Module V

Investment Advisor

Module V

Module V

Investment Advisor

Chapter 1

Introduction to Indian Financial Markets & Securities Market Segments

Chapter 2

Mutual Funds & Investment Products

Chapter 3

Managing Investment Risk & Measuring Investment Returns

Chapter 4

Concept of Financial Planning & Asset Allocation and Investment Strategies

Chapter 5

Insurance Planning Retirement Planning Tax and Estate Planning

Chapter 6

Regulatory Environment and Ethical Issues

Chapter 7

Helping Investors with Financial Planning and Recommending Model Portfolios and Financial Plans