FPSB® Investment Specialist
This module covers investment planning and asset management principles, teaching students how to construct and manage investment portfolios that align with client goals and risk tolerance. It also includes an understanding of the regulatory framework governing investments in India.
Students will gain a deep understanding of various asset classes and investment strategies and the knowledge to navigate the regulatory landscape. This knowledge is crucial for making informed investment decisions and providing sound advice to clients.
Skills:
- Portfolio construction and management
- Asset allocation and diversification
- Risk assessment and management
- Regulatory compliance and legal understanding
The skills acquired directly apply to wealth management, financial advisory, and investment planning roles.
Areas of application:
- Financial advisory firms
- Investment management companies
- Banks and financial institutions
- Regulatory bodies