About the Workshop:
For financial services professionals – both salaried and self-employed, building a personal brand has never been more important than it is today. The Covid pandemic has ushered in a new era of business. This is a time for financial services professionals to think out of the box, not only to tide over the next few months but also to build a lasting and fulfilling career.
Your brand is what distinguishes you from your competitors, helping to form a lasting impression in the mind of your audience and customers. Without a compelling personal brand that attracts your target audience, you may find yourself struggling to build a profitable and sustainable business.
Building a Personal Brand is both an art and science and requires an informed and disciplined effort.
Through this unique workshop we will teach you how to create your personal brand, to make a dream career and to keep achieving new milestones.
Faculty: Mr. Aditya Gadge, Founder, Equalifi & Priwexus
Program Fee:
For Equalifi Members- INR 5,900
For Non-Members- INR 11,800
Program Dates: July 22- July 29, 2023
Who is it for?:
Financial Services Professionals (both Salaried and Self-Employed)
Independent Financial Advisors
Entrepreneurs
Session | Date | Topic | Time |
---|---|---|---|
1 | July 22 |
| 11 am – 1 pm |
2 | July 29 |
| 11 am – 1 pm |
“Success is where preparation and opportunity meet.” – Bobby Unser
An interview is a the final stage between your dreams and reality. However a lot of candidates do not understand that when you don’t prepare for an interview, you are setting yourself up for failure even before going for the interview, as you’re already a step behind other candidates who will come prepared.
When you prepare well for an interview, you can put your best foot forward and reap the benefits of having more control over your performance rather than leaving it to chance.
This workshop is designed to help you learn the correct interview preparation techniques.
Faculty: Mr. Aditya Gadge, Founder & CEO, Equalifi
Program Fee:
For Equalifi Members- Complimentary
For Non-Members- INR 590
Program Dates: October 7, 2023
Who is this program designed for?:
Under-graduate Students
Post-graduate Student
Young Professionals
Session | Date | Topic | Time |
---|---|---|---|
1 | October 7 | Career Development Overview & Building a CV
| 2 pm- 4pm |
This training program is designed to prepare candidates for NISM Series XIX-A exam for Alternative Investment Funds (Category I & II) Distributors
Session | Date | Topic |
---|---|---|
1 | TBA | OVERVIEW OF ALTERNATIVE INVESTMENTS
ALTERNATIVE INVESTMENT FUNDS IN INDIA
|
2 | TBA | CONCEPTS IN THE AIF INDUSTRY
AIF REGULATORY FRAMEWORK
|
3 | TBA | ALTERNATIVE INVESTMENT FUND STRUCTURING
|
4 | TBA | RISK AND RETURN – FUND AND INVESTOR PERSPECTIVE
|
5 | TBA | INVESTMENT PROCESS AND GOVERNANCE OF FUNDS
|
6 | TBA | FUND DUE DILIGENCE – INVESTOR PERSPECTIVE
|
7 | TBA | LEGAL DOCUMENTATION AND NEGOTIATION – INVESTOR PERSPECTIVE
|
8 | TBA | FUND MONITORING, REPORTING AND EXIT
|
9 | TBA | VALUATION
|
10 | TBA | TAXATION – INDIA SPECIFIC
GOOD PRACTICES
|
This is a live training program for the prestigious Certificate in Fixed-Income Investing offered by Equalifi Academy.This training is designed for professionals responsible for management or oversight of short duration fixed income portfolios and cash equivalents. This training will provide the practical tools and latest knowledge to excel in this dynamic field of fixed-income investing.
Faculty: Mr. Joydeep Sen, Corporate Trainer & Author
Program Fee: INR 1,180
Program Dates: February 20- February 24, 2023
Session Time: 7pm – 9 pm
Session | Date | Topic |
---|---|---|
1 | TBA | Concepts of Fixed-Income Investing; Fixed-Income Instruments |
2 | TBA | Key Risks in Fixed Income Investing; Credit Rating Concepts |
3 | TBA | Fixed-Income Market Structure in India; Fixed-Income Portfolio Management Concepts |
4 | TBA | Fixed-Income Mutual Funds- Concepts & Fund Categories |
5 | TBA | Taxation of Bonds & MFs; Fixed Income Investment Vehicles |
This is only a skill-building (training) program and only meant for candidates looking to hone their retirement advising skills.
Candidates who are keen to earn the FII designation must separately register for the FII exam.
For more details of FII designation, please visit- https://equalifi.org/
For more details of Equalifi Membership, please visit- https://equalifi.org/
This is a live training program for the prestigious Chartered Retirement Advisor (CRA) certification program offered by Equalifi Academy.This training is designed to upskill wealth management professionals to help them provide broader retirement planning advice, recognize and accommodate client complexity and meet evolving client needs.
Faculty: Mr. Prakash Sinha, Corporate Trainer & Author
Program Fee: INR 1,180
Program Dates: February 13- February 18, 2023
Session Time: 7pm – 9pm
Session | Date | Topic |
---|---|---|
1 | February 13, 2023 | Introduction to Financial Planning |
2 | February 14, 2023 | Retirement Planning – Principles & Methodology |
3 | February 15, 2023 | Government and Employer Retirement Plans, Tax issues for Retirees |
4 | February 16, 2023 | Investment Planning & Asset Allocation, Tools & Calculators |
5 | February 17, 2023 | Estate Planning |
6 | February 18, 2023 | Designing optimal retirement income streams; Fiduciary, ethical and regulatory issues for retirement advisors |
This is only a skill-building (training) program and only meant for candidates looking to hone their retirement advising skills.
