NISM & CRISIL Certified Wealth Manager (NCCWM) Current Status Not Enrolled Price Closed Get Started This course is currently closed Course Content Introduction to NCCWM Macroeconomics (3 hrs) Introduction to Indian financial market and its participants (1 hr) Introduction to financial planning and key concepts (3 hrs) Tax planning (2 hrs) Understanding asset classes (3 hrs) Understanding investment vehicles (3 hrs) Mutual Funds – key concepts (2 hrs) Mutual Funds – transactions and taxation (2 hrs) Mutual Funds – SEBI’s Categorization of Schemes (2 hrs) Overview of Mutual Fund industry in India (3 hrs) Insurance landscape and products (3 hrs) Taxation and claims for insurance products (3 hrs) Quantitative Techniques (3 hrs) How to analyze investments (4.5 hrs) Comprehensive framework for mutual fund analysis – CRISIL MF Ranking (1 hr) Research, updates and events CRISIL ULIP Ranking (2 hrs) Portfolio monitoring & Client reporting (2 hrs) Fair business practices (1 hr) Fund Insight for March 2022 1 of 2
