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Strategic Financial Planning & Wealth Management
Post Graduate Program in Finance
Explore Strategic Financial Planning & Wealth Management as part of Post Graduate Program in Finance. Read the syllabus and available chapters online.
Academic programmePost Graduate Program in Finance
LevelPost Graduate Diploma
Reading sections16
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01
Strategic Financial Planning & Wealth ManagementSyllabus
02Wealth Management Foundations And Industry StructureChapter 1
03Strategic Financial Planning Process And Client DiscoveryChapter 2
04Personal Financial Statements Time Value And Planning AnalyticsChapter 3
05Goal Setting Life Cycle Planning And Financial ResilienceChapter 4
06Tax Planning And Wealth StructuringChapter 5
07Risk Management And Insurance PlanningChapter 6
08Investment Instruments Markets And Product Due DiligenceChapter 7
09Portfolio Theory Asset Allocation And Performance AnalyticsChapter 8
10Goals Based And Sustainable Portfolio ConstructionChapter 9
11Retirement And Longevity PlanningChapter 10
12Estate Succession And Intergenerational Wealth PlanningChapter 11
13Behavioral Finance And Client Advisory PracticeChapter 12
14Integrated Strategic Wealth Plan And Case AnalysisChapter 13
15Ethics Regulation Compliance And GovernanceChapter 14
16Digital Wealth Management Ai And Emerging TrendsChapter 15
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