Training Calendar

Access to all our upcoming live training programs mentioned hereunder is complimentary for Equalifi Members.
To know more about benefits of Equalifi Membership, please visit- Equalifi Individual Memberships


Program on Capital Markets

Day/DateTopicCoverageFacultyTime
TBASession 1Introduction to Capital Market
Himanshu Arora4 pm - 6 pm
TBASession 2 Introduction to Asset Classes & Public IssuesHimanshu Arora4 pm - 6 pm
TBASession 3 Capital Market JargonsHimanshu Arora4 pm - 6 pm
TBASession 4 Stocks, Exchanges, BrokersHimanshu Arora4 pm - 6 pm
TBASession 5 Index & Order Placement MethodologyHimanshu Arora4 pm - 6 pm

Program on Equity Analysis

Day/DateTopicCoverageFacultyTime
TBASession 1Three Statement Analysis
Himanshu Arora7 pm - 9 pm
TBASession 2 Economy AnalysisHimanshu Arora7 pm - 9 pm
TBASession 3 Industry AnalysisHimanshu Arora7 pm - 9 pm
TBASession 4 Company & Businesss AnalysisHimanshu Arora7 pm - 9 pm
TBASession 5 Financial Research, Industry & Management ResearchHimanshu Arora7 pm - 9 pm
TBASession 6 Valuation Parameters, Stock Shortlisting for InvestmentHimanshu Arora7 pm - 9 pm


Certified Credit Research Analyst (CCRA)- Training Program

Day/DateTopicCoverageFacultyTime
June 10, 2023Session 1 Financial Statement Analysis- Part 1TBA 8 am – 10 am
June 10, 2023Session 1 Financial Statement Analysis- Part 2TBA10:30 am – 12:30 pm
June 11, 2023Session 2 Credit Specific Analysis – Banker’s and Analyst Perspective -Part-1TBA8 am – 10 am
June 11, 2023Session 2 Credit Specific Analysis – Banker’s and Analyst Perspective -Part-2TBA10:30 am – 12:30 pm
June 17, 2023Session 3 Understanding of Loans and Bonds- Part 1TBA 8 am – 10 am
June 17, 2023Session 3 Understanding of Loans and Bonds- Part 2TBA10:30 am – 12:30 pm
June 18, 2023Session 4 Credit Rating- Internal & External- Part 1TBA8 am – 10 am
June 18, 2023Session 4 Credit Rating- Internal & External- Part 2TBA 10:30 am – 12:30 pm
June 24, 2023Session 5 Credit Strategy & Portfolio Management- Part 1TBA 10:30 am – 12:30 pm
June 24, 2023Session 5 Credit Strategy & Portfolio Management- Part 2TBA8 am – 10 am
June 25, 2023Session 6 Credit Monitoring, NPA Management, Enhancement and Securitization- Part 1TBA 10:30 am – 12:30 pm
June 25, 2023Session 6 Credit Monitoring, NPA Management, Enhancement and Securitization- Part 2TBA 8 am – 10 am
July 1, 2023Session 7 Credit Risk Models and Regulations- Part 1TBA 8 am – 10 am
July 1, 2023Session 7 Credit Risk Models and Regulations- Part 2TBA10:30 am – 12:30 pm
July 2, 2023Session 8 Credit Risk Models and Regulations- Part 3TBA 8 am – 10 am
July 2, 2023Session 8 Understanding and analysis of Corporate Banking Facilities and other financing forms- Part 1TBA 10:30 am – 12:30 pm
July 8, 2023Session 9 Understanding and analysis of Corporate Banking Facilities and other financing forms- Part 2TBA 8 am – 10 am
July 8, 2023Session 9 Digitalisation of Lending processTBA 8 am – 10 am
July 9, 2023Session 10 Concept of Co lending; Payment SystemTBA10:30 am – 12:30 pm
July 9, 2023Session 10 Open House & CCRA Mock TestsTBA8 am – 10 am

Certified Credit Research Analyst (Refresher Tutorial)

