WEALTH & INVESTMENT MANAGEMENT PRODEGREE Knowledge Partner: Industry leader in Asset Management and Advisory Services with an Equity AUM of over Rs. 14309 crores across Mutual Fund and Portfolio Management Services INDUSTRY CREDENTIALS TO ACCELERATE CAREERS Collaboration with Motilal Oswal Asset Management Company Ltd. 200 Hour project-driven program Placement Opportunities in Reputed firms Jump-start your career in Wealth Management Investment Advisory & Relationship Management WWW.IMARTICUS.ORG
The Wealth and Investment Management (WIM) Prodegree, in association with Motilal Oswal AMC Ltd. as the Knowledge Partner, is a comprehensive 200-hour skill-building online program for careers in wealth management, investment planning and financial advisory. INNOVATIVE LEARNING METHODOLOGY Global Curriculum 50 Hours Learn the very latest in global Wealth Management trends, Portfolio Management, Regulatory Framework, Financial Mathematics and best practices to stay ahead of the curve Motilal Oswal AMC Ltd.-Endorsed Cutting-edge program designed and delivered in collaboration with Motilal Oswal AMC Ltd Self Paced Videos Weekdays as Per Your Convenience Active, Self-paced, Data-driven Learning Experiential Learning Delivery using combination of selfpaced videos, live virtual classes, case studies, project work and simulations Wealth & Investment Management Prodegree Knowledge Partner International Certifications Prepare yourself for prestigious exams such as CISI ICWIM and NISM Investment Adviser 132 Hours Live Virtual Classes Each on Weekends at Prescribed Time Interaction & Query Resolution in Real Time 16 Hours Placement Opportunities Get placed at leading Financial Advisory firms with interview prep, mock interviews and recruitment opportunities 24/7 SUPPORT Recordings and learning materials are available 24/7 via our online learning portal so you can revise and refresh your knowledge at any time or place. Program delivery via cloudbased applications for 24/7 access. Project Work Mentoring and Assistance for Projects
WHY A PRODEGREE? Industry Endorsed Globally-aligned curriculum by the industry, for the industry VERIFIED PRODEGREE CREDENTIAL Project Based You build a portfolio of demonstrable work by working on real life case studies Guest Lectures Periodic guest lectures by Motilal Oswal AMC Ltd. on industry best practices JOB READY PROJECT PORTFOLIO Mentorship Project evaluation, feedback and mentorship by the Genpact leadership Online & Flexible Flexible learning paths to enable you to learn any time, any place, and on any device FAST TRACK POST-GRAD DEGREE IN 4 MONTHS Verified Certifications You earn certifications validated by rigorous faculty evaluations PLACEMENT AT GLOBALLY REPUTED COMPANIES EXPERIENTIAL LEARNING AT COMPETITIVE PRICES
CURRICULUM Semester 1: Building Blocks of Wealth Management 6 Global Financial Markets Accounting and Financial Mathematics for Wealth Managers 12 Hours Financial Statement Analysis Macroeconomics Types of Investment Assets 12 Hours Introduction to Capital Markets Role of Market Participants Types of Markets - By Products Types of Markets - By Regulations Risk and Surveillance in Markets Accounts Terminology The Principles and Concepts Underpinning the Four Key Elements of Accounts - Assets, Liabilities, Income, and Expenses Power of Compounding Time Value of Money NPV and IRR EMI and Other Modes of Repayment Double Eentry Book-keeping Methods of Depreciation Valuation of Inventory Profit and Loss Accounts & Balance Sheets Key Financial Accounting and Reporting Issues Analysis and Interpretation of Financial Statements International Accounting Standards Financial Ratios Profitability Analysis Cash Flow Analysis Credit Risk Analysis Off-balance Sheet Transactions Intangible Assets Revenue Recognition Foreign Exchange Accounting Economics and Investment Advice GDP and GNP Expenditure Approach Income Approach Value Added Approach Economic Cycles International Trade and Trade Competitiveness Balance of Payment Money Supply Inflation Fiscal Policy & Monetary Policy Private Borrowing, Investment and Expenditure Central Banks & Macro Economic Tools Equities Currencies Fixed Income Commodities Alternative Investment Portfolio Management Services Index Linked Debenture Real Estate Aspirational Assets Post Office Savings Schemes National Savings Certificate PPF Senior Citizen's Savings Scheme Infrastructure and Tax Savings Bond Quantitative Methods for Investment Analysis Corporate Finance Project Submission #1 Techniques in Data Analysis with Special Reference to Investment Identification of Appropriate Techniques Execution of Analysis and Sound Interpretation of Results Probability Distributions Confidence Interval Estimation Hypothesis Testing Correlation and Regression Analysis Time Series Analysis Financial Analysis and Planning Capital Budgeting Cost of Capital Capital Structure and Dividend Policy