Candidates who are keen to earn the CRA designation must separately register for the CRA exam
For more details of CRA designation, please visit https://equalifi.org/academy/certifications/
For more details of Equalifi Membership, please visit- https://equalifi.org/memberships/individual-membership/
Day/Date | Topic | Coverage | Time |
---|---|---|---|
August 22, 2022 | Session 1 | Introduction to Index | 7 pm – 9 pm |
August 23, 2022 | Session 2 | Intro to Major Indices & Key Terminology | 7 pm – 9 pm |
August 24, 2022 | Session 3 | Technical Analysis Basics | 7 pm – 9 pm |
August 25, 2022 | Session 4 | Finding Broader and Short term Outlook using Price Action,Technical Trading Setups | 7 pm – 9 pm |
August 26, 2022 | Session 5 | Setups for Intraday, Swing & Positional Index Trading | 7 pm – 9 pm |
August 27, 2022 | Session 6 | Introduction to Derivatives Strategies, Options Strategies for Intraday, Swing & Positional Trading | 7 pm – 9 pm |
Topic | Topic |
---|---|
Session 1 | Introduction to Estate and Succession Planning; Personal Succession; Consequences of not having a succession plan |
Session 2 | Essential Tools of Succession |
Session 3 | Trust Structuring and Management for Domestic and Global Families |
Session 4 | Types of Trusts; Domestic Trusts and Foreign Trusts and Taxation |
Session 5 | Governance Mechanisms for Family Owned Businesses |
Topic | Coverage |
---|---|
Session 1 | Module 1 Foundations of Market Risk – Pillars of Market Risk – Systematic and Unsystematic Risk Module 2 Market Risk Measurement & Management – Introduction of Market Risk – Distributions – Volatility modelling – Standard deviation (Excel modeling) – Value at Risk – Historical Simulation, Parametric VaR, Monte Carlo Simulation (Excel modelling) – Expected Shortfall (Excel modelling) |
Session 2 | Module 2 – VaR back testing – Interest Rate Risk (Excel modelling) – Risk Mitigation techniques Module 3 – Stress testing – Historical/Event based Stress Testing (Excel modelling) – Correlated Stress testing (Excel modelling) – Stressed VaR |
Session 3 | Module 4 Liquidity Risk 4.1. Liquidity dimensions and parameters 4.2. Transaction cost and Market impact 4.3. Computing stock and portfolio liquidity (Excel modelling |
Topic | Coverage |
---|---|
Session 1 | Concepts of Fixed-Income Investing; Fixed-Income Instruments |
Session 2 | Key Risks in Fixed Income Investing; Credit Rating Concepts |
Session 3 | Fixed-Income Market Structure in India; Fixed-Income Portfolio Management Concepts |
Session 4 | Fixed-Income Mutual Funds- Concepts & Fund Categories |
Session 5 | Taxation of Bonds & MFs; Fixed Income Investment Vehicles |
Topic | Coverage |
---|---|
Session 1 | – Wealth Management ; Wealth Planning Framework |
Session 2 | – Asset Classes |
Session 3 | – Products; Financial Mathematics |
Session 4 | – Risk |
Session 5 | – Economics ; Behavioral Finance |
Session 6 | – Succession Planning |
Session 7 | – Investment Taxation; Regulations (Legal & Compliance) |
Project | Assignment /Project on Wealth Management |
Conference | – India Wealth Management Summit 2021 & India Wealth Awards 2021 |
Topic | Coverage |
---|---|
September 6, 2021 | Treasury Management in Corporates, Working Capital, Cash and Liquidity Management |
Session 1 | Capital Structure Decisions and Corporate Finance |
Session 2 | Financial Markets |
Session 3 | Fixed Income Portfolio Management |
Session 4 | Global Commodity Market Products |
Session 5 | Application of Derivatives as Hedging tool |
Session 6 | Foreign Exchange Management |
Session 7 | Technical Analysis for Foreign Exchange |
Session 8 | Economy Analysis- Interpreting Global Economic Scenario |
Session 9 | Treasury Risk Management |
Session 10 | Treasury Operations and Control |
Session 11 | Bank Treasury Management |
Session 12 | Market Risk Management for Banks |
Session 13 | Regulations, Accounting and Auditing |
Topic | Coverage |
---|---|
Session 1 | Introduction to Banking, Banking Products |
Session 2 | Banking Operations |
Session 3 | Risk Management |
Session 4 | Client Segmentation; Relationship Management |
Session 5 | Advisory Services; Case Studies |
Day/Date | Topic |
---|---|
Session 1 | – Introduction to Asset Classes – Financial Market & Derivatives Market Jargons – Underlying assets for derivatives, Exchanges, Brokers – Index and its Application |
Session 2 | – Order Management for Derivatives Market – Introduction to Financial Derivatives |
Session 3 | – Derivatives Market Products and Participants – Types of Derivatives and their features (Equity, Commodity, Forex) – Introduction to Futures |
Session 4 | – Valuation of Futures. Margin calculations – Introduction to options and Terminology – Types of options |
Session 5 | – Moneyness of Options – Option Greeks – Payoff Diagrams |
Session 6 | – Introduction to Strategies – Unidirectional Option Strategies – Option Strategies for Hedging – Option Strategies to manage Volatility |
Topic | Coverage |
---|---|
Session 1 | ESG introduction – Evolution and drivers of each E, S & G (with number of examples) |
Session 2 | ESG Investing – Across the world and in India – Part 1 (Will cover investing trends, performance, etc) |
Session 3 | ESG Investing – Across the world and in India – Part 2 (Will cover ESG ratings – Materiality, frameworks, structured data and unstructured data) |
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?) |
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) |
Topic | Coverage |
---|---|
Session 1 | Financial Planning Overview– How financial markets evolved? Why is financial planning important? |
Session 2 | Financial Mathematics – I – Time Value of Money |
Session 3 | Financial Mathematics – II – Calculating Financial Ratios & Goals |
Session 4 | Understanding Asset Classes – Real Estate, Equity, Debt, Cash, Alternative Investments |
