Knowledge Partners

 Program Description:

Embark on a learning journey with our program comprising 20 certificate courses including 10 Popular certificates in the capital market from NYIF, providing an understanding of equity market investing, money market, fixed-income securities, forex market, and equity and asset-backed derivatives.

With over 125 hours of course content, including 10 international certificate courses, participants will gain a deep insight into global capital markets, mutual funds, fixed-income securities, equity markets, derivatives, and much more.

  • 1. The learning curve evolves from the basics of securities markets to portfolio management strategies for both equity and fixed-income portfolios.
  • 2. The program covers both aspects of analysis - behavioral as well as fundamental and helps participants deep dive into financial statement analysis.
  • 3. The program builds on the concepts of financial products into risk-adjusted financial planning and wealth management processes.
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Certification Courses by

SBI Courses NYIF Courses NSE Courses
  Courses by State Bank of India (SBI)

1
NRI – Business and Compliance 

This program will empower learners with knowledge of rules and regulations governing NRI Business and compliance. Often, NRIs who desire to have banking/ investment relationships in India and the banks/ Financial Institutions (FIs) who cater to NRIs find it a challenge to understand the regulations. Further non-compliance with rules and regulations might invite avoidable penalties, fines, or strictures from the Regulator. If the operating personnel are well versed in the regulations, it will enable them to serve niche clientele and seize growth opportunities. NRIs will also be able to avail themselves of NRI banking services smoothly and familiarize themselves with the investment opportunities available to them.

  • Residential & Non - Residential Status of NRIs as per FEMA & Income Tax Act
  • NRI Deposits and Accounts
  • Investment opportunities for NRIs
  • Inward & Outward Remittances
  • Borrowing and lending between Non-Residents & Residents
  • Level: Intermediate
  • Duration: 10+ hours
  • Format: Self-Paced
  • 27 Videos
  • Quiz: Embedded
Option Trading Strategies


Option Trading Strategies

2
Kiosk Banking Channel for Financial Inclusion 

Certification in Kiosk Banking Channel empowers you to understand the features of Kiosk Banking channel to achieve the goal of financial inclusion. Moreover, it provides an understanding of important components of Kiosk Banking i.e., Financial Inclusion, Business Correspondents (BC), Customer Service Points and Kiosks (Kiosk Booth), and Kiosk Banking. This course also provides information about establishing the Kiosk Booths, technology requirements, services offered, etc. The Course is curated and offered by the State Bank Institute of Innovation & Technology (SBIIT), with a great blend of theory and operational aspects for deeper understanding.

This course has 7 modules as mentioned below.
  • Introduction to Kiosk Banking Channel
  • Concept of Financial Inclusion
  • Business Correspondent (BC) model for Financial Inclusion
  • Customer Service Points (CSPs)
  • Establishing Kiosk & Kiosk Banking
  • Use-case of SBI Kiosk Banking
  • Conclusion
  • Level: Intermediate
  • Duration: 05 hours
  • Format: Self-Paced
  • 6 Videos
  • Quiz: Embedded


3
International Banking, Trade Finance - Compliance required under FEMA  

This program will enable learners to understand comprehensively, banking products and services available in respect of International Trade/Trade Finance along with the compliance required under “Foreign Exchange Management Act (FEMA)”. Often, units (i.e., Companies, firms, & LLPs), which are conducting international trade, desire to avail banking services in India and the banks/ Financial Institutions (FIs) which facilitate international trade find it a challenge to understand the business pattern and regulations.

This course is structured in 6 Modules, as given below
  • Overview of International Banking & Trade Finance
  • Export Trade & Finance including FEMA guidelines
  • Import Trade & Finance including FEMA guidelines
  • Remittances with FEMA guidelines
  • Foreign exchange Rates, Forward Contracts & Derivatives
  • Foreign Bank Guarantees
  • Level: Intermediate
  • Duration: 06 hours
  • Format: Self-Paced
  • 6 MODULES
  • Quiz: Embedded
Option Trading Strategies


  Courses by New York Institute of Finance (NYIF)
NYIFCourses

4
Global Capital Markets  


This micro certification program offers a detailed overview of the world's leading capital markets including the role and functions of money markets, and the mechanics of foreign exchange trade. The participants will learn the concept of the time value of money and through examples teach about its major applications in capital market activities, particularly in bond markets.

  • Short Modules to deliver impactful learning.
  • Summaries and exercises for each course to help you consolidate knowledge.

