Wealth Management – Revised TYBMS Syllabus 2016

Modules at a Glance

Sr. No. Modules  No. of Lectures
 1  Introduction  15
 2  Insurance Planning and Investment Planning  15
 3  Financial Mathematics/ Tax and Estate Planning  15
 4  Retirement Planning/ Income Streams & Tax Savings Schemes  15
 Total  60

Wealth Management – Syllabus Overview

SN  Modules/ Units
 1  Introduction
a) Introduction To Wealth Management:


• Meaning of WM, Scope of WM, Components of WM, Process of WM, WM Needs & Expectation of Clients,Code of Ethics for Wealth Manager

b) Personal Financial Statement Analysis:

• Financial Literacy, Financial Goals and Planning, Cash Flow Analysis, Building Financial Plans, Life Cycle Management.

c) Economic Environment Analysis:

• Interest Rate, Yield Curves, Real Return, Key Indicators-Leading, Lagging, Concurrent

 2  Insurance Planning and Investment Planning
a) Insurance Planning:

• Meaning, Basic Principles of Insurance, Functions and Characteristics of Insurance, Rights and Responsibilities of Insurer and Insured, Types of life Insurance Policies, Types of General Insurance Policies, Health Insurance – Mediclaim – Calculation of Human Life Value – Belth Method/CPT

b) Investment Planning:

• Types of Investment Risk, Risk Profiling of Investors & Asset Allocation (Life Cycle Model), Asset Allocation Strategies(Strategic, Tactical, Life-Cycle based), Goal-based Financial Planning, Active & Passive Investment Strategies

 3  Financial Mathematics/ Tax and Estate Planning
a) Financial Mathematics:

• Calculation of Returns (CAGR ,Post-tax Returns etc.), Total Assets, Net Worth Calculations, Financial Ratios

b) Tax and Estate Planning:

• Tax Planning Concepts, Assessment Year, Financial Year, Income Tax Slabs, TDS, Advance Tax, LTCG, STCG, Carry Forward & Set-off, Estate Planning Concepts –Types of Will – Requirements of a Valid Will– Trust – Deductions – Exemptions

 4  Retirement Planning/ Income Streams & Tax Savings Schemes
a) Retirement Planning:

• Understanding of different Salary Components, Introduction to Retirement Planning, Purpose & Need, Life Cycle Planning, Financial Objectives in Retirement Planning, Wealth Creation (Factors and Principles), Retirement (Evaluation & Planning), Pre & Post-Retirement Strategies – Tax Treatment

b) Income Streams & Tax Savings Schemes:

• Pension Schemes, Annuities- Types of Annuities, Various Income Tax Savings Schemes

Reference Books for Subject: Wealth Management

Wealth Management : ~ 
1. Harold Evensky, Wealth Management, McGraw Hill Publication

2. NCFM, CFP, IIBF, etc, Wealth Management modules

3. Harold Evensky, The new wealth Management, CFA Institute Investment Series Publication

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