| Day/Date | Topic | Coverage | Faculty | Time | Access Details |
|---|---|---|---|---|---|
| February 11 | Session 1 |
Financial Statement Analysis |
Abhijit Chatterjee | 8 am- 10 am | Join Zoom Meeting https://us06web.zoom.us/j/82124999210 Meeting ID: 821 2499 9210 Passcode: k9AcXZ |
| February 12 | Session 2 |
Credit Specific Analysis – Banker’s and Analyst Perspective |
Abhijit Chatterjee | 8 am- 10 am | Join Zoom Meeting https://us06web.zoom.us/j/82124999210 Meeting ID: 821 2499 9210 Passcode: k9AcXZ |
| February 18 | Session 3 |
Credit Rating & Understanding of Loans & Bonds |
Abhijit Chatterjee | 8 am- 10 am | Join Zoom Meeting https://us06web.zoom.us/j/82124999210 Meeting ID: 821 2499 9210 Passcode: k9AcXZ |
| February 19 | Session 4 |
Credit Strategy, Portfolio Management & NPA Management |
Abhijit Chatterjee | 8 am- 10 am | Join Zoom Meeting https://us06web.zoom.us/j/82124999210 Meeting ID: 821 2499 9210 Passcode: k9AcXZ |
| February 25 | Session 5 |
Credit Risk Models & Regulation |
Abhijit Chatterjee | 8 am- 10 am | Join Zoom Meeting https://us06web.zoom.us/j/82124999210 Meeting ID: 821 2499 9210 Passcode: k9AcXZ |
| February 26 | Session 6 |
Understanding and analysis of Corporate Banking Facilities and other financing forms |
Abhijit Chatterjee | 8 am- 10 am | Join Zoom Meeting https://us06web.zoom.us/j/82124999210 Meeting ID: 821 2499 9210 Passcode: k9AcXZ |
| Day/Date | Topic | Coverage | Faculty | Time | Access Details |
|---|---|---|---|---|---|
| February 13 | Session 1 |
Introduction to Financial Planning |
Prakash Sinha | 7 pm- 9 pm | Join Zoom Meeting https://us06web.zoom.us/j/89230698897 Meeting ID: 892 3069 8897 Passcode: 721813 |
| February 14 | Session 2 |
Retirement Planning – Principles & Methodology |
Prakash Sinha | 7 pm- 9 pm | Join Zoom Meeting https://us06web.zoom.us/j/89230698897 Meeting ID: 892 3069 8897 Passcode: 721813 |
| February 15 | Session 3 |
Government and Employer Retirement Plans, Tax issues for Retirees |
Prakash Sinha | 7 pm- 9 pm | Join Zoom Meeting https://us06web.zoom.us/j/89230698897 Meeting ID: 892 3069 8897 Passcode: 721813 |
| February 16 | Session 4 |
Investment Planning & Asset Allocation, Tools & Calculators |
Prakash Sinha | 7 pm- 9 pm | Join Zoom Meeting https://us06web.zoom.us/j/89230698897 Meeting ID: 892 3069 8897 Passcode: 721813 |
| February 17 | Session 5 |
Estate Planning |
Prakash Sinha | 7 pm- 9 pm | Join Zoom Meeting https://us06web.zoom.us/j/89230698897 Meeting ID: 892 3069 8897 Passcode: 721813 |
| February 18 | Session 6 |
Designing optimal retirement income streams; Fiduciary, ethical and regulatory issues for retirement advisors |
Prakash Sinha | 7 pm- 9 pm | Join Zoom Meeting https://us06web.zoom.us/j/89230698897 Meeting ID: 892 3069 8897 Passcode: 721813 |
| Day/Date | Topic | Coverage | Faculty | Time | Access Details |
|---|---|---|---|---|---|
| December 6 | Session 1 | Introduction & Overview – Alternative
Investment Funds |
Ravi Vukkadala | 5 pm- 6.30 pm | Join Zoom Meeting https://us05web.zoom.us/j/89916323403 Meeting ID: 899 1632 3403 Passcode: 410589 |
| December 8 | Session 2 | AIF Taxation | Rajesh Gandhi | 5 pm- 6.30 pm | Join Zoom Meeting https://us05web.zoom.us/j/89916323403 Meeting ID: 899 1632 3403 Passcode: 410589 |
| December 15 | Session 3 | Early Stage Investing | Anurag Ramdasan | 5 pm- 6.30 pm | Join Zoom Meeting https://us05web.zoom.us/j/89916323403 Meeting ID: 899 1632 3403 Passcode: 410589 |
| December 20 | Session 4 | Private Equity Investing | Ashwin Patni | 5 pm- 6.30 pm | Join Zoom Meeting https://us05web.zoom.us/j/89916323403 Meeting ID: 899 1632 3403 Passcode: 410589 |
| December 22 | Session 5 | Hedge Funds: Definitive Strategies and Techniques | Ajay Vaswani | 5 pm- 6.30 pm | Join Zoom Meeting https://us05web.zoom.us/j/89916323403 Meeting ID: 899 1632 3403 Passcode: 410589 |
| January 3 | Session 6 | AIF Regulations & Compliance | Divaspati Singh | 5 pm- 6.30 pm | Join Zoom Meeting https://us05web.zoom.us/j/89916323403 Meeting ID: 899 1632 3403 Passcode: 410589 |
| January 5 | Session 7 | Impact Investments | Richa Sethia Natarajan | 5 pm- 6.30 pm | Join Zoom Meeting https://us05web.zoom.us/j/89916323403 Meeting ID: 899 1632 3403 Passcode: 410589 |
| January 10 | Session 8 | ESG Investing | Chandru Badrinarayanan | 5 pm- 6.30 pm | Join Zoom Meeting https://us05web.zoom.us/j/89916323403 Meeting ID: 899 1632 3403 Passcode: 410589 |
| January 12 | Session 9 | Venture Debt | TBA | 5 pm- 6.30 pm | Join Zoom Meeting https://us05web.zoom.us/j/89916323403 Meeting ID: 899 1632 3403 Passcode: 410589 |
| January 17 | Session 10 | Real Estate Funds | Ashish Khandelia | 5 pm- 6.30 pm | Join Zoom Meeting https://us05web.zoom.us/j/89916323403 Meeting ID: 899 1632 3403 Passcode: 410589 |
| January 24 | Session 11 | Credit Investing | TBA | 5 pm- 6.30 pm | Join Zoom Meeting https://us05web.zoom.us/j/89916323403 Meeting ID: 899 1632 3403 Passcode: 410589 |
| January 25 | Session 12 | Alternative Investments- Aligning Strategy & Sales | Shashi Singh | 5 pm- 6.30 pm | Join Zoom Meeting https://us05web.zoom.us/j/89916323403 Meeting ID: 899 1632 3403 Passcode: 410589 |
| February 7 | Session 13 | 10th Indian Alternative Investments Summit 2023 | Multiple Speakers | 9 am- 5 pm | Join Zoom Meeting https://us05web.zoom.us/j/89916323403 Meeting ID: 899 1632 3403 Passcode: 410589 |
| Day/Date | Topic | Coverage | Faculty | Time | Access Details |
|---|---|---|---|---|---|
| TBA | Session 1 | Introduction to Capital Market |
Himanshu Arora | 4 pm - 6 pm | |
| TBA | Session 2 | Introduction to Asset Classes & Public Issues | Himanshu Arora | 4 pm - 6 pm | |
| TBA | Session 3 | Capital Market Jargons | Himanshu Arora | 4 pm - 6 pm | |
| TBA | Session 4 | Stocks, Exchanges, Brokers | Himanshu Arora | 4 pm - 6 pm | |
| TBA | Session 5 | Index & Order Placement Methodology | Himanshu Arora | 4 pm - 6 pm |
| Day/Date | Topic | Coverage | Faculty | Time | Access Details |
|---|---|---|---|---|---|
| TBA | Session 1 | Three Statement Analysis |
Himanshu Arora | 7 pm - 9 pm | |
| TBA | Session 2 | Economy Analysis | Himanshu Arora | 7 pm - 9 pm | |
| TBA | Session 3 | Industry Analysis | Himanshu Arora | 7 pm - 9 pm | |
| TBA | Session 4 | Company & Businesss Analysis | Himanshu Arora | 7 pm - 9 pm | |
| TBA | Session 5 | Financial Research, Industry & Management Research | Himanshu Arora | 7 pm - 9 pm | |
| TBA | Session 6 | Valuation Parameters, Stock Shortlisting for Investment | Himanshu Arora | 7 pm - 9 pm |
| Day/Date | Topic | Coverage | Faculty | Time | Access Details |
|---|---|---|---|---|---|
| October 10, 2022 | Session 1 |
a. Financial Market & Derivatives Market Jargons b. Underlying assets for derivatives, Exchanges, Brokers |
Himanshu Arora | 7 pm - 9 pm | |
| October 11, 2022 | Session 2 | Introduction to Financial Derivatives | Himanshu Arora | 7 pm - 9 pm | |
| October 12, 2022 | Session 3 |
a. Derivatives Market Products and Participants b. Types of Derivatives and their features (Equity, Commodity, Forex) c. Introduction to Futures |
