30 hour Training
English
TOPICS COVERED
- Introduction to derivatives
- Forward/ future Pricing
- Introduction to options
- Option trading strategies (Expiry based)
- Option trading strategies (Pre-Expiry based
- Option Pricing model (Black Scholes and Binomial)
- Volatility and its uses
- Greeks
- Margins (including VaR)
- Swaps, FRAs, CDOs, CDSs & Structured products
- Trading Derivatives
TOPICS COVERED
- Investment Landscape
- Concept and Role of Mutual Funds
- Legal Structure of Mutual Funds in India
- Legal and Regulatory Framework
- Scheme related Information
- Fund Distribution and Channel Management Practices
- Net Asset Value, Total Expense Ratio and Pricing of Units
- Taxation
- Investor Services
- Risk Return and Performance of Funds
- Mutual Funds Scheme Performance
- Mutual Funds Scheme Selection
INVESTMENT ADVISER (Level -1) NISM X A
Module 1: PERSONAL FINANCIAL PLANNIG
. INTRODUCTION TO PERSONAL FINANCIAL PLANNING
. TIME VALUE OF MONEY
. EVALUTING THE FINANCIAL POSITION OF CLIENT
. DEBT MANAGEMENT AND LOANS
Module 2: INDIAN FINANCIAL MARKETS
. INTRODUCTION TO THE INDIAN FINACIAL MARKETS
. SECURITES MARKET SEGMENTS
Module 3. INVESTMENT PRODUCTS
. INTRODUCTION TO INVESTMENT
. INESTING IN STOCK
. INVESTING IN FIXED INCOME SECURITIES
. UNDERSTANDING DERIVATIVES
MODULE 4. INVESTMENT THROUGH MANAGED PORTFOLIO
. MUTUAL FUNDS
. PORTFOLIO MANAGEMENT
. OVERVIEW OF ALTERNATIVE INVESTMENTS FUNDS(AIFs)
MODULE 5. PORTFOLIO CONSTRUCTION, PERFORMANCE MONTITORING AND EVALUATION
. INTRODCTION TO MODERN PORTFOLIO THEORY
. PORTFOLIO CONSTRUCTION PROCESS
. PORTFOLIO PREFORMANCE MEASUREMENT AND EVALUATION
MODULE 6. OPREATIONS REGULATORY ENVIRONMENT, COMPLIANCE AND ETHICS
. OPERATIONAL ASPECTS OF INVESTMENT MANAGEMENT
. KEY REGULATIONS
. ETHICAL ISSUES
. GRIEVANCE REDRESS MECHANISM
INVESTMENT ADVISER LEVEL -2 (NISM X B)
Module 7: RISK MANAGEMENT AND INSURANCE PLANNING
. BASIC OF INSURANCE
. LIFE INSURANCE PRODUCTS
. NON – LIFE INSURANCE PRODUCTS
Module 8: RETIREMENT PLANNING
. RETIREMENT PLANNING BASICS
. RETIREMENT PRODUCTS
. MISCELLANEOUS ASPECTS OF RETIREMENT PLANNING
Module 9: TAXATION
. 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
Module 10: ESTATE PLANNING
. BASICS OF ESTATE PLANNING
. TOOLS FOR ESTATE PLANNING
Module 11. BEHAVIOURAL FINANCE
. BASICS OFBEHAVIOURAL FINANCE
. BEHAVIOURAL FINANCE IN PRACTICE
Module12: COMPREHENSIVE INVESTMENT ADVICE
. RISK PROFILING FOR INVESTORS
. COMPARISON OF PRODUCTS ACROSS CATEGORIES
. CASE SUDIES IN COMPREHENSIVE FINANCIAL ADVICE
Scholarship Programs
Apply for Admission in our courses and get a chance to get scholarship up to 50% and direct waiver on your course fee.
Why Choose Newtons Learning?
Newtons Learning is a premier training company in India offering job assured training courses, aiming for professional excellence.
Courses by Experts
Our courses are designed by the domain experts. who do extensive research on industry hiring patterns and trends.
Top Industry Connects
We have connects with leading Industries. Get a chance to work with top brands.
100% Job Assurance
Start your career with top most brands in India after completion of course.
Certification
Get certified from Newtons Learning, the best training organization in India.