IPOs Mergers & Acquisitions Corporate Restructuring Project Submission in Front of Your Peers While Industry Experts Evaluate Your Project Work with Constructive Criticism Semester 2: Wealth Management 32 Hours Corporate Ethics Investment Advisers Law 2 Hours Analysis of Equities 10 Hours Analysis of Fixed Income 12 Hours Project Submission #2 Importance of Ethical Practices in Wealth Management Ethics Surrounding Financial Management, Product Safety, Corporate Responsibility Regulations that Prohibit Unethical Practices in this Domain Examples of Ethical Dilemmas and the Principles that Drive Them Four-step Approach to Resolve Ethical Dilemmas Regulation of Financial Advisers and Wealth Managers Negligence Liability Contractual Liability International Legal Issues in Financial Advice Contracts Equity as an Asset Class Equity Valuation Techniques for Specific industries and/or Companies Absolute and Relative Valuation Approaches using Asset Values, Earnings, Dividends, Cash Flows Fundamental Analysis Technical Analysis Corporate Action Risk Management Fixed Income Markets and Products Basic Analytical Tools used Term Structure of Interest Rates, Yield Curve Dynamics Duration and Convexity Bond Portfolio Management Strategies Credit Rating High Yield Bonds Bond Theorems and Strategies Asset-backed Securities Swaps and Credit Derivatives Risk Management Project Submission in Front of Your Peers While Industry Experts Evaluate Your Project Work with Constructive Criticism
CURRICULUM Semester 3: Specialization of Wealth Management 52 Hours Basics of Derivatives Portfolio Construction, Review, Monitoring Portfolio Management 12 Hours Wealth Planning Investment Planning Framework 12 Hours Financial Protection Planning Project Submission #3 Demystifying Derivatives Understanding Their Characteristics Types of Derivatives Features of Derivative Instruments Portfolio Construction Constraints to Asset Allocation Application of Portfolio Objective Strategic Asset Allocation Tactical Asset Allocation Dynamic Asset Allocation Active Portfolio Management Advanced Concepts of Investments and Their Applications Analyses of the Contemporary Investing Scene and Global Capital Markets Multi-jurisdiction Legislation for International Wealth Transfers Use of Trusts in Inter-generation Wealth Planning Taxation of Investments Tax Benefits Tax Exempt Investment Scheme Withholding Tax Wealth Tax Estate Planning Legal Framework Regulations Investment Advisor consideration AML KYC and Risk Profiling Ethical Dilemmas Investment Risk Insurable Risk Life Insurance Personal and Family and Business Financial Protection Products Project Submission in Front of Your Peers While Industry Experts Evaluate Your Project Work with Constructive Criticism Semester 4: Global Wealth Outlook 4 Wealth Management Trends FinTech Alternative Investments Structured Products - Basics Structured Products - Advanced Relationship Management Project Submission #4 Serving the Wealthiest -The UHNWI (Ultra High Networth Individuals) Family Businesses Structures and Management Linkage of Private Banking and Asset Management Emerging Trends Robo-Advisory Pensions Savings PFM Brokers Data B2B Platforms Private Equity Real Estate Commodities Key Characteristics - Maturity, Cash-Settled Returns, Credit Claim on Issuer Basic Structures - Participation, Downside Protection, Capped Upside Life Cycle of Structured Products - Idea, Issuance and Maturity Keys Elements in Creating SPs - Principal Guarantee, Income or Growth, Choice of Underlying Assets, Certainty of Maturity Use of Structured Products Equity Structures Fixed Income Structures Currency Structures Commodity Structures Hedge Fund Wrappers Derivatives-like Warrants Option-embedded Bonds Equity-linked Notes Dual Currency Options Reverse Floaters Return and Structuring of these Products Advanced Communication Skills Negotiation Skills Handling Angry Customers Conflict Management Excellence in Relationship Management Project Submission in Front of Your Peers While Industry Experts Evaluate Your Project Work with Constructive Criticism
CURRICULUM Interview Preparation - Domain Mock Interviews - HR and Domain Analytics Experts Guide You on How to Prepare for Technical Interview Round with Tips, Tricks and a Quick Refresher on Concepts Learnt 1:1 or Panel Mock Interviews with Industry Veterans to Clear the HR and Technical Round of Interviews to Give You Confidence to Face Real World Scenarios MENTORSHIP Mentorship is unique to Imarticus Learning where industry experts from leading wealth management firm will advise and mentor you in your journey towards job-readiness. A dedicated senior level industry professional, with over 10 years of workexperience is assigned to every student. CAREERS The Careers Assistance Services (CAS) team at Imarticus provides you with 100% assistance throughout the program and helps guide you through ample career options. Why do you need a mentor? Get inspired, help relieve your doubts and anxieties, and develop a long-term personal relationship with an industry expert who can teach you what it takes to succeed. Mentors are excellent soundboards and can help aspiring leaders climb the management ladder more effectively. 