Himanshu Arora | 7 pm - 9 pm | |
| October 13, 2022 | Session 4 |
a. Valuation of Futures. Margin calculations b. Introduction to options and Terminology c. Types of options |
Himanshu Arora | 7 pm - 9 pm | |
| October 14, 2022 | Session 5 |
a. Moneyness of Options b. Option Greeks c. Payoff Diagrams |
Himanshu Arora | 7 pm - 9 pm | |
| October 15, 2022 | Session 6 |
a. Introduction to Strategies b. Unidirectional Option Strategies c. Option Strategies for Hedging d. Option Strategies to manage Volatility |
Himanshu Arora | 7 pm - 9 pm |
| Day/Date | Topic | Coverage | Faculty | Time | Access Details |
|---|---|---|---|---|---|
| October 31, 2022 | Session 1 |
Foundation for Understanding Technical Analysis a. Introduction to Capital Market & Asset Classes b. Capital Market Jargons c. Derivatives Jargons | Himanshu Arora | 7 pm - 9 pm | |
| November 1, 2022 | Session 2 |
Introduction to Technical Analysis a. Assumptions in Technical Analysis b. Dow Theory: Trend Analysis & Fractals |
Himanshu Arora | 7 pm - 9 pm | |
| November 2, 2022 | Session 3 |
Candlestick Patterns with Application a. 10 Important Candlestick Patterns |
Himanshu Arora | 7 pm - 9 pm | |
| November 3, 2022 | Session 4 |
Indicators & Their Application a. Moving Averages: Single, Double, Triple, Multiplebr>br> b. Indicators- BB, ADX, ST and more |
Himanshu Arora | 7 pm - 9 pm | |
| November 4, 2022 | Session 5 |
Indicators & Their Application a. Oscillators b. Profitable Trading setups |
Himanshu Arora | 7 pm - 9 pm |
| Day/Date | Topic | Coverage | Faculty | Time | Access Details |
|---|---|---|---|---|---|
| September 5, 2022 | Session 1 |
a. Basic understanding of Finance b. Types of Finance, Relevance & Importance |
Himanshu Arora | 7 pm - 9 pm | Join Zoom Meeting https://us06web.zoom.us/j/87627131074 Meeting ID: 876 2713 1074 Passcode: 191837 |
| September 6, 2022 | Session 2 |
Equity a. Introduction to Equity Securities b. Key Stock Market Terminologies c. Intermediaries- Stock Exchanges, Brokers d. Index, Types of Indices, Relevance e. Types of Orders |
Himanshu Arora | 7 pm - 9 pm | Join Zoom Meeting https://us06web.zoom.us/j/87627131074 Meeting ID: 876 2713 1074 Passcode: 191837 |
| September 7, 2022 | Session 3 |
Fixed Income Securities a. Introduction to Debt Securities b. Introduction to Time Value of Money |
Himanshu Arora | 7 pm - 9 pm | Join Zoom Meeting https://us06web.zoom.us/j/87627131074 Meeting ID: 876 2713 1074 Passcode: 191837 |
| September 8, 2022 | Session 4 |
Commodity Market a. Introduction to Global Commodity Market and how it works b. Types of Commodities |
Himanshu Arora | 7 pm - 9 pm | Join Zoom Meeting https://us06web.zoom.us/j/87627131074 Meeting ID: 876 2713 1074 Passcode: 191837 |
| September 9, 2022 | Session 5 |
Foreign Exchange Market a. Importance of Fx Market and How it works globally b. Types of Quotes in FX |
Himanshu Arora | 7 pm - 9 pm | Join Zoom Meeting https://us06web.zoom.us/j/87627131074 Meeting ID: 876 2713 1074 Passcode: 191837 |
| September 10, 2022 | Session 6 |
Forwards, Futures, Margin and Valuation of Futures a. Introduction to Derivatives b. Introduction to Forwards, Futures, Options |
Himanshu Arora | 7 pm - 9 pm | Join Zoom Meeting https://us06web.zoom.us/j/87627131074 Meeting ID: 876 2713 1074 Passcode: 191837 |
| Day/Date | Topic | Coverage | Faculty | Time | Access Details |
|---|---|---|---|---|---|
| August 22, 2022 | Session 1 | Introduction to Index | Himanshu Arora | 7 pm - 9 pm | |
| August 23, 2022 | Session 2 | Intro to Major Indices & Key Terminology | Himanshu Arora | 7 pm - 9 pm | |
| August 24, 2022 | Session 3 | Technical Analysis Basics | Himanshu Arora | 7 pm - 9 pm | |
| August 25, 2022 | Session 4 | Finding Broader and Short term Outlook using Price Action, Technical Trading Setups | Himanshu Arora | 7 pm - 9 pm | |
| August 26, 2022 | Session 5 | Setups for Intraday, Swing & Positional Index Trading | Himanshu Arora | 7 pm - 9 pm | |
| August 27, 2022 | Session 6 | Introduction to Derivatives Strategies, Options Strategies for Intraday, Swing & Positional Trading | Himanshu Arora | 7 pm - 9 pm |
| Day/Date | Topic | Coverage | Faculty | Time | Access Details |
|---|---|---|---|---|---|
| August 16, 2021 | Session 1 | - ESG introduction – Evolution and drivers of each E, S & G (with number of examples) | Chandru Badrinarayanan | 6 pm- 7 pm | Join Zoom Meeting https://us06web.zoom.us/j/84654285768 Meeting ID: 846 5428 5768 Passcode: 056483 |
| August 17, 2021 | Session 2 | - ESG Investing – Across the world and in India – Part 1 (Will cover investing trends, performance, etc) | Chandru Badrinarayanan | 6 pm- 7 pm | Join Zoom Meeting https://us06web.zoom.us/j/84654285768 Meeting ID: 846 5428 5768 Passcode: 056483 |
| August 18, 2021 | Session 3 | - ESG Investing – Across the world and in India – Part 2 (Will cover ESG ratings – Materiality, frameworks, structured data and unstructured data) | Chandru Badrinarayanan | 6 pm- 7 pm | Join Zoom Meeting https://us06web.zoom.us/j/84654285768 Meeting ID: 846 5428 5768 Passcode: 056483 |
| August 19, 2021 | Session 4 | - ESG Stewardship (What does ESG Stewardship entail, View points of investors, corporates and other stakeholders on what needs to be done on ESG?) | Chandru Badrinarayanan | 6 pm- 7 pm | Join Zoom Meeting https://us06web.zoom.us/j/84654285768 Meeting ID: 846 5428 5768 Passcode: 056483 |
| August 20, 2021 | Session 5 | - The future of ESG investing in India and across the world (Is ESG a fad? Evolving regulations – BRSR and others, ESG related careers) | Chandru Badrinarayanan | 6 pm- 7 pm | Join Zoom Meeting https://us06web.zoom.us/j/84654285768 Meeting ID: 846 5428 5768 Passcode: 056483 |
| Day/Date | Topic | Coverage | Faculty | Time | Access Details |
|---|---|---|---|---|---|
| September 5, 2021 | Session 1 | - Wealth Management ; Wealth Planning Framework | Jharna Agarwal | 2 pm - 4 pm | Join Zoom Meeting https://us06web.zoom.us/j/86354554372 Meeting ID: 863 5455 4372 Passcode: 050793 |
| September 11, 2021 | Session 2 | - Asset Classes | Jharna Agarwal | 10 am- 12 pm | Join Zoom Meeting https://us06web.zoom.us/j/86354554372 Meeting ID: 863 5455 4372 Passcode: 050793 |
| September 12, 2021 | Session 3 | - Products; Financial Mathematics | Jharna Agarwal | 10 am- 12 pm | Join Zoom Meeting https://us06web.zoom.us/j/86354554372 Meeting ID: 863 5455 4372 Passcode: 050793 |
| September 18, 2021 | Session 4 | - Risk | Jharna Agarwal | 10 am- 12 pm | Join Zoom Meeting https://us06web.zoom.us/j/86354554372 Meeting ID: 863 5455 4372 Passcode: 050793 |
| September 19, 2021 | Session 5 | - Economics ; Behavioral Finance | Jharna Agarwal | 10 am- 12 pm | Join Zoom Meeting https://us06web.zoom.us/j/86354554372 Meeting ID: 863 5455 4372 Passcode: 050793 |
| September 25, 2021 | Session 6 | - Succession Planning | Jharna Agarwal | 10 am- 12 pm | Join Zoom Meeting https://us06web.zoom.us/j/86354554372 Meeting ID: 863 5455 4372 Passcode: 050793 |
| September 26, 2021 | Session 7 | - Investment Taxation; Regulations (Legal & Compliance) | Jharna Agarwal | 10 am- 12 pm | Join Zoom Meeting https://us06web.zoom.us/j/86354554372 Meeting ID: 863 5455 4372 Passcode: 050793 |
