The NISM Series XXI-A curriculum provides a thorough exploration of portfolio management and investment strategies, designed to equip learners with essential skills for navigating the securities market. In the first segment, participants will delve into the investment landscape, learning to differentiate between investment and speculation, and mastering objectives, required rates of return, and diverse investment options like stocks, bonds, and derivatives. The course covers securities markets, including their structure and key players, and offers in-depth knowledge of equity and fixed-income securities, focusing on risk diversification, technical analysis, bond valuation, and price volatility. It also introduces derivatives and mutual funds, highlighting their structures, benefits, and key metrics such as Net Asset Value and performance evaluation.
In the second part, the curriculum shifts to the practical and regulatory dimensions of portfolio management in India. Learners will uncover the roles and responsibilities of portfolio managers, the portfolio management process, including asset allocation and rebalancing and advanced performance measurement techniques like risk-adjusted returns and benchmarking. Taxation, SEBI regulations, and ethical considerations, such as anti-money laundering and insider trading prevention, are also emphasized. By the end, participants will be well-prepared to manage portfolios effectively, evaluate performance, and adhere to legal and ethical standards, making this an essential course for those aiming to excel in the investment and portfolio management field.
Who is this course for?
This course is ideal for aspiring portfolio managers, financial advisors, investment analysts, and professionals seeking certification to operate as portfolio managers under SEBI regulations. It also suits finance graduates, wealth management professionals, and individuals pursuing compliance or operational roles in the investment industry, providing them with the expertise to manage portfolios effectively and ethically while meeting regulatory standards.
Is This Course Certified?
Yes, upon successful course completion, you are eligible for A certificate from FPA Edutech after passing two tests with scores of 70% or above.
About the Instructor
Yukti Gala
A Certified Financial Planner with an experience of about 8 years in finance and training. She is currently working with FPA Edutech as an Assistant Vice President for CFP vertical. She has worked for the esteemed organization Sykes & Ray Equities for almost 3 Years as a Senior Financial Planner, managing high-end portfolios. In 2019, she was designated as an Assistant Manager for one of India’s leading financial services firm Anand Rathi Wealth Services Ltd.
She has been working as a Part-Time faculty for Certified Financial Planner Course in Financial Planning Academy, since 2017.
She has also explored the training side of other finance & banking courses for students & corporates.
Areas of expertise: Investment Products, Tax Planning, Mutual fund, Financial Planning, etc.
Trainings conducted for: Students of various colleges like KC, Mithibai, NM, etc. She has conducted trainings for working professionals working at a managerial level in various segments like Insurance companies, mutual fund houses, wealth management firms, etc.
