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Wealth Management & Financial Planning
Bachelors Program in Banking Finance and Insurance
Explore Wealth Management & Financial Planning as part of Bachelors Program in Banking Finance and Insurance. Read the syllabus and available chapters online.
Academic programmeBachelors Program in Banking Finance and Insurance
LevelBachelor
Reading sections16
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01
Wealth Management & Financial PlanningSyllabus
02Foundations Of Wealth ManagementChapter 1
03Client Discovery And The Financial Planning ProcessChapter 2
04Personal Financial Analysis And Time Value Of MoneyChapter 3
05Lifecycle Planning Goals And Client Risk ProfilingChapter 4
06Investment Products And Financial MarketsChapter 5
07Portfolio Theory Asset Allocation And ConstructionChapter 6
08Personal Risk Management And Insurance PlanningChapter 7
09Credit Liquidity And Household Liability ManagementChapter 8
10Tax Aware Financial PlanningChapter 9
11Retirement And Longevity PlanningChapter 10
12Estate Succession And Intergenerational Wealth PlanningChapter 11
13Behavioral Finance And Professional Client CommunicationChapter 12
14Performance Measurement Analytics And Plan EvaluationChapter 13
15Ethics Regulation And Wealth Management GovernanceChapter 14
16Digital Wealth Management Ai And Integrated PracticeChapter 15
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