Banking Fundamentals & Wealth Management (India)
4.9 (3 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
88 students enrolled

Banking Fundamentals & Wealth Management (India)

Asset Allocation & Portfolio Management
4.9 (3 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
88 students enrolled
Last updated 5/2020
English
English [Auto-generated]
Price: $49.99
30-Day Money-Back Guarantee
This course includes
  • 10 hours on-demand video
  • 1 downloadable resource
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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What you'll learn
  • Banking Products, Mutual Funds, Insurance, Wealth Management, Portfolio Management, AIF
Requirements
  • None
Description

BFSI Sector is one of the most complicated industries as it has several branches, various products, regulations etc. People spend their lives working in one small segment of the entire industry and are unaware of the holistic picture. With the growing Economy, Consumerism & Digitization, BFSI Sector is poised for unprecedented changes. Relationship Manager / Wealth Manager is one of the most lucrative jobs in BFSI sector. It combines knowledge of Finance & Marketing to deliver best results.


Course focuses on in depth understanding various Banking & Wealth products (Indian markets).

  • Overview of BFSI Sector / Banking, Mutual Funds , Insurance, Equities

  • Banking Financial Analysis

  • Banking Products

  • Wealth Management – Business Model / Portfolio Building / Asset Allocation

  • Portfolio Management Services

  • Calculating Real Returns for Investors

  • Investment Recommendations / Churn

  • Selling Techniques

  • Market Simulations

  • Extensive hands on learning

  • Industry case studies

Who this course is for:
  • Finance students
  • Individuals
Course content
Expand all 49 lectures 10:02:34
+ Banking Financial Statements & Analysis
18 lectures 04:04:58
Typical Financial Statements
06:53
Decoding Typical P&L Statement
07:00
Decoding Typical Balance Sheet
10:16
Typical Financial Statement Analysis
08:44
Decoding Banks Income Statement
08:40
Decoding Banks Balance Sheet
12:27
Other Information for Analysis
11:36
CAMELS Analysis
10:27
Capital Adequacy - Overview
19:40
Capital Adequacy - Ratio Calculation
12:41
Asset Quality - Account Categorization
12:57
Asset Quality - Ratio Calculations
24:03
Asset Quality - Dealing with NPAs
19:00
Management Capability - Business Growth Ratios
15:26
Management Capability - Productivity Ratios
09:47
Management Capability - Return & Shareholder Ratios
12:32
Earning - Ratio Calculation
25:46
Liquidity - Ratio Calculation
17:03
+ Mutual Funds
6 lectures 01:34:13
Business of Mutual Funds
05:04
Type of Mutual Funds
19:52
Overview of Mutual Fund Industry
08:45
NAV and Returns Calculation
31:47
Analyzing Mutual Fund Performance
14:11
Analyzing Mutual Fund Performance
14:34
+ Equity Markets
4 lectures 38:48
Fundamental vs Technical Analysis
10:43
Identifying Trends
06:41
Reading Candle Stick Charts
10:36
Indicator Types
10:48
+ Insurance
7 lectures 58:32
Business of Insurance
09:59
Overview of Insurance Industry
07:15
Types of Life Insurance
09:42
Premium Calculation Simplified
09:26
Types of General Insurance
07:11
Types of Health Insurance
08:06
Types of Commercial Insurance
06:53
+ Alternative Investment Funds (AIF) & Portfolio Management Services (PMS)
5 lectures 49:17
Introduction of AIFs
11:55
Real Estate Fund Strategy
11:00
Hedge Fund Strategy
10:06
Portfolio Management Services
08:44
Portfolio Management Services
07:32
+ Wealth Management
5 lectures 01:11:13
Financial Planning
12:53
Risk Profiling & Model Portfolios
12:55
Portfolio Management Exercise
18:21
Distribution Vs Advisory Business Model
05:38
Revenue Sharing / Commission
21:26