NCFM WEALTH MANAGEMENT
Introduction:FinancialPlanning
Background
Role of Financial Planner
Financial Planning Process
Contract and Documentation
Client Data Collection
Client Data Analysis
Life Cycle
WealthCycle
Risk Profiling and Asset Allocation
Systematic Approach to Investing
Systematic Investment Plan (SIP)
Systematic Withdrawal Plan (SWP)
Systematic Transfer Plan (STP)
Financial Plan
Goal-based Financial Plan
Comprehensive Financial Plan
Financial Blood-Test Report (FBR)
Financial Planning in India
Wealth Management & the Economy
Financial Planning to Wealth Management
Economic Cycles and Indicators
Lag Indicators
Co-incidentIndicators
Lead Indicators
Interest Rate Views
Currency Exchange Rate
The Deficits
Revenue Deficit and Fiscal Deficit
Current Account Deficit
Investment & Risk Management: Equity
Returns from Role of Equity
Active and Passive Exposures
Passive Exposure to S&P CNX Nifty
Sector Exposure and Diversification
Fundamental and Technical Analysis
FundamentalValuationApproaches
Investment and Speculation
Leveraging
Investment & Risk Management: Debt
Role of Debt
Deposits and Debt Securities
Valuation of Debt Securities
Yields and Interest Rate Risk
Interest Rate and Debt Investments
Credit Exposure and Debt Investments
ConcentrationRisk
Passive Investmentsin Debt
Investment & Risk Management: Alternate Assets
Gold
Role of Gold
Gold Investment Routes
Rupee returns from Gold
Real Estate
Role of Real Estate
Real Estate Investment Routes
Real Estate Indices
Investment Products & Services
Derivatives
Futures
Options
Mutual Fund
Venture Capital / Private Equity Funds
Hedge Funds
StructuredProducts
Portfolio Management Services(PMS)
InvestmentEvaluationFramework
Risk-ReturnFramework
Risk
StandardDeviation
Beta
Risk Adjusted Returns
SharpeRatio
Treynor Ratio
Alpha
Risk Profiling & Asset Allocation
Risk Profiling
Why Asset Allocation?
Strategic Asset Allocation
Tactical Asset Allocation
Fixed Asset Allocation
Flexible Asset Allocation
Asset Allocation Returns in Equity and Debt
Fixed Asset Allocation with Annual Re-balancing
Flexible Asset Allocation
Asset Allocation Returns in Equity, Debt and Gold
Fixed Asset Allocation with Annual Re-balancing
Flexible Asset Allocation
Allocation to Speculation
Diversification in Perspective
Risk Management through Insurance
Risk Assessment
Life Insurance
Health Insurance
GeneralInsurance
Safeguardsin Insurance
Elements of Taxation
Previous Year and Assessment Year
Gross Total Income
Income Tax Slabs
Advance Tax
Tax Deducted at Source (TDS)
Exempted Income
Deductionsfrom Income
Section 80C
Section 80CCC
Section 80CCD
Section 80D
Section 80E
Section 80GG
Long Term and Short Term Capital Gain / Loss
Speculation Profit / Loss
Capital Gains Tax exemption under Section 54EC
Capital Gains Tax exemption under Section 54F
Setting Off & Carry Forward
Taxation ofInvestment Products
Dividend Tax / Tax on Income Distributed by Mutual Fun
Securities Transaction Tax (STT)
Capital Gains Taxation
Taxation of Fixed Deposits and Fixed Maturity Plans
Fixed Deposits
Fixed Maturity Plans(FMP)
Dividend and Growth Options in Mutual Fund schemes
Wealth Tax
Estate Planning
Background
Assets & Liabilities
Nomination
Inheritance Law
Will
Trust