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Introduction to Financial Planning
Recording
1.1 Background
1.2 Role of Financial Planner
1.3 Financial Planning Process
1.4 Contract and Documentation
1.5 Client Data Collection
1.6 Client Data Analysis
1.7 Life Cycle
1.8 Wealth Cycle
1.9 Risk Profiling and Asset Allocation
1.10.1 Systematic Investment Plan (SIP)
1.10.2 Systematic Withdrawal Plan (SWP)
1.10.3 Systematic Transfer Plan (STP)
1.11.1 Goal-based Financial Plan
1.11.2 Comprehensive Financial Plan
1.12 Financial Blood-Test Report (FBR)
1.13 Financial Planning in India
Wealth Management & The Economy
Recording
2.1 Financial Planning to Wealth Management
2.2.1 Economic Cycles and Indicaters Lag Indicators
2.2.2 Economic Cycles and Indicaters Co-incident Indicaters
2.2.3 Economic Cycles and Indicaters Lead Indicaters
2.3 Interest Rate Views
2.4 Currency Exchange Rate
2.5.1 Revenue Deficit and Fiscal Deficit
2.5.2 Current Account Deficit
Investment & Risk Management: Equity
Recording
3.1 Role of Equity
3.2 Active and Passive Exposures
3.3 Returns from Passive Exposure to S&P CNX Nifty
3.4 Sector Exposure and Diversification
3.5 Fundamental and Technical Analysis
3.6 Fundamental Valuation Approaches
3.7 Investment and Speculation
3.8 Leveraging
Investment & Risk Management: Debt
Recording
4.1 Role of Debt
4.2 Deposits and Debt Securities
4.3 Valuation of Debt Securities
4.4 Yields and Interest Rate Risk
4.5 Interest Rate and Debt Investments
4.6 Credit Exposure and Debt Investments
4.7 Concentration Risk
4.8 Passive Investments in Debt
Investment & Risk Management: Alternate Assets
Recording
5.1.1 Role of Gold
5.1.2 Gold Investment Routes
5.1.3 Rupee returns from Gold
5.2.1 Role of Real Estate
5.2.2 Real Estate Investment Routes
5.2.3 Real Estate Indices
Investment Product & Service
Recording
6.1.1 Futures
6.1.2 Options
6.2 Mutual Funds
6.3 Venture Capital Private Equity Funds
6.4 Hedge Funds
6.5 Structured Products
6.6 Portfolio Management Services (PMS)
Investment Evaluation Framework
Recording
7.1 Risk-Return Framework
7.2.1 Standard Deviation
7.2.2 Beta
7.3.1 Sharp Ratio
7.3.2 Treynor Ratio
7.3.3 Alpha
7.4 SSELECTIVVELLY-Invest Classification Scheme for Investment Products
Risk Profiling & Asset Allocation
Recording
8.1 Risk Profiling
8.2 Why Asset Allocation
8.3 Strategic Asset Allocation
8.4 Tactical Asset Allocation
8.5 Fixed Asset Allocation
8.6 Flexible Asset Allocation
8.7.1 Fixed Asset Allocation with Annual Re-balancing
8.7.2 Flexible Asset Allocation
8.8.1 Fixed Asset Allocation with Annual Re-balancing
8.8.2 Flexible Asset Allocation
8.9 Allocation to Speculation.
8.10 Diversification in Perspective
Risk Management through Insurance
Recording
9.1 Risk Assessment
9.2 Life Insurance
9.3 Health Insurance
9.4 General Insurance
9.5 Safeguards in Insurance
Elements of Taxation
Recording
10.1 Previous Year and Assessment Year
10.2 Gross Total Income
10.3 Income Tax Slabs
10.4 Advance Tax
10.5 Tax Deducted at Source (TDS)
10.6 Exempted Income
10.7.1 Section 80C
10.7.2 Section 80CCC
10.7.3 Section 80CCD
10.7.4 Section 80D
10.7.5 Section 80E
10.7.6 Section 80GG
10.8 Long Term and Short Term Capital Gain Loss
10.9 Speculation Profit Loss
10.10 Capital Gains Tax exemption under Section 54EC
10.11 Capital Gains Tax exemption under Section 54F
10.12 Setting Off & Carry Forward
Taxation of Investment Products
Recording
11.1 Dividend Tax Tax on Income Distributed by Mutual Fund
11.2 Securities Transaction Tax (STT)
11.3 Capital Gains Taxation
11.4.1 Fixed Deposits
11.4.2 Fixed Maturity Plans (FMP)
11.5 Dividend and Growth Options in Mutual Fund schemes
11.6 Wealth Tax
Estate Planning
12.1 Background
12.2 Assets & Liabilities
12.3 Nomination
12.4 Inheritance Law
12.5 Will
12.6 Trust
Sample Papers
Sample Paper 1
Sample Paper 2
Sample Paper 3
Sample Paper 4
Sample Paper 5
Sample Paper 6
Recordings: May, 2023
Session 1
Session 2
Session 3
Session 4
Session 5
Session 6
Session 7
Session 8
Session 9
Session 10
Recordings: July, 2023
Session 1
Session 2
Session 3
Session 4
Session 5
Session 6
Session 7
Session 8
Session 9
Recordings :September, 2023
Session 1
Session 2
Session 3
Session 4
Session 5
Session 6
Session 7
Recordings: December'23
Introduction to Finance and Investment banking : Step by step process of the daily job role
Types of investors and Pitch deck
Teaser presentation practice and feedback
Teaser presentation practice and feedback part 2
Pitch deck in detail
Pitch deck presentations
Wealth management: Basics
Wealth management: Till age of 30
Session 9
Recordings: February'24
Investment Banking profession in detail
Different types of investors and Teaser Introduction
Teaser presentation
Session 4