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| Section | Objectives |
|---|---|
| Taxation and Estate Planning Basics | - Basic principles of taxation in personal finance - Introduction to estate planning and wealth transfer |
| Ethics and Professional Standards | - Ethical responsibilities of a wealth manager - Regulatory awareness and compliance basics |
| Financial Planning Fundamentals | - Client profiling and financial goals assessment - Introduction to wealth management and financial planning process |
| Risk Management and Insurance | - Types of insurance in wealth management - Risk assessment and mitigation strategies |
| Investment Planning | - Asset classes and investment products overview - Risk and return concepts - Portfolio basics and diversification principles |
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