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

Program Fee: INR 75,000 (Inclusive of GST)