Syllabus
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Course Code: FM-406 Course Name: Specialisation-A: FINANCE - Private Equity and Wealth Management |
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| MODULE NO / UNIT | COURSE SYLLABUS CONTENTS OF MODULE | NOTES |
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| 1 | Overview of the Private Equity Industry: Growth and evolution of private equity, asset classes and instruments, market participants, anatomy of funds and partnership agreements for private equity, and the economics of private equity and wealth management. Principles and fundamentals of Private Equity Investing and underlying investment perspective, financing, structuring and negotiating buyout and managing the portfolio company over the life of the investment including exit or value realization. Understanding and evaluating private equity firms functioning in financial markets, understanding and managing LP liquidity options; the rise and role of other alternative investment vehicles, notably hedge funds and sovereign wealth funds, and public traded private equity firm, impact of financial market swings, volatility and regulatory changes and challenges in emerging markets. Personal Financial Planning and wealth management, Personal Financial Planning process, Ethical and professional financial planning – Code of ethics, Cash flow planning and personal financial statement analysis. Wealth management metrics: Wealth cycle, financial goals, risk profiling, time horizons, investment avenues and alternatives, cash flow pattern, client data collection, estate planning, taxation and ethical consideration in wealth creation. |
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