| Day/Date | Topic | Coverage | Faculty | Time | Access Details |
|---|---|---|---|---|---|
| August 23, 2021 | Session 1 |
- Risk Management - Concept of Risk - Risk-Return Trade-off - Risk Management Process. Challenges in Risk Management - Risk Taking as compared to Risk Management - Different Classes and Types of Risk and their Impact on an Organization/Investor |
Ramakar | 7 pm – 9 pm | Join Zoom Meeting https://us06web.zoom.us/j/84798471297 Meeting ID: 847 9847 1297 Passcode: 430058 |
| August 24, 2021 | Session 2 | - Risk Measurement - Correlation and Correlation Coefficient - Standard Deviation - Beta Versus Standard Deviation - Sharpe Ratio - Duration - Monte Carlo Simulations | Ramakar | 7 pm – 9 pm | Join Zoom Meeting https://us06web.zoom.us/j/84798471297 Meeting ID: 847 9847 1297 Passcode: 430058 |
| August 25, 2021 | Session 3 |
- Introduction to Financial Markets - Products in Financial Markets - Equity, Commodity, Fixed Income, Forex |
Himanshu Arora | 7 pm – 9 pm | Join Zoom Meeting https://us06web.zoom.us/j/84798471297 Meeting ID: 847 9847 1297 Passcode: 430058 |
| August 26, 2021 | Session 4 |
- Financial Derivatives and Risks Involved - Margins to avoid Risks - Futures, Options - Key Issues in Financial Markets |
Himanshu Arora | 7 pm – 9 pm | Join Zoom Meeting https://us06web.zoom.us/j/84798471297 Meeting ID: 847 9847 1297 Passcode: 430058 |
| August 27, 2021 | Session 5 |
- Risk Avoidance using Derivatives Strategies - Futures Risk Free strategies and Option Strategies - Mutual Funds and types, Risks involved |
Himanshu Arora | 7 pm – 9 pm | Join Zoom Meeting https://us06web.zoom.us/j/84798471297 Meeting ID: 847 9847 1297 Passcode: 430058 |
| August 28, 2021 | Session 6 |
- Regulatory Framework - General View
- Introduction to Compliance - SEBI Act, 1992 - Securities Contracts (Regulation) Act, 1956 and Securities Contracts (Regulations) Rules, 1957 - SEBI (Intermediaries) Regulations, 1992 - SEBI (Prohibition of Insider Trading) Regulations, 1992 - SEBI (Prohibition of Fraudulent and Unfair Trade Practices Relating to Securities Market) Regulations, 2015 - Prevention of Money Laundering Act, 2002 - SEBI (KYC Registration Agency) Regulations, 2011 |
Himanshu Arora | 7 pm – 9 pm | Join Zoom Meeting https://us06web.zoom.us/j/84798471297 Meeting ID: 847 9847 1297 Passcode: 430058 |
| August 29, 2021 | Session 7 |
- Understanding the Financial and Regulatory Structure in India - Regulatory Framework - General View - Introduction to Compliance - SEBI Act, 1992 - Securities Contracts (Regulation) Act, 1956 and Securities Contracts (Regulations) Rules, 1957 - SEBI (Intermediaries) Regulations, 1992 - SEBI (Prohibition of Insider Trading) Regulations, 1992 - SEBI (Prohibition of Fraudulent and Unfair Trade Practices Relating to Securities Market) Regulations, 2015 - Prevention of Money Laundering Act, 2002 - SEBI (KYC Registration Agency) Regulations, 2011 |
Himanshu Arora | 7 pm – 9 pm | Join Zoom Meeting https://us06web.zoom.us/j/84798471297 Meeting ID: 847 9847 1297 Passcode: 430058 |
| August 30, 2021 | Session 8 | - Understanding Intermediary Specific Regulations | Himanshu Arora | 7 pm – 9 pm | Join Zoom Meeting https://us06web.zoom.us/j/84798471297 Meeting ID: 847 9847 1297 Passcode: 430058 |
| Day/Date | Topic | Coverage | Faculty | Time | Access Details |
|---|---|---|---|---|---|
| September 27, 2021 | Session 1 |
- Indian Capital Markets - Introduction to Asset Classes- equity, Commodity, Bonds - Financial Exchanges in India - Index and Types - Classification of Securities- Equity, Debt, Fx, Commodities |
Himanshu Arora | 7 pm- 9 pm | Join Zoom Meeting https://us06web.zoom.us/j/88316355656 Meeting ID: 883 1635 5656 Passcode: 189031 |
| September 28, 2021 | Session 2 |
- Introduction to Derivatives- Basic understanding, Types and
Examples - Forwards, Futures & Options - Contract Specs & Valuation |
Himanshu Arora | 7 pm- 9 pm | Join Zoom Meeting https://us06web.zoom.us/j/88316355656 Meeting ID: 883 1635 5656 Passcode: 189031 |
| September 29, 2021 | Session 3 |
- Margin Calculation on Futures - Options, Premium Calculation - Payoff Diagrams - Options Strategies |
Himanshu Arora | 7 pm- 9 pm | Join Zoom Meeting https://us06web.zoom.us/j/88316355656 Meeting ID: 883 1635 5656 Passcode: 189031 |
| September 30, 2021 | Session 4 |
- Company Valuation - Valuation Terminology |
Himanshu Arora | 7 pm- 9 pm | Join Zoom Meeting https://us06web.zoom.us/j/88316355656 Meeting ID: 883 1635 5656 Passcode: 189031 |
| October 1, 2021 | Session 5 |
- Fundamental Analysis- Understanding Annual Reports - Financial Analysis - Management Analysis |
Himanshu Arora | 7 pm- 9 pm | Join Zoom Meeting https://us06web.zoom.us/j/88316355656 Meeting ID: 883 1635 5656 Passcode: 189031 |
| October 4, 2021 | Session 6 |
- Bonds- Basics - Bond Valuation - Bond Value Theorems - Bond Amortization Schedule |
Himanshu Arora | 7 pm- 9 pm | Join Zoom Meeting https://us06web.zoom.us/j/88316355656 Meeting ID: 883 1635 5656 Passcode: 189031 |
| October 5, 2021 | Session 7 |
- Technical Analysis - Basic Principles - Dow Theory |
Himanshu Arora | 7 pm- 9 pm | Join Zoom Meeting https://us06web.zoom.us/j/88316355656 Meeting ID: 883 1635 5656 Passcode: 189031 |
| October 6, 2021 | Session 8 |
- Candlestick Patterns - Technical Indicators - Chart patterns - Trading Setups |
Himanshu Arora | 7 pm- 9 pm | Join Zoom Meeting https://us06web.zoom.us/j/88316355656 Meeting ID: 883 1635 5656 Passcode: 189031 |
| October 7, 2021 | Session 9 |
- Portfolio Management - Traditional & Modern Approahces - Role & Calculation of Beta |
Himanshu Arora | 7 pm- 9 pm | Join Zoom Meeting https://us06web.zoom.us/j/88316355656 Meeting ID: 883 1635 5656 Passcode: 189031 |
| Day/Date | Topic | Coverage | Faculty | Time | Access Details |
|---|---|---|---|---|---|
| September 6, 2021 | Treasury Management in Corporates, Working Capital, Cash and Liquidity Management | Ramakar | 7 pm - 9 pm | Join Zoom Meeting https://us06web.zoom.us/j/84656813963 Meeting ID: 846 5681 3963 Passcode: 773106 |
|
| September 7, 2021 | Capital Structure Decisions and Corporate Finance | Ramakar | 7 pm - 9 pm | Join Zoom Meeting https://us06web.zoom.us/j/84656813963 Meeting ID: 846 5681 3963 Passcode: 773106 |
|
| September 8, 2021 | Financial Markets | Himanshu Arora | 7 pm - 9 pm | Join Zoom Meeting https://us06web.zoom.us/j/84656813963 Meeting ID: 846 5681 3963 Passcode: 773106 |
|
| September 9, 2021 | Fixed Income Portfolio Management | Himanshu Arora | 7pm - 9 pm | Join Zoom Meeting https://us06web.zoom.us/j/84656813963 Meeting ID: 846 5681 3963 Passcode: 773106 |
|
| September 10, 2021 | Global Commodity Market Products | Himanshu Arora | 7 pm - 9 pm | Join Zoom Meeting https://us06web.zoom.us/j/84656813963 Meeting ID: 846 5681 3963 Passcode: 773106 |
|
| September 13, 2021 | Application of Derivatives as Hedging tool | Himanshu Arora | 7 pm - 9 pm | Join Zoom Meeting https://us06web.zoom.us/j/84656813963 Meeting ID: 846 5681 3963 Passcode: 773106 |
