embeddable":true,"href":"https:\/\/zedex.co.in\/vipulp\/wp-json\/wp\/v2\/product_cat?post=15676"},{"taxonomy":"product_tag","embeddable":true,"href":"https:\/\/zedex.co.in\/vipulp\/wp-json\/wp\/v2\/product_tag?post=15676"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}