Day/DateTopicCoverageFacultyTime
February 11Session 1

Financial Statement Analysis

Abhijit Chatterjee8 am- 10 am
February 12Session 2

Credit Specific Analysis – Banker’s and Analyst Perspective

Abhijit Chatterjee8 am- 10 am
February 18Session 3

Credit Rating & Understanding of Loans & Bonds

Abhijit Chatterjee8 am- 10 am
February 19Session 4

Credit Strategy, Portfolio Management & NPA Management

Abhijit Chatterjee8 am- 10 am
February 25Session 5

Credit Risk Models & Regulation

Abhijit Chatterjee8 am- 10 am
February 26Session 6

Understanding and analysis of Corporate Banking Facilities and other financing forms

Abhijit Chatterjee8 am- 10 am

Certified Investment Research Analyst (Refresher Tutorial)

Day/DateTopicCoverageFacultyTime
February 6Session 1

Indian Capital Markets & Asset Classes

index and Types

Himanshu Arora7 pm- 9 pm
February 7Session 2

Introduction to Derivatives- Basic understanding, Types and Examples

Forwards, Futures & Options

Options, Payoff Diagrams

Himanshu Arora7 pm- 9 pm
February 8Session 3

Valuation Terminology

Fundamental Analysis- Understanding Annual Reports

Himanshu Arora7 pm- 9 pm
February 9Session 4

Bonds- Basics

Bond Valuation

Bond Amortization Schedule

Himanshu Arora7 pm- 9 pm
February 10Session 5

Technical Analysis, Basic Principles

Dow Theory, Candlestick Patterns

Technical indicators

Portfolio Management

Role & Calculation of Beta

Himanshu Arora7 pm- 9 pm

Chartered Retirement Advisor

Day/DateTopicCoverageFacultyTime
February 13Session 1

Introduction to Financial Planning

Prakash Sinha7 pm- 9 pm
February 14Session 2

Retirement Planning – Principles & Methodology

Prakash Sinha7 pm- 9 pm
February 15Session 3

Government and Employer Retirement Plans, Tax issues for Retirees

Prakash Sinha7 pm- 9 pm
February 16Session 4

Investment Planning & Asset Allocation, Tools & Calculators

Prakash Sinha7 pm- 9 pm
February 17Session 5

Estate Planning

Prakash Sinha7 pm- 9 pm
February 18Session 6

Designing optimal retirement income streams; Fiduciary, ethical and regulatory issues for retirement advisors

Prakash Sinha7 pm- 9 pm

Alternative Investment Leaders Program (AIP)

Day/DateTopicCoverageFacultyTime
December 6Session 1Introduction & Overview – Alternative Investment Funds
Ravi Vukkadala5 pm- 6.30 pm
December 8Session 2 AIF TaxationRajesh Gandhi5 pm- 6.30 pm
December 15Session 3 Early Stage InvestingAnurag Ramdasan5 pm- 6.30 pm
December 20Session 4 Private Equity InvestingAshwin Patni5 pm- 6.30 pm
December 22Session 5 Hedge Funds: Definitive Strategies and TechniquesAjay Vaswani5 pm- 6.30 pm
January 3Session 6 AIF Regulations & ComplianceDivaspati Singh5 pm- 6.30 pm
January 5Session 7 Impact InvestmentsRicha Sethia Natarajan5 pm- 6.30 pm
January 10Session 8 ESG InvestingChandru Badrinarayanan5 pm- 6.30 pm
January 12Session 9 Venture DebtTBA5 pm- 6.30 pm
January 17Session 10 Real Estate FundsAshish Khandelia5 pm- 6.30 pm
January 24Session 11 Credit InvestingTBA5 pm- 6.30 pm
January 25Session 12 Alternative Investments- Aligning Strategy & SalesShashi Singh5 pm- 6.30 pm
February 7Session 13 10th Indian Alternative Investments Summit 2023Multiple Speakers9 am- 5 pm

Fund Administration Leaders Program (FLP)