|
| September 14, 2021 | Foreign Exchange Management | Himanshu Arora | 7 pm - 9 pm | Join Zoom Meeting https://us06web.zoom.us/j/84656813963 Meeting ID: 846 5681 3963 Passcode: 773106 |
|
| September 15, 2021 | Technical Analysis for Foreign Exchange | Himanshu Arora | 7 pm - 9 pm | Join Zoom Meeting https://us06web.zoom.us/j/84656813963 Meeting ID: 846 5681 3963 Passcode: 773106 |
|
| September 16, 2021 | Economy Analysis- Interpreting Global Economic Scenario | Himanshu Arora | 7 pm - 9 pm | Join Zoom Meeting https://us06web.zoom.us/j/84656813963 Meeting ID: 846 5681 3963 Passcode: 773106 |
|
| September 17, 2021 | Treasury Risk Management | Ramakar | 7 pm - 9 pm | Join Zoom Meeting https://us06web.zoom.us/j/84656813963 Meeting ID: 846 5681 3963 Passcode: 773106 |
|
| September 20, 2021 | Treasury Operations and Control | Ramakar | 7 pm - 9 pm | Join Zoom Meeting https://us06web.zoom.us/j/84656813963 Meeting ID: 846 5681 3963 Passcode: 773106 |
|
| September 21, 2021 | Bank Treasury Management | DD Srivastava | 7 pm - 9 pm | Join Zoom Meeting https://us06web.zoom.us/j/84656813963 Meeting ID: 846 5681 3963 Passcode: 773106 |
|
| September 22, 2021 | Market Risk Management for Banks | DD Srivastava | 7 pm - 9 pm | Join Zoom Meeting https://us06web.zoom.us/j/84656813963 Meeting ID: 846 5681 3963 Passcode: 773106 |
|
| September 23, 2021 | Regulations, Accounting and Auditing | DD Srivastava | 7 pm - 9 pm | Join Zoom Meeting https://us06web.zoom.us/j/84656813963 Meeting ID: 846 5681 3963 Passcode: 773106 |
| Day/Date | Topic | Coverage | Faculty | Time | Access Details |
|---|---|---|---|---|---|
| September 5, 2021 | Session 1 |
Introduction to project finance a. Understanding project models: EPC, BOOT, Annuity, HAM b. Challenges in funding projects vs other lending c. Project finance in PPP space and project finance in private markets Structure of project finance a. Understanding the concept of SPV b. Players in project finance: Sponsor, developers, operators, contractors etc c. Types of investors in a project |
Viswanathan M B | 2 pm - 4 pm | Join Zoom Meeting https://us06web.zoom.us/j/83337875617 Meeting ID: 833 3787 5617 Passcode: 411550 |
| September 12, 2021 | Session 2 |
Source of funding and transaction structuring Understanding instruments available i. Strategic equity, financial equity ii. Participatory preferred shares iii. Convertible debt / junk bonds iv. Senior debt Source of funding i. Strategic investors ii. PE players and other financial investors iii. Banks, and multilateral institutions |
Viswanathan M B | 2 pm - 4 pm | Join Zoom Meeting https://us06web.zoom.us/j/83337875617 Meeting ID: 833 3787 5617 Passcode: 411550 |
| September 16, 2021 | Session 3 |
Source of funding and transaction structuring Transaction structuring i. Using multiple class of equity shares ii. Using participatory preferred shares iii. Senior subordinate structures in debt iv. Debt components (project funding, interest refinance, principal refinance) v. Understanding cash flow waterfall and debt disbursement accounts vi. Other covenants including opex reserve and debt service reserve |
Viswanathan M B | 2 pm - 4 pm | Join Zoom Meeting https://us06web.zoom.us/j/83337875617 Meeting ID: 833 3787 5617 Passcode: 411550 |
| September 26, 2021 | Session 4 |
Financial appraisal of projects a. Profit vs Value b. Understand NPV |
Viswanathan M B | 2 pm - 4 pm | Join Zoom Meeting https://us06web.zoom.us/j/83337875617 Meeting ID: 833 3787 5617 Passcode: 411550 |
| October 3, 2021 | Session 5 |
Financial appraisal of projects c. IRR, limitations of IRR and MIRR d. Pricing of bids for level or incremental pricing |
Viswanathan M B | 2 pm - 4 pm | Join Zoom Meeting https://us06web.zoom.us/j/83337875617 Meeting ID: 833 3787 5617 Passcode: 411550 |
| October 10, 2021 | Session 6 |
Financial appraisal of projects Modelling timelines Forecasting capex |
Viswanathan M B | 2 pm - 4 pm | Join Zoom Meeting https://us06web.zoom.us/j/83337875617 Meeting ID: 833 3787 5617 Passcode: 411550 |
| October 17, 2021 | Session 7 |
Financial modelling for project finance Modelling revenue, opex, taxes |
Viswanathan M B | 2 pm - 4 pm | Join Zoom Meeting https://us06web.zoom.us/j/83337875617 Meeting ID: 833 3787 5617 Passcode: 411550 |
| October 24, 2021 | Session 8 |
Financial modelling for project finance Modelling funding, cash flow waterfall, cash flow distribution |
Viswanathan M B | 2 pm - 4 pm | Join Zoom Meeting https://us06web.zoom.us/j/83337875617 Meeting ID: 833 3787 5617 Passcode: 411550 |
| October 31, 2021 | Session 9 |
Financial modelling for project finance Calculating project IRR and equity IRR |
Viswanathan M B | 2 pm - 4 pm | Join Zoom Meeting https://us06web.zoom.us/j/83337875617 Meeting ID: 833 3787 5617 Passcode: 411550 |
| November 7, 2021 | Session 10 |
Financial modelling for project finance Performing scenario analysis and sensitivity analysis |
Viswanathan M B | 2 pm - 4 pm | Join Zoom Meeting https://us06web.zoom.us/j/83337875617 Meeting ID: 833 3787 5617 Passcode: 411550 |
| Day/Date | Topic | Coverage | Faculty | Time | Access Details |
|---|---|---|---|---|---|
| TBA | Liability & Credit Overview | - A peek into history and How liability affects an individuals Net Worth | Milind Kohmaria | TBA | |
| TBA | Types of Loans & Borrowings | - Various options available in the market & their features | Milind Kohmaria | TBA | |
| TBA | Computations for Loans | - Mathematics around Loans, Borrowings & Interest rates | Milind Kohmaria | TBA | |
| TBA | Loans Documents & Management | - Applying for loans, healthy practices for loan management, closing | Milind Kohmaria | TBA | |
| TBA | Rectifying Credit Score | - Client Management, counselling & improving credit profile | Milind Kohmaria | TBA |
| Day/Date | Topic | Coverage | Faculty | Time | Access Details |
|---|---|---|---|---|---|
| September 4, 2021 | Session 1 | - Investment Banking Basics | Viswanathan M B | 2 pm - 4 pm | Join Zoom Meeting https://us06web.zoom.us/j/89676859041 Meeting ID: 896 7685 9041 Passcode: 334227 |
| September 11, 2021 | Session 2 | - Financial Statement Analysis - Overview | Viswanathan M B | 2 pm - 4 pm | Join Zoom Meeting https://us06web.zoom.us/j/89676859041 Meeting ID: 896 7685 9041 Passcode: 334227 |
| September 18, 2021 | Session 3 | - Financial Statement Analysis - Interpreting financial statements | Viswanathan M B | 2 pm - 4 pm | Join Zoom Meeting https://us06web.zoom.us/j/89676859041 Meeting ID: 896 7685 9041 Passcode: 334227 |
| September 26, 2021 | Session 4 | - Financial Statement Analysis - Interpreting ratios | Viswanathan M B | 2 pm - 4 pm | Join Zoom Meeting https://us06web.zoom.us/j/89676859041 Meeting ID: 896 7685 9041 Passcode: 334227 |
| October 2, 2021 | Session 5 | - Fundamentals of valuation | Viswanathan M B | 2 pm - 4 pm | Join Zoom Meeting https://us06web.zoom.us/j/89676859041 Meeting ID: 896 7685 9041 Passcode: 334227 |
