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