1. WEALTH MANAGEMENT
Objectives of the Course
- To understand the concept and process of wealth management.
- To understand the various wealth management strategies.
- To understand various concept of financial planning and life cycle of investors.
- To understand importance of retirement planning and insurance planning of individual investors.
Number of Hours
30 Hours
Fees
Unpaid
Course Contents
Introduction to wealth management:
[A] Overview:
Define wealth, meaning and scope of wealth management
Wealth cycle
Wealth management process
Introduction to Financial literacy
[B] Savings and Investments:
Introduction, Nature and Scope of Savings and Investments, Objectives of Savings and Investments (Tax saving, Income and Growth of capital)
Investment Alternatives
Investment Attributes
Approaches to investment decision making
Qualities for successful investment
Alternatives To Investment Decision- direct and indirect
Wealth Management Strategy:
[A] Wealth Management Strategy:
Meaning and scope of Management Strategy
The Unwealthy habits
Philosophy Of Wealth Creation and Management
Need for Planning
[B] Investment Planning:
Types of Investment Risk
Risk Profiling Of Investors and Asset Allocation (Life Cycle Model)
Asset Allocation Strategies (Strategic, Tactical, Life Cycle based)
Goal Based Financial Planning
Active and Passive Investment Strategies
Financial Planning and Financial Mathematics:
[A] Financial Planning:
Introduction
Role Of Financial Planner
Process Of Financial Planning
Cash Flow Analysis
Financial Planning in India
Financial Blood Test Report
[B] Financial Mathematics:
Calculation of Returns (CAGR, Post-tax Returns, etc)
Calculation of Total Assets
Net Worth Calculations
Retirement and Estate Planning:
[A] Retirement Planning:
Meaning and Objectives of Retirement Planning
Gifts and Trust, Charity Planning
Avoidable Mistakes in Retirement Planning
Power of Attorney for Asset Management
[B] Estate Planning:
Meaning and Scope
Need for Estate Planning
Tools for Estate Planning
Considerations for Personal Property and Collectibles
[C] Insurance Planning:
Meaning
Basic Principles of Insurance
Functions and Characteristics of Insurance
Rights and Responsibilities of Insurer and Insured
Types of Life Insurance Policy
Types of General Insurance Policies
Health Insurance-Mediclaim-Calculation of Human Life Value/ Beith Method CPT
2. SUSTAINABLE DEVELOPMENT GOALS
Objectives of the Course
- Examine the 17 United Nations Sustainable Development Goals
- Understand the evolution & concept of sustainable development
- Understand & Articulate the major problem & issues affecting the sustainable development
- Understand how sustainable development can be achieved in practice
- Discover the scientific, technological, economical and political aspects of sustainable development
- Explore the challenges that the society faces in the transition from non-renewable to renewable resources use
Number of Hours
40 Hours
Fees
Unpaid
Course Contents
UNIT I- Introduction to sustainable development:
Meaning, definitions, importance of sustainable development, history and aspects of sustainable development, goals of sustainable development.
UNIT II- Economic aspects of sustainable development:
NO Poverty, Zero hunger, Good health & Well-being, Decent work & Economic growth, Industry innovation & Infrastructure.
UNIT III- Environmental aspects of sustainable development:
Clean water & sanitization, Affordable & Clean energy, Responsible Consumption & Production, Climate action, Life below water, Life on Land.
UNIT IV- Social Aspect of sustainable development:
Quality education, Gender Equality, Reduce inequalities, Sustainable cities and Communities, Peace Justice & Strong Institutions, Partnerships for the goals.
UNIT V- Enhanced sustainable development:
Future of humanity, Life together, Agriculture & save the bees, Decentralization, Digital Commons & Good governance, Art, Music and Culture, No homelessness & Displacement of people, Mother Earth & Earth Wisdom, Youth.
3. FUNDAMENTAL AND TECHINCAL ANALYSIS
Objectives of the course
- To introduce learners to world of fundamental analysis
- To enrich learners understanding of EIC analysis
- To equip learners with the knowledge and skills necessary to be a technical analyst in field of capital market and additional avenues of employment
Number of hours
40
Course contents
UNIT I :
Economy Analysis - Meaning,Framework,Economic Analysis,Forecasting,Barometric or Indicator Approach, Econometric Model Building and Opportunistic Model Building
Industry Analysis - Concept of Analysis , Industry Life Cycle , Industry Characteristics
Company Analysis - Financial Statement Analysis, Ratio Analysis , Assessment of Risk
UNIT II :
Technical Analysis –Dow Theory – Meaning, Principles of Technical Analysis, Price Chart, Line Chart, Bar Chart, Japanese Candlestick Chart, Trend, and Trend Reversals, Chart Patterns, Support and Resistance, Reversal Pattern, Continuation Pattern and Elliot Wave Theory
Mathematical Indicators – Fundamental Analysis v/s Technical Analysis
4. FINTECH
Objectives of the Course
- Learners will understand the implication of technological advances on current and future state of financial industry.
- Learners will get additional avenues of employment.
- Learners skill enhancement takes place.
Number of hours
40
Fees
Unpaid
Course Contents
Unit I : Introduction to banking , investment and financial markets - Banking functions and e-banking technology - Investment avenues
Unit II : Introduction to block chain technology -Block chain , decentralization, block chain v/s bank , cryptography ,hash function , digital signature ,blockchain applications , consensus rule ,proof of work , peer – 2 – peer ,smart contracts, advantages & disadvantage and future of block chain
Unit III : Python Programming with Google Colab, advantages of using google colab, what are GPUS and TPUS and differences, working with google colab, uploading files using google drive, cloning repositories in google colab, using colab notebook, why GPU is important for machine learning, sharing notebook, colab commands, design form in google colab, graph plotting