  • The major capital markets
  • Introduction to Money Markets
  • Introduction to Foreign Exchange
  • Introduction to Derivatives
  • Time Value of Money
  • Level: Introductory
  • Format: Self-Paced
  • Duration: 08 hours
  • MODULES 5
  • Quiz: Embedded


5
Mutual Funds 

An introduction to the global mutual fund industry, this series explores the types of mutual funds, the fund selection process, and the structure of mutual fund companies.

  • Understanding mutual funds
  • Introduction to various mutual fund products
  • Selecting the right mutual fund
  • Operation of a mutual fund company
  • Trends in the mutual fund industry
  • Level: Introductory
  • Duration: 05 hours
  • Format: Self-Paced
  • 5 MODULES
  • Quiz: Embedded
Financial Management


Option Trading Strategies

6
Fixed Income securities 

This broad and practical perspective of diverse short-term and long-term fixed-income instruments is invaluable for professionals in the fixed-income arena. This course provides a solid introduction to credit risk, bond-rating systems, bond trading terminology, techniques and strategies, yield curve and the factors that affect it, and the role of the Federal Reserve System and its impact on bonds. It covers the corporate, municipal, and government bond markets, focusing on the concepts, functions, and operations of these markets.

  • Bonds and their features
  • The fixed-income marketplace
  • The fixed income regulatory environment.
  • Overview of treasury yield curve
  • Factors affecting the treasury yield curve
  • Introduction to the dynamic nature of the yield curve
  • Role of the treasury yield curve as a benchmarking and forecasting tool
  • Level: Intermediate
  • Duration: 07 hours
  • Format: Self-Paced
  • 7 MODULES
  • Quiz: Embedded


7
Equity Markets 

A detailed introduction to equity securities, this course covers the types, characteristics, and risks of common stock, preferred stock, and other equity-related instruments such as rights, warrants, and convertible bonds.

  • Common stock
  • Preferred stocks
  • Equity-linked issues
  • Indexes
  • Level: Intermediate
  • Duration: 07 hours
  • Format: Self-Paced
  • 4 MODULES
  • Quiz: Embedded
Option Trading Strategies


Option Trading Strategies

8
Financial Derivatives 

Forwards, futures, options, swaps – this course explains the fundamentals of different derivative instruments. Tools used in hedging and speculating strategies are reviewed, as well as ways in which these tools are used by both individual and institutional investors around the world. The course covers futures pricing, the Greeks and the various options positions, and explains the basic structure of plain vanilla swaps and how corporations use swaps to manage their risk. It ends with a discussion of how futures and options are traded and the use of margin.

  • Basics of Forwards and Futures
  • Introduction to options
  • Trading Derivatives
  • Introduction to SWAPS
  • Level: Beginner
  • Duration: 07 hours
  • Format: Self-Paced
  • 4 MODULES
  • Quiz: Embedded


9
Options Markets 

Building on the Derivative Instruments series, this intensive intermediate-level series explores the different types of options products, including options on equities, indexes, futures, foreign exchange, and interest rates. It illustrates option combination trading strategies, including horizontal and vertical spreads and volatility plays. Participants explore the various factors that have an impact on option pricing and learn how to apply the Binomial and Black-Scholes option pricing models. The series also demonstrates trading strategies and portfolio management techniques using the Greeks.

  • Options Terminology
  • Fundamentals of Options Products
  • Option Combination Strategies
  • Factors that Impact an Options Value
  • Pricing Options
  • Option Sensitivities
  • Level: Intermediate
  • Duration: 07 hours
  • Format: Self-Paced
  • 6 MODULES
  • Quiz: Embedded
Option Trading Strategies


Option Trading Strategies

10
Hedge Funds 

Developing, offering, marketing, and investing in hedge funds is one of the fastest-growing and least understood sectors of the asset management industry. This series presents a comprehensive and accurate picture of the hedge fund industry, various hedge fund strategies, hedge fund operations, and considerations for hedge fund investors.

  • Hedge fund Overview
  • Hedge Funds Investment Strategies
  • Analysing Hedge Funds
  • Hedge Funds Industry Infrastructure
  • Hedge Funds Industry Trends and Challenges (Issues)
  • Level: Intermediate
  • Duration: 05 hours
  • Format: Self-Paced
  • 5 MODULES
  • Quiz: Embedded


11
Asset Backed Securities 

This micro certificate guides students through the evolution of asset securitization, which results in new products for investors and expanded sources of funding and risk transfer opportunities for issuers. It shows how asset-backed security is constructed, rated by credit agencies, traded, and valued. The modules also explore the different ABS market segments, from the large, established segments like automobile loans, to emerging and subprime market segments. The certificate concludes with a look at emerging trends in the industry.

