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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Legalities in Wealth Management | 8% | - Contract and property laws - Compliance and regulations - Legal structure of investments |
| Topic 2: Concept of Insurance and Risk Management | 10% | - Life and health insurance - General insurance - Risk assessment and mitigation |
| Topic 3: Measuring Investment Risk and Returns | 12% | - Return calculation and benchmarks - Portfolio theory basics - Risk types and measurement |
| Topic 4: Investment Vehicles in Wealth Management | 15% | - Equity, debt, mutual funds - Alternative investments - Real estate and structured products |
| Topic 5: Concept of Wealth Management | 10% | - Client profiling and financial goal setting - Wealth management process and lifecycle - Time value of money |
| Topic 6: Retirement Planning | 7% | - Retirement savings vehicles - Annuities and pension plans - Retirement needs analysis |
| Topic 7: Intergenerational Wealth Transfer & Estate Planning | 8% | - Estate planning fundamentals - Will and trust structures - Wealth preservation strategies |
| Topic 8: Role of Wealth Management in Banking | 8% | - Private banking services - Client relationship management - Banking products for wealth creation |
| Topic 9: Tax Laws for Wealth Management | 10% | - Tax planning strategies - Tax efficiency in investments - Income tax and capital gains |
| Topic 10: Indian and Global Financial System | 12% | - Financial markets and institutions - Regulatory framework - Global financial environment |
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