Financial Planning Academy
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Financial Markets

Objective

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

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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