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| Section | Weight | Objectives |
|---|---|---|
| Indian and Global Financial System | 12% | - Regulatory framework - Financial markets and institutions - Global financial environment |
| Measuring Investment Risk and Returns | 12% | - Risk types and measurement - Return calculation and benchmarks - Portfolio theory basics |
| Tax Laws for Wealth Management | 10% | - Tax planning strategies - Tax efficiency in investments - Income tax and capital gains |
| Investment Vehicles in Wealth Management | 15% | - Alternative investments - Real estate and structured products - Equity, debt, mutual funds |
| Legalities in Wealth Management | 8% | - Legal structure of investments - Contract and property laws - Compliance and regulations |
| Role of Wealth Management in Banking | 8% | - Client relationship management - Private banking services - Banking products for wealth creation |
| Intergenerational Wealth Transfer & Estate Planning | 8% | - Will and trust structures - Estate planning fundamentals - Wealth preservation strategies |
| Concept of Insurance and Risk Management | 10% | - General insurance - Life and health insurance - Risk assessment and mitigation |
| Retirement Planning | 7% | - Annuities and pension plans - Retirement savings vehicles - Retirement needs analysis |
| Concept of Wealth Management | 10% | - Wealth management process and lifecycle - Time value of money - Client profiling and financial goal setting |
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