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Understand the concept of Financial Planning
Understand the need for financial planning
Scope of financial planning
Concept of asset, liabilities and net worth
Financial Planning process
Financial advisory and execution
Time Value of Money
Calculate the following
Importance of cash flow management in personal finance
Preparing Household Budget
Cash inflows and outflows
Budgeting and forecasting
Monitoring budgets and provision for savings
Creating a personal Balance Sheet and net-worth
Creating a budget and savings plan
Contingency Planning
Evaluation of financial position of clients
The purpose or need of debt
Role and impact of debt in cash flow management
Leverage and Debt Counselling
Calculate the debt servicing requirements
Responsible Borrowing
Secured and Unsecured loans
Terms related to loans
Types of borrowing
Understand loan calculations
Loan restructuring
Repayment schedules with varying interest rates
Criteria to evaluate loans
Opting for change in EMI or change in tenure for interest rate changes
Invest the money or pay off outstanding loan
Strategies to reduce debt faster
The Indian Economy
The Indian Financial Markets
Regulators of Financial Markets
Structure of Financial Markets in India
Role of Participants in the Financial Markets
Nature and Definition of Primary Markets
Role and Function of the Secondary Market
Corporate Actions
Types of investment
Equity
Fixed Income
Commodities
Real Estates
Structured products
Distressed Securities
Other investment opportunities
Channels for making investments
Equity as an investment
Diversification of risk through equity instruments – Cross sectional versus time series
Risks of equity investments
Overview of Equity Market
Equity research and stock selection
Combining relative valuation and discounted cash flow models
Technical Analysis
Qualitative evaluation of stocks
Debt market and its need in financing structure of Corporates and Government
Risks associated with fixed income securities
Pricing of Bond
Traditional Yield Measures
Concept of Yield Curve
Concept of Duration
Introduction to Money Market
Introduction to Government Debt Market
Introduction to Corporate Debt Market
Small Saving Instruments
Basics of Derivatives
Underlying concepts in derivatives
Types of derivative products
Structure of derivative markets
Purpose of Derivatives
Benefits, Costs and risks of Derivatives
Equity, Currency and Commodity derivatives
Derivative markets, products and strategies
Mutual Funds
Portfolio Manager
Overview Of Alternative Investment Funds (AIFs)
Introduction To Modern Portfolio Theory
Portfolio Construction Process
Portfolio Performance Measurement And Evaluation
Operational Aspects Of Investment Management
Key Regulations
Ethical Issues
Grievance Redress Mechanism
Basics Of Insurance
Life Insurance Products
Non-life Insurance Products
Retirement Planning Basics
Retirement Products
Miscellaneous Aspects Of Retirement Planning
Concepts In Taxation
Capital Gains
Income From Other Sources
Taxation Of Debt Products
Taxation Of Equity Products
Taxation Of Other Products
Tax Provisions For Special Cases
Basics Of Estate Planning
Tools For Estate Planning
Basics Of Behavioural Finance
Behavioural Finance In Practice
Comprehensive Investment Advice
Risk Profiling For Investors
Comparison Of Products Across Categories
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