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Classroom Session
Duration : 80 hours
For whom : People from Banks, NBFCs, Broking houses, Mutual Funds, Insurance and Distribution houses. Suitable for all those with a finance background who wish to move into Wealth Management business Product Heads and Managers who wish to learn or reinforce all the technical aspects of the business Business Heads from Banks, Mutual Fund Houses, Distribution, Wealth Management, Family Office, Advisory firms etc. Existing Relationship Managers in Wealth Management/Private Banking who wish to cement their knowledge and achieve a professionally recognized International certification Independent Advisors who manage HNI clients and wish to enhance their technical skills
Objective : To help the participants understand the importance of Trust and Estate planning and laws regarding intergenerational wealth transfer, business succession planning, trust planning, family wealth governance, estate tax planning in India.
Course Content :
  1. Introduction to Estate Planning
  2. Legalities of Succession Planning
  3. Indian Taxation Laws
  4. Trust Planning in India
  5. Advanced Estate and Succession Planning
  6. International Trust and Estate Planning
Focus Areas : To enable participants to develop skills in wealth transfer, succession planning, family wealth preservation advisory skills.