Day/DateTopicCoverageFacultyTime
December 12Session 1 Introduction to Fund Administration & Industry Overview
a. Key players in the fund Industry
b. Fund Administration Industry Overview
c. Fund administration outsourcing trend and the key drivers
d. Rationale for financial regulations and type of regulation in fund administration
e. Opportunities in Fund administration – Traditional & Alternates – Domestic & Offshore Jurisdiction
f. Challenges in Fund Administration
G Senthil7 pm - 9 pm
December 13Session 2 Fund Administration and Regulatory Compliance
a. Fund Setup Process :Domestic , offshore including Gift
b. Risk management and compliance
c. Investment, Valuation and Accounting policies
d. Types of fund documentation and reports in India regulatory framework
Leelavathi Naidu7 pm - 9 pm
December 14Session 3 Various Fund Structures & Taxation
a. Overview of different fund structures Domestic & Offshore
b. Tax treatment of different Domestic fund structures & AIFS
c. Gift City – Fund structures & Tax Implications
d. ISEBI and IFSCA
Kaushal Kapadia7 pm - 9 pm
December 15Session 4 Fund Administration and Operations
a. Role Of Custody in Fund Admin : Custody services, Trade capturing, reconciliation and settlement environment
b. Role of Trustee in Fund Admin
Udit Sureka
Tariq Aboobaker
7 pm - 9 pm
December 16Session 5 Fund accounting and reporting
a. Overview of fund valuation process and fund accounting
b. Trade, income accounting
c. Valuation – challenges
d. Capital accounting
e. Corporate actions
f. Checks and balances
g. Reports
M S Chandrasekhar7 pm - 9 pm
December 19Session 6 Transfer Agency – Investor accounting and servicing
a. KYC management ,FATCA / UBO
b. Anti-money laundering (AML) , World Check ,compliance requirements in fund administration
c. Accredition
d. Transaction Processing
e. Reconciliation (Collection ,Payment & Unit)
f. Subscription Agreement
g. Investor Servicing ,Communication & Reporting
h. Stamp Duty Administration
i. Commision Processing
j. Operational & Compliance Reports
Juzer Dalal7 pm - 9 pm
December 20Session 7 Investment performance analysis
a. Performance measurement
b. Performance attribution
c. Performance reporting
d. Benchmarking
Aparna Karnik7 pm - 9 pm
December 21Session 8 Complex instruments and structured products
a. Valuation & Accounting for Complex Instruments
b. OTC derivatives, Futures ,Options & Swaps for hedging and the role of MTM accounting NAV calculations
c. Currency risks and NAVs – example of fx hedging and its impact on NAV
d. NAV of semi-liquid or illiquid portfolios
Siva Kumar7 pm - 9 pm
December 22Session 9 Advanced Fund Accounting Concepts
a. Performance fee – HWM, Hurdle
b. Performance equalisation
c. UCIT funds
d. Fund accounting – challenges
M S Chandrasekhar7 pm - 9 pm
December 23Session 10 Digital Transformation & Data Security in Fund Administration
a. Digital onboarding
b. LP, GP & Advisor Analytics
c. Digitised Workflow
d. Data platform for BI, Analytics & Insights -Legal And regulatory Reports
e. Data Replication, Data Lake
f. Cybersecurity and data privacy
g. AI-enabled analytics
h. Other Digital tools
Deepak Raj
Praveen T
7 pm - 9 pm
December 27Session 11 Fund Administration Platform
a. Front Office – Portfolio modelling, construction and rebalancing , Trade order management, Trading compliance, Investment Decision Analytics & Support
b. Dealing & Execution
c. Mid Office – Compliance, Checks & Control , Performance Measurement , Attribution & Performance Reporting
d. Back office- Fund Valuation & Accounting
e. Product Components & Functions
f. Reconciliation Platform
g. Platform Demo
Rajeev Mane7 pm - 9 pm

Certificate In Derivatives Trading (CDT)

Day/DateTopicCoverageFacultyTime
October 10, 2022Session 1 a. Financial Market & Derivatives Market Jargons
b. Underlying assets for derivatives, Exchanges, Brokers
Himanshu Arora7 pm - 9 pm
October 11, 2022Session 2 Introduction to Financial DerivativesHimanshu Arora7 pm - 9 pm
October 12, 2022Session 3 a. Derivatives Market Products and Participants
b. Types of Derivatives and their features (Equity, Commodity, Forex)
c. Introduction to Futures
Himanshu Arora7 pm - 9 pm
October 13, 2022Session 4 a. Valuation of Futures. Margin calculations
b. Introduction to options and Terminology
c. Types of options
Himanshu Arora7 pm - 9 pm
October 14, 2022Session 5 a. Moneyness of Options
b. Option Greeks
c. Payoff Diagrams
Himanshu Arora7 pm - 9 pm
October 15, 2022Session 6 a. Introduction to Strategies
b. Unidirectional Option Strategies
c. Option Strategies for Hedging
d. Option Strategies to manage Volatility
Himanshu Arora7 pm - 9 pm