  • Introduction to asset-backed securities
  • Structure and rating of asset-backed securities
  • Major sectors of the asset-backed securities market
  • Pricing and trading of asset-backed securities
  • The future of the asset-backed securities market
  • Level: Intermediate
  • Duration: 05 hours
  • Format: Self-Paced
  • 5 MODULES
  • Quiz: Embedded
Option Trading Strategies


Option Trading Strategies

12
Fixed Income Portfolio Investment Strategies 

Fixed Income Portfolio Management is a comprehensive survey of the key drivers and features of managing a portfolio of fixed-income assets. This thorough and interactive course offers students like you, a detailed grounding in the full range of fixed-income product categories and portfolio management techniques.
You will leave this online class with a clear understanding of key products and investment management strategies used by portfolio managers, enhancing the opportunity for success in this increasingly complex area.

  • Review of Fixed Income Products
    • Fixed income arithmetic
    • Fixed income instruments
    • Term structures of rates and yields
    • How are bonds traded?
    • Duration and Convexity
    • Corporate bonds and credit risk
  • Passive Fixed Income Portfolio Strategies
    • Fixed income indexes
    • Index funds and replication techniques
    • Tracking error minimization
    • Cash flow matching
    • Immunization techniques
  • Active Fixed Income Portfolio Strategies
    • Rate prediction strategies
    • Yield curve strategies
    • Interest rate scenario analysis
    • Credit Strategies
    • Tactical allocation strategies
    • Relative value strategies
  • Level: Advanced
  • Duration: 07 hours
  • Format: Self-Paced
  • 3 MODULES
  • Quiz: Embedded


13
Equity Portfolio Investment Strategies 

Equity Portfolio Management is a comprehensive survey of the key drivers and features of managing a portfolio of equities. In this course, you learn in detail about the full range of equity product categories and related portfolio management techniques.
By the end of this series of modules, you will gain an understanding of key equity products and investment management strategies used by portfolio managers, enhancing the opportunity for success in this increasingly complex area

  • Review of Equity Valuation Techniques
    • Importance and quality of earnings
    • Present value models
    • Multiples based valuation
    • Asset-based valuation models
    • Industry and company analysis
  • Equity Strategies
    • Structuring an equity portfolio
    • Use of indexes
    • Hedging with options
    • Short selling
    • Growth strategies
    • Value strategies
  • Level: Advanced
  • Duration: 05 hours
  • Format: Self-Paced
  • 2 MODULES
  • Quiz: Embedded
Option Trading Strategies


  Courses by NSE Academy Limited (NAL)

14
Investment Analysis & Portfolio Management


Investments are common among all investors from individuals to fund managers and institutions. However, analysis and investments based on such analysis are carried out by trained managers and informed investors. This course helps the learner understand all types of investments and analyse them with a need to invest effectively and efficiently. It covers all investments including equity, debt, and derivatives. Investing in markets that are not at the same efficiency level, analysing individual investments and handling portfolios are some of the skills that this course covers.

  • Objectives of Investment Decisions
  • Financial markets
  • Capital market Efficiency.
  • Financial markets
  • Fixed Income Securities
  • Capital market Efficiency.
  • Financial Analysis and Evaluation
  • Modern Portfolio Theory
  • Valuation of Derivatives
  • Investment Management
  • Level: Beginner
  • Duration: 3.5 hours
  • Format: Self-Paced
  • 9 MODULES
  • Quiz: Embedded
NKH


Capital Market Dealers Module

15
Analysis of Investment


This course demystifies the concept of investments and their analysis. It covers both fundamental and technical analysis to make informed investment decisions. It also covers asset allocation and how to make investments based on such analysis. This comprehensively covers both company and market analysis.

This course has 7 modules as mentioned below.
  • Introduction to Fundamental Analysis
  • Understanding Financial Statements
  • Valuation Methodologies
  • Introduction to Technical Analysis
  • Candle Charts
  • Pattern Study
  • Asset Allocation
  • Level: Beginner
  • Duration: 7 hours
  • Format: Self-Paced
  • 7 MODULES
  • Quiz: Embedded


16
Wealth Management


This course explains investment strategies and performance evaluation. It will help you to manage your wealth and plan your portfolio. It will also help in tax and estate planning and give various financial planning strategies. This will help you allocate wealth through a systematic understanding of risk and reward and planning specific goals.

