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Skill-Building Programs

Access to all the skill-building programs (live and recordings) is complimentary for Equalifi Members. Access details for the upcoming live sessions of various programs and recordings of all past programs are available in Member Login for Equalifi Members to access 24X7.

If you are not an Equalifi Member yet, you can sign up now to start accessing the tutorials and study resources of all our Designation Programs, Certification Programs and Skill-Building Programs in addition to availing several other member benefits.

To know more about benefits of Equalifi Membership, please visit- Equalifi Individual Memberships

Upcoming Skill-Building Programs
Past Skill-Building Programs

Tutorial Date: February 13 - February 18, 2023 Fee: For Equalifi Members: Complimentary For Non-Members: INR 1,180

Course Details

Tutorial Date: February 20 - February 24, 2023 Fee: For Equalifi Members: Complimentary For Non-Members: INR 1,180

Course Details

Fixed-Income Investing

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:
For Equalifi Members- Nil
For Non-Members: 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/skillbuilding/certificate-in-fixed-income-investing-fii/

For more details of Equalifi Membership, please visit- https://equalifi.org/memberships/individual-membership/

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Retirement Advising

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:
For Equalifi Members- Nil
For Non-Members: 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/

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Index Trading Strategies

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

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Trust & Estate Planning

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

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Market & Liquidity Risk Modelling

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

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Debt Investing

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

Equalifi Member Register Here Non-Member Register Here Enquire Here

Young Wealth Management Leaders

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

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Treasury Management

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

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Banking

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

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Derivatives Counseling

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

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ESG Investing

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)

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Financial Planning

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)

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Personal Branding

Topic	Coverage
Session 1	Image Management – Learn about the ABCDE of Personal Branding – Psychological effect of your Personal Brand on you and others – Identify your Personal Image Brand Quotient – Identify your Personal and Business Values – Learn about Self Concept and its relation with achievement of Goals Self esteem and Goal achievement – Create a Personal Branding Plan , Get a Template – 6 steps to create a powerful Personal Brand Plan
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

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Technical Analysis

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

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Applied Quantitative Equity Investing

Topic	Coverage
Session 1	Introduction to quantitative equity investing The spectrum of quant equity investing – stat-arb, factor investing, decision support Describing a quant strategy with some parameters The idea of ‘edge’ Where does quant approach work best? Where does it not work? Pitfalls of quant strategy building for someone new to the field
Session 2	Types of signals Price-volume Fundamental Alternate Combined
Session 3	The complete cycle of single signal evaluation Hypothesis building Data gathering and cleaning Setting up the rule definitions In-sample vs out-of-sample split (train/test) Simulations and fine-tuning Out of sample test
Session 4	Portfolio construction Single strategy Sharpe ratios Benefits of combing multiple strategies Strategy combination options – naïve, Sharpe-based, Complex rules Rolling optimization of allocations In-sample and OOS at the portfolio level Adding a new signal to a strategy
Session 5	Productionizing the overall strategy Considerations in going live Broker pipes and execution process Setting up manual overrides for shocks Running the algos in production Continued evaluation of strategies – removal/reallocation

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Financial Modelling

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

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Art Valuation

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

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Debt Counseling

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

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Young Asset Management Leaders

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

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Project Finance

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

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Investment Banking

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

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Debt Advising

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.)

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Tutorial Date: August 22 - August 22, 2022 Fee: For Equalifi Members: Complimentary For Non-Members: 1180.00

Course Details

Tutorial Date: August 22 - August 22, 2022 Fee: For Equalifi Members: Complimentary For Non-Members: 1180.00

Course Details

Tutorial Date: August 22 - August 22, 2022 Fee: For Equalifi Members: Complimentary For Non-Members: Rs. 1180.00

Course Details

Tutorial Date: August 22 - August 22, 2022 Fee: For Equalifi Members: Complimentary For Non-Members: Rs. 1180.00

Course Details

Tutorial Date: August 22 - August 22, 2022 Fee: For Equalifi Members: Complimentary For Non-Members: Rs. 1180.00

Course Details

Tutorial Date: August 22 - August 22, 2022 Fee: For Equalifi Members: Complimentary For Non-Members: Rs. 1180.00

Course Details

Tutorial Date: August 22 - August 22, 2022 Fee: For Equalifi Members: Complimentary For Non-Members: Rs. 1180.00

Course Details

Tutorial Date: August 22 - August 22, 2022 Fee: For Equalifi Members: Complimentary For Non-Members: Rs. 1180.00

Course Details

Tutorial Date: August 22 - August 22, 2022 Fee: For Equalifi Members: Complimentary For Non-Members: Rs. 1180.00