Program on Technical Analysis

Day/DateTopicCoverageFacultyTime
October 31, 2022Session 1 Foundation for Understanding Technical Analysis
a. Introduction to Capital Market & Asset Classes
b. Capital Market Jargons
c. Derivatives Jargons
Himanshu Arora7 pm - 9 pm
November 1, 2022Session 2 Introduction to Technical Analysis
a. Assumptions in Technical Analysis
b. Dow Theory: Trend Analysis & Fractals
Himanshu Arora7 pm - 9 pm
November 2, 2022Session 3 Candlestick Patterns with Application
a. 10 Important Candlestick Patterns
Himanshu Arora7 pm - 9 pm
November 3, 2022Session 4 Indicators & Their Application
a. Moving Averages: Single, Double, Triple, Multiplebr>br> b. Indicators- BB, ADX, ST and more
Himanshu Arora7 pm - 9 pm
November 4, 2022Session 5 Indicators & Their Application
a. Oscillators
b. Profitable Trading setups
Himanshu Arora7 pm - 9 pm

Certified Investment Research Analyst (CIRA)

Day/DateTopicCoverageFacultyTime
September 26, 2022Session 1 a. Indian Capital Markets
b. Introduction to Asset Classes- equity, Commodity, Bonds
c. Financial Exchanges in India
d. Index and Types
e. Classification of Securities- Equity, Debt, Fx, Commodities
Himanshu Arora7 pm - 9 pm
September 27, 2022Session 2 a. Introduction to Derivatives- Basic understanding, Types and Examples
b. Forwards, Futures & Options
c. Contract Specs & Valuation
Himanshu Arora7 pm - 9 pm
September 28, 2022Session 3 a. Margin Calculation on Futures
b. Options, Premium Calculation
c. Payoff Diagrams
d. Options Strategies
Himanshu Arora7 pm - 9 pm
September 29, 2022Session 4 a. Company Valuation
b. Valuation Terminology
Himanshu Arora7 pm - 9 pm
September 30, 2022Session 5 a. Fundamental Analysis- Understanding Annual Reports
b. Financial Analysis c. Management Analysis
Himanshu Arora7 pm - 9 pm
October 3, 2022Session 6 a. Bonds- Basics
b. Bond Valuation
c. Bond Value Theorems
d. Bond Amortization Schedule
Himanshu Arora7 pm - 9 pm
October 4, 2022Session 7 a. Technical Analysis
b. Basic Principles
c. Dow Theory
Himanshu Arora7 pm - 9 pm
October 6, 2022Session 8 a. Candlestick Patterns
b. Technical Indicators
c. Chart patterns
d. Trading Setups
Himanshu Arora7 pm - 9 pm
October 7, 2022Session 9 a. Portfolio Management
b. Traditional & Modern Approahces
c. Role & Calculation of Beta
Himanshu Arora7 pm - 9 pm

Certificate In Multi-Asset Investment Strategy (CMIS)

Day/DateTopicCoverageFacultyTime
September 5, 2022Session 1 a. Basic understanding of Finance
b. Types of Finance, Relevance & Importance
Himanshu Arora7 pm - 9 pm
September 6, 2022Session 2 Equity
a. Introduction to Equity Securities
b. Key Stock Market Terminologies
c. Intermediaries- Stock Exchanges, Brokers
d. Index, Types of Indices, Relevance
e. Types of Orders
Himanshu Arora7 pm - 9 pm
September 7, 2022Session 3 Fixed Income Securities
a. Introduction to Debt Securities
b. Introduction to Time Value of Money
Himanshu Arora7 pm - 9 pm
September 8, 2022Session 4 Commodity Market
a. Introduction to Global Commodity Market and how it works
b. Types of Commodities
Himanshu Arora7 pm - 9 pm
September 9, 2022Session 5 Foreign Exchange Market
a. Importance of Fx Market and How it works globally
b. Types of Quotes in FX
Himanshu Arora7 pm - 9 pm
September 10, 2022Session 6 Forwards, Futures, Margin and Valuation of Futures
a. Introduction to Derivatives b. Introduction to Forwards, Futures, Options
Himanshu Arora7 pm - 9 pm

