Professional Documents
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Course Outline
Batch : 2009-11
Year : 2010-11
Trimester : Fifth
Credit : Full
Course no. : 514
Course title : Wealth Management
Instructor/s : Amit Kumar Mishra
Additional references:
1. Wealth Management: Dun & Bradstreet (TMH)
2. Personal Finance: Jeff Madhura (Pearson)
3. Personal Financial Planning: Hallman & Victor (TMH)
4. Introduction to Financial Planning: IIBF (Taxman)
5. Wealth: Stuart E. Lucas: (Pearson)
6. The Intelligent Investor: Benjamin Graham (Harper Collins)
5.0 Pedagogy:
The pedagogy would involve lectures, classroom discussions, supplemented by caselets and
exercises.
3-5 Client Profiling, Goal Setting & • Develop personal financial goals
Constraints and design financial plans.
Mid-Term Exam
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