Session 5 | Insurance Planning – Types of Insurance, Need, Client Servicing |
Session 6 | Investment Planning – Financial Products – Bank, Mutual Funds, Post Office, Govt. Schemes |
Session 7 | Retirement & Estate Planning – Understanding & Computing Retirement Needs, Succession Planning |
Session 8 | Risk, Return, Tax & Liquidity – Financial Ratios, Tax Rules, Portfolio Liquidity |
Session 9 | Technology in Financial Planning – Handy Tools and Technology for Financial Planning Professionals |
Session 10 | Client Servicing – Accumulated, Planning, Distribution (Case Studies) |
Topic | Coverage | |
---|---|---|
Session 1 |
– Learn about the ABCDE of Personal Branding | |
Session 2 | 2. Communication Mastery– Words have Power – Psychological effect of words – Learn the magical 3I equation for charismatic communication – Create and Deliver memorable self introduction – Create a memorable effective elevator pitch – How to give effective Feedback How to Appreciate people How to ask for an Apology – Get 100 power positive vocabulary words – Get Templates for effective communication | |
Session 3 | 3. Non Verbal Communication– Effective Voice Modulation – Keep the listener hooked to your Communication – Learn about 9 effective techniques of Body Language of Influence – Appropriate eye contact ,hand gestures, postures, facial expressions etc – Learn Body Language techniques for Instant Confidence | |
Session 4 | Power Dressing– Art and Science of First Impressions – Create a Personal Style with Dressing – Make dressing a Personal Branding strategy – Learn 6 styling strategies that help you create an Impactful Personal Brand – How to colour combine clothes – Get a colour combination guideline Learn about Wardrobe clusters Get a list of Wardrobe essentials for men and women (Indian and Western wear) – Indian formal wear guide – Art of Accessorizing – Includes bags, shoes, ties , sunglasses , earrings ,neckpieces etc | |
Session 5 | Dining Etiquette– Conducting business over meals is a great way to build business relationships – Understanding silverware – Understanding glassware – Formal table setting – Casual table setting – Etiquette for buffet – Etiquettes at restaurants and handling staff – Handling difficult to eat food – Wine etiquette(basics) – Understanding Table setting & layout – Getting on with Napkins and its usage – Right way of enjoying your soup – Handling a Glass When to use Hands directly to eat food – Art of Small Talk -Striking – Conversations, Taboo Topics, Pitch and tone of voice – Crockery and Cutlery -Usage – Dining Etiquette -Do’s and don’ts – Soup – Starter (Manchurian) – Pizza – Pasta – Garlic bread – Fried Rice (Chop Sticks) – Noodles – Beverage – Red Wine – White Wine | |
Session 6 | Business Etiquette– How to give Visiting Cards – Impactful Introduction of self and groups Small talk – Networking for building long lasting relationship – Polite Expressions for a sophisticated demeanour – Communicate Professionalism with your Non verbal Comunication – Project Professionalism with your behavior and etiquette – 11 mistakes to avoid in business scenario – Etiquette for Business Luncheon and Dinners | 5 pm- 6 pm |
Session 7 | Presentations and Public Speaking– Prepare like a Pro – Confidence building techniques – Overcome Fear of Public speaking – NLP hypnotic sentence formation and delivery – Create an engaging speech – Content sourcing and creation – Create a memorable hook with 3 I formula of charismatic communication – Body Language Techniques to create an Impact – Voice modulation for a powerful inflection – Deliver with Confidence |
Topic | Coverage | Time |
---|---|---|
Session 1 | Foundation for Understanding TA – Introduction to Capital Market & Asset Classes – Capital Market Jargons – Derivatives Jargons | |
Session 2 | Introduction to TA – Assumptions in Technical Analysis – Dow Theory: Trend Analysis & Fractals | |
Session 3 | Candlestick Patterns with Application – 10 Important Candlestick Patterns | |
Session 4 | Indicators & Their Application – Moving Averages: Single, Double, Triple, Multiple – Indicators- BB, ADX, ST and more | |
Session 5 | Indicators & Their Application – Oscillators – Profitable Trading setups |
Topic | Coverage |
Session 1 | Introduction to quantitative equity investing
|
Session 2 | Types of signals
|
Session 3 | The complete cycle of single signal evaluation
|
Session 4 | Portfolio construction
|
Session 5 | Productionizing the overall strategy
|
\
Topic | Coverage |
---|---|
Session 1 | Introduction and Essential MS Excel skills for financial modelling Introduction to financial modelling – Overview of financial modelling – Skill sets required for financial modelling Essential MS Excel for financial modelling – Cell referencing styles in MS Excel – Working relative reference and absolute reference – Working tables and structural reference – MS Excel best practices – Powerful formula for financial modelling |
Session 2 | Mathematics for financial modelling – Understanding different types of variables – Working with averages, growth rates, proportions, and basis points – Time value of money and MS Excel function for TVM |
Session 3 | Accounting fundamentals for financial modelling – Understanding income statement line items – Understanding balance sheet and cash flows – Understanding inter relationship between the three statements – Analysing statements using ratios |
Session 4 | Income statement modelling – Revenue modelling – Modelling fixed and variable expenses – Modelling depreciation, interest, taxes – Modelling other income statement line items |
Session 5 | Modelling balance sheet and cash flow statements – Modelling working capital – Modelling fixed assets – Modelling debt, and equity – Modelling other line items in financial statements – Building cash flow statement using the indirect method |
