‘Course Name: Wealth Management Course Code: 18188307 Number of credits : 3 Number of Hours: 30 Course Outcomes L Differentiate the nature, attitude and needs of customers 2. Assess the impact of risk and return while evaluating various options for investing 3, Design effective wealth Management strategies 4, Demonstrate by embodying the attitude, skills and knowledge that will enable to perform role of a financial planner 5. Demonstrate the ability to build a personal/corporate wealth plan and enable them to achieve Module 4: Financial Planning 5 Hours Financial planning process. role, Life cycle analysis, financial literacy,” client education, client profiling, goal setting, Financial Blood Test Report (FBR) Learning Outcome: Understand the role of financial planning and its implications Module 2: Wealth Management Asset Classes S Hours ‘WealthManagement Philosophy, Process, wealth cycle, Economic Cycles-Indicators, Interest rate views,” Financial Planning v/s Wealth Management, PMS vs Wealth Management Learning Outcome: Analyse the process, phases and growth of Indian wealth management market Module3: Investment &Risk Management -Equity, Debt & — Mutual Funds 10 Hours Equity, Debt, Insurance, Mutual Funds, Insurance for wealth Management’, Portfolio construction ~ Stocks, debt, Mutual Funds Learning Outcome: Demonstrate ability to invest and understand the time of investment Module 4: Investment & Risk Management -Alternate Asset Classes 5. Hours Asset classes---Gold, Real Estate, Private Equity, Venture Capital, Derivatives, Hedge funds, Structured Products. Learning Outcome: Distinguish the types of Assets. Module 5: Client Management-strategies 5 Hours Role of a financial planner, Risk Profiling and Asset allocation form an Client's perspectives, --- Active, passive, Niche customers, HNI services, Case studies-—-Recommending Financial plans to the Clients, Retirement planning, employee benefit. Dos and Don'ts in Wealth Management -Benjamin Graham, Warren Buffet - Investment philosophies." ("These topics are categorized as ‘Self-—learning' topics and are subjected to testing) Learning Outcome: Examine the role of Asset Allocation and wealth management strategies Basic Tests Dun and Bradstreet (2010). Wealth Management Finance Essentials Series. New Delhi: TataMcGraw Hill publications Balaji Rao D G (2018), ‘Wealth Management and Financial Planning’, Partridge Publishing Co, NewDelhiReference Books Introduction to Financial planning by lIBF (recent edition---2017). Taxmann Publications Pvt Ltd. M.Y.Khan, (2015). Financial services. McGraw Hill Education. Madhu Sinha (2017) "Financial Planning” McGraw Hill Education. Websites Ministry of Finance, RBI, SEBI, NSE,BSE, MONEYCONTROL.com, Edx course Evaluation Pattern Continuous] Endterm | ptendance | Total Evaluation | Examination 45% 50% 5% 100%