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Masterclass in Portfolio
Management and Client Advisory
The Masterclass in Portfolio Management and Client Advisory delves into crucial subjects such as investment strategies, risk assessment, asset allocation, and client relationship management. Through in-depth training and real-world case studies, you will enhance your analytical abilities and gain the expertise needed to make strategic investment decisions and excel in dynamic markets.
Overview
The Masterclass in Portfolio Management and Client Advisory is a premier program recognized globally as a leading credential in the field of wealth management. It equips financial professionals with the essential expertise and skills needed to cater to the intricate demands of affluent clients.
Jointly offered by prestigious institutions, this masterclass boasts international acclaim and flexibility, opening doors to career advancements across the globe.
- - Identifying and fulfilling the needs of high-net-worth individuals.
- - Addressing the rising demand for advanced financial products and exceptional client service.
- - Guiding professionals through the evolving regulations and complexities of the global financial landscape. Since its inception in 2004, the Masterclass has established a globally acknowledged benchmark for wealth management practitioners.
Who Should Enroll
The Masterclass in Portfolio Management and Client Advisory is a comprehensive program designed for professionals in the wealth management sector. This course is perfect for those in financial, legal, and advisory roles who wish to deepen their understanding and skills in managing client portfolios effectively.
- This masterclass is specifically tailored for:
- - Investment advisors
- - Financial planners
- - Wealth managers
- - Asset managers
- - Relationship managers, and more.
Key Learning Outcomes
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The financial landscape of India
The changing financial landscape in India offers distinct opportunities and challenges for wealth management.
Understanding client profiles
Grasping client needs is essential for crafting effective wealth management strategies.
Wealth management strategies
Strategic wealth management is vital for accumulating and safeguarding wealth over time.
Risk management through insurance
Proactive insurance planning is a fundamental aspect of a solid wealth management approach.
Holistic financial strategies
Thorough financial planning is crucial for attaining long-term financial stability.
Planning for retirement
Retirement planning is vital for securing a comfortable and stable future.
Wealth transfer strategies
Estate planning is essential for protecting wealth and ensuring it is distributed according to one's desires.
Program Curriculum
Course 1
Portfolio Solutions Fundamentals
Portfolio Solutions Fundamentals
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Course 2
Protecting Clients’ Investments
Protecting Clients’ Investments
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Course 3
Portfolio Monitoring & Portfolio Evaluation
Portfolio Monitoring & Portfolio Evaluation
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Course 4
Wealth Preservation
Wealth Preservation
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Course 5
Wealth Conversion
Wealth Conversion
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Course 6
Wealth Transfer
Wealth Transfer
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- Categories of Portfolio Solutions
- Analyse portfolio solutions’ fee
structure - Selection of Portfolio solution
- Absolute and relative returns
- Chart Patterns
- Sources of Return
- Identifying Types of Risk
- Appropriate Diversification Strategy
- Adding Derivatives for Risk Mitigation
- Customers’ Risk Profile and Risk
Hedging Strategies
- Portfolio monitoring process
- Portfolio performance evaluation
- Calculate Portfolio Returns
- Benchmark Selection
- Calculation of risk-adjusted return
- Integrated approach to personal risk
management - Steps in the personal risk
management process - Family life cycle - Strategic Wealth
Management - Loss of employment creditor
insurance, Extended health care
insurance, Long term care insurance,
Critical illness insurance
- Retirement Stages Discovery
- Financial Resources and Behavioral
Discovery - Fixed Income Strategies- ladders,
bullets, and barbells - Equity - Key to Corpus Sustenance
- Reverse Mortgage
- What constitutes an Estate
- Consequences of dying intestate
- Various estate planning tools
including wills, gifts, trusts and
powers of attorney
Format and Duration
Self-paced learning
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Modular structure
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80-90 hours of comprehensive xlearning
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Modular structure
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Fees for the entire Masterclass in Portfolio Management and Client Advisory program paid upfront: Rs. 25,000 + GST
The fees include the following:
- Live online sessions spread over 6 months
- Recordings of live sessions will be made available
- Course materials can be accessed through your computer, laptop, tablet, or phone.
- Learning objectives that help you to keep the learning focused
- Knowledge check questions
- Online examinations
Refund and Cancellation policies:
- Fees once paid are non-refundable
- Fees paid for are non-transferrable
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