Session 6 | Valuation – Fundamentals of valuation – DCF valuation vs relative valuation – Valuation of company using DCF – Sensitivity analysis using data table |
Topic | Topic |
---|---|
Session 1 | Art Industry Landscape and its role in Wealth Creation |
Session 2 | Appreciating Western Art |
Session 3 | Appreciating Indian Art |
Session 4 | Art Valuation and Trends |
Topic | Coverage |
---|---|
Liability & Credit Overview | – A peek into history and How liability affects an individuals Net Worth |
Types of Loans & Borrowings | – Various options available in the market & their features |
Computations for Loans | – Mathematics around Loans, Borrowings & Interest rates |
Loans Documents & Management | – Applying for loans, healthy practices for loan management, closing |
Rectifying Credit Score | – Client Management, counselling & improving credit profile |
Topic | Coverage |
---|---|
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 |
Session 2 | – Introduction to Derivatives- Basic understanding, Types and Examples – Forwards, Futures & Options – Contract Specs & Valuation |
Session 3 | – Margin Calculation on Futures – Options, Premium Calculation – Payoff Diagrams – Options Strategies |
Session 4 | – Company Valuation – Valuation Terminology |
Session 5 | – Fundamental Analysis- Understanding Annual Reports – Financial Analysis – Management Analysis |
Session 6 | – Bonds- Basics – Bond Valuation – Bond Value Theorems – Bond Amortization Schedule |
Session 7 | – Technical Analysis – Basic Principles – Dow Theory |
Session 8 | – Candlestick Patterns – Technical Indicators – Chart patterns – Trading Setups |
Session 9 | – Portfolio Management – Traditional & Modern Approahces – Role & Calculation of Beta |
Topic | Coverage |
---|---|
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 |
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 debtSource of funding i. Strategic investors ii. PE players and other financial investors iii. Banks, and multilateral institutions |
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 |
Session 4 | Financial appraisal of projects a. Profit vs Value b. Understand NPV |
Session 5 | Financial appraisal of projects c. IRR, limitations of IRR and MIRR d. Pricing of bids for level or incremental pricing |
Session 6 | Financial appraisal of projects Modelling timelines Forecasting capex |
Session 7 | Financial modelling for project finance Modelling revenue, opex, taxes |
Session 8 | Financial modelling for project finance Modelling funding, cash flow waterfall, cash flow distribution |
Session 9 | Financial modelling for project finance Calculating project IRR and equity IRR |
Session 10 | Financial modelling for project finance Performing scenario analysis and sensitivity analysis |
Topic | Coverage |
---|---|
Session 1 | – Investment Banking Basics |
Session 2 | – Financial Statement Analysis – Overview |
Session 3 | – Financial Statement Analysis – Interpreting financial statements |
Session 4 | – Financial Statement Analysis – Interpreting ratios |
Session 5 | – Fundamentals of valuation |
Session 6 | – DCF Valuation |
Session 7 | – Corporate actions and restructuring |
Session 8 | – IPO, Listing and fund raising |
Session 9 | – Mergers and Acquisitions |
Session 10 | – Transaction Analysis |
Session 11 | – Leveraged Buyouts |
Session 12 | – Open session |
The Program on Debt Advising is a comprehensive education program which focuses on credit counseling and coaching to considerably improve clients’ financial well-being.
Debt is an integral part of personal finance for every client. With the change in lifestyle aspirations, more and more people are taking loans to fulfill their consumption needs. In many cases, the clients out of their ignorance are not able to manage their debts and fall into a debt trap. Financial Planners and Wealth Managers face a lot of client situations where strong debt counseling skills are required to help clients avoid any such tricky situations. A client doesn’t need to be in dire circumstances to seek debt counseling. It’s applicable to people in all financial situations when it comes to creating a budget, debt consolidation strategy, financial advice, credit building, mortgage assistance and debt payoff options.
This program will help you engage with clients across their entire debt life cycle through deep focus on essential counseling techniques, financial problem solving, consumer credit, consumer protection legislation, and the sources and solutions of delinquent debt. Curriculum includes essential counseling skills, solution-focused budget analysis and the latest on credit and lending.
Faculty- Anshul Srivastava, Founder & Chief Mentor, Finance Wizards
Fee: Rs. 1180
Day/Date | Topic | Coverage | Time |
---|---|---|---|
January 10, 2022 | Session 1 | Financial Management- Income, Expenses, Importance of Budgeting, Importance of Savings | 7 pm – 8.30 pm |
January 11, 2022 | Session 2 | The role of Debt in your Finances- Good Debt Vs Bad Debt, When it is good to Borrow | 7 pm – 8.30 pm |
January 12, 2022 | Session 3 | Types of Loans-Personal Loans, Credit Card, Home loan etc and Priority Settings | 7 pm – 8.30 pm |
January 13, 2022 | Session 4 | Credit Profile, timely Payment, CIBIL Report, Loan – Terms and Condition | 7 pm – 8.30 pm |
January 14, 2022 | Session 5 | Debt Restructuring, Debt as a tool for Wealth Creation | 7 pm – 8.30 pm |
This is only a training program and has no exam. Upon successful completion of the program, all the participants will be awarded a participation certificate.
(Please Note- If you are a student of Chartered Debt Advisor (CDA) offered by Equalifi Academy or an Equalifi Member, you can avail complimentary access to this training program. Please log in to your Equalifi Member Account/ Exqualifi Academy Student Account for the training access details.)
