Home / Program / Masterclass in Financial Assets
Masterclass in Financial Assets
The Masterclass in Financial
Assets 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 Financial Assets 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.
Jointly offered by prestigious institutions, this masterclass boasts international acclaim and flexibility, opening doors to career advancements across the globe.
Who Should Enroll
The Masterclass in Financial Assets 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
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.
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
- Fundamental Analysis
- Technical Analysis
- Describe the main components of a debt securities analysis.
- Recommend debt securities that are compatible with customers’
investment goals and risk profiles. - Explain the public issue of debt securities in India
- Compare different ways to invest in debt securities in India
- Monitor risk factors of debt securities and recommend adjustments
- Differentiate between option-based and forward-based derivatives.
- Differentiate between exchange-traded & over-the-counter derivatives.
- Identify the various financial needs that clients may have that
derivatives can address. - Identify the considerations that firms that use derivatives must consider.
- Explain what an alternative investment is
- Describe various hedge fund strategy classifications
- Apply criteria for evaluating hedge fund performance.
- Explain the merits of using real estate in a client portfolio.
- Compare the different ways to invest in real estate and mortgages.
- Explain the benefits and risks of private equity investing.
- Compare the different ways to invest in private equity.
- Articulate the advantages and disadvantages of international investing.
- Compare and contrast the various investment vehicles that provide
access to international markets.
Course 1
Portfolio Solutions Fundamentals
Portfolio Solutions Fundamentals
Lorem ipsum dolor sit amet consectetur. Aliquam mattis cras vitae cras morbi in ornare interdum hac. Ultrices eu tincidunt nunc feugiat. Mauris sed posuere natoque at dignissim. Morbi cursus nunc feugiat mattis pharetra tempus pharetra tincidunt. Diam consequat odio enim urna massa odio proin turpis. Commodo sit sed vitae blandit pulvinar eget. Pretium a a sed urna. Tortor convallis eget facilisi nascetur ornare porttitor bibendum eget. Malesuada feugiat metus at dignissim nullam feugiat sed porttitor feugiat.
Course 2
Protecting Clients’ Investments
Protecting Clients’ Investments
Lorem ipsum dolor sit amet consectetur. Aliquam mattis cras vitae cras morbi in ornare interdum hac. Ultrices eu tincidunt nunc feugiat. Mauris sed posuere natoque at dignissim. Morbi cursus nunc feugiat mattis pharetra tempus pharetra tincidunt. Diam consequat odio enim urna massa odio proin turpis. Commodo sit sed vitae blandit pulvinar eget. Pretium a a sed urna. Tortor convallis eget facilisi nascetur ornare porttitor bibendum eget. Malesuada feugiat metus at dignissim nullam feugiat sed porttitor feugiat.
Course 3
Portfolio Monitoring & Portfolio Evaluation
Portfolio Monitoring & Portfolio Evaluation
Lorem ipsum dolor sit amet consectetur. Aliquam mattis cras vitae cras morbi in ornare interdum hac. Ultrices eu tincidunt nunc feugiat. Mauris sed posuere natoque at dignissim. Morbi cursus nunc feugiat mattis pharetra tempus pharetra tincidunt. Diam consequat odio enim urna massa odio proin turpis. Commodo sit sed vitae blandit pulvinar eget. Pretium a a sed urna. Tortor convallis eget facilisi nascetur ornare porttitor bibendum eget. Malesuada feugiat metus at dignissim nullam feugiat sed porttitor feugiat.
Course 4
Wealth Preservation
Wealth Preservation
Lorem ipsum dolor sit amet consectetur. Aliquam mattis cras vitae cras morbi in ornare interdum hac. Ultrices eu tincidunt nunc feugiat. Mauris sed posuere natoque at dignissim. Morbi cursus nunc feugiat mattis pharetra tempus pharetra tincidunt. Diam consequat odio enim urna massa odio proin turpis. Commodo sit sed vitae blandit pulvinar eget. Pretium a a sed urna. Tortor convallis eget facilisi nascetur ornare porttitor bibendum eget. Malesuada feugiat metus at dignissim nullam feugiat sed porttitor feugiat.
Course 5
Wealth Conversion
Wealth Conversion
Lorem ipsum dolor sit amet consectetur. Aliquam mattis cras vitae cras morbi in ornare interdum hac. Ultrices eu tincidunt nunc feugiat. Mauris sed posuere natoque at dignissim. Morbi cursus nunc feugiat mattis pharetra tempus pharetra tincidunt. Diam consequat odio enim urna massa odio proin turpis. Commodo sit sed vitae blandit pulvinar eget. Pretium a a sed urna. Tortor convallis eget facilisi nascetur ornare porttitor bibendum eget. Malesuada feugiat metus at dignissim nullam feugiat sed porttitor feugiat.
Course 6
Wealth Transfer
Wealth Transfer
Lorem ipsum dolor sit amet consectetur. Aliquam mattis cras vitae cras morbi in ornare interdum hac. Ultrices eu tincidunt nunc feugiat. Mauris sed posuere natoque at dignissim. Morbi cursus nunc feugiat mattis pharetra tempus pharetra tincidunt. Diam consequat odio enim urna massa odio proin turpis. Commodo sit sed vitae blandit pulvinar eget. Pretium a a sed urna. Tortor convallis eget facilisi nascetur ornare porttitor bibendum eget. Malesuada feugiat metus at dignissim nullam feugiat sed porttitor feugiat.
Format and Duration
Self-paced learning
Lorem ipsum dolor sit amet consectetur. Aliquam mattis cras vitae cras morbi in ornare interdum hac. Ultrices eu tincidunt nunc feugiat. Mauris sed posuere natoque at dignissim. Morbi cursus nunc feugiat mattis pharetra tempus pharetra tincidunt. Diam consequat odio enim urna massa odio proin turpis. Commodo sit sed vitae
Modular structure
Lorem ipsum dolor sit amet consectetur. Aliquam mattis cras vitae cras morbi in ornare interdum hac. Ultrices eu tincidunt nunc feugiat. Mauris sed posuere natoque at dignissim. Morbi cursus nunc feugiat mattis pharetra tempus pharetra tincidunt. Diam consequat odio enim urna massa odio proin turpis. Commodo sit sed vitae
80-90 hours of comprehensive xlearning
Lorem ipsum dolor sit amet consectetur. Aliquam mattis cras vitae cras morbi in ornare interdum hac. Ultrices eu tincidunt nunc feugiat. Mauris sed posuere natoque at dignissim. Morbi cursus nunc feugiat mattis pharetra tempus pharetra tincidunt. Diam consequat odio enim urna massa odio proin turpis. Commodo sit sed vitae
Modular structure
Lorem ipsum dolor sit amet consectetur. Aliquam mattis cras vitae cras morbi in ornare interdum hac. Ultrices eu tincidunt nunc feugiat. Mauris sed posuere natoque at dignissim. Morbi cursus nunc feugiat mattis pharetra tempus pharetra tincidunt. Diam consequat odio enim urna massa odio proin turpis. Commodo sit sed vitae
Fees for the entire The Masterclass in Financial
Assets 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
Programs That Prepare You for Success in Banking and Financial Services.
Here’s How We Empower Financial Leaders—Discover Our Programs.