Basics of Wealth and Asset Management
Col (Dr) Shabbar Shahid. M-Tech, MBA(Fin), CE, FIE(I), PhD
6 modules
Lifetime access
Get to know the fundamentals of managing wealth and making informed investment decisions.
Overview
Build a strong foundation in wealth and asset management. This course introduces key financial concepts, investment options, risk and return, portfolio diversification, and the principles behind managing assets toward personal financial goals. Learn how to evaluate common investment choices, understand the role of financial planning, and make more informed decisions about growing and protecting wealth.
Key Highlights
Understand core wealth management concepts and financial planning principles
Explore common asset classes, investment options, and their characteristics
Learn how risk, return, and diversification shape investment decisions
Discover practical approaches to setting and pursuing financial goals
What you will learn
Understand Wealth Management
Explain the purpose of wealth management and how financial planning can support short- and long-term goals.
Explore Asset Classes
Identify common asset classes, including cash, bonds, equities, and real estate, and compare their basic characteristics.
Balance Risk and Return
Describe the relationship between investment risk and potential returns, and recognize factors that may affect each.
Apply Diversification Principles
Understand how spreading investments across assets can help manage portfolio risk.
Set Financial Goals
Learn to connect financial priorities and time horizons with suitable planning and investment considerations.
Modules
Foundation of Wealth and Asset Management
7 attachments • 39.53 mins
Understanding Financial Assets. Financial Products and Services
12 attachments • 1 hrs
9. How Money Grows into Wealth
10. The concept of Interest, SAR, EAR and Compounding
11. Types of Personal Assets and Investment Avenues Available for growing your money into wealth
12. Understanding Stock Market as an Investment
13. Understanding the Mutual Funds as an Investment. Part 1
14. Understanding the Mutual Funds as an Investment. Part 2
15. Understanding the Mutual Funds as an Investment. Part 3
16. Understanding Bonds, FV, Coupon Rate, Bond Yield, YTM etc. Part 1
17. Understanding Bonds, FV, Coupon Rate, Bond Yield, YTM etc. Part 2
18. Understanding Bonds, FV, Coupon Rate, Bond Yield, YTM etc. Part 3
19. Understanding ETFs and Debt Mutual Funds
20. Understanding Ownership Assets
Significance of Risk, Diversification and Liquidity in Wealth Creation
8 attachments • 1 hrs
21. Significance Of Risk in the Process of Wealth Creation
22. Diversification in the process of Wealth and Asset Management
23. Significance of Liquidity in asset and Wealth Management
24. Common Mistakes in the process of asset management and Wealth Creation
21. Significance Of Risk in the Process of Wealth Creation
22. Diversification in the process of Wealth and Asset Management
23. Significance of Liquidity in asset and Wealth Management
24. Common Mistakes in the process of asset management and Wealth Creation
Overview of Wealth and Asset Management Services
8 attachments • 40.93 mins
25. Who Needs Wealth Management (Preview)
26. Financial Goals across stages of life
27. What does a Wealth Manager do
28. Temple Structure of Wealth Management. Investment Planning
29. Retirement Planning
30. Tax Planning
30. Tax Planning
31. Estate Planning, Insurance Planning and Rebalancing
Wealth Management Life Cycle
6 attachments • 25.97 mins
32. Wealth Management Life Cycle
33. The Onboarding Stage
34. Risk profiling
35. The Financial Planning Process
36. Portfolio Construction
37. Portfolio Monitoring, Review and Relationship Management
Structure of a Wealth Management Organization
3 attachments • 16.48 mins
38. Structure of a Wealth Management Organization. Front Office Functions
39. Structure of a Wealth Management Organization. Middle Office Functions
40. Structure of a Wealth Management Organization. Back Office Functions
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