This course explains investment strategies and performance evaluation. This 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.

Course Outline

• Investment Basics
• Primary Markets
• Secondary Markets
• Mutual Funds
• Concepts and Modes of Analysis
• Securities
• Derivatives
• Depository
• Ratio Analysis
• Miscellaneous

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.

Course Outline

• 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.

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 you understand all types of investments and analyze 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, analyzing individual investments and handling portfolios are some of the skills that this course covers.

Course Outline

• Objectives of Investment Decisions
• Financial markets
• Capital market Efficiency
• Fixed Income Securities
• Financial Analysis and Evaluation
• Modern Portfolio Theory
• Valuation of Derivatives
• Investment Management

This course aims at providing in-depth knowledge about derivatives. This course covers all types of derivatives including financial, interest rate, currency and commodity derivatives and all types of derivative products. This covers advanced derivatives and regulations related to derivatives. Various advanced derivatives and strategies for trading and pricing derivatives are also covered. This gives knowledge of all derivatives.

Course Outline

• Introduction
• Application of Derivatives
• Forwards
• Futures
• FRAs
• SWAPS
• Options
• Structured Products

After going through the entire course, a user should be able to understand:
• The Various styles of investing
• The basics of index fund
• Know about the basics of mutual fund
• Learn the relevant investment concepts
• Understand the way in which ETF works
• Know about the structure, benefits, and risk of ETF

Course Outline

• Active and passive styles of
• Investing Basics of Index Funds
• Exchange Traded Funds
• Basics of mutual fund
• Relevant Investment concepts
• Types of ETFs
• Stock Market Index
• How ETFs works
• ETF Structure