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
| Day/Date | Topic | Coverage | Faculty | Time |
|---|---|---|---|---|
| TBA | Session 1 | Introduction to Capital Market |
Himanshu Arora | 4 pm - 6 pm |
| TBA | Session 2 | Introduction to Asset Classes & Public Issues | Himanshu Arora | 4 pm - 6 pm |
| TBA | Session 3 | Capital Market Jargons | Himanshu Arora | 4 pm - 6 pm |
| TBA | Session 4 | Stocks, Exchanges, Brokers | Himanshu Arora | 4 pm - 6 pm |
| TBA | Session 5 | Index & Order Placement Methodology | Himanshu Arora | 4 pm - 6 pm |
| Day/Date | Topic | Coverage | Faculty | Time |
|---|---|---|---|---|
| TBA | Session 1 | Three Statement Analysis |
Himanshu Arora | 7 pm - 9 pm |
| TBA | Session 2 | Economy Analysis | Himanshu Arora | 7 pm - 9 pm |
| TBA | Session 3 | Industry Analysis | Himanshu Arora | 7 pm - 9 pm |
| TBA | Session 4 | Company & Businesss Analysis | Himanshu Arora | 7 pm - 9 pm |
| TBA | Session 5 | Financial Research, Industry & Management Research | Himanshu Arora | 7 pm - 9 pm |
| TBA | Session 6 | Valuation Parameters, Stock Shortlisting for Investment | Himanshu Arora | 7 pm - 9 pm |
| Day/Date | Topic | Coverage | Faculty | Time |
|---|---|---|---|---|
| June 10, 2023 | Session 1 | Financial Statement Analysis- Part 1 | TBA | 8 am – 10 am |
| June 10, 2023 | Session 1 | Financial Statement Analysis- Part 2 | TBA | 10:30 am – 12:30 pm |
| June 11, 2023 | Session 2 | Credit Specific Analysis – Banker’s and Analyst Perspective -Part-1 | TBA | 8 am – 10 am |
| June 11, 2023 | Session 2 | Credit Specific Analysis – Banker’s and Analyst Perspective -Part-2 | TBA | 10:30 am – 12:30 pm |
| June 17, 2023 | Session 3 | Understanding of Loans and Bonds- Part 1 | TBA | 8 am – 10 am |
| June 17, 2023 | Session 3 | Understanding of Loans and Bonds- Part 2 | TBA | 10:30 am – 12:30 pm |
| June 18, 2023 | Session 4 | Credit Rating- Internal & External- Part 1 | TBA | 8 am – 10 am |
| June 18, 2023 | Session 4 | Credit Rating- Internal & External- Part 2 | TBA | 10:30 am – 12:30 pm |
| June 24, 2023 | Session 5 | Credit Strategy & Portfolio Management- Part 1 | TBA | 10:30 am – 12:30 pm |
| June 24, 2023 | Session 5 | Credit Strategy & Portfolio Management- Part 2 | TBA | 8 am – 10 am |
| June 25, 2023 | Session 6 | Credit Monitoring, NPA Management, Enhancement and Securitization- Part 1 | TBA | 10:30 am – 12:30 pm |
| June 25, 2023 | Session 6 | Credit Monitoring, NPA Management, Enhancement and Securitization- Part 2 | TBA | 8 am – 10 am |
| July 1, 2023 | Session 7 | Credit Risk Models and Regulations- Part 1 | TBA | 8 am – 10 am |
| July 1, 2023 | Session 7 | Credit Risk Models and Regulations- Part 2 | TBA | 10:30 am – 12:30 pm |
| July 2, 2023 | Session 8 | Credit Risk Models and Regulations- Part 3 | TBA | 8 am – 10 am |
| July 2, 2023 | Session 8 | Understanding and analysis of Corporate Banking Facilities and other financing forms- Part 1 | TBA | 10:30 am – 12:30 pm |
| July 8, 2023 | Session 9 | Understanding and analysis of Corporate Banking Facilities and other financing forms- Part 2 | TBA | 8 am – 10 am |
| July 8, 2023 | Session 9 | Digitalisation of Lending process | TBA | 8 am – 10 am |
| July 9, 2023 | Session 10 | Concept of Co lending; Payment System | TBA | 10:30 am – 12:30 pm |
| July 9, 2023 | Session 10 | Open House & CCRA Mock Tests | TBA | 8 am – 10 am |
| Day/Date | Topic | Coverage | Faculty | Time |
|---|---|---|---|---|
