Wealth Essentials Course

Detailed Course Curriculum

Part I

1. Different Investment Avenue

  • Core asset classes
  • Different Investment Avenues
  • Understanding Mutual funds and their types
  • Using Mutual funds for wealth creation

2. Core principle of investing

  • Why investing for Long Term matters?
  • Portfolio diversification
  • Systematic Investment Planning
  • Keeping investment costs low
  • Reversion to the mean & market cycles
  • Common Investing Mistakes

3. Investment process

  • Goal Planning & Risk Profiling
  • Asset Allocation
  • Building your portfolio
  • Different approaches & strategies
  • Review & Rebalancing your portfolio

Part II

1. Risk Management

  • Life Insurance Planning
  • Health Financing
  • Asset Protection

2. Retirement Planning

  • Planning for financial security
  • Building your nest egg
  • Creating income for life

3. Other Wealth Issues

  • Personal Tax Strategies
  • Estate & Legacy Planning
  • Effective Liability Management
Free Class