Certificate Course in    Financial Management      Understand the various aspects of         Financial ManagementCertifica...
Read more at:   EduKart Certificate Course in Financial Management                   •    Gain the practical understanding...
Read more at:   EduKart Certificate Course in Financial Management                 •    25 sessions of 2 hours each       ...
Read more at:   EduKart Certificate Course in Financial Management                     Understanding Indian Financial Syst...
Read more at:   EduKart Certificate Course in Financial Management                     Introduction to Stock Market Analys...
Read more at:   EduKart Certificate Course in Financial Management                     Understanding IPO Application Form ...
Read more at:   EduKart Certificate Course in Financial Management                     Secondary Markets                  ...
Read more at:   EduKart Certificate Course in Financial Management                     Mutual Fund Investment             ...
Read more at:   EduKart Certificate Course in Financial Management                  Introduction to Derivatives           ...
Read more at:   EduKart Certificate Course in Financial Management                  Credit Rating                  • Expla...
Read more at:   EduKart Certificate Course in Financial Management                  Lease and Hire Purchase               ...
Read more at:   EduKart Certificate Course in Financial Management                  Venture Funding                  • Und...
Read more at:   EduKart Certificate Course in Financial Management                  Time Value of Money                  •...
Read more at:   EduKart Certificate Course in Financial Management                  Credit Rating of Individuals          ...
Read more at:   EduKart Certificate Course in Financial Management                  Insurance Products                  • ...
Read more at:   EduKart Certificate Course in Financial Management                   Retirement & Estate Planning         ...
Read more at:     EduKart Certificate Course in Financial Management  Industry Relevantcourse contentdeveloped with    the...
Read more at:   EduKart Certificate Course in Financial Management                      Banking, Financial Services and   ...
TALK TO USNational Helpline Number +91-11-49323333 or Find an EduKart Partner in your city                                ...
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EduKart Certificate Course in Financial Management

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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.

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EduKart Certificate Course in Financial Management

  1. 1. Certificate Course in Financial Management Understand the various aspects of Financial ManagementCertificate Course inFinancial Management
  2. 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 commodityWhat does trading. Learn to identify specific client needs and prepare athe course • financial plan to optimally achieve the financial goals cover? of a client. Certificate Course in Financial Management
  3. 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 supportDynamics Certificate Course in Financial Management
  4. 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 flowOverview • Analyze the statements • Comprehend the basics of financial statements and the interrelation between the statement Certificate Course in Financial Management
  5. 5. Read more at: EduKart Certificate Course in Financial Management 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 requirementsOverview • 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
  6. 6. Read more at: EduKart Certificate Course in Financial Management 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 processOverview • Outline the ASBA facility • Gain information about Indian Depository Receipts Certificate Course in Financial Management
  7. 7. Read more at: EduKart Certificate Course in Financial Management 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 depositoriesOverview • Explain the process of demat account • Trace the various sub-processes of demat account Certificate Course in Financial Management
  8. 8. Read more at: EduKart Certificate Course in Financial Management 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 informationOverview 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
  9. 9. Read more at: EduKart Certificate Course in Financial Management 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 PortalsOverview • Understand the process of trading in equity stocks and derivatives • Exposure to stock trading terminals Certificate Course in Financial Management
  10. 10. Read more at: EduKart Certificate Course in Financial Management 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 risksOverview • Explain the different ways to manage risks • Understand the basics for insurance • Describe the various insurance principles Certificate Course in Financial Management
  11. 11. Read more at: EduKart Certificate Course in Financial Management 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 SessionsOverview 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
  12. 12. Read more at: EduKart Certificate Course in Financial Management 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 decisionsOverview • 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
  13. 13. Read more at: EduKart Certificate Course in Financial Management 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
  14. 14. Read more at: EduKart Certificate Course in Financial Management 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 InsuranceOverview • Describe the various insurance principles Certificate Course in Financial Management
  15. 15. Read more at: EduKart Certificate Course in Financial Management 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
  16. 16. Read more at: EduKart Certificate Course in Financial Management 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 flowOverview • Analyze the statements • Comprehend the basics of financial statements and the interrelation between the statement Certificate Course in Financial Management
  17. 17. Read more at: EduKart Certificate Course in Financial Management Industry Relevantcourse contentdeveloped with the help of industry professionals from… * - courses have been reviewed by employees of companies whose logos are displayed. The companies are not liable or responsible for the accuracy for the material Certificate Course in Financial Management
  18. 18. Read more at: EduKart Certificate Course in Financial Management Banking, Financial Services and Insurance − supporting the country’s and people’s growth by providing financial services and solutionsTarget 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
  19. 19. TALK TO USNational Helpline Number +91-11-49323333 or Find an EduKart Partner in your city Mail: support@edukart.com Go to: edukart.com/financial-management

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