1. Introduction to Investment Management :
1.1 Meaning of Investment
1.2 Types of Investments
1.3 Characteristics of Investment
1.4 Objectives of Investment
1.5 Types of Investors
1.6 Investment vs Speculation
1.7 Meaning of Portfolio Management

2. Risk and Return Concepts :
2.1 Introduction
2.2 Returns on Financial Assets
2.3 Risk in Holding Securities
2.4 Risk Measurement
2.5 Capital Asset Pricing Model (CAPM)
2.6 Security Market Line (SML)
2.7 Risk Management

3. Investment Alternatives :
3.1 Introduction
3.2 Equity Shares
3.3 Fixed Income Securities
3.4 Money Market Instruments
3.5 Mutual Funds
3.6 Deposits
3.7 Tax Sheltered Saving Schemes
3.8 Life Insurance Policy
3.9 Financial Derivatives
3.10 Real Estate

4. Valuation of Investment :
4.1 Introduction
4.2 Bond Valuation-Terminology
4.3 Bond Valuation Model
4.4 Bond Return
4.5 Price-Yield Relationship
4.6 The Term Structure of Interest Rate (Yield Curve)
4.7 Riding the Yield Curve
4.8 Duration
4.9 Immunization

5. Wealth Management :
5.1 Introduction
5.2 Scope of Wealth Management
5.3 Components of Wealth Management
5.4 Process of Wealth Management
5.5 Need for Wealth Management
5.6 Expectation of Clients
5.7 Code of Ethics for Wealth Managers
5.8 Personal Financial Statement Analysis
5.9 Financial Literacy
5.10 Financial Goals and Planning
5.11 Cash Flow Analysis
5.12 Building Financial Plans
5.13 Life Cycle Management
5.14 Economic Environment Analysis
5.15 Challenges to Wealth Management in India

6. Personal Financial Planning :
6.1 Financial Planning
6.2 Personal Financial Planning
6.3 Need of Personal Financial Planning
6.4 Misconceptions about Personal Financial Planning
6.5 Benefits of Personal Financial Planning
6.6 Seven Principles of Good Personal Financial Planning
6.7 Milestones in One‘s Life
6.8 Financial Planning Process
6.9 Personal Financial Goals