MBA Wealth Management Syllabus

  • course years 2 Years
  • type of course Post Graduate
  • course stream Management
  • course type Full Time

Delve into financial planning, investment strategies, and wealth preservation in the MBA Wealth Management program.

Syllabus of MBA Wealth Management

The MBA in Wealth Management program focuses on managing and growing the wealth of individuals and institutions. Core courses cover financial planning, investment management, and wealth preservation strategies. Specialized subjects include estate planning, taxation, and risk management. Students often work on wealth management projects and gain practical experience through internships with financial advisory firms and wealth management institutions. The curriculum prepares graduates for careers in private banking, wealth advisory, and portfolio management.

Syllabus & Subjects

A semester-wise breakup of the course’s syllabus is tabulated below:

Semesters Subjects
Semester I Managerial economics
Organizational behavior
Human resource management
Quantitative techniques
Financial management
Business environment
Semester II Production and operation management
Research methodology for management decision
Accounting for managers
Strategic management
Marketing management
Management information system
Semester III Legal framework and finance
Financial institutions and banking
Risk management
Operations management
Legal aspects of business
Banking and Finance
Semester IV Security analysis
Portfolio management
Constructing financial plans and wealth management
Investment planning and management
Financial planning and mutual fund products
Retirement solution

Project

Here are a few project ideas suitable for students pursuing an MBA in Wealth Management in India:

(i). Portfolio Analysis and Optimization
(ii). Wealth Management Strategies for High Net Worth Individuals (HNIs)
(iii). Retirement Planning
(iv). Tax Planning for Wealthy Individuals
(v). Family Office Establishment
(vi). Impact Investing
(vii). Risk Management in Wealth Management
(viii). Robo-Advisory in Wealth Management

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Indian Institute of Financial Planning (IIFP), New Delhi
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