The document summarizes a presentation given by Prof. Jehanzaib Ali on investing fundamentals in the stock market. It discusses key concepts like stocks, dividends, and how stock prices are affected by company performance. It also provides an overview of different careers in the investment industry such as portfolio managers, research analysts, traders, and salespeople. Requirements for some common roles are outlined, including education levels and certifications like the CFA, CFP, and ChFC that are desirable for financial planners and advisors.

1. Presented By:
Prof. Jehanzaib Ali
(0322-7331734)
Venue:
BMA Capital Markets, Sialkot Branch.
20th July, 2018
Presented to:
Students of M.Com, The Standard College, Main Campus, Sialkot.
INVESTING FUNDAMENTALS IN STOCK
MARKET

2. THE STOCK MARKET
What Is It?

3. DEBT SECURITIES VS. EQUITY
SECURITIES

4. STOCKS
• A stock (also known as "shares" and "equity) is a type
of security that signifies ownership in a corporation and
represents a claim on part of the corporation's assets
and earnings.

5. DIVIDENDS
• When a company makes a profit, they typically pay the
owners of stock a dividend.

6. THE STOCK MARKET
• If you own shares of a
company, you can sell
them to other people in
the stock market.
Pakistan Stock Exchange (PSX) is
one of these markets.

7. STOCK PRICES
• When a company is doing well, more people want to buy
the stock and its price in the market rises.
When a company is not doing
well, more people want to sell
the stock and its price falls.

8. CAREERS IN INVESTMENT INDUSTRY
• Portfolio Managers-For investment decisions
• Independent research analysts-produce investment research
• Research assistants-assist research analysts
• Traders-helps in execution of trade
• Sales Traders-help arrange trades
• Sales Managers-manage sales for regions, products or customer types
• Sales people-Identify potential clients
• Sales assistants-provide administrative support to the sales people
• Client service agents-answering client questions.
• Accounts executives/managers

9. LET’S HAVE A LOOK AT SOME OF JOB PROFILES

12. OFFICER SALES
Requirements:
• Candidate should at least be graduate.
• Hard working and energetic.
• Should possess strong interpersonal
and communication skills.
• Candidates having exposure in sales and marketing
shall be preferred.

13. FREELANCE
Requirements:
• Candidate should at least be graduate.
• Hard working and energetic.
• Should possess strong interpersonal
and communication skills.
• Candidates having exposure in sales and marketing
shall be preferred.

14. FINANCIAL PLANNERS AND ADVISORS
Requirements:
• CFA
• CFP (Certified Financial Planner) by CFP board of
standards
• ChFC (Chartered Financial Consultant)
• Personal Financial Specialists (PFS), awarded to CPAs
(Certified Public Accounts) only.

15. THE CFA DESIGNATION
• Chartered Financial Analyst (CFA)
• A professional designation for the people in investment field.
• Widely recognized in investments industry.
• Highly paid jobs.
• Provided by CFA Institute along with other two high in demand
certifications
• Investment Foundations Program
• Certificate in Performance Management (CIPM)

16. THANK YOU !!!