Distance CFP

How to select the right Debt Mutual Fund

Content Language -


Duration -

450 Minutes (Equivalent to 2 full days training)

Videos -

34 Videos

Who is it for -

Anyone in the financial services space, beginner or experienced i.e. Advisor, Distributor, Wealth Manager, AMC employee etc.

Cost -

5,000 + GST

Security Note -

The login will only work on the first device you login to. So if you login using your phone, it will work only on the phone.

Topics Detailing

Building blocks of Debt

- Why should you invest in debt

- Different options in debt investing and a detailed analysis

  • RBI Bonds

  • Sukanya Samrudhi Scheme

  • Senior Citizen Scheme

  • PPF

  • KVP

  • NSC

  • Time Deposit

  • MIS

  • FD

  • Corporate Deposits

- Taxation

- Why Debt Mutual Fund over other options

- Scheme categorization

  • 16 Schemes

  • Uniqueness

Types of paper MFs
invest in & how does it
practically work

- Treasury Bills

- Commercial Papers

- Certificate of Deposit

- CBLO / TREP's (Franklins Case Study)

- PTCs (DHFL, IL&FS & Zee Case study)

- Perpetual Bonds (AT1)(Yes Bank Case)

- Floating Rate Bonds

- Debentures / NCDs

- GSec's

- SDLs

- Overnight Indexed Swaps (OIS)

Risk & Return

- Risks in Debt

  • Interest Rate

  • Credit Risk

  • Side Pocketing

  • Credit Rating Matrix

  • Haircut Matrix

  • Which schemes should you not recommend based on the risks

Quantitative Analysis


- Average Maturity

- Modified Duration

How to pick the right
Debt Fund

- Using a 4 step process to pick the right debt fund

  • Macro data - 2 basic macro rules will help you narrow down on deciding between currently investing in Accrual or Duration funds

  • Client level fund selection - After having decided between Accrual/Duration, this will helps you select the appropriate category to invest in keeping in mind the clients requirement

  • Portfolio Analysis - This is the most important step where we deep dive into the portfolio to see if the investment is secured or guaranteed, the credit rating history and outlook of the paper, liquidity profile of the company and breaking down PTC’s, Zero Coupon Bonds, Perpetual & Unlisted papers in the portfolio to select the best possible portfolio

  • AMC level fund selection - This step will help you select the exact final fund to invest in


- Yield Curve & Types of yield curves

- Rolling down curve or ridding the yield curve

- Yield curve based Investing

- Live Market data watch

How to select the right Equity Mutual Fund

Content Language -


Duration -

300+ Minutes

Videos -

13 Videos

Who is it for -

Anyone in the financial services space, beginner or experienced i.e. Advisor, Distributor, Wealth Manager, AMC employee etc.

Cost -

5,000 + GST

Security Note -

The login will only work on the first device you login to. So if you login using your phone, it will work only on the phone.

Topics Detailing

Asset Allocation

- What is asset Allocation

- Why do we need asset allocation

- How does it generate risk adjusted returns

Goal Based Planning

- Time Value of Money

  • Present Value

  • Future Value

  • Rate

  • Nper

  • Payment

  • Types

- Goal Based Planning Case Study

  • Child Education Planning

  • Child Marriage Planning

  • Retirement Planning

Types of Equity Funds

- Scheme Categorization

- Uniqueness

Macro Economics

- Understanding how the macro factors affect equity

  • Inflation
  • Interest Rates
  • Rupee
  • Dollar
  • Gold etc.

Risks & its practical

- Standard Deviation

- Beta

Return & its practical




- Point to Point v/s Rolling Returns

Risk Adjusted Returns &
its practical

- Sharpe Ratio v/s Treynor Ratio - When to use which ratio?

- Alpha - Is not, Benchmark (minus) Scheme return.

- Sharpe v/s Sortino - Which is a better ratio?

- Sortino v/s Information - Which one to be used for aggressive and which one for moderately aggressive clients?

Other Ratios

- R-Squared

- Up-Capture

- Down-Capture

How to select the
right Equity MF

- Studying the past data points around rolling returns, risk adjusted returns and market performance during up and down trending markets

- Getting your sector allocation correct - Forward looking

- Understanding Growth v/s Value

- Investing based on market P/E & P/B levels

- Understand valuation ratios like EV / EBITDA, Dividend Yield, Price / Sales, P/E & P/B and how to use which ratio to analyse which sector and stock under & over valuation

- Deep dive in the portfolio to understand portfolio suitability to markets & economics

How to select the right ULIP

Content Language -


Duration -

17 video sessions

Who is it for -

Anyone advising clients to invest in ULIPs and want to learn the process to select ULIPs and specially learn when and how to switch between debt &equity.

Cost -

5,000 + GST

Security Note -

The login will only work on the first device you login to. So if you login using your phone, it will work only on the phone.