| October 9, 2021 | Session 6 | - DCF Valuation | Viswanathan M B | 2 pm - 4 pm | Join Zoom Meeting https://us06web.zoom.us/j/89676859041 Meeting ID: 896 7685 9041 Passcode: 334227 |
| October 16, 2021 | Session 7 | - Corporate actions and restructuring | Viswanathan M B | 2 pm - 4 pm | Join Zoom Meeting https://us06web.zoom.us/j/89676859041 Meeting ID: 896 7685 9041 Passcode: 334227 |
| October 23, 2021 | Session 8 | - IPO, Listing and fund raising | Viswanathan M B | 2 pm - 4 pm | Join Zoom Meeting https://us06web.zoom.us/j/89676859041 Meeting ID: 896 7685 9041 Passcode: 334227 |
| October 30, 2021 | Session 9 | - Mergers and Acquisitions | Viswanathan M B | 2 pm - 4 pm | Join Zoom Meeting https://us06web.zoom.us/j/89676859041 Meeting ID: 896 7685 9041 Passcode: 334227 |
| November 6, 2021 | Session 10 | - Transaction Analysis | Viswanathan M B | 2 pm - 4 pm | Join Zoom Meeting https://us06web.zoom.us/j/89676859041 Meeting ID: 896 7685 9041 Passcode: 334227 |
| November 13, 2021 | Session 11 | - Leveraged Buyouts | Viswanathan M B | 2 pm - 4 pm | Join Zoom Meeting https://us06web.zoom.us/j/89676859041 Meeting ID: 896 7685 9041 Passcode: 334227 |
| November 20, 2021 | Session 12 | - Open session | Viswanathan M B | 2 pm - 4 pm | Join Zoom Meeting https://us06web.zoom.us/j/89676859041 Meeting ID: 896 7685 9041 Passcode: 334227 |
| Day/Date | Topic | Coverage | Faculty | Time | Access Details |
|---|---|---|---|---|---|
| July 24, 2021 | Session 1- Portfolio Construction; Approaches to Capital | Ashish Fafadia | 10 am- 11 am |
Join Zoom Meeting https://zoom.us/j/92885919126 Meeting ID: 928 8591 9126 Passcode: 878088 |
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| July 25, 2021 | Session 2- Screening & Due Diligence; Investment Process including Documentation | Ashish Fafadia | 10 am- 11 am | Join Zoom Meeting https://zoom.us/j/92885919126 Meeting ID: 928 8591 9126 Passcode: 878088 |
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| July 31, 2021 | Session 3- Active vs. Passive Investing; Portfolio Management | Ashish Fafadia | 10 am- 11 am | Join Zoom Meeting https://zoom.us/j/92885919126 Meeting ID: 928 8591 9126 Passcode: 878088 |
| Day/Date | Topic | Coverage | Faculty | Time | Access Details |
|---|---|---|---|---|---|
| July 19, 2021 | Session 1 |
- Introduction to Asset Classes - Financial Market & Derivatives Market Jargons - Underlying assets for derivatives, Exchanges, Brokers - Index and its Application |
To Be Confirmed | 7.30 pm - 9.30 pm | Join Zoom Meeting https://zoom.us/j/95608183044 Meeting ID: 956 0818 3044 Passcode: 182053 |
| July 20, 2021 | Session 2 |
- Order Management for Derivatives Market - Introduction to Financial Derivatives |
To Be Confirmed | 7.30 pm - 9.30 pm | Join Zoom Meeting https://zoom.us/j/95608183044 Meeting ID: 956 0818 3044 Passcode: 182053 |
| July 21, 2021 | Session 3 |
- Derivatives Market Products and Participants - Types of Derivatives and their features (Equity, Commodity, Forex) - Introduction to Futures |
To Be Confirmed | 7.30 pm - 9.30 pm | Join Zoom Meeting https://zoom.us/j/95608183044 Meeting ID: 956 0818 3044 Passcode: 182053 |
| July 22, 2021 | Session 4 |
- Valuation of Futures. Margin calculations - Introduction to options and Terminology - Types of options |
To Be Confirmed | 7.30 pm - 9.30 pm | Join Zoom Meeting https://zoom.us/j/95608183044 Meeting ID: 956 0818 3044 Passcode: 182053 |
| July 23, 2021 | Session 5 |
- Moneyness of Options - Option Greeks - Payoff Diagrams |
To Be Confirmed | 7.30 pm - 9.30 pm | Join Zoom Meeting https://zoom.us/j/95608183044 Meeting ID: 956 0818 3044 Passcode: 182053 |
| July 24, 2021 | Session 6 |
- Introduction to Strategies - Unidirectional Option Strategies - Option Strategies for Hedging - Option Strategies to manage Volatility |
To Be Confirmed | 7.30 pm - 9.30 pm | Join Zoom Meeting https://zoom.us/j/95608183044 Meeting ID: 956 0818 3044 Passcode: 182053 |
| Day/Date | Topic | Coverage | Faculty | Time | Access Details |
|---|---|---|---|---|---|
| July 19, 2021 | - Introduction to Banking, Banking Products | Shashwati Choudhury | 4 pm - 6 pm | Join Zoom Meeting https://zoom.us/j/94165177641 Meeting ID: 941 6517 7641 Passcode: 776433 |
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| July 20, 2021 | - Banking Operations | Shashwati Choudhury | 4 pm - 6 pm | Join Zoom Meeting https://zoom.us/j/94165177641 Meeting ID: 941 6517 7641 Passcode: 776433 |
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| July 21, 2021 | - Risk Management | Shashwati Choudhury | 4 pm - 6 pm | Join Zoom Meeting https://zoom.us/j/94165177641 Meeting ID: 941 6517 7641 Passcode: 776433 |
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| July 22, 2021 | - Client Segmentation; Relationship Management | Shashwati Choudhury | 4 pm - 6 pm | Join Zoom Meeting https://zoom.us/j/94165177641 Meeting ID: 941 6517 7641 Passcode: 776433 |
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| July 24, 2021 | - Advisory Services; Case Studies | Shashwati Choudhury | 4 pm - 6 pm | Join Zoom Meeting https://zoom.us/j/94165177641 Meeting ID: 941 6517 7641 Passcode: 776433 |
| Day/Date | Topic | Coverage | Faculty | Time | Access Details |
|---|---|---|---|---|---|
| July 5, 2021 | Financial Planning Overview | - How financial markets evolved? Why is financial planning important? | Milind Kohmaria | 7.30 pm - 9.30 pm | Join Zoom Meeting https://zoom.us/j/97520786636 Meeting ID: 975 2078 6636 Passcode: 085157 |
| July 6, 2021 | Financial Mathematics - I | - Time Value of Money | Milind Kohmaria | 7.30 pm - 9.30 pm | Join Zoom Meeting https://zoom.us/j/97520786636 Meeting ID: 975 2078 6636 Passcode: 085157 |
| July 7, 2021 | Financial Mathematics - II | - Calculating Financial Ratios & Goals | Milind Kohmaria | 7.30 pm - 9.30 pm | Join Zoom Meeting https://zoom.us/j/97520786636 Meeting ID: 975 2078 6636 Passcode: 085157 |
| July 8, 2021 | Understanding Asset Classes | - Real Estate, Equity, Debt, Cash, Alternative Investments | Milind Kohmaria | 7.30 pm - 9.30 pm | Join Zoom Meeting https://zoom.us/j/97520786636 Meeting ID: 975 2078 6636 Passcode: 085157 |
| July 9, 2021 | Insurance Planning | - Types of Insurance, Need, Client Servicing | Milind Kohmaria | 7.30 pm - 9.30 pm | Join Zoom Meeting https://zoom.us/j/97520786636 Meeting ID: 975 2078 6636 Passcode: 085157 |
| July 12, 2021 | Investment Planning | - Financial Products - Bank, Mutual Funds, Post Office, Govt. Schemes | Milind Kohmaria | 7.30 pm - 9.30 pm | Join Zoom Meeting https://zoom.us/j/97520786636 Meeting ID: 975 2078 6636 Passcode: 085157 |
| July 13, 2021 | Retirement & Estate Planning | - Understanding & Computing Retirement Needs, Succession Planning | Milind Kohmaria | 7.30 pm - 9.30 pm | Join Zoom Meeting https://zoom.us/j/97520786636 Meeting ID: 975 2078 6636 Passcode: 085157 |
| July 14, 2021 | Risk, Return, Tax & Liquidity | - Financial Ratios, Tax Rules, Portfolio Liquidity | Milind Kohmaria | 7.30 pm - 9.30 pm | Join Zoom Meeting https://zoom.us/j/97520786636 Meeting ID: 975 2078 6636 Passcode: 085157 |
