Wealth Forum

Advanced Wealth Management Course (IIBF) - Paper 1

INTRODUCTION TO FINANCIAL PLANNING

Assess your knowledge of each chapter of this workbook by using Wealth Academy’s Quick ‘n’ Easy Guide.

Chapter 1:	Part I: Ch 1: Basics of Indian Financial Markets

Chapter 2:	Part I: Ch 2:Participants in the Indian Fin System

Chapter 3:	Part I: Ch 3: Indian Economic Environment

Chapter 4:	Part I:Ch 4:Indian social Environment & Fin Planning

Chapter 5:	Part I: Ch 5: Effective Communication in Fin Counselling

Chapter 6:	Part I: Ch 6: Introduction to Investments

Chapter 7:	Part I: Ch 7: Meeting Clients Needs Through FP

Chapter 8:	Part I:Ch 8:Recommending FP Strategies

Chapter 9:	Part I: Ch 9: Regulation of the Indian Financial System

Chapter 10:	Part II: Ch 1: Introduction to Financial Planning

Chapter 11:	Part II: Ch 2: Risk Management and Insurance Products

Chapter 12:	Part II: Ch 3: Fundamental Investment concepts

Chapter 13:	Part II: Ch 4: The Economic Environment

Chapter 14:	Part II: Ch 5: Asset Classes

Chapter 15:	Part II: Ch 6: Investment Products

Chapter 16:	Part II: Ch 7: Taxation Part 1

Chapter 17:	Part II: Ch 8: Taxation Part 2

Chapter 18:	Part II: Ch 9: Estate Planning

Chapter 19:	Part II: Ch 10: Towards a Financial Plan

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