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Updated: Sep 11, 2026
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| Section | Weight | Objectives |
|---|---|---|
| Concept of Wealth Management | 10% | - Client profiling and financial goal setting - Wealth management process and lifecycle - Time value of money |
| Measuring Investment Risk and Returns | 12% | - Portfolio theory basics - Risk types and measurement - Return calculation and benchmarks |
| Legalities in Wealth Management | 8% | - Compliance and regulations - Legal structure of investments - Contract and property laws |
| Retirement Planning | 7% | - Annuities and pension plans - Retirement needs analysis - Retirement savings vehicles |
| Intergenerational Wealth Transfer & Estate Planning | 8% | - Estate planning fundamentals - Will and trust structures - Wealth preservation strategies |
| Investment Vehicles in Wealth Management | 15% | - Equity, debt, mutual funds - Real estate and structured products - Alternative investments |
| Tax Laws for Wealth Management | 10% | - Tax planning strategies - Tax efficiency in investments - Income tax and capital gains |
| Indian and Global Financial System | 12% | - Regulatory framework - Financial markets and institutions - Global financial environment |
| Concept of Insurance and Risk Management | 10% | - General insurance - Risk assessment and mitigation - Life and health insurance |
| Role of Wealth Management in Banking | 8% | - Client relationship management - Banking products for wealth creation - Private banking services |
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