Tutorial Date: - October 7, 2023 Fee: For Equalifi Members: Complimentary For Non-Members: INR 590
Tutorial Date: February 1 - February 3, 2021 Fee: For Equalifi Members: Complimentary For Non-Members: 5,900
Tutorial Date: August 22 - August 22, 2022 Fee: For Equalifi Members: Complimentary For Non-Members: 1180.00
Tutorial Date: August 22 - August 22, 2022 Fee: For Equalifi Members: Complimentary For Non-Members: Rs. 1180.00
Tutorial Date: August 22 - August 22, 2022 Fee: For Equalifi Members: Complimentary For Non-Members: Rs. 1180.00
Tutorial Date: August 22 - August 22, 2022 Fee: For Equalifi Members: Complimentary For Non-Members: Rs. 1180.00
Tutorial Date: August 22 - August 22, 2022 Fee: For Equalifi Members: Complimentary For Non-Members: Rs. 1180.00
Tutorial Date: August 22 - August 22, 2022 Fee: For Equalifi Members: Complimentary For Non-Members: Rs. 1180.00
Tutorial Date: August 22 - August 22, 2022 Fee: For Equalifi Members: Complimentary For Non-Members: Rs. 1180.00
Tutorial Date: August 22 - August 22, 2022 Fee: For Equalifi Members: Complimentary For Non-Members: Rs. 1180.00
Tutorial Date: August 22 - August 22, 2022 Fee: For Equalifi Members: Complimentary For Non-Members: Rs. 1180.00
Tutorial Date: August 22 - August 22, 2022 Fee: For Equalifi Members: Complimentary For Non-Members:
Tutorial Date: August 22 - August 22, 2022 Fee: For Equalifi Members: Complimentary For Non-Members:
Tutorial Date: August 22 - August 22, 2022 Fee: For Equalifi Members: Complimentary For Non-Members:
Tutorial Date: August 22 - August 22, 2022 Fee: For Equalifi Members: Complimentary For Non-Members:
Tutorial Date: August 22 - August 22, 2022 Fee: For Equalifi Members: Complimentary For Non-Members: Rs. 1180.00
Tutorial Date: August 22 - August 22, 2022 Fee: For Equalifi Members: Complimentary For Non-Members: Rs. 1180.00
Tutorial Date: August 22 - August 22, 2022 Fee: For Equalifi Members: Complimentary For Non-Members: Rs. 1180.00
Tutorial Date: August 22 - August 22, 2022 Fee: For Equalifi Members: Complimentary For Non-Members: Rs. 1180.00
Tutorial Date: August 22 - August 22, 2022 Fee: For Equalifi Members: Complimentary For Non-Members: Rs. 1180.00
Tutorial Date: August 22 - August 22, 2022 Fee: For Equalifi Members: Complimentary For Non-Members: Rs. 1180.00
Tutorial Date: August 22 - August 22, 2022 Fee: For Equalifi Members: Complimentary For Non-Members: 1180.00
Tutorial Date: February 13 - February 18, 2023 Fee: For Equalifi Members: Complimentary For Non-Members: INR 1,180
Tutorial Date: February 20 - February 24, 2023 Fee: For Equalifi Members: Complimentary For Non-Members: INR 1,180
Tutorial Date: July 22 - July 29, 2023 Fee: For Equalifi Members: Complimentary For Non-Members: 11,800
About the Workshop:
For financial services professionals – both salaried and self-employed, building a personal brand has never been more important than it is today. The Covid pandemic has ushered in a new era of business. This is a time for financial services professionals to think out of the box, not only to tide over the next few months but also to build a lasting and fulfilling career.
Your brand is what distinguishes you from your competitors, helping to form a lasting impression in the mind of your audience and customers. Without a compelling personal brand that attracts your target audience, you may find yourself struggling to build a profitable and sustainable business.
Building a Personal Brand is both an art and science and requires an informed and disciplined effort.
Through this unique workshop we will teach you how to create your personal brand, to make a dream career and to keep achieving new milestones.
Faculty: Mr. Aditya Gadge, Founder, Equalifi & Priwexus
Program Fee:
For Equalifi Members- INR 5,900
For Non-Members- INR 11,800
Program Dates: July 22- July 29, 2023
Who is it for?:
Financial Services Professionals (both Salaried and Self-Employed)
Independent Financial Advisors
Entrepreneurs
Session | Date | Topic | Time |
---|---|---|---|
1 | July 22 |
| 11 am – 1 pm |
2 | July 29 |
| 11 am – 1 pm |
“Success is where preparation and opportunity meet.” – Bobby Unser
An interview is a the final stage between your dreams and reality. However a lot of candidates do not understand that when you don’t prepare for an interview, you are setting yourself up for failure even before going for the interview, as you’re already a step behind other candidates who will come prepared.
When you prepare well for an interview, you can put your best foot forward and reap the benefits of having more control over your performance rather than leaving it to chance.
This workshop is designed to help you learn the correct interview preparation techniques.
Faculty: Mr. Aditya Gadge, Founder & CEO, Equalifi
Program Fee:
For Equalifi Members- Complimentary
For Non-Members- INR 590
Program Dates: October 7, 2023
Who is this program designed for?:
Under-graduate Students
Post-graduate Student
Young Professionals
Session | Date | Topic | Time |
---|---|---|---|
1 | October 7 | Career Development Overview & Building a CV
| 2 pm- 4pm |
This training program is designed to prepare candidates for NISM Series XIX-A exam for Alternative Investment Funds (Category I & II) Distributors
Session | Date | Topic |
---|---|---|
1 | TBA | OVERVIEW OF ALTERNATIVE INVESTMENTS
ALTERNATIVE INVESTMENT FUNDS IN INDIA
|
2 | TBA | CONCEPTS IN THE AIF INDUSTRY
AIF REGULATORY FRAMEWORK
|
3 | TBA | ALTERNATIVE INVESTMENT FUND STRUCTURING
|
4 | TBA | RISK AND RETURN – FUND AND INVESTOR PERSPECTIVE
|
5 | TBA | INVESTMENT PROCESS AND GOVERNANCE OF FUNDS
|
6 | TBA | FUND DUE DILIGENCE – INVESTOR PERSPECTIVE
|
7 | TBA | LEGAL DOCUMENTATION AND NEGOTIATION – INVESTOR PERSPECTIVE
|
8 | TBA | FUND MONITORING, REPORTING AND EXIT
|
9 | TBA | VALUATION
|
10 | TBA | TAXATION – INDIA SPECIFIC
GOOD PRACTICES
|
This is a live training program for the prestigious Certificate in Fixed-Income Investing offered by Equalifi Academy.This training is designed for professionals responsible for management or oversight of short duration fixed income portfolios and cash equivalents. This training will provide the practical tools and latest knowledge to excel in this dynamic field of fixed-income investing.
Faculty: Mr. Joydeep Sen, Corporate Trainer & Author
Program Fee: INR 1,180
Program Dates: February 20- February 24, 2023
Session Time: 7pm – 9 pm
Session | Date | Topic |
---|---|---|
1 | TBA | Concepts of Fixed-Income Investing; Fixed-Income Instruments |
2 | TBA | Key Risks in Fixed Income Investing; Credit Rating Concepts |
3 | TBA | Fixed-Income Market Structure in India; Fixed-Income Portfolio Management Concepts |
4 | TBA | Fixed-Income Mutual Funds- Concepts & Fund Categories |
5 | TBA | Taxation of Bonds & MFs; Fixed Income Investment Vehicles |
This is only a skill-building (training) program and only meant for candidates looking to hone their retirement advising skills.
Candidates who are keen to earn the FII designation must separately register for the FII exam.