    This course has 7 modules as mentioned below.
    • Introduction to Financial Planning
    • Asset Classes
    • Asset Allocation
    • Financial Planning Tools
    • Modern Portfolio Theory
    • Measuring Risk and Return
    • Elements of the Financial Plan
    • Tax Planning
    • Customer Relationship Management
  • Level: Intermediate
  • Duration: 20 hours
  • Format: Self-Paced
  • 9 MODULES
  • Quiz: Embedded
Algorithmic Trading


Capital Market Dealers Module

17
Behavior Finance


Financial investments and wealth creation are hot topics among all types of investors big or small. This short course discusses various aspects of behavioural finance and decision-making. This course is suitable for investors who want to take prudent decisions in their wealth creation journey. No specific knowledge of financial terms is needed. The course content is suitable for beginners. The course is also ideal for finance and economics students to get a firm ground on essential behavioural finance concepts to study the subject further.

  • Introduction to Financial Planning
  • Fundamentals of Behavioural Finance
  • Introduction to Course
  • What is behavioural finance? How is it different from traditional finance?
  • What are the different types of biases that exist in investors' behaviour?
  • How to mitigate risks due to behavioural biases while investing?
  • How does the endowment effect influence investors in decision-making?
  • Can Artificial Intelligence and machine learning take better financial decisions?
  • Can Artificial Intelligence help in taking rational investment decisions?
  • Will AI/ML-based investments/trading dominate the future?
  • Will AI/ML replace the investment thesis for investors in a start-up?
  • Level: Intermediate
  • Duration: 10 hours
  • Format: Self-Paced
  • 1 MODULES
  • Quiz: Embedded


18
Bond Markets


Fixed-income securities (Bond Market and Money Market) constitute a significant portion of the capital market and represent the entire money market. A student of Finance must get adequate exposure to this topic, from the perspective of a future career in Finance. The course assumes a basic understanding of mathematics and mathematical applications. It deals with bond valuation, risk measures, interest rates, and the valuation of money market securities. The course will involve extensive use of EXCEL.

  • Fundamentals of Bond and Bond Markets
  • Introduction to Bond Market
  • Bond Valuation
  • Zero Coupon Bond - capital gain or loss
  • Types of Risk
  • Level: Intermediate
  • Duration: 4 hours
  • Format: Self-Paced
  • 4 MODULES
  • Quiz: Embedded
Algorithmic Trading


Capital Market Dealers Module

19
Financial Statements


This course helps in understanding the fundamentals of the company. Understanding them from the financial statements along with the reports published in the annual reports is always a challenge. There is a plethora of things related to the figures in financial statements, which makes it difficult for the investor to analyse. This course helps in understanding what the financial statement comprises and what should an investor choose for his analysis. By completing this course, you can evaluate the overall health of any company, and its business value along with understanding companies’ future risks and potential.

  • Profit & Loss (P&L) Statement: The components of a P&L
  • Cash Flow Statement: The concept of a Cash Flow Statement and its break-down into Financing, Investing and Operational Cash flows
  • Statement: Measures of profitability, and items of expense.
  • Balance Sheet: A detailed discussion on various components of a Balance Sheet, such as Current Assets, Owner's Equity, Contingent Assets & Liabilities etc
  • Level: Intermediate
  • Duration: 4 hours
  • Format: Self-Paced
  • 2 MODULES
  • Quiz: Embedded


20
Financial Planning  


This course helps you to understand your financial goals and assists in growing, managing, and protecting wealth. The course also helps in understanding various asset classes, and portfolio classification based upon the proportion of various asset classes. Essentially, it helps you be in control of your income, expenses and investments such that you can manage your money and achieve your goals. The importance of personal financial planning cannot be ignored. It is not just about increasing your savings and reducing your expenses.

  • Introduction to Financial Planning
  • Model Portfolios: Portfolio maintenance and rebalancing
  • Performance Attribution: Analysing the portfolio according to the asset class and the markets.
  • Risk Profiling: Classification of clients based on the Risk-return principle.
  • Risk-Adjusted Return: Risk Adjusted Return' measures such as Sharpe Ratio, Treynor Ratio etc.
  • Level: Intermediate
  • Duration: 6 hours
  • Format: Self-Paced
  • 4 MODULES
  • Quiz: Embedded
DEAKINCoCourses

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