MBA-WEALTH MANAGEMENT (Wealth Management modules delivered by experts from ICICI Direct and Veteran Wealth Managers from the industry) INDIA’S FIRST UNIQUELY CRAFTED mba programme

Course Curriculum

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About ICICI Direct

        ICICI direct Centre for Financial Learning (ICFL) is an educational initiative of ICICI Securities Limited. It strives to offer best in the class financial learning programmes, through one of the most superior and practical learning approaches that would help students and professionals reach their career goals and investors and traders build expertise to invest and trade. With an objective to be one of the most preferred provider for education on Finance, ICFL offers premium education programmes ranging from Investor and Trader focused skill enhancement programmes on Stock investing, Technical Analysis and Derivatives Trading to certification programmes on Financial Planning and Wealth Management.
        It is an Authorised Education Partner of Financial Planning Corporation (India) Pvt. Ltd. (FPCIL) to offer Certified Financial PlannerCM certification in India It has partnered with American Academy of Financial Management India (AAFM India.) to offer Chartered Wealth Management – CWM certification to working professionals, college students and IA’s / IFA’s with a unique value proposition which only an Industry practitioner can offer- Internships with Wealth Management teams and learning from practicing Wealth Managers

Association between ITM University Gwalior and ICICI Direct

        ITM University, Gwalior and ICICI Direct have joined hands together to offer a first of its kind industry based MBA in Wealth Management. It comes with an opportunity for students to additionally get certified as a Chartered Wealth Manager® – CWM®, awarded by International body American Academy of Financial Management (AAFM) , with memberships spread across more than 150 countries worldwide.

Skill sets for Wealth Managers

  • Provide advice in Wealth Management, Financial Planning, PMS, Estate Planning, Investment Planning, Personal
    Taxation, Retirement etc.
  • Provide advice on Debt, Real Estate, Mutual Funds, Alternative Investment products, Derivative strategies and
    understand the client’s behaviour towards investment.
  • Develop ability to manage cross border investments.
  • Conduct Equity Research; recommend investments and portfolio management strategies to the clients.
  • Start catering to HNI & UHNI clients along with existing clientele.
  • Develop, implement and review Wealth plan for clients.

Why this programme?

        With the growth in GDP and rising income levels, India is witnessing a strong growth in the number of High Net Worth Individuals (HNI). With an estimated HNI population of 10.9 million Indians, there would be a minimum requirement of 50 thousand professional Wealth Managers in India just to manage Client relationships. Besides this, Wealth Managers would also be required in Banking, Wealth Advisory Firms, AMCs, Broking, Insurance and Financial Advisory Businesses.
        This course would enable students to acquire the necessary skills and develop the much needed competence through rich pedagogical techniques, twin industry internships and host of other initiatives as part of the programme. The course comprises of six trimesters spanning over a period of two years. The programme modules offered by ICICI Direct would be conducted by experts from Industry who are veterans in the field of Wealth Management and Behavioural Finance. ICICI Direct trainers will deliver two comprehensive modules-Fundamentals of Wealth Management and Advanced Wealth Management. The areas covered under each module are given below.

Fundamentals of Wealth Management

  • Overview of Indian and Global Financial System
  • Concept of Wealth Management
  • Life Cycle Management
  • Measuring Investment Returns in Wealth Management
  • Investment Vehicles of Wealth Management
  • Managing Investment Risk in Wealth Management
  • Indian Tax Laws
  • Legalities in Wealth Management
  • Role of Wealth Management in Banking
  • Inter generational Wealth Transfer & Tax Planning

Advanced Wealth Management

  • Equity Analysis
  • Use of Alternative Products in Wealth Management
  • Use of Behavioural Finance in Wealth Management
  • Real Estate Valuation and Analysis
  • Loan & Debt Management
  • Portfolio Management Strategies
  • Relationship Management by a Wealth Manager
  • International Taxation and Trust Planning
  • Wealth Management Planning
  • Advanced Wealth Management