For more details of FII designation, please visit- https://equalifi.org/
For more details of Equalifi Membership, please visit- https://equalifi.org/
This is a live training program for the prestigious Chartered Retirement Advisor (CRA) certification program offered by Equalifi Academy.This training is designed to upskill wealth management professionals to help them provide broader retirement planning advice, recognize and accommodate client complexity and meet evolving client needs.
Faculty: Mr. Prakash Sinha, Corporate Trainer & Author
Program Fee: INR 1,180
Program Dates: February 13- February 18, 2023
Session Time: 7pm – 9pm
Session | Date | Topic |
---|---|---|
1 | February 13, 2023 | Introduction to Financial Planning |
2 | February 14, 2023 | Retirement Planning – Principles & Methodology |
3 | February 15, 2023 | Government and Employer Retirement Plans, Tax issues for Retirees |
4 | February 16, 2023 | Investment Planning & Asset Allocation, Tools & Calculators |
5 | February 17, 2023 | Estate Planning |
6 | February 18, 2023 | Designing optimal retirement income streams; Fiduciary, ethical and regulatory issues for retirement advisors |
This is only a skill-building (training) program and only meant for candidates looking to hone their retirement advising skills.
Candidates who are keen to earn the CRA designation must separately register for the CRA exam
For more details of CRA designation, please visit https://equalifi.org/academy/certifications/
For more details of Equalifi Membership, please visit- https://equalifi.org/memberships/individual-membership/
Day/Date | Topic | Coverage | Time |
---|---|---|---|
August 22, 2022 | Session 1 | Introduction to Index | 7 pm – 9 pm |
August 23, 2022 | Session 2 | Intro to Major Indices & Key Terminology | 7 pm – 9 pm |
August 24, 2022 | Session 3 | Technical Analysis Basics | 7 pm – 9 pm |
August 25, 2022 | Session 4 | Finding Broader and Short term Outlook using Price Action,Technical Trading Setups | 7 pm – 9 pm |
August 26, 2022 | Session 5 | Setups for Intraday, Swing & Positional Index Trading | 7 pm – 9 pm |
August 27, 2022 | Session 6 | Introduction to Derivatives Strategies, Options Strategies for Intraday, Swing & Positional Trading | 7 pm – 9 pm |
Topic | Topic |
---|---|
Session 1 | Introduction to Estate and Succession Planning; Personal Succession; Consequences of not having a succession plan |
Session 2 | Essential Tools of Succession |
Session 3 | Trust Structuring and Management for Domestic and Global Families |
Session 4 | Types of Trusts; Domestic Trusts and Foreign Trusts and Taxation |
Session 5 | Governance Mechanisms for Family Owned Businesses |
Topic | Coverage |
---|---|
Session 1 | Module 1 Foundations of Market Risk – Pillars of Market Risk – Systematic and Unsystematic Risk Module 2 Market Risk Measurement & Management – Introduction of Market Risk – Distributions – Volatility modelling – Standard deviation (Excel modeling) – Value at Risk – Historical Simulation, Parametric VaR, Monte Carlo Simulation (Excel modelling) – Expected Shortfall (Excel modelling) |
Session 2 | Module 2 – VaR back testing – Interest Rate Risk (Excel modelling) – Risk Mitigation techniques Module 3 – Stress testing – Historical/Event based Stress Testing (Excel modelling) – Correlated Stress testing (Excel modelling) – Stressed VaR |
Session 3 | Module 4 Liquidity Risk 4.1. Liquidity dimensions and parameters 4.2. Transaction cost and Market impact 4.3. Computing stock and portfolio liquidity (Excel modelling |
Topic | Coverage |
---|---|
Session 1 | Concepts of Fixed-Income Investing; Fixed-Income Instruments |
Session 2 | Key Risks in Fixed Income Investing; Credit Rating Concepts |
Session 3 | Fixed-Income Market Structure in India; Fixed-Income Portfolio Management Concepts |
Session 4 | Fixed-Income Mutual Funds- Concepts & Fund Categories |
Session 5 | Taxation of Bonds & MFs; Fixed Income Investment Vehicles |
Topic | Coverage |
---|---|
Session 1 | – Wealth Management ; Wealth Planning Framework |
Session 2 | – Asset Classes |
Session 3 | – Products; Financial Mathematics |
Session 4 | – Risk |
Session 5 | – Economics ; Behavioral Finance |
Session 6 | – Succession Planning |
Session 7 | – Investment Taxation; Regulations (Legal & Compliance) |
Project | Assignment /Project on Wealth Management |
Conference | – India Wealth Management Summit 2021 & India Wealth Awards 2021 |
Topic | Coverage |
---|---|
September 6, 2021 | Treasury Management in Corporates, Working Capital, Cash and Liquidity Management |
Session 1 | Capital Structure Decisions and Corporate Finance |
Session 2 | Financial Markets |
Session 3 | Fixed Income Portfolio Management |
Session 4 | Global Commodity Market Products |
Session 5 | Application of Derivatives as Hedging tool |
Session 6 | Foreign Exchange Management |
Session 7 | Technical Analysis for Foreign Exchange |
Session 8 | Economy Analysis- Interpreting Global Economic Scenario |
Session 9 | Treasury Risk Management |
Session 10 | Treasury Operations and Control |
Session 11 | Bank Treasury Management |
Session 12 | Market Risk Management for Banks |
Session 13 | Regulations, Accounting and Auditing |
Topic | Coverage |
---|---|
Session 1 | Introduction to Banking, Banking Products |
Session 2 | Banking Operations |
Session 3 | Risk Management |
Session 4 | Client Segmentation; Relationship Management |
Session 5 | Advisory Services; Case Studies |
Day/Date | Topic |
---|---|
Session 1 | – Introduction to Asset Classes – Financial Market & Derivatives Market Jargons – Underlying assets for derivatives, Exchanges, Brokers – Index and its Application |
Session 2 | – Order Management for Derivatives Market – Introduction to Financial Derivatives |
Session 3 | – Derivatives Market Products and Participants – Types of Derivatives and their features (Equity, Commodity, Forex) – Introduction to Futures |
Session 4 | – Valuation of Futures. Margin calculations – Introduction to options and Terminology – Types of options |
Session 5 | – Moneyness of Options – Option Greeks – Payoff Diagrams |
Session 6 | – Introduction to Strategies – Unidirectional Option Strategies – Option Strategies for Hedging – Option Strategies to manage Volatility |
Topic | Coverage |
---|---|