Course Details

Tutorial Date: August 22 - August 22, 2022 Fee: For Equalifi Members: Complimentary For Non-Members: Rs. 1180.00

Course Details

Tutorial Date: August 22 - August 22, 2022 Fee: For Equalifi Members: Complimentary For Non-Members:

Course Details

Tutorial Date: August 22 - August 22, 2022 Fee: For Equalifi Members: Complimentary For Non-Members:

Course Details

Tutorial Date: August 22 - August 22, 2022 Fee: For Equalifi Members: Complimentary For Non-Members:

Course Details

Tutorial Date: August 22 - August 22, 2022 Fee: For Equalifi Members: Complimentary For Non-Members:

Course Details

Tutorial Date: August 22 - August 22, 2022 Fee: For Equalifi Members: Complimentary For Non-Members: Rs. 1180.00

Course Details

Tutorial Date: August 22 - August 22, 2022 Fee: For Equalifi Members: Complimentary For Non-Members: Rs. 1180.00

Course Details

Tutorial Date: August 22 - August 22, 2022 Fee: For Equalifi Members: Complimentary For Non-Members: Rs. 1180.00

Course Details

Tutorial Date: August 22 - August 22, 2022 Fee: For Equalifi Members: Complimentary For Non-Members: Rs. 1180.00

Course Details

Tutorial Date: August 22 - August 22, 2022 Fee: For Equalifi Members: Complimentary For Non-Members: Rs. 1180.00

Course Details

Tutorial Date: August 22 - August 22, 2022 Fee: For Equalifi Members: Complimentary For Non-Members: Rs. 1180.00

Course Details

Fixed-Income Investing

Faculty: Mr. Joydeep Sen, Corporate Trainer & Author

Program Fee:
For Equalifi Members- Nil
For Non-Members: 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/skillbuilding/certificate-in-fixed-income-investing-fii/

For more details of Equalifi Membership, please visit- https://equalifi.org/memberships/individual-membership/

Equalifi Member Register Here Non-Member Register Here Enquire Here

Retirement Advising

Faculty: Mr. Prakash Sinha, Corporate Trainer & Author

Program Fee:
For Equalifi Members- Nil
For Non-Members: 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

Equalifi Member Register Here Non-Member Register Here Enquire Here

Index Trading Strategies

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

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Trust & Estate Planning

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

Equalifi Member Register Here Non-Member Register Here Enquire Here

Market & Liquidity Risk Modelling

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

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Debt Investing

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

Equalifi Member Register Here Non-Member Register Here Enquire Here

Young Wealth Management Leaders

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

Equalifi Member Register Here Non-Member Register Here Enquire Here

Treasury Management

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

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Banking

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

Equalifi Member Register Here Non-Member Register Here Enquire Here

Derivatives Counseling

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

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ESG Investing

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)

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Financial Planning

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)

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Personal Branding

Topic	Coverage
Session 1	Image Management – Learn about the ABCDE of Personal Branding – Psychological effect of your Personal Brand on you and others – Identify your Personal Image Brand Quotient – Identify your Personal and Business Values – Learn about Self Concept and its relation with achievement of Goals Self esteem and Goal achievement – Create a Personal Branding Plan , Get a Template – 6 steps to create a powerful Personal Brand Plan
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

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Technical Analysis

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

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Applied Quantitative Equity Investing

Topic	Coverage
Session 1	Introduction to quantitative equity investing The spectrum of quant equity investing – stat-arb, factor investing, decision support Describing a quant strategy with some parameters The idea of ‘edge’ Where does quant approach work best? Where does it not work? Pitfalls of quant strategy building for someone new to the field
Session 2	Types of signals Price-volume Fundamental Alternate Combined
Session 3	The complete cycle of single signal evaluation Hypothesis building Data gathering and cleaning Setting up the rule definitions In-sample vs out-of-sample split (train/test) Simulations and fine-tuning Out of sample test
Session 4	Portfolio construction Single strategy Sharpe ratios Benefits of combing multiple strategies Strategy combination options – naïve, Sharpe-based, Complex rules Rolling optimization of allocations In-sample and OOS at the portfolio level Adding a new signal to a strategy
Session 5	Productionizing the overall strategy Considerations in going live Broker pipes and execution process Setting up manual overrides for shocks Running the algos in production Continued evaluation of strategies – removal/reallocation

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Financial Modelling

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

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Art Valuation

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

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Debt Counseling

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

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Young Asset Management Leaders

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

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Project Finance

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

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Investment Banking

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

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Debt Advising

The Program on Debt Advising is a comprehensive education program which focuses on credit counseling and coaching to considerably improve clients’ financial well-being.

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.

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