Capstone Project
A complete, end-to-end investment-planning exercise. Work through each module below or use the left navigation sidebar to jump directly to any topic explanation.
Capstone Project
Formulate a comprehensive investor financial plan: risk assessment, asset allocation, fund selection, SIP/SWP plan, tax rationale, and review strategy.
Assess an investor's risk profile
Assess an investor's risk profile is a required capstone step. The learner must document assumptions, show the supporting analysis, explain trade-offs, and connect the decision to the investor's goals and risk profile.
Define financial goals
Define financial goals is a required capstone step. The learner must document assumptions, show the supporting analysis, explain trade-offs, and connect the decision to the investor's goals and risk profile.
Recommend an asset allocation
Recommend an asset allocation is a required capstone step. The learner must document assumptions, show the supporting analysis, explain trade-offs, and connect the decision to the investor's goals and risk profile.
Select suitable mutual funds
Select suitable mutual funds is a required capstone step. The learner must document assumptions, show the supporting analysis, explain trade-offs, and connect the decision to the investor's goals and risk profile.
Build a diversified portfolio
Build a diversified portfolio is a required capstone step. The learner must document assumptions, show the supporting analysis, explain trade-offs, and connect the decision to the investor's goals and risk profile.
Justify each fund selection
Justify each fund selection is a required capstone step. The learner must document assumptions, show the supporting analysis, explain trade-offs, and connect the decision to the investor's goals and risk profile.
Create SIP/STP/SWP plans
Create SIP/STP/SWP plans is a required capstone step. The learner must document assumptions, show the supporting analysis, explain trade-offs, and connect the decision to the investor's goals and risk profile.
Explain taxation implications
Explain taxation implications is a required capstone step. The learner must document assumptions, show the supporting analysis, explain trade-offs, and connect the decision to the investor's goals and risk profile.
Present a periodic review and rebalancing strategy
Present a periodic review and rebalancing strategy is a required capstone step. The learner must document assumptions, show the supporting analysis, explain trade-offs, and connect the decision to the investor's goals and risk profile.