Advanced Wealth Management Course (IIBF) - Paper 1
Assess your knowledge of each chapter of this workbook by using Wealth Academy’s Quick ‘n’ Easy Guide.
Chapter 1:Part I: Ch 1: Basics of Indian Financial Markets
Chapter 2:Part I: Ch 2:Participants in the Indian Fin System
Chapter 3:Part I: Ch 3: Indian Economic Environment
Chapter 4:Part I:Ch 4:Indian social Environment & Fin Planning
Chapter 5:Part I: Ch 5: Effective Communication in Fin Counselling
Chapter 6:Part I: Ch 6: Introduction to Investments
Chapter 7:Part I: Ch 7: Meeting Clients Needs Through FP
Chapter 8:Part I:Ch 8:Recommending FP Strategies
Chapter 9:Part I: Ch 9: Regulation of the Indian Financial System
Chapter 10:Part II: Ch 1: Introduction to Financial Planning
Chapter 11:Part II: Ch 2: Risk Management and Insurance Products
Chapter 12:Part II: Ch 3: Fundamental Investment concepts
Chapter 13:Part II: Ch 4: The Economic Environment
Chapter 14:Part II: Ch 5: Asset Classes
Chapter 15:Part II: Ch 6: Investment Products
Chapter 16:Part II: Ch 7: Taxation Part 1
Chapter 17:Part II: Ch 8: Taxation Part 2
Chapter 18:Part II: Ch 9: Estate Planning
Chapter 19:Part II: Ch 10: Towards a Financial Plan