Tutorials
Practitioner's Session- Venture Debt (Mr. Punit Shah)
Practitioner's Session- Investment in Matured PE/ Pre-IPO ( Mr. PRashastha Seth)
Practitioner's Session- Real Estate PE / REITS (Mr. Vishal Goel)
Practitioner's Session- VC Landscape in India ( Mr. Anil Joshi)
Practitioner's Session- Indian Equities – Long term prospects ( Mr. Vikas Khemani)
Trust & Estate Planning- Session 1
Trust & Estate Planning- Session 2
Trust & Estate Planning- Session 3
Session 5- Sucession Planning- Introduction, Evolution of and current succession laws in India
Family Office Session 2 - Investment Planning for Family Offices
Family Office Session 3 - Family Governance
Practitioner's Session- Interactive Session with Ms. Benaifer Malandkar, Patni Family Office
Study Resourses

CPBM Course Book
Family Office Book
TES- Session 1- Evolution and Current Succession Law in India
TES- Session 1- Study Notes- Evolution and Current Succession Law
TES- Session 2- Marriage and Adoption Law in India
TES- Session 2- Study Notes- Marriage and Adoption Law in India and Their Effects on Succession
TES- Session 3 - Concept of Trust
TES- Session 3- Study Notes- Concept of Trust
TES- Session 4- Wills, Probates and Other Post Life Procedures
TES- Session 4- Study Notes- Wills and Probates and Other Post Life Procedure
TES- Session 5- Family Constitution Charters, and Shareholders Agreements
TES- Session 5- Study Notes- Family Constitution
Table of Succession Law
Session 1- Wealth Management- Wealth Planning and Framework.
Session 2 (Part 1)- Asset Classes- Debt
Session 2 (Part 2)- Asset Classes- Products.
Session 2 (Part 3)- REITS and InvITs
Session 3 and Session 4 Risk & Financial Mathematics
Session 5- Economic Behavioral Finance.
Session 6- Estate and Legacy Planning.
Session 7- Investment Taxation.
Mock Test- Certified Private Banking Manager (CPBM)

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