Session 1 | ESG introduction – Evolution and drivers of each E, S & G (with number of examples) |
Session 2 | ESG Investing – Across the world and in India – Part 1 (Will cover investing trends, performance, etc) |
Session 3 | ESG Investing – Across the world and in India – Part 2 (Will cover ESG ratings – Materiality, frameworks, structured data and unstructured data) |
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?) |
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) |
Topic | Coverage |
---|---|
Session 1 | Financial Planning Overview– How financial markets evolved? Why is financial planning important? |
Session 2 | Financial Mathematics – I – Time Value of Money |
Session 3 | Financial Mathematics – II – Calculating Financial Ratios & Goals |
Session 4 | Understanding Asset Classes – Real Estate, Equity, Debt, Cash, Alternative Investments |
Session 5 | Insurance Planning – Types of Insurance, Need, Client Servicing |
Session 6 | Investment Planning – Financial Products – Bank, Mutual Funds, Post Office, Govt. Schemes |
Session 7 | Retirement & Estate Planning – Understanding & Computing Retirement Needs, Succession Planning |
Session 8 | Risk, Return, Tax & Liquidity – Financial Ratios, Tax Rules, Portfolio Liquidity |
Session 9 | Technology in Financial Planning – Handy Tools and Technology for Financial Planning Professionals |
Session 10 | Client Servicing – Accumulated, Planning, Distribution (Case Studies) |
Topic | Coverage | |
---|---|---|
Session 1 |
– Learn about the ABCDE of Personal Branding | |
Session 2 | 2. Communication Mastery– Words have Power – Psychological effect of words – Learn the magical 3I equation for charismatic communication – Create and Deliver memorable self introduction – Create a memorable effective elevator pitch – How to give effective Feedback How to Appreciate people How to ask for an Apology – Get 100 power positive vocabulary words – Get Templates for effective communication | |
Session 3 | 3. Non Verbal Communication– Effective Voice Modulation – Keep the listener hooked to your Communication – Learn about 9 effective techniques of Body Language of Influence – Appropriate eye contact ,hand gestures, postures, facial expressions etc – Learn Body Language techniques for Instant Confidence | |
Session 4 | Power Dressing– Art and Science of First Impressions – Create a Personal Style with Dressing – Make dressing a Personal Branding strategy – Learn 6 styling strategies that help you create an Impactful Personal Brand – How to colour combine clothes – Get a colour combination guideline Learn about Wardrobe clusters Get a list of Wardrobe essentials for men and women (Indian and Western wear) – Indian formal wear guide – Art of Accessorizing – Includes bags, shoes, ties , sunglasses , earrings ,neckpieces etc | |
Session 5 | Dining Etiquette– Conducting business over meals is a great way to build business relationships – Understanding silverware – Understanding glassware – Formal table setting – Casual table setting – Etiquette for buffet – Etiquettes at restaurants and handling staff – Handling difficult to eat food – Wine etiquette(basics) – Understanding Table setting & layout – Getting on with Napkins and its usage – Right way of enjoying your soup – Handling a Glass When to use Hands directly to eat food – Art of Small Talk -Striking – Conversations, Taboo Topics, Pitch and tone of voice – Crockery and Cutlery -Usage – Dining Etiquette -Do’s and don’ts – Soup – Starter (Manchurian) – Pizza – Pasta – Garlic bread – Fried Rice (Chop Sticks) – Noodles – Beverage – Red Wine – White Wine | |
Session 6 | Business Etiquette– How to give Visiting Cards – Impactful Introduction of self and groups Small talk – Networking for building long lasting relationship – Polite Expressions for a sophisticated demeanour – Communicate Professionalism with your Non verbal Comunication – Project Professionalism with your behavior and etiquette – 11 mistakes to avoid in business scenario – Etiquette for Business Luncheon and Dinners | 5 pm- 6 pm |
Session 7 | Presentations and Public Speaking– Prepare like a Pro – Confidence building techniques – Overcome Fear of Public speaking – NLP hypnotic sentence formation and delivery – Create an engaging speech – Content sourcing and creation – Create a memorable hook with 3 I formula of charismatic communication – Body Language Techniques to create an Impact – Voice modulation for a powerful inflection – Deliver with Confidence |
Topic | Coverage | Time |
---|---|---|
Session 1 | Foundation for Understanding TA – Introduction to Capital Market & Asset Classes – Capital Market Jargons – Derivatives Jargons | |
Session 2 | Introduction to TA – Assumptions in Technical Analysis – Dow Theory: Trend Analysis & Fractals | |
Session 3 | Candlestick Patterns with Application – 10 Important Candlestick Patterns | |
Session 4 | Indicators & Their Application – Moving Averages: Single, Double, Triple, Multiple – Indicators- BB, ADX, ST and more | |
Session 5 | Indicators & Their Application – Oscillators – Profitable Trading setups |
Topic | Coverage |
Session 1 | Introduction to quantitative equity investing
|
Session 2 | Types of signals
|
Session 3 | The complete cycle of single signal evaluation
|
Session 4 | Portfolio construction
|
Session 5 | Productionizing the overall strategy
|
\
Topic | Coverage |
---|---|
Session 1 | Introduction and Essential MS Excel skills for financial modelling Introduction to financial modelling – Overview of financial modelling – Skill sets required for financial modelling Essential MS Excel for financial modelling – Cell referencing styles in MS Excel – Working relative reference and absolute reference – Working tables and structural reference – MS Excel best practices – Powerful formula for financial modelling |
Session 2 | Mathematics for financial modelling – Understanding different types of variables – Working with averages, growth rates, proportions, and basis points – Time value of money and MS Excel function for TVM |
Session 3 | Accounting fundamentals for financial modelling – Understanding income statement line items – Understanding balance sheet and cash flows – Understanding inter relationship between the three statements – Analysing statements using ratios |