| July 15, 2021 | Technology in Financial Planning | - Handy Tools and Technology for Financial Planning Professionals | Milind Kohmaria | 7.30 pm - 9.30 pm | Join Zoom Meeting https://zoom.us/j/97520786636 Meeting ID: 975 2078 6636 Passcode: 085157 |
| July 16, 2021 | Client Servicing | - Accumulated, Planning, Distribution (Case Studies) | Milind Kohmaria | 7.30 pm - 9.30 pm | Join Zoom Meeting https://zoom.us/j/97520786636 Meeting ID: 975 2078 6636 Passcode: 085157 |
| Date | Topic | Coverage | Faculty | Time | Access Details |
|---|---|---|---|---|---|
| Monday, 12 Oct 2020 |
Introduction and overview |
-Trainer and trainee introduction -Overview of financial model -Setting expectations -Methodology: Interactive discussion with participants |
Mr. Viswanathan | 7:00pm - 9:00pm | Join Zoom Meeting https://zoom.us/j/98746749954 Meeting ID- 987 4674 9954 Passcode- 354730 |
| Wednesday, 14 Oct 2020 |
Basic mathematics for financial modeling |
-Understanding different types of data -Understanding different types of variables -Working with averages, growth rates, proportions, and basis points |
Mr. Viswanathan | 7:00pm - 9:00pm | Join Zoom Meeting: https://zoom.us/j/97357431594 Meeting ID: 973 5743 1594 Passcode: 301703 |
| Monday, 19 Oct 2020 |
MS Excel best practices |
-Structuring workbook and worksheets -Naming worksheets -Delineating between input cells and formula cells -Working with colour codes -Working with relative reference vs absolute reference -Working with range names and tables |
Mr. Viswanathan | 7:00pm - 9:00pm | Join Zoom Meeting- https://zoom.us/j/96659091784 Meeting ID- 966 5909 1784 Passcode- 321566 |
| Wednesday, 21 Oct 2020 |
Financial statement analysis for financial modeling |
-Role of ratio analysis in financial modeling -Time series analysis for financial modeling -Calculating ratios and growth rates -Limitations of textbook ratios and alternatives |
Mr. Viswanathan | 7:00pm - 9:00pm | Join Zoom Meeting- https://zoom.us/j/95432450273 Meeting ID- 954 3245 0273 Passcode- 509410 |
| Monday, 26 Oct 2020 |
Planning a financial model |
-Understanding the business model -Identifying variables and relationship -Developing model structure using reverse flow charging -Understanding data dimensions and model architecture |
Mr. Viswanathan | 7:00pm - 9:00pm | Join Zoom Meeting- https://zoom.us/j/96592564653 Meeting ID- 965 9256 4653 Passcode- 146376 |
| Wednesday, 28 Oct 2020 |
Revenue modeling |
-Understanding the role of business constraints in revenue modeling -Various levels of revenue modeling -Demand side modeling -Production/supply side modeling -Top-down approach to financial models |
Mr. Viswanathan | 7:00pm - 9:00pm | Join Zoom Meeting- https://zoom.us/j/95808185348 Meeting ID- 958 0818 5348 Passcode- 963434 |
| Monday, 2 Nov 2020 |
Modeling operating expenses |
-Understanding expense categorisation in India and the resulting challenges in modeling -Modeling operating expenses -Modeling changes in inventory |
Mr. Viswanathan | 7:00pm - 9:00pm | Join Zoom Meeting- https://zoom.us/j/93304000748 Meeting ID- 933 0400 0748 Passcode- 394555 |
| Wednesday, 7 Nov 2020 |
Advanced mathematics for financial modeling |
-Understanding numerical series (arithmetic progression and geometric progression) -Basic time value of money -Advanced time value of money concept -Using numerical series and TVM concepts in financial modeling |
Mr. Viswanathan | 7:00pm - 9:00pm | Join Zoom Meeting https://zoom.us/j/91993999542 |
| Monday, 9 Nov 2020 |
Advanced MS Excel functions and features |
-Working with Boolean values -Working with IF statements -Advanced numerical functions and lookup functions -Financial function in MS Excel |
Mr. Viswanathan | 7:00pm - 9:00pm | Join Zoom Meeting- https://zoom.us/j/92320051834 Meeting ID- 923 2005 1834 Passcode- 494245 |
| Wednesday, 14 Nov 2020 |
Depreciation and Fixed Asset schedule |
-Understanding a fixed asset schedule -Comparison between SLM and WDV method for calculating depreciation -Challenges in SLM modeling and alternatives -Modeling capex |
Mr. Viswanathan | 7:00pm - 9:00pm | Join Zoom Meeting- https://zoom.us/j/96294957525 Meeting ID- 962 9495 7525 Passcode- 794774 |
| Monday, 23 Nov 2020 |
Modeling debt and interest |
-Structure of debt schedule -Modeling debt when limited information is available -Modeling debt when maturity dates are debt available |
Mr. Viswanathan | 7:00pm - 9:00pm | Join Zoom Meeting- https://zoom.us/j/94017153641 Meeting ID- 940 1715 3641 Passcode- 353791 |
| Monday, 30 Nov 2020 |
Modeling other P&L line items |
-Modeling taxes -Modeling minority interest and income from associates -Modeling EPS and DPS |
Mr. Viswanathan | 7:00pm - 9:00pm | Join Zoom Meeting- https://zoom.us/j/99193470827 Meeting ID- 991 9347 0827 Passcode- 108404 |
| Monday, 7 Dec 2020 |
Modeling balance sheet |
-Balance sheet line items in India and resulting challenges -Identifying balance sheet items into (i) Fictitious asset/liability (ii) Financial assets/(liability) (iv) Operating assets and liabilities -Modeling working capital line items - Modeling provisions including provision for employee benefits -Modeling equity |
Mr. Viswanathan | 7:00pm - 9:00pm | Join Zoom Meeting- https://zoom.us/j/95774056536 Meeting ID- 957 7405 6536 Passcode- 943474 |
| Monday, 14 Dec 2020 |
Modeling cash flow statement |
-Reorganising cash flow line items -Modeling cash flow statement under indirect method -Cash sweep statement: Alternate approach to cash flow statement -Algebraic approach to handling circular reference in cash sweep statement |
Mr. Viswanathan | 7:00pm - 9:00pm | Join Zoom Meeting- https://zoom.us/j/99591145199 Meeting ID- 995 9114 5199 Passcode- 262984 |
| Monday, 21 Dec 2020 |
DCF Valuationt |
-Overview of three stage DCF model -Factors affecting number of stages and tenure of each stage -Projecting out years (second stage) -Critical check lists for estimations and projections in DCF -Calculating cost of capital -Calculating present values and value of equity shares -Sensitivity analysis of DCF valuation using data table |
Mr. Viswanathan | 7:00pm - 9:00pm | Join Zoom Meeting- https://zoom.us/j/97101330896 Meeting ID- 971 0133 0896 Passcode- 997870 |
| Monday, 28 Dec 2020 |
Open house | Mr. Viswanathan | 7:00pm - 9:00pm | Join Zoom Meeting- https://zoom.us/j/94646960849 Meeting ID- 946 4696 0849 Passcode- 450887 |
| Day/Date | Topic | Coverage | Faculty | Time | Access Details |
|---|---|---|---|---|---|
| Thursday, 15 Oct 2020 |
Components of an argument |
-Understand the various parts of an analytical report such as assertion, premise and conclusion -Know the significance of presenting the various components in a structured manner to be able to persuade the reader -Presenting the various components for deductive arguments and inductive arguments |
Mr. Viswanathan | 7:00pm - 9:00pm | Join Zoom Meeting- https://zoom.us/j/96417161184 Meeting ID- 964 1716 1184 Passcode- 494474 |
| Thursday, 22 Oct 2020 |
Top-down vs Bottom-up approach |