Program on Index Trading Strategies

Day/DateTopicCoverageFacultyTime
August 22, 2022Session 1 Introduction to IndexHimanshu Arora7 pm - 9 pm
August 23, 2022Session 2 Intro to Major Indices & Key TerminologyHimanshu Arora7 pm - 9 pm
August 24, 2022Session 3 Technical Analysis BasicsHimanshu Arora7 pm - 9 pm
August 25, 2022Session 4 Finding Broader and Short term Outlook using Price Action, Technical Trading SetupsHimanshu Arora7 pm - 9 pm
August 26, 2022Session 5 Setups for Intraday, Swing & Positional Index TradingHimanshu Arora7 pm - 9 pm
August 27, 2022Session 6 Introduction to Derivatives Strategies, Options Strategies for Intraday, Swing & Positional TradingHimanshu Arora7 pm - 9 pm

Chartered Debt Advisor

Day/DateTopicCoverageFacultyTime
January 10, 2022Session 1 Financial Management- Income, Expenses, Importance of Budgeting, Importance of Savings Anshul Srivastava7 pm - 8.30 pm
January 11, 2022Session 2 The role of Debt in your Finances- Good Debt Vs Bad Debt, When it is good to Borrow Anshul Srivastava7 pm - 8.30 pm
January 12, 2022Session 3 Types of Loans-Personal Loans, Credit Card, Home loan etc and Priority Settings Anshul Srivastava7 pm - 8.30 pm
January 13, 2022Session 3 Credit Profile, timely Payment, CIBIL Report, Loan –Terms and Condition Anshul Srivastava7 pm - 8.30 pm
January 14, 2022Session 3 Debt Restructuring, Debt as a tool for Wealth Creation Anshul Srivastava7 pm - 8.30 pm

Integrated Treasury Management

Day/DateTopicCoverageFacultyTimeAccess Details
September 6, 2021Treasury Management in Corporates, Working Capital, Cash and Liquidity ManagementRamakar7 pm - 9 pmAvailable In Member Login
September 7, 2021Capital Structure Decisions and Corporate FinanceRamakar7 pm - 9 pmAvailable In Member Login
September 8, 2021Financial MarketsHimanshu Arora7 pm - 9 pmAvailable In Member Login
September 9, 2021Fixed Income Portfolio ManagementHimanshu Arora7pm - 9 pmAvailable In Member Login
September 10, 2021Global Commodity Market ProductsHimanshu Arora7 pm - 9 pmAvailable In Member Login
September 13, 2021Application of Derivatives as Hedging toolHimanshu Arora7 pm - 9 pmAvailable In Member Login
September 14, 2021Foreign Exchange ManagementHimanshu Arora7 pm - 9 pmAvailable In Member Login
September 15, 2021Technical Analysis for Foreign ExchangeHimanshu Arora7 pm - 9 pmAvailable In Member Login
September 16, 2021Economy Analysis- Interpreting Global Economic ScenarioHimanshu Arora7 pm - 9 pmAvailable In Member Login
September 17, 2021Treasury Risk ManagementRamakar7 pm - 9 pmAvailable In Member Login
September 20, 2021Treasury Operations and ControlRamakar7 pm - 9 pmAvailable In Member Login
September 21, 2021Bank Treasury ManagementDD Srivastava7 pm - 9 pmAvailable In Member Login
September 22, 2021Market Risk Management for BanksDD Srivastava7 pm - 9 pmAvailable In Member Login
September 23, 2021Regulations, Accounting and AuditingDD Srivastava7 pm - 9 pmAvailable In Member Login