Session 4 | Income statement modelling – Revenue modelling – Modelling fixed and variable expenses – Modelling depreciation, interest, taxes – Modelling other income statement line items |
Session 5 | Modelling balance sheet and cash flow statements – Modelling working capital – Modelling fixed assets – Modelling debt, and equity – Modelling other line items in financial statements – Building cash flow statement using the indirect method |
Session 6 | Valuation – Fundamentals of valuation – DCF valuation vs relative valuation – Valuation of company using DCF – Sensitivity analysis using data table |
Topic | Topic |
---|---|
Session 1 | Art Industry Landscape and its role in Wealth Creation |
Session 2 | Appreciating Western Art |
Session 3 | Appreciating Indian Art |
Session 4 | Art Valuation and Trends |
Topic | Coverage |
---|---|
Liability & Credit Overview | – A peek into history and How liability affects an individuals Net Worth |
Types of Loans & Borrowings | – Various options available in the market & their features |
Computations for Loans | – Mathematics around Loans, Borrowings & Interest rates |
Loans Documents & Management | – Applying for loans, healthy practices for loan management, closing |
Rectifying Credit Score | – Client Management, counselling & improving credit profile |
Topic | Coverage |
---|---|
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 |
Session 2 | – Introduction to Derivatives- Basic understanding, Types and Examples – Forwards, Futures & Options – Contract Specs & Valuation |
Session 3 | – Margin Calculation on Futures – Options, Premium Calculation – Payoff Diagrams – Options Strategies |
Session 4 | – Company Valuation – Valuation Terminology |
Session 5 | – Fundamental Analysis- Understanding Annual Reports – Financial Analysis – Management Analysis |
Session 6 | – Bonds- Basics – Bond Valuation – Bond Value Theorems – Bond Amortization Schedule |
Session 7 | – Technical Analysis – Basic Principles – Dow Theory |
Session 8 | – Candlestick Patterns – Technical Indicators – Chart patterns – Trading Setups |
Session 9 | – Portfolio Management – Traditional & Modern Approahces – Role & Calculation of Beta |
Topic | Coverage |
---|---|
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 |
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 debtSource of funding i. Strategic investors ii. PE players and other financial investors iii. Banks, and multilateral institutions |
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 |
Session 4 | Financial appraisal of projects a. Profit vs Value b. Understand NPV |
Session 5 | Financial appraisal of projects c. IRR, limitations of IRR and MIRR d. Pricing of bids for level or incremental pricing |
Session 6 | Financial appraisal of projects Modelling timelines Forecasting capex |
Session 7 | Financial modelling for project finance Modelling revenue, opex, taxes |
Session 8 | Financial modelling for project finance Modelling funding, cash flow waterfall, cash flow distribution |
Session 9 | Financial modelling for project finance Calculating project IRR and equity IRR |
Session 10 | Financial modelling for project finance Performing scenario analysis and sensitivity analysis |
Topic | Coverage |
---|---|
Session 1 | – Investment Banking Basics |
Session 2 | – Financial Statement Analysis – Overview |
Session 3 | – Financial Statement Analysis – Interpreting financial statements |
Session 4 | – Financial Statement Analysis – Interpreting ratios |
Session 5 | – Fundamentals of valuation |
Session 6 | – DCF Valuation |
Session 7 | – Corporate actions and restructuring |
Session 8 | – IPO, Listing and fund raising |
Session 9 | – Mergers and Acquisitions |
Session 10 | – Transaction Analysis |
Session 11 | – Leveraged Buyouts |
Session 12 | – Open session |
The Program on Debt Advising is a comprehensive education program which focuses on credit counseling and coaching to considerably improve clients’ financial well-being.
Debt is an integral part of personal finance for every client. With the change in lifestyle aspirations, more and more people are taking loans to fulfill their consumption needs. In many cases, the clients out of their ignorance are not able to manage their debts and fall into a debt trap. Financial Planners and Wealth Managers face a lot of client situations where strong debt counseling skills are required to help clients avoid any such tricky situations. A client doesn’t need to be in dire circumstances to seek debt counseling. It’s applicable to people in all financial situations when it comes to creating a budget, debt consolidation strategy, financial advice, credit building, mortgage assistance and debt payoff options.
This program will help you engage with clients across their entire debt life cycle through deep focus on essential counseling techniques, financial problem solving, consumer credit, consumer protection legislation, and the sources and solutions of delinquent debt. Curriculum includes essential counseling skills, solution-focused budget analysis and the latest on credit and lending.
Faculty- Anshul Srivastava, Founder & Chief Mentor, Finance Wizards
Fee: Rs. 1180
Day/Date | Topic | Coverage | Time |
---|---|---|---|
January 10, 2022 | Session 1 | Financial Management- Income, Expenses, Importance of Budgeting, Importance of Savings | 7 pm – 8.30 pm |
January 11, 2022 | Session 2 | The role of Debt in your Finances- Good Debt Vs Bad Debt, When it is good to Borrow | 7 pm – 8.30 pm |
January 12, 2022 | Session 3 | Types of Loans-Personal Loans, Credit Card, Home loan etc and Priority Settings | 7 pm – 8.30 pm |
January 13, 2022 | Session 4 | Credit Profile, timely Payment, CIBIL Report, Loan – Terms and Condition | 7 pm – 8.30 pm |
January 14, 2022 | Session 5 | Debt Restructuring, Debt as a tool for Wealth Creation | 7 pm – 8.30 pm |
This is only a training program and has no exam. Upon successful completion of the program, all the participants will be awarded a participation certificate.
(Please Note- If you are a student of Chartered Debt Advisor (CDA) offered by Equalifi Academy or an Equalifi Member, you can avail complimentary access to this training program. Please log in to your Equalifi Member Account/ Exqualifi Academy Student Account for the training access details.)
© 2021 Equalifi®. All rights reserved