-Understanding pyramid structure and power writing -Presenting deductive vs inductive arguments -Knowing the difference between top-down vs Bottom-up approach and when to use what -Presenting an idea using top-down pyramid -Presenting an idea using bottom-up pyramid |
Mr. Viswanathan | 7:00pm - 9:00pm | Join Zoom Meeting- https://zoom.us/j/97841031641 Meeting ID- 978 4103 1641 Passcode- 761576 |
| Thursday, 29 Oct 2020 |
Gaining the reader’s attention |
-Beginning with clear, concise and persuasive opening -Using bread crumbs to retain the reader’s attention -Using flags and sign posts -Ending with powerful conclusion |
Mr. Viswanathan | 7:00pm - 9:00pm | Join Zoom Meeting- https://zoom.us/j/98177136608 Meeting ID- 981 7713 6608 Passcode- 461195 |
| Thursday, 5 Nov 2020 |
Enabling skim through of documents |
-Writing effective paragraph/slide headings -Using margin texts in word based reports -Using pictographs -Making charts and table easy to understand/interpret |
Mr. Viswanathan | 7:00pm - 9:00pm | Join Zoom Meeting- https://zoom.us/j/91935579142 Meeting ID- 919 3557 9142 Passcode- 505935 |
| Other key attributes of good writing |
-Unity of idea -Bringing variety using different sentence structures -Maintaining coherence of idea |
Mr. Viswanathan | 7:00pm - 9:00pm | Join Zoom Meeting- https://zoom.us/j/91935579142 Meeting ID- 919 3557 9142 Passcode- 505935 |
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| Thursday, 12 Nov 2020 |
Common grammatical mistakes |
-Eight rules of comma -Rules of capitalization -Using other punctuations such as semi-colon, colon, em-dash and en-dash |
Mr. Viswanathan | 7:00pm - 9:00pm | Join Zoom Meeting- https://zoom.us/j/93211788827 Meeting ID- 932 1178 8827 Passcode- 594846 |
| Day/Date | Topic | Coverage | Faculty | Time | Access Details |
|---|---|---|---|---|---|
| Tuesday, 13 Oct 2020 |
Financial Statement Analysis | Mr. Abhijit Chatterjee | 7:00pm - 9:00pm | Join Zoom Meeting- https://zoom.us/j/93707674839 Meeting ID- 937 0767 4839 |
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| Friday, 16 Oct 2020 |
Credit Specific Analysis – Banker’s and Analyst Perspective | Mr. Abhijit Chatterjee | 7:00pm - 9:00pm | Join Zoom Meeting- https://zoom.us/j/93871257713 Meeting ID- 938 7125 7713 |
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| Tuesday, 20 Oct 2020 |
Understanding of Loans and Bonds | Mr. Abhijit Chatterjee | 7:00pm - 9:00pm | Join Zoom Meeting- https://zoom.us/j/92948051643 Meeting ID- 929 4805 1643 |
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| Friday, 23 Oct 2020 |
Credit Rating- Internal & External (Part 1) | Mr. Abhijit Chatterjee | 7:00pm - 9:00pm | Join Zoom Meeting- https://zoom.us/j/92395379126 Meeting ID- 923 9537 9126 |
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| Tuesday, 27 Oct 2020 |
Credit Rating- Internal & External (Part 2) | Mr. Abhijit Chatterjee | 7:00pm - 9:00pm | Join Zoom Meeting- https://zoom.us/j/96424143759 Meeting ID- 964 2414 3759 |
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| Friday, 30 Oct 2020 |
Credit Strategy & Portfolio Management (Part 1) | Mr. Abhijit Chatterjee | 7:00pm - 9:00pm | Join Zoom Meeting- https://zoom.us/j/93225418588 Meeting ID: 932 2541 8588 |
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| Tuesday, 3 Nov 2020 |
Credit Strategy & Portfolio Management (Part 2) | Mr. Abhijit Chatterjee | 7:00pm - 9:00pm | Join Zoom Meeting- https://zoom.us/j/95318051465 Meeting ID: 953 1805 1465 |
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| Friday, 6 Nov 2020 |
Credit Monitoring, NPA Management, Enhancement and Securitization (Part 1) | Mr. Abhijit Chatterjee | 7:00pm - 9:00pm | Join Zoom Meeting- https://zoom.us/j/95563931857 Meeting ID: 955 6393 1857 |
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| Tuesday, 10 Nov 2020 |
Credit Monitoring, NPA Management, Enhancement and Securitization (Part 2) | Mr. Abhijit Chatterjee | 7:00pm - 9:00pm | Join Zoom Meeting- https://zoom.us/j/94107109670 Meeting ID: 941 0710 9670 |
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| Tuesday, 24 Nov 2020 |
Credit Risk Models and Regulations (Part 1) | Mr. Abhijit Chatterjee | 7:00pm - 9:00pm | Join Zoom Meeting- https://zoom.us/j/97856958494 Meeting ID: 978 5695 8494 |
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| Tuesday, 1 Dec 2020 |
Credit Risk Models and Regulations (Part 2) | Mr. Abhijit Chatterjee | 7:00pm - 9:00pm | Join Zoom Meeting- https://zoom.us/j/95751939312 Meeting ID: 957 5193 9312 |
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| Tuesday, 8 Dec 2020 |
Understanding and analysis of Corporate Banking Facilities and other financing forms | Mr. Abhijit Chatterjee | 7:00pm - 9:00pm | Join Zoom Meeting- https://zoom.us/j/97934140033 Meeting ID: 979 3414 0033 |
| Day/Date | Topic | Coverage | Faculty | Time | Access Details |
|---|---|---|---|---|---|
| Saturday, 10 Oct 2020 |
AIF Regulations | Ms. Sharda Balaji Managing Partner, Novojuris | 11:00am - 12:00pm | ||
| Saturday, 17 Oct 2020 |
Portfolio allocation in AIF – how different is this ballgame? | Apurva Sahijwani (Axis Private Wealth) Satinder Agarwal (Seguro Wealth, Dubai) |
11:00am - 12:00pm | ||
| Saturday, 24 Oct 2020 |
Regulations & Compliance in AIFs | TBC | 11:00am - 12:00pm |
| Day/Date | Topic | Coverage | Faculty | Time | Access Details |
|---|---|---|---|---|---|
| Nov 26, 2020 | Introduction and Overview |
- Overview of VBA - Understanding the VBA environment - Understanding VBA libraries - Overview of object, properties and methods - Understanding subroutines and functions |
Mr. Viswanathan | 08:00 PM | Join Zoom Meeting https://zoom.us/j/91913605928 Meeting ID: 919 1360 5928 Passcode: 956071 |
| Dec 3, 2020 | Input, processing, and storage |
- Input commands in MS Excel - Storing input data in MS Excel or name manager - Processing data in VBA - Use of MS Excel functions in VBA - Storing calculated results in MS Excel |
Mr. Viswanathan | 08:00 PM | Join Zoom Meeting https://zoom.us/j/97699915096 Meeting ID: 976 9991 5096 Passcode: 292258 |
| Dec 10, 2020 | Logical functions |
- If.. Then.. Else construct - Select Case construct |
Mr. Viswanathan | 08:00 PM | Join Zoom Meeting https://zoom.us/j/98462964424 Meeting ID: 984 6296 4424 Passcode: 600875 |
| Dec 17, 2020 | Loops |
- For Next construct - Do Loop Construct - While Wend construct |
Mr. Viswanathan | 08:00 PM | Join Zoom Meeting https://zoom.us/j/93231005645 Meeting ID: 932 3100 5645 Passcode: 353361 |
| Dec 24, 2020 | Working with code snippets |
- Generating code snippets using record macro feature - Obtaining code snippets online |
Mr. Viswanathan | 08:00 PM |
Join Zoom Meeting https://zoom.us/j/95077674292 Meeting ID: 950 7767 4292 Passcode: 585617 |
| Jan 7, 2021 | Creating a complete subroutine |
- Identifying the steps - Identifying conditional steps - Generating codes - Modifying codes to suit the need - External resources helpful for coding |
Mr. Viswanathan | 08:00 PM |
Join Zoom Meeting https://zoom.us/j/92561150560 Meeting ID: 925 6115 0560 Passcode: 654579 |
| Jan 14, 2021 | Creating functions |
