{"id":15981,"date":"2025-06-17T14:56:18","date_gmt":"2025-06-17T14:56:18","guid":{"rendered":"https:\/\/zedex.co.in\/vipulp\/?post_type=product&p=15981"},"modified":"2025-06-17T14:56:25","modified_gmt":"2025-06-17T14:56:25","slug":"wealth-management-2","status":"publish","type":"product","link":"https:\/\/zedex.co.in\/vipulp\/product\/wealth-management-2\/","title":{"rendered":"Wealth Management"},"content":{"rendered":"

SYLLABUS<\/strong><\/em><\/h1>\n\n\n\n\n\n\n\n\n\n\n\n
Unit <\/strong><\/td>\nName of the Topic<\/strong><\/td>\n<\/tr>\n
1 <\/strong><\/td>\nIntroduction to Wealth Management:<\/strong><\/td>\n<\/tr>\n
\u00a0<\/strong><\/td>\n(A)\u00a0\u00a0\u00a0\u00a0 Overview:<\/strong><\/p>\n

\u00a8\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Define Wealth, Meaning and Scope of Wealth Management.<\/p>\n

\u00a8\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Wealth Cycle.<\/p>\n

\u00a8\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Wealth Management Process.<\/p>\n

\u00a8\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Introduction to Financial Literacy.<\/p>\n

(B)\u00a0\u00a0\u00a0\u00a0 Savings and Investments:<\/strong><\/p>\n

\u00a8\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Introduction, Nature and Scope of Saving and Investments Objectives of Saving and Investment (Tax Saving, Income and Growth of Capital).<\/p>\n

\u00a8\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Investment Alternatives.<\/p>\n

\u00a8\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Investment Attributes.<\/p>\n

\u00a8\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Approaches to investment decision making.<\/p>\n

\u00a8\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Qualities for successful investment.<\/p>\n

\u00a8\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Alternatives to Investment decision \u2013 Direct and Indirect.<\/td>\n<\/tr>\n

2 <\/strong><\/td>\nWealth Management Strategy:<\/strong><\/td>\n<\/tr>\n
\u00a0<\/strong><\/td>\n(A)\u00a0\u00a0\u00a0\u00a0 Wealth Management Strategy:<\/strong><\/p>\n

\u00a8\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Meaning and Scope of Wealth Management Strategy.<\/p>\n

\u00a8\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 The Unwealthy Habits.<\/p>\n

\u00a8\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Philosophy of Wealth Creation and Management.<\/p>\n

\u00a8\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Need for Planning.<\/p>\n

(B)\u00a0\u00a0\u00a0\u00a0 Investment Planning:<\/strong><\/p>\n

\u00a8\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Types of Investment Risk.<\/p>\n

\u00a8\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Risk Profiling of Investors and Asset Allocation (Life Cycle Model).<\/p>\n

\u00a8\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Asset Allocation Strategies (Strategic, Tactical, Life Cycle based).<\/p>\n

\u00a8\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Goal based Financial Planning.<\/p>\n

\u00a8\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Active and Passive Investment Strategies.<\/td>\n<\/tr>\n

3 <\/strong><\/td>\nFinancial Planning and Financial Mathematics:<\/strong><\/td>\n<\/tr>\n
\u00a0<\/strong><\/td>\n(A)\u00a0\u00a0\u00a0\u00a0 Financial Planning:<\/strong><\/p>\n

\u00a8\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Introduction.<\/p>\n

\u00a8\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Role of Financial Planner.<\/p>\n

\u00a8\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Process of Financial Planning.<\/p>\n

\u00a8\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Cash Flow Analysis.<\/p>\n

\u00a8\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Financial Planning in India.<\/p>\n

\u00a8\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Financial Blood Test Report.<\/p>\n

(B)\u00a0\u00a0\u00a0\u00a0 Financial Mathematics:<\/strong><\/p>\n

\u00a8\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Calculation of Returns (CAGR, Post-tax Returns, etc.).<\/p>\n

\u00a8\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Calculation of Total Assets.<\/p>\n

\u00a8\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Net Worth Calculations.<\/td>\n<\/tr>\n

4 <\/strong><\/td>\nRetirement and Estate Planning:<\/strong><\/td>\n<\/tr>\n
\u00a0<\/strong><\/td>\n(A)\u00a0\u00a0\u00a0\u00a0 Retirement Planning:<\/strong><\/p>\n

\u00a8\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Meaning and Objectives of Retirement Planning.<\/p>\n

\u00a8\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Gifts and Trust, Charity Planning.<\/p>\n

\u00a8\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Avoidable Mistakes in Retirement Planning.<\/p>\n

\u00a8\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Power of Attorney for Asset Management.<\/p>\n

(B)\u00a0\u00a0\u00a0\u00a0 Estate Planning:<\/strong><\/p>\n

\u00a8\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Meaning and Scope.<\/p>\n

\u00a8\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Need for Estate Planning.<\/p>\n

\u00a8\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Tools for Estate Planning.<\/p>\n

\u00a8\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Considerations for Personal Property and Collectibles.<\/p>\n

(C)\u00a0\u00a0\u00a0\u00a0 Insurance Planning:<\/strong><\/p>\n

\u00a8\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Meaning.<\/p>\n

\u00a8\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Basic Principles of Insurance.<\/p>\n

\u00a8\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Functions and Characteristics of Insurance.<\/p>\n

\u00a8\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Rights and Responsibilities of Insurer and Insured.<\/p>\n

\u00a8\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Types of Life Insurance Policies.<\/p>\n

\u00a8\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Types of General Insurance Policies.<\/p>\n

\u00a8\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Health Insurance \u2013 Mediclaim \u2013 Calculation of Human Life Value \/ Belth Method CPT.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n","protected":false},"excerpt":{"rendered":"

SYBBI — SEMESTER – IV<\/h3>\n

Author: Farhat Fatma Shaikh<\/h2>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0Sunita Saini<\/h2>\n

FOURTH EDITION 2024<\/h2>\n","protected":false},"featured_media":15113,"comment_status":"closed","ping_status":"closed","template":"","meta":[],"product_brand":[],"product_cat":[1046,1208,1050,1117],"product_tag":[],"class_list":{"0":"post-15981","1":"product","2":"type-product","3":"status-publish","4":"has-post-thumbnail","6":"product_cat-bbi","7":"product_cat-elective-semester-iv-s-y-bbi","8":"product_cat-s-y-bbi","9":"product_cat-semester-iv-s-y-bbi","11":"first","12":"outofstock","13":"shipping-taxable","14":"purchasable","15":"product-type-simple"},"acf":[],"_links":{"self":[{"href":"https:\/\/zedex.co.in\/vipulp\/wp-json\/wp\/v2\/product\/15981","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=15981"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/zedex.co.in\/vipulp\/wp-json\/wp\/v2\/media\/15113"}],"wp:attachment":[{"href":"https:\/\/zedex.co.in\/vipulp\/wp-json\/wp\/v2\/media?parent=15981"}],"wp:term":[{"taxonomy":"product_brand","embeddable":true,"href":"https:\/\/zedex.co.in\/vipulp\/wp-json\/wp\/v2\/product_brand?post=15981"},{"taxonomy":"product_cat","embeddable":true,"href":"https:\/\/zedex.co.in\/vipulp\/wp-json\/wp\/v2\/product_cat?post=15981"},{"taxonomy":"product_tag","embeddable":true,"href":"https:\/\/zedex.co.in\/vipulp\/wp-json\/wp\/v2\/product_tag?post=15981"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}