NISM XA

 

Investment Advisor (Level 1)

CONTENTS


CHAPTER 1: INTRODUCTION TO INDIAN FINANCIAL MARKETS 
CHAPTER 2: SECURITIES MARKET SEGMENTS
CHAPTER 3: MUTUAL FUNDS
CHAPTER 4: INVESTMENT PRODUCTS 
CHAPTER 5: MANAGING INVESTMENT RISK 

CHAPTER 6: MEASURING INVESTMENT RETURNS

CHAPTER 7: CONCEPT OF FINANCIAL PLANNING

CHAPTER 8: ASSET ALLOCATION AND INVESTMENT STRATEGIES

CHAPTER 9: INSURANCE PLANNING

CHAPTER 10: RETIREMENT PLANNING

CHAPTER 11: TAX AND ESTATE PLANNING

CHAPTER 12: REGULATORY ENVIRONMENT AND ETHICAL ISSUES

DURATION : 1 MONTH

COURSE FEES : RS 8000

NISM XB

 

Investment Advisor (Level 2)

CONTENTS


CHAPTER 1: UNDERSTANDING SECURITIES MARKETS AND PERFORMANCE 
CHAPTER 2: KNOWING OPERATIONAL ASPECTS OF FINANCIAL TRANSACTIONS
CHAPTER 3: PERSONAL FINANCIAL PLANNING
CHAPTER 4: COMPREHENSIVE FINANCIAL PLANNING 
CHAPTER 5: PRODUCT ANALYSIS AND SELECTION 

CHAPTER 6: REGULATORY AND COMPLIANCE ASPECTS

CHAPTER 7: CASE STUDIES IN COMPREHENSIVE FINANCIAL ADVICE

DURATION : 1 MONTH

COURSE FEES : RS 8000

STOCK MARKET BASICS for non finance

CONTENTS


1. Introduction to Stock market, Index, Exchanges
2. Financial Participants 
3. Types of markets
4. Ways of Raising funds (IPO, Right Issue, ADR/GDR, etc)
5. Global Markets

6. Corporate Actions

7. Accounts required for trading

8. Taxes, brokerage and other charges

9. Derivatives 
            a. Futures
            b. Options
            c. Forwards
            d. Swaps

10. Mutual Funds

DURATION : 1 MONTH

FEES : RS 6000

Technical analysis

of
stock market

CONTENTS

1. Introduction to Technical Analysis
2. Types of Charts and Timeframes
3. Support and Resistance
4. Trend lines
5. Price Patterns
6. Candlestick Patterns
7. Indicators and Oscillators
8. Generating intraday and positional calls
9. Trading Strategies
10. Live market trading

DURATION : 1 MONTH

FEES : RS 10,000

fundamental analysis

of

Stocks

CONTENTS

1. Introduction
2. Technical Analysis vs Fundamental Analysis
3. Top Down and Bottom up approach (EIC Approach)
4. PESTLE Analysis
5. Porters Five Forces
6. Qualitative Analysis
7. Quantitative Analysis
8. Balance Sheet Analysis
9. Income Statement Analysis
10. Cash Flow Statement Analysis
11. Financial Ratios
12. DCF Analysis
13. Fundamental Analysis using Excel

 

DURATION : 1 MONTH

FEES : RS 10,000

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