This module covers all important topics to augment the quality of investment advisory and related services in the financial services industry.
Module-V
Module-V
Investment Advisor
Module Chapters
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
Module Objective
- Know the basics of investment advisory, steps in the advisory process, making and implementation of financial plan.
- Understand how to evaluate different products, their suitability and how the recommendation of the same can impact investment risks, returns and strategies in a personal finance environment for investors and prospective investors in the market.
- Get oriented to the Income tax, and legalities of Estate planning in personal finance, and regulatory aspects underlying advisory.
- Get acquainted with financial planning as an approach to investing, insurance, retirement planning and an aid for advisers to develop long term relationships with their clients.