Investment Analysis and Portfolio Management is a growing field in the area of finance. This course aims at creating a better understanding of the various concepts/principles related to investment analysis and portfolio management. Duration : 2 Months Fees : Rs. 30000/- Contents : Objectives of Investment Decisions (Introduction, Types of Investors, Constraints, Goals of Investors) Financial Markets (Introduction, Primary & Secondary Markets, Trading in Secondary Markets, The Money Market, Repos and Reverses, The Bond Market, Common Stocks, etc.) Fixed Income Securities (Introduction : The time value of Money, Simple and Compound Interest Rates, Real and Nominal Interest Rates, Bond Pricing Fundamentals, Bond Yields, Interest Rates, Macaulay Duration and Modified Duration, etc.) Capital Market Efficiency (Introduction, Market Efficiency, Departures from the EMH) Financial Analysis and Valuation (Introduction, The Analysis of Financial Statement, Financial Ratios, The Valuation of common Stocks, Technical Analysis) Modern Portfolio Theory (Introduction, Diversification and Portfolio Risks, Equilibrium Module: The Capital Asset Pricing Module, etc.) Valuation of Derivatives (Introduction, Forwards and Futures, Call and Put Options, Forward and Future Pricing, Option Pricing, Black-Scholes Formula, etc.) Investment Management (Introduction, Investment Companies, Active vs. Passive Portfolio Management, Costs of Management : Entry/Exit Loads and Fees, Net Asset Value, Classification of Funds, Other Invetment Companies, Performance Assessment of managed funds, etc.)
Special features along with courses Ø Online Trading Practice on ODIN software Ø Speed Enhancement Classes Ø Seminars & Workshops Ø Extra Classes for weak students Ø Free IRDA Training Ø Back office operations Ø Maintaining Dr./Cr. Report of clients Ø Maintaining Ageing Reports of client Ø Maintaining Pay in / Pay out Register Ø Filling DIS (Delivery Instruction slips) slips Ø Checking ISIN nos. Ø Filling IPOs forms Ø Mutual Funds Ø Insurance General / Life Ø Managing Surveillance Department Ø Receiving & payment of clients payout Ø Filling A/c opening form |
