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BANKING & WEALTH MANAGEMENT BOOTCAMP 
offered by Imarticus Learning

  • Private Institute
  • Estd. 2012

BANKING & WEALTH MANAGEMENT BOOTCAMP
 at 
Imarticus Learning 
Overview

Duration

180 hours

Mode of learning

Online

Credential

Certificate

BANKING & WEALTH MANAGEMENT BOOTCAMP
Table of content
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  • Overview
  • Course Details
  • Curriculum
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BANKING & WEALTH MANAGEMENT BOOTCAMP
 at 
Imarticus Learning 
Course details

What are the course deliverables?
  • Understand the financial and macroeconomic landscape
  • Conduct financial analysis of companies
  • Develop an understanding of financial products
More about this course
  • Comprehensive coverage of the banking and wealth management industry, products and operations
  • Guaranteed interview opportunities at leading banks, NBFCs, wealth and investment management firms
  • Hands-on learning, trading simulations and case studies along with a personal development program

BANKING & WEALTH MANAGEMENT BOOTCAMP
 at 
Imarticus Learning 
Curriculum

Unit 1 Finance and Financial Sector

Need for Capital in an Economy

Method of Capital Formation

Harnessing of Capital

Role of Financial Sector in Intermediation of Flows

Unit 2 Economic System

Economics and Investment Advice

GDP and GNP

Measuring GDP

Expenditure Approach

Income Approach

Value Added Approach

Nominal Vs Real GDP

Key Macroeconomic concepts

Private Borrowing, Investment and Expenditure

Central Banks & Macro Economic Tools

Unit 3 Fundamentals of Global Financial Markets

Introduction to Capital Markets

Role of Market Participants

Types of Markets - By Products

Types of Markets - By Regulations

Risk and Surveillance in Markets

Unit 4 Financial Products

Equities - trading

Currencies

Fixed Income

Commodities

Derivatives – Futures, Forwards

Unit 5 Other Investments

Alternative Investments

Portfolio Management Services

Index Linked Debenture

Real Estate

Private Equity

Venture Capital

Aspirational Assets

Post Office Savings Schemes

National Savings Certificate

Public Provident Fund

Senior Citizen's Savings Scheme

New Pension Scheme

Infrastructure and Tax Savings Bond

Unit 6 Reading Financial Statements

Financial Statements - Balance Sheet, Profit and Loss and Cash Flow

Understanding Revenues and Expenses

Unit 7 Ratios

Introduction to Ratio Analysis

Objectives of Ratio Analysis

Dupont Analysis

Types of Ratios

Profitability Ratios

Activity Ratios

Liquidity Ratios

Solvency Ratios

Valuation Ratios

Limitations of Ratios

Unit 8 Accounting and Financial Mathematics for Wealth Managers

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

Unit 9 Corporate Finance

Financial Analysis and Planning

Capital Budgeting

Cost of Capital

Capital Structure and Dividend Policy

IPOs

Mergers & Acquisitions

Corporate Restructuring

Unit 10 Evaluation 1

Semester 1 Evaluation

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BANKING & WEALTH MANAGEMENT BOOTCAMP
 at 
Imarticus Learning 
 
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Imarticus Learning 

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BANKING & WEALTH MANAGEMENT BOOTCAMP
 at 
Imarticus Learning 
Contact Information

Address

5th Floor, B-Wing, Kaledonia, HDIL Building, Sahar Rd
Mumbai ( Maharashtra)

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