Topics Detailing

Reading the Debt Funds Factsheet

- Debt Investment Products

- Rating & Maturity of investments

- Risk & Return measures

Understanding Debt Investment Instruments

- Money Market Instruments (MMI)

  • Treasury Billse

  • Commercial Papers

  • Corporate Deposits

  • CBLO

- Other instruments

  • GOI Bonds

  • SDLs

  • NCDs

Risk & Return measures in Debt Funds

- Yield to Maturity (YTM)

- Modified Duration

- Credit Ratings

How to select the right debt fund category and do competitive analyses

- A step by step guide on when to select liquid fund, short term fund or long term fund

- A guide on how to do comparative analysis between various Insurance companies

Return measures in Equity Funds

- Holding period return (HPR)




- Rolling Returns

Risk measures in Equity Funds

- Standard Deviation

- Beta

Risk Adjusted Returns

- Sharpe Rati

- Sortino Ratio

- Treynor Ratio

- Jensens Alpha

- Beta

- Beta

How to select the right Equity fund
(competitive analyses)

- A guide on how to do comparative analysis between various Insurance companies


- A strategy on when to switch from Equity to Debt and vice versa to maximize returns and minimize risk

Certificate Program In Banking

Content Language -


Duration -

1 Week

Study Mode -


Ideal for -

All students who wish to learn more about Banking and aspire to make a promising career in the Banking sector.

Cost -

Rs. 1,999 (including exam fees of BFSI Sector Skill Council).

Certification -

Certificate issued by BFSI Sector Skill Council of India (an initiative of National Skill Development Corporation)

Topics –

  • Evolution of Banking
  • Banking Structure in India
  • Products offered through Retail Banking Channel
  • Other Services offered by Banks
  • HR policies at private sector Banks (hiring, increments, career progression, etc.)
  • KYC – Meaning & Guidelines
  • Revision
Financial Markets


To give participants a broad understanding around the existence of the financial markets and the instruments traded and various analytical tools used to trade/invest in financial markets.

Course Content

Part A –

  • Need & options for fund raising

  • Introduction to Indian financial market

  • Primary market

  • Secondary market

  • Macro Economics

  • Financial Statement Analysis

  • Money & Debt Market

  • Trading Terminals

  • Mock Trading

  • Data mining & interpretations

Part B –

  • Derivatives

    • Basics of Derivatives
    • Types of Derivatives
    • How it trades
    • Trading Strategies
  • Technical Analysis

    • Basics of Technicals
    • Types of charts
    • Support & resistance
    • Trendlines
    • Moving averages
    • Oscillators
  • Fundamental Analysis

    • How to read a Balance Sheet
    • Ratio Analysis
    • Macro Analysis
    • Company Analysis
    • Sector Analysis

Part C –

  • Concept and Role of Mutual Funds

  • Fund Structure and Constituents

  • Legal and Regulatory Environment

  • Offer Document

  • Accounting, Valuation and Taxation

  • Investor Services

  • Risk, Return and Performance of Funds

  • Scheme Selection

  • Helping Investors with Financial Planning

  • Recommending Model Portfolios and Financial Plans

Post the training you can appear for the following certification exams:

  • NCFM – Financial Markets (Beginners)
  • NCFM – Financial Markets (Advanced)
  • NCFM – Fundamental Analysis
  • NCFM – Technical Analysis
  • NCFM – Derivatives (Advanced)
  • NISM VA – Mutual Funds Distributor

IFRS and Reading Financial statments

Objective –

Comprehensive workshop to give finance and accounting students and professional’s an insight on the various IFRS (standards) and what are some of the key differences between IFRS and Indian Accounting Standards. Along with that give a brief understanding of what are the various important aspects of financials that are usually checked by the investors before making any investment decision.

Course Content –

  • IFRS – Background and Overview
  • IAS and IFRS – Brief on each of the standards (key aspects like Fair Value, Leases, Revenue Recognition etc.)
  • Ind AS – Overview of the new standards
  • Key Differences between Ind AS and IFRS (Carve outs from the IFRS)
  • Benefits and challenges of implementing IFRS
  • What do the investors usually look for before investing in company (objectives of financial statement analysis)
  • What are the various financial ratios that help in making this decision
  • Case study of a listed company for a comparative market analysis
  • Using trend analysis to understand the current health and performance of the company and future prospects

Commercial Banking

Objective –

This module aims at familiarizing and providing students with the fundamentals of banking, basic insights into the policies and practices followed in the Indian banking system and detailed knowledge of products and services offered under Retail Banking. The training is delivered keeping in mind both the theoretical as well as practical aspects which eventually results in students being well prepared for various career opportunities with the Indian banks.

Course Content –

  • Introduction & Evolution of Banking
  • Banking structure in India
  • Retail Banking – Products
  • Retail Banking – Services
  • Basic principles of bank lending
  • Bank investments
  • Other activities of commercial banking
  • Relationship between banks and customers

Assignment on ‘Retail Banking– Products & Services’ before completion of the course. This will help an in-depth understanding of the topic.

Post the training you can appear for:

  • NCFM - Commercial Banking in India certification exam.

Digital Marketing

Objective –

Through this course applicants will be introduced to diverse digital marketing possibilities. Students will be capable to decide on dissimilar types of digital marketing campaigns and manage those accordingly in both customer and business markets. Diverse kinds of processes of digital marketing are introduced. Course generates simple understanding of internet and mobile marketing. Time is also devoted to relevant issues in the web such as social media, communities, virtual worlds, blogs and viral marketing.

Course Content –

  • Introduction to Digital Marketing Training
  • Search Engine Optimization
  • Search Engine Marketing
  • Pay per Click Marketing
  • Email Marketing
  • Social Media Marketing
  • Digital Display Marketing
  • Mobile Marketing
  • Website Analytics

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