1 Resume Building 2 Interview Prep 3 Leads & References Benefits to Students Thorough and practical understanding of the subject matter and continuous review attention with detailed feedback. Real practical guidance and know-how on how to succeed in the industry. Refine and polish your resume Using an extensive databank of We assist you with leads and using our templates, which questions and interview prep references of Wealth Management ensure that your resume sessions, we train you to face opportunities available in this aligns to industry standards. interview scenarios through space, from private networks, Receive individual resume 1:1 and panel mock interviews along with public sources. Role of an Imarticus Mentor critiques with insider tips to help land dream interviews. with experienced HR and Wealth Management professionals. Knowledge Sharing, Q&A and Guest Lectures Evaluation of Project Work Career Guidance and Mentorship Frequent 1:1 Interactions
INDUSTRY LANDSCAPE EMPLOYMENT LANDSCAPE `35 LAKHS Equity Analysis `15 LAKHS DIVISION HEAD /PRIVATE BANKER 10 Years `8 LAKHS MANAGER 10 Years GROWING DEMAND India is the Fastest Growing Market for HNWI CAREER TRAJECTORY `5 LAKHS ASSET MANAGER 6 Years WEALTH / RELATIONSHIP MANAGER 4 Years Average Salaries in Wealth & Investment Management TOP COMPANIES HIRING FOR BUSINESS ANALYTICS
MOTILAL OSWAL AMC LTD-ENDORSED PROGRAM The program is co-created with Motilal Oswal AMC Ltd. as the 'Knowledge Partner, and comes with a cutting-edge, industry-aligned curriculum, guest lectures, mentorship and recruitment opportunities. You will benefit in terms of: PROJECT EVALUATION At the end of each semester, Motilal Oswal AMC Ltd. leadership will evaluate project submissions and provide constructive feedback. GUEST LECTURES & MENTORSHIP Periodic guest lectures by Motilal Oswal AMC Ltd. management on key trends and real-world challenges plaguing the industry INDUSTRY-APPROVED CURRICULUM You learn in-demand skills, sought after tools and techniques which are required by the Industry. About Motilal Oswal Asset Management Company Ltd. Motlilal Oswal Asset Management Company Ltd. is the industry leader in Asset Management and Advisory Services with an Equity AUM of over Rs. 14309 crores across Mutual Fund and Portfolio Management Services. MOAMC is the Investment Manager to the Schemes of Motilal Oswal Mutual Fund and Motilal Oswal Alternative Investment Trust. It also acts as a Portfolio Manager to the Strategies under Portfolio Management Services.
INDICATIVE FACULTY Ajith Valiya Nishant Garg Ajith comes with over 12 years of experience in the banking and financial services industry and has handled leadership roles and profiles spanning multiple functions such as product management, marketing and business development of financial products. He has previously worked as Investment Advisor Equities & Private Banking at HDFC Bank; Sales Manager: Structured Products, Fixed Income Products, Real Estate Portfolios and Mutual Funds at ICICI Prudential Asset Management Company; and Relationship Manager for Salary Accounts at ICICI Bank. He has deep insights and expertise in financial planning, investment management and wealth management, and he also has excellent knowledge in prospecting new clients, selling skills and process transformation. Nishant has over 8 years of experience in key areas of business, micro- and macroeconomics, portfolio management, derivatives, M&A Valuation, Investment banking, Project Finance, Risk management, International Finance, Financial management, and Security Analysis. He has conducted trainings in Wealth Management, Excel based hedging structures, interest rate risks, Financial and Economic evaluation of projects, and Financial Modeling for clients like WNS, ASK. Wealth Advisors Private Ltd., as well as trainings for Indian Institute of financial management (IIFM) and the Chartered Institute of Management Accountants (CIMA). Nishant has an MBA in Finance, MA in Economics, and is a CFA and a BBE holder.
THIS PROGRAM IS IDEAL FOR Finance professionals With 2+ years of work experience in Banking, Financial Advisory or Relationship Management looking for an opportunity to upskill Job Seekers and Career Changers Recent Graduates in Management (Finance, Marketing, Intl. Business) who want to excel at interviews Individuals looking for Global Certifications To enhance their resumes & build a portfolio of demonstrable work Awards & Alliances Toll Free: 1800-267-7679 th 5 Floor, B - Wing, HDIL Tower, Kaledonia, Sahar Road, Andheri (E), Mumbai 400 058 elearning@imarticus.org