Advanced Program in Finance & Wealth Management

01 Month 

• Introduction to Savings & Investment
• The Power of Compounding
• How Macros impact the Markets
• Where to Invest? Let’s talk about Asset classes
• Importance of Asset Allocation
• Investing through Mutual Funds
• Creating your MF investment portfolio

02 Month 

• How to value a Bond
• How to value an Equity share?
• Diversification and Portfolio Risk
• Strategies to minimise portfolio risk
• Can gold and real estate have a place in an investor’s portfolio?
• Insurance and Wealth Protection
• A comprehensive portfolio

03 Month 

• Financial Planning
• Estate Planning
• How to Acquire and Manage a Client?
• Effective Communication in the workplace
• Acing Job Interviews
• Career options as a Financial Advisor
• Handling Client meetings

• Learn the benefits of savings and investments
• Demystify key macroeconomic variables
• How to value various debt and equity instruments?
• Create investment portfolios and asses risk
• How to prepare financial plans & estate planning
• How to acquire and manage a client’s portfolio?
• Ways to analyse various assets and use investment tools
• Effective workplace communication

• Graduates & Post-Graduates
• CA, ICWAI, CS, MBA
• Professionals looking for a career shift or upskilling
• Financial advisors and insurance agents
• Homemakers looking for a second career or for managing family assets

Career opportunities (assisted by OAWA) with Wealth Management firms, banks, MFs, Insurance Cos, and as an independent financial advisor

• Learn the practical way from specialists and industry practitioners
• The pedagogy is a blend of fundamental, technical and workplace skills
• Learn financial jargons the simplified way