Project Finance

Day/DateTopicCoverageFacultyTimeAccess Details
September 5, 2021Session 1 Introduction to project finance
a. Understanding project models: EPC, BOOT, Annuity, HAM
b. Challenges in funding projects vs other lending
c. Project finance in PPP space and project finance in private markets
Structure of project finance
a. Understanding the concept of SPV
b. Players in project finance: Sponsor, developers, operators, contractors etc
c. Types of investors in a project
Viswanathan M B2 pm - 4 pmAvailable In Member Login
September 12, 2021Session 2 Source of funding and transaction structuring
Understanding instruments available
i. Strategic equity, financial equity
ii. Participatory preferred shares
iii. Convertible debt / junk bonds
iv. Senior debt

Source of funding
i. Strategic investors
ii. PE players and other financial investors
iii. Banks, and multilateral institutions
Viswanathan M B2 pm - 4 pmAvailable In Member Login
September 16, 2021Session 3 Source of funding and transaction structuring
Transaction structuring
i. Using multiple class of equity shares
ii. Using participatory preferred shares
iii. Senior subordinate structures in debt
iv. Debt components (project funding, interest refinance, principal refinance)
v. Understanding cash flow waterfall and debt disbursement accounts
vi. Other covenants including opex reserve and debt service reserve
Viswanathan M B2 pm - 4 pmAvailable In Member Login
September 26, 2021Session 4 Financial appraisal of projects
a. Profit vs Value
b. Understand NPV
Viswanathan M B2 pm - 4 pmAvailable In Member Login
October 3, 2021Session 5 Financial appraisal of projects
c. IRR, limitations of IRR and MIRR
d. Pricing of bids for level or incremental pricing
Viswanathan M B2 pm - 4 pmAvailable In Member Login
October 10, 2021Session 6 Financial appraisal of projects
Modelling timelines
Forecasting capex
Viswanathan M B2 pm - 4 pmAvailable In Member Login
October 17, 2021Session 7 Financial modelling for project finance
Modelling revenue, opex, taxes
Viswanathan M B2 pm - 4 pmAvailable In Member Login
October 24, 2021Session 8 Financial modelling for project finance
Modelling funding, cash flow waterfall, cash flow distribution
Viswanathan M B2 pm - 4 pmAvailable In Member Login
October 31, 2021Session 9 Financial modelling for project finance
Calculating project IRR and equity IRR
Viswanathan M B2 pm - 4 pmAvailable In Member Login
November 7, 2021Session 10 Financial modelling for project finance
Performing scenario analysis and sensitivity analysis
Viswanathan M B2 pm - 4 pmAvailable In Member Login

Chartered Debt Advisor

Day/DateTopicCoverageFacultyTimeAccess Details
TBALiability & Credit Overview - A peek into history and How liability affects an individuals Net WorthMilind KohmariaTBAAvailable In Member Login
TBATypes of Loans & Borrowings - Various options available in the market & their featuresMilind KohmariaTBAAvailable In Member Login
TBAComputations for Loans - Mathematics around Loans, Borrowings & Interest ratesMilind KohmariaTBAAvailable In Member Login
TBALoans Documents & Management - Applying for loans, healthy practices for loan management, closingMilind KohmariaTBAAvailable In Member Login
TBARectifying Credit Score - Client Management, counselling & improving credit profileMilind KohmariaTBAAvailable In Member Login

Investment Banking

Day/DateTopicCoverageFacultyTimeAccess Details
September 4, 2021Session 1 - Investment Banking BasicsViswanathan M B2 pm - 4 pmAvailable In Member Login
September 11, 2021Session 2 - Financial Statement Analysis - OverviewViswanathan M B2 pm - 4 pmAvailable In Member Login
September 18, 2021Session 3 - Financial Statement Analysis - Interpreting financial statementsViswanathan M B2 pm - 4 pmAvailable In Member Login
September 26, 2021Session 4 - Financial Statement Analysis - Interpreting ratiosViswanathan M B2 pm - 4 pmAvailable In Member Login
October 2, 2021Session 5 - Fundamentals of valuationViswanathan M B2 pm - 4 pmAvailable In Member Login
October 9, 2021Session 6 - DCF ValuationViswanathan M B2 pm - 4 pmAvailable In Member Login
October 16, 2021Session 7 - Corporate actions and restructuringViswanathan M B2 pm - 4 pmAvailable In Member Login
October 23, 2021Session 8 - IPO, Listing and fund raisingViswanathan M B2 pm - 4 pmAvailable In Member Login
October 30, 2021Session 9 - Mergers and AcquisitionsViswanathan M B2 pm - 4 pmAvailable In Member Login
November 6, 2021Session 10 - Transaction AnalysisViswanathan M B2 pm - 4 pmAvailable In Member Login
November 13, 2021Session 11 - Leveraged BuyoutsViswanathan M B2 pm - 4 pmAvailable In Member Login
November 20, 2021Session 12 - Open sessionViswanathan M B2 pm - 4 pmAvailable In Member Login

