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Along the road to destiny, the person also needs to take comfort in CASTLE:

  • Cashflow Planning
  • Asset Allocation
  • Succession Management
  • Tax Planning
  • Liability Management
  • Estate Planning

Wealth Engine, based on Sundar's path-breaking book, offers a perspective into the emerging roles of the wealth manager, and the expected areas of expertise. Wealth Managers need to make their own competency development plans along these dimensions.

If you only interested in learning about asset classes and asset allocation, you can consider the Asset Class program