- Understanding the concept of functions - Private and public functions - Calling additional functions and sub-routines - Creating and function to work with MS Excel |
Mr. Viswanathan | 08:00 PM | Join Zoom Meeting https://zoom.us/j/93554283324 Meeting ID: 935 5428 3324 Passcode: 807189 |
| Jan 21, 2021 | Creating and working with user forms |
- - Introduction to ActiveX controls - Various ActiveX controls button - Reading values in ActiveX control and accepting input using the same - Adding elements to ActiveX controls manually and automatically - Hiding and showing ActiveX controls |
Mr. Viswanathan | 08:00 PM | Join Zoom Meeting https://zoom.us/j/99497795889 Meeting ID: 994 9779 5889 Passcode: 331062 |
| Day/Date | Topic | Coverage | Faculty | Time | |
|---|---|---|---|---|---|
| Nov 25, 2020 | Introduction to time value of money |
- Simple interest vs compound interest -Understanding present values and future values -Calculating present value, future value, rate and number of periods -MS Excel functions for calculating PV, FV, Rate, NPer |
Mr. Viswanathan | 08:00 PM | Join Zoom Meeting https://zoom.us/j/95728479511 Meeting ID: 957 2847 9511 Passcode: 699254 |
| Dec 2, 2020 | Role of time value of money in asset valuation |
- Fundamental equation of value -Real world valuation vs risk neutral valuation -Role of spot rates in asset valuation -Valuation of bond with (i) yield to maturity (ii) with spot rates -Working with forward rates |
Mr. Viswanathan | 08:00 PM | Join Zoom Meeting https://zoom.us/j/99514587953 Meeting ID: 995 1458 7953 Passcode: 156190 |
| Dec 9, 2020 | Working with annuity |
-Introduction to annuity -Mathematical formula for calculating annuity -MS Excel function to calculate annuity -Calculating annuity when there are uncertainties -Modeling growth annuity |
Mr. Viswanathan | 08:00 PM | Join Zoom Meeting https://zoom.us/j/94156897823 Meeting ID: 941 5689 7823 Passcode: 274679 |
| Dec 16, 2020 | Overview of application of time value of money is financial reporting |
-Lease accounting -Investment and debt accounting under IFRS 9 / IndAS 109 -Impairment of assets -Accounting for employment obigations |
Mr. Viswanathan | 08:00 PM | Join Zoom Meeting https://zoom.us/j/95919805417 Meeting ID: 959 1980 5417 Passcode: 688192 |
| Dec 23, 2020 | Advanced MS Excel to crunch complex numerical series problems |
- Creating a consolidated debt schedule when there are several debts taken at different times at different rates and different tenure - Creating a consolidated depreciation schedule when there are different asset purchased at different dates with different life and salvage value -Creating debt repayment schedule based for a series of debt |
Mr. Viswanathan | 08:00 PM | Join Zoom Meeting https://zoom.us/j/98273663607 Meeting ID: 982 7366 3607 Passcode: 467452 |
| Day/Date | Topic | Coverage | Faculty | Time | Access Details |
|---|---|---|---|---|---|
| Nov 27, 2020 | CRC Session 1- Introduction to Financial Markets | Mr. Himanshu Arora | 07:00 PM | Join Zoom Meeting
https://zoom.us/j/94792848235 Meeting ID: 947 9284 8235 Passcode: 680685 |
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| Dec 4, 2020 | CRC Session 2- Financial Derivatives & Risks Involved | Mr. Himanshu Arora | 07:00 PM | Join Zoom Meeting https://zoom.us/j/91282012791 Meeting ID: 912 8201 2791 Passcode: 356943 |
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| Dec 11, 2020 | CRC Session 3- Risk Avoidance using Derivative Strategies | Mr. Himanshu Arora | 07:00 PM | Join Zoom Meeting https://zoom.us/j/97498198641 Meeting ID: 974 9819 8641 Passcode: 719485 |
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| Dec 18, 2020 | CRC Session 4- Risk Management | 07:00 PM | Join Zoom Meeting https://zoom.us/j/99415964478 Meeting ID: 994 1596 4478 Passcode: 269297 |
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| Jan 1, 2021 | CRC Session 5- Risk Measurement | 07:00 PM | Join Zoom Meeting https://zoom.us/j/98929807109 Meeting ID: 989 2980 7109 Passcode: 984335 |
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| Jan 8, 2021 | CRC Session 6- Corporate Governance & Corporate Risk Management | 07:00 PM | Join Zoom Meeting https://zoom.us/j/97617195489 Meeting ID: 976 1719 5489 Passcode: 807624 |
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| Jan 15, 2021 | CRC Session 7- Risk Management for Banking Sector | 07:00 PM | Join Zoom Meeting https://zoom.us/j/91052412205 Meeting ID: 910 5241 2205 Passcode: 066604 |
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| Jan 22, 2021 | CRC Session 8- Financial & Regulatory Structure | 07:00 PM | Join Zoom Meeting https://zoom.us/j/93785746275 Meeting ID: 937 8574 6275 Passcode: 289476 |
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| Jan 29, 2021 | CRC Session 9- Intermediary Specific Regulations | 07:00 PM | Join Zoom Meeting https://zoom.us/j/91383457261 Meeting ID: 913 8345 7261 Passcode: 948802 |
| Day/Date | Topic | Coverage | Faculty | Time | Access Details |
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| Nov 28, 2020 | FPA Session 1- Introduction to Financial Planning | Mr. Nand Gangwani | 04:00 PM | Join Zoom Meeting https://zoom.us/j/92294427622 Meeting ID: 922 9442 7622 Passcode: 241789 | |
| Nov 29, 2020 | FPA Session 2 - Insurance | Mr. Nand Gangwani | 07:00 PM | Join Zoom Meeting https://zoom.us/j/92199872216 Meeting ID: 921 9987 2216 Passcode: 641739 |
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| Dec 5, 2020 | FPA Session 3- Investments | Mr. Nand Gangwani | 04:00 PM | Available In Member Login | |
| Dec 6, 2020 | FPA Session 4- Risk | Mr. Nand Gangwani | 07:00 PM | Join Zoom Meeting https://zoom.us/j/97928411841 Meeting ID: 979 2841 1841 Passcode: 815943 |
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| Dec 12, 2020 | FPA Session 5- Return | Mr. Nand Gangwani | 04:00 PM | Join Zoom Meeting https://zoom.us/j/93512458692 Meeting ID: 935 1245 8692 Passcode: 508282 |
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| Dec 13, 2020 | FPA Session 6 - Asset Allocation | Mr. Nand Gangwani | 07:00 PM | Join Zoom Meeting https://zoom.us/j/91979837338 Meeting ID: 919 7983 7338 Passcode: 164969 |
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| Dec 19, 2020 | FPA Session 7- Tax Planning ( Part 1) | Mr. Nand Gangwani | 04:00 PM | Join Zoom Meeting https://zoom.us/j/99242588105 Meeting ID: 992 4258 8105 Passcode: 444217 |
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| Dec 20, 2020 | FPA Session 8- Tax Planning ( Part 2) | Mr. Nand Gangwani | 07:00 PM | Join Zoom Meeting https://zoom.us/j/96249380296 Meeting ID: 962 4938 0296 Passcode: 962073 |
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| Dec 26, 2020 | FPA Session 9- Retirement Planning | Mr. Nand Gangwani | 04:00 PM | Join Zoom Meeting https://zoom.us/j/95036279908 Meeting ID: 950 3627 9908 Passcode: 007000 |
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| Dec 27, 2020 | FPA Session 10- Estate Planning | Mr. Nand Gangwani | 07:00 PM | Join Zoom Meeting https://zoom.us/j/96708427047 Meeting ID: 967 0842 7047 Passcode: 434258 |