Advanced Wealth Management

The Financial Products & Securities Operations is an intensive course that helps one get a thorough understanding of the different types of financial products like Equities, Bonds and other Fixed Income Securities, Mutual Funds and Derivatives created with different underlying's. You will also learn about the trade life cycle of these different products.

The course will be offered in a hybrid mode with virtual instructor led trainings (VILT) and self-paced e-learning.

Real-life examples, case studies, quizzes, games and assignments make this course easy to learn and understand.

The course will be delivered by senior industry professionals.

You can view the brief schedule of this course at https://www.thesmartstudent.in...

Webinars:

1. Financial Assets: Equity, Fixed Income, Money Markets

2. Mutual Funds in USA

3. An Introduction to Markets

4. The Equity Trade Lifecycle; US T + 1

5. Trading Bonds

6. Derivatives & their Types

7. Corporate Actions

Cases, Readings & Assignments:

1. Google through its investment lifecycle to IPO

2. The WeWorks Fiasco

3. Robinhood and the Hedge Funds

4. The Case for Passive Funds

5. Derivatives and Negative Oil

6. The Dividend Refund Scam in Denmark

Self-paced e-Learning

1. Bitcoins

2. BlockChain

3. FinTech Disruptions in the marketplace

Assessments

In-session quizzes: 10% weight

Final Assessment: 50% weight

Cases/Assignments: 20% weight

Self-paced: 20% weight

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