Wealth Management

Day/DateTopicCoverageFacultyTimeAccess Details
September 5, 2021Session 1 - Wealth Management ; Wealth Planning FrameworkJharna Agarwal2 pm - 4 pmAvailable In Member Login
September 11, 2021Session 2 - Asset ClassesJharna Agarwal10 am- 12 pmAvailable In Member Login
September 12, 2021Session 3 - Products; Financial MathematicsJharna Agarwal10 am- 12 pmAvailable In Member Login
September 18, 2021Session 4 - RiskJharna Agarwal10 am- 12 pmAvailable In Member Login
September 19, 2021Session 5 - Economics ; Behavioral FinanceJharna Agarwal10 am- 12 pmAvailable In Member Login
September 25, 2021Session 6 - Succession PlanningJharna Agarwal10 am- 12 pmAvailable In Member Login
September 26, 2021Session 7 - Investment Taxation; Regulations (Legal & Compliance)Jharna Agarwal10 am- 12 pmAvailable In Member Login

ESG Investing

Day/DateTopicCoverageFacultyTimeAccess Details
August 16, 2021Session 1 - ESG introduction – Evolution and drivers of each E, S & G (with number of examples)Chandru Badrinarayanan6 pm- 7 pmAvailable In Member Login
August 17, 2021Session 2 - ESG Investing – Across the world and in India – Part 1 (Will cover investing trends, performance, etc)Chandru Badrinarayanan6 pm- 7 pmAvailable In Member Login
August 18, 2021Session 3 - ESG Investing – Across the world and in India – Part 2 (Will cover ESG ratings – Materiality, frameworks, structured data and unstructured data)Chandru Badrinarayanan6 pm- 7 pmAvailable In Member Login
August 19, 2021Session 4 - ESG Stewardship (What does ESG Stewardship entail, View points of investors, corporates and other stakeholders on what needs to be done on ESG?)Chandru Badrinarayanan6 pm- 7 pmAvailable In Member Login
August 20, 2021Session 5 - The future of ESG investing in India and across the world (Is ESG a fad? Evolving regulations – BRSR and others, ESG related careers)Chandru Badrinarayanan6 pm- 7 pmAvailable In Member Login

Risk & Compliance

Day/DateTopicCoverageFacultyTimeAccess Details
August 23, 2021Session 1 - Risk Management
- Concept of Risk
- Risk-Return Trade-off
- Risk Management Process. Challenges in Risk Management
- Risk Taking as compared to Risk Management
- Different Classes and Types of Risk and their Impact on an Organization/Investor
RamakarAvailable In Member Login
August 24, 2021Session 2 - Risk Measurement - Correlation and Correlation Coefficient - Standard Deviation - Beta Versus Standard Deviation - Sharpe Ratio - Duration - Monte Carlo SimulationsRamakarAvailable In Member Login
August 25, 2021Session 3 - Introduction to Financial Markets
- Products in Financial Markets
- Equity, Commodity, Fixed Income, Forex
Himanshu AroraAvailable In Member Login
August 26, 2021Session 4 - Financial Derivatives and Risks Involved
- Margins to avoid Risks
- Futures, Options
- Key Issues in Financial Markets
Himanshu AroraAvailable In Member Login
August 27, 2021Session 5 - Risk Avoidance using Derivatives Strategies
- Futures Risk Free strategies and Option Strategies
- Mutual Funds and types, Risks involved
Himanshu AroraAvailable In Member Login
August 28, 2021Session 6 - Regulatory Framework - General View - Introduction to Compliance
- SEBI Act, 1992
- Securities Contracts (Regulation) Act, 1956 and Securities Contracts (Regulations) Rules, 1957
- SEBI (Intermediaries) Regulations, 1992
- SEBI (Prohibition of Insider Trading) Regulations, 1992
- SEBI (Prohibition of Fraudulent and Unfair Trade Practices Relating to Securities Market) Regulations, 2015
- Prevention of Money Laundering Act, 2002
- SEBI (KYC Registration Agency) Regulations, 2011
Himanshu AroraAvailable In Member Login
August 29, 2021Session 7 - Understanding the Financial and Regulatory Structure in India
- Regulatory Framework - General View
- Introduction to Compliance
- SEBI Act, 1992
- Securities Contracts (Regulation) Act, 1956 and Securities Contracts (Regulations) Rules, 1957
- SEBI (Intermediaries) Regulations, 1992
- SEBI (Prohibition of Insider Trading) Regulations, 1992
- SEBI (Prohibition of Fraudulent and Unfair Trade Practices Relating to Securities Market) Regulations, 2015
- Prevention of Money Laundering Act, 2002
- SEBI (KYC Registration Agency) Regulations, 2011
Himanshu AroraAvailable In Member Login
August 30, 2021Session 8 - Understanding Intermediary Specific RegulationsHimanshu AroraAvailable In Member Login

Early-Stage Investing

Day/DateTopicCoverageFacultyTimeAccess Details
July 24, 2021Session 25- Portfolio Construction; Approaches to CapitalAshish Fafadia10 am- 11 amAvailable In Member Login
July 25, 2021Session 2- Screening & Due Diligence; Investment Process including DocumentationAshish Fafadia10 am- 11 amAvailable In Member Login
July 31, 2021Session 3- Active vs. Passive Investing; Portfolio ManagementAshish Fafadia10 am- 11 amAvailable In Member Login

Banking

Day/DateTopicCoverageFacultyTimeAccess Details
July 19, 2021 - Introduction to Banking, Banking ProductsShashwati Choudhury4 pm - 6 pmAvailable In Member Login
July 20, 2021 - Banking OperationsShashwati Choudhury4 pm - 6 pmAvailable In Member Login
July 21, 2021 - Risk ManagementShashwati Choudhury4 pm - 6 pmAvailable In Member Login
July 22, 2021 - Client Segmentation; Relationship ManagementShashwati Choudhury4 pm - 6 pmAvailable In Member Login
July 24, 2021 - Advisory Services; Case StudiesShashwati Choudhury4 pm - 6 pmAvailable In Member Login

Financial Planning

Day/DateTopicCoverageFacultyTimeAccess Details
July 5, 2021Financial Planning Overview - How financial markets evolved? Why is financial planning important?Milind Kohmaria7.30 pm - 9.30 pmAvailable In Member Login
July 6, 2021Financial Mathematics - I - Time Value of MoneyMilind Kohmaria7.30 pm - 9.30 pmAvailable In Member Login
July 7, 2021Financial Mathematics - II - Calculating Financial Ratios & GoalsMilind Kohmaria7.30 pm - 9.30 pmAvailable In Member Login
July 8, 2021Understanding Asset Classes - Real Estate, Equity, Debt, Cash, Alternative InvestmentsMilind Kohmaria7.30 pm - 9.30 pmAvailable In Member Login
July 9, 2021Insurance Planning - Types of Insurance, Need, Client ServicingMilind Kohmaria7.30 pm - 9.30 pmAvailable In Member Login
July 12, 2021Investment Planning - Financial Products - Bank, Mutual Funds, Post Office, Govt. SchemesMilind Kohmaria7.30 pm - 9.30 pmAvailable In Member Login
July 13, 2021Retirement & Estate Planning - Understanding & Computing Retirement Needs, Succession PlanningMilind Kohmaria7.30 pm - 9.30 pmAvailable In Member Login
July 14, 2021Risk, Return, Tax & Liquidity - Financial Ratios, Tax Rules, Portfolio LiquidityMilind Kohmaria7.30 pm - 9.30 pmAvailable In Member Login
July 15, 2021Technology in Financial Planning - Handy Tools and Technology for Financial Planning ProfessionalsMilind Kohmaria7.30 pm - 9.30 pmAvailable In Member Login
July 16, 2021Client Servicing - Accumulated, Planning, Distribution (Case Studies)Milind Kohmaria7.30 pm - 9.30 pmAvailable In Member Login