2. To understand the basics of the Financial Market
To enrich your understanding on various types of Investments
To help you get familiar with the practicality of stock market
Finally, to make few basic stock research that would ignite
the passion & groom to become a successful investor
3. Investment Scenario
Global & Domestic Markets ( Primary & Secondary Markets)
Investment Avenues
Risk & Return
Sources of Financial Information
Basics of Derivatives
Regulation
Equity Trading Mechanism
4. Concept – What, Why, Where & How?
Objectives – Basically why
The Investment Constraints
Approaches To Investment Decision Making
◦ Fundamental
◦ Psychological
◦ Academic
◦ Eclectic
Financial Markets
Common Investment Mistakes to be avoided
Successful Investing
Objectives of this Module:
Know how of Investments
Understanding Speculation
What is the use of Investments
How to Invest better
5. Evolution of Money
Major Stock Exchanges
Indices & Calculation
Foreign Bonds
Global MF’s
Relationship Between Global & Domestic Markets
Objectives of this Module:
Understand the Markets around us
What happened there, will happen to us
Global opportunities
6. Financial Securities
◦ Money Market Instruments – Calculations of T Bills
◦ Fixed Income
◦ Equity – Valuations Aspect
◦ MF’s – Choosing the right product
◦ ETF’s – What & Uses
Other Investment Avenues
◦ Gold
◦ Real Estate
◦ Arts & Antique
Non Marketable Securities
Insurance – Different types & their purposes
Objectives of this Module:
Where to Invest
Broaden your Perspective
The constraints in each area
Small concepts on evaluation
7. Meaning & Importance
Types
Classification
Diversification
Credit Rating
Objectives of this Module:
Understand Risk
How diversification helps in risk reduction
Sources of Financial Information: Insight into how to gather
data & interpret the data.
8. Basics of Derivatives
Meaning & Importance
Types
Objectives of this Module:
Understand the concept
Create a base for future courses
9. Evolution of Equity Markets
Listing of Securities
Major Indices
Trading Procedure
De-mat
Clearing & Settlement Process
FM Regulations
SEBI
Functions & Powers
SRO’s
Objectives of this Module:
Understand the legal aspects
Need not by heart the rules but, learn that we are bound
10. Different Trading Mechanism’s
Benefits & Costs
Objectives of this Module:
Practically demonstrate the Trading Methods
Also understand the cost benefit analysis of trading
11. Case Studies at the end of Every Module
The case Studies will be resolved in groups
Regular Assignments provided on the concepts
Current Affairs quiz
Surprise Tests anytime during the Course
Final test
◦ Theory
◦ Problems
◦ Case Study
12. Group Case Studies & Presentation for 30 marks
Quiz & Surprise Tests – 10marks
Final Test – 60 marks
◦ Theory – 20%
◦ Practical’s – 50%
◦ Case Study – 30%
13.
14. “Be the change you want to see in this world”
- Mahathma Gandhi
