| 1st YEAR COURSES |
| Module I |
| 1 |
Business Statistics, Linear Optimization |
Core |
30 |
3 |
| 2 |
Behavioral Finance for Wealth Management |
Core |
30 |
3 |
| 3 |
Wealth Products |
Core |
15 |
1.5 |
| 4 |
Leverage and Margin Financing |
Core |
15 |
1.5 |
| 5 |
Client Prospecting, Negotiation and Influencing |
Core |
15 |
1.5 |
| 6 |
Etiquette Workshop |
Workshop |
15 |
1.5 |
| Total |
120 |
12 |
| Module II |
| 1 |
Introduction to Financial Markets (Banks/NBFCs/Equity/Debt) |
Core |
30 |
3 |
| 2 |
Asset Allocation Methodologies |
Core |
15 |
1.5 |
| 3 |
Macro Economics |
Core |
15 |
1.5 |
| 4 |
Estate Planning |
Core |
30 |
3 |
| 5 |
Legal and Ethical Considerations in Wealth Advisory |
Core |
15 |
1.5 |
| 6 |
Workshop on Credit Structuring (Cashflows, Collateral, Opco/Holdco, IRR) |
Workshop |
15 |
1.5 |
| Total |
120 |
12 |
| Module III |
| 1 |
Basics of Taxation & Fundamentals of AI/ML |
Core |
15 |
1.5 |
| 2 |
Business Accounting |
Core |
15 |
1.5 |
| 3 |
Derivative Strategies |
Core |
30 |
3 |
| 4 |
Investment Tax Planning |
Core |
15 |
1.5 |
| 5 |
Digital Client Engagement |
Core |
30 |
3 |
| 6 |
Marketing Electives |
Elective |
15 |
1.5 |
| 7 |
Workshop on Tax Computation (Company, Investments, Personal) |
Workshop |
15 |
1.5 |
| Total |
120 |
12 |
| Module IV |
| 1 |
Mutual Funds, Distribution Guidelines |
Core |
15 |
1.5 |
| 2 |
Corporate Finance |
Core |
15 |
1.5 |
| 3 |
Fundamentals of Insurance |
Core |
15 |
1.5 |
| 4 |
Financial Planning |
Core |
15 |
1.5 |
| 5 |
Digital Transformation in Wealth Management, Future trends (AI/ML) |
Core |
15 |
1.5 |
| 6 |
Finance Electives |
Elective |
15 |
1.5 |
| 7 |
Family Office Workshop (Portfolio Analysis and Recommendations) |
Workshop |
15 |
1.5 |
| Total |
90 |
9 |
