The EduKart Online Course in Financial Management is a six month online course which leads to a Certification by EduKart. The certificate course gives practical exposure to the complex world of financial planning and management.

1. Certificate Course in
Financial Management
Understand the various aspects of
Financial Management
Certificate Course in
Financial Management

2. Read more at: EduKart Certificate Course in Financial Management
• Gain the practical understanding about branch
banking and financial services.
• Build understanding of the working of the capital
markets and learn the day to day terminology used
on the trading floor.
• Hands on experience on commonly used trading
terminals for equity, derivative and commodity
What does trading.
Learn to identify specific client needs and prepare a
the course •
financial plan to optimally achieve the financial goals
cover? of a client.
Certificate Course in
Financial Management

3. Read more at: EduKart Certificate Course in Financial Management
• 25 sessions of 2 hours each
• Go through the sessions at your own pace in a
duration of 6 months
• Continuous Assessments to evaluate your
progress
• Get Certified at the end of the course
Course • Get unlimited telephonic support
Dynamics
Certificate Course in
Financial Management

4. Read more at: EduKart Certificate Course in Financial Management
Understanding Indian Financial System
• Differentiate between finance and money
• Understand the economic units of Indian Financial System
• Recognize the features of different Financial Markets
• Trace the process of Financial Intermediation
• List out various Financial Instruments
Sessions
Financial Statements
• Understand the income statement B/S and cash flow
Overview • Analyze the statements
• Comprehend the basics of financial statements and the
interrelation between the statement
Certificate Course in
Financial Management

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Introduction to Stock Market Analysis
• Understand basics of Fundamental Analysis
• Identify the basics of Technical Analysis
• Define Event Study
Primary Markets
• List the different types of issues
• Describe the types of offer documents
Sessions • Review the issue requirements
Overview • Learn book building process
• Trace the complete issue process
• Identify IPO from investor’s perspective
• Understand IPO from issuer’s Perspective
Certificate Course in
Financial Management

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Understanding IPO Application Form
• Learn the process of evaluating an IPO
• Understand the process of applying for an IPO
IPO Grading
• Review the IPO grading mechanism
• Trace the IPO grading essentials
Sessions • Identify the prime areas for grading consideration
• Describe the grading process
Overview • Outline the ASBA facility
• Gain information about Indian Depository Receipts
Certificate Course in
Financial Management

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Secondary Markets
• List the different transactions in a secondary market
• Describe the various types of equity shares
• Trace the transactions of a capital market
• Outline the various sub-processes in the capital market
• Explain the steps in the process of trading
Sessions Depositaries and Demat
• Describe the mechanism of depositories
Overview • Explain the process of demat account
• Trace the various sub-processes of demat account
Certificate Course in
Financial Management

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Mutual Fund Investment
• Describe what are Mutual Funds
• Calculate Net Asset Value
• List the various types of Mutual Funds schemes
• Trace the various essentials for Mutual Fund investments
• Detail the various Equity and Currency Derivatives
Sessions Understand NSE Portal
• Understand how to locate the stock price, company information
Overview and detail of the trade done for a listed company
• Identify how to read the historical prices for a listed company
• Locating and reading the charts for a listed company
• Understand how to locate the different product offerings by a
listed company
• Find out the latest company news and board announcements
Certificate Course in
Financial Management

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Introduction to Derivatives
• Define derivatives and its types
• Understand a derivative contract
• Outline the evolution of derivatives
• Trace the requirement of derivatives
• Identify the types of derivative markets
Sessions Stock Trading Portals
Overview • Understand the process of trading in equity stocks and
derivatives
• Exposure to stock trading terminals
Certificate Course in
Financial Management

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Credit Rating
• Explain the concept of Credit Rating
• Trace the various factors affecting Credit Rating
• Understand the Credit Ratings Scale
• Outline the Credit Rating Methodology
Factoring, Forfaiting and Bill Discounting
Sessions • List different types of risks
Overview • Explain the different ways to manage risks
• Understand the basics for insurance
• Describe the various insurance principles
Certificate Course in
Financial Management

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Lease and Hire Purchase
• Understand the meaning of leasing
• Explain the role and importance of lease financing in economic
development of a country
• Define the features of the various types of leases
• Understand the meaning of hire purchase
• Differentiate between leasing and hire purchase
Sessions
Overview
Securitisation
• Define Securitization Explore the different parties involved in a
securitization transaction
• Identify the securitization process
• Classify the different types of securities
• Understand collateralised debt obligations
Certificate Course in
Financial Management

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Venture Funding
• Understand Funding and its needs
• Explore types of Funding
• Explore sources of capital
• Learn best practices for raising capital
Introduction to Wealth Management
Sessions • Define wealth and appreciate the need for managing wealth
• Analyze the process for making personal financial decisions
Overview • Develop personal financial goals
• Assess personal and economic factors that influence personal
financial planning
• Determine the personal and financial opportunity costs associated
with personal financial decisions
• Identify strategies for achieving personal financial goals for
different life situations
Certificate Course in
Financial Management

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Time Value of Money
• Understand the concept of "the time value of money“
• Identify the relationship between present and future value
• Calculate both the future and present value of:
‐an amount invested today,
‐a stream of equal cash flows (an annuity),
‐a stream of mixed cash flows.
Sessions • Distinguish between an " ordinary annuity " and an " annuity due “
Overview Money Management Strategies
• Recognize relationships among financial documents and money
management activities
• Design a system for maintaining personal financial records
• Develop a personal balance sheet and cash flow statement
• Create and implement a budget
• Relate money management and savings activities to achieve
financial goals
Certificate Course in
Financial Management

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Credit Rating of Individuals
• Formulate a Savings Plan
• List the essentials for Credit Management
• Trace the mechanism of Credit Information Bureau India Limited
• Cite the various aspects and relevance of Credit Information Report
Risk & Insurance
• List different types of risks
Sessions • Explain the different ways to manage risks
• Understand the basics for Insurance
Overview • Describe the various insurance principles
Certificate Course in
Financial Management

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Insurance Products
• List the general IRDA regulations for insurance
• Understand the eligibility requirements for insurance agents
• Explain the different types of insurance
• Calculate the life insurance requirements
Gold & Real Estate
Sessions • List the advantages and alternatives of investing in gold
• Understand Exchange Traded Fund (ETF)
Overview • Define Gold ETF
• Understand the characteristics and types of Real estate
• Learn about Structured Products in Real Estate
Certificate Course in
Financial Management

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Retirement & Estate Planning
• Answer why Retirement Planning is important
• Define different steps in Retirement Planning
• Understand various Retirement Planning essentials
• Explain Estate Planning
• Describe steps in Estate Planning
Sessions
Understanding Financial Plan
• Understand the income statement B/S and cash flow
Overview • Analyze the statements
• Comprehend the basics of financial statements and the
interrelation between the statement
Certificate Course in
Financial Management

17. Read more at: EduKart Certificate Course in Financial Management
Industry
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Certificate Course in
Financial Management

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Banking, Financial Services and
Insurance
− supporting the country’s and people’s growth
by providing financial services and solutions
Target Sector
− addressing the aspirational needs of the young
for Indian population
Employment
− more than 42 lakhs jobs to be created till
2022
Certificate Course in
Financial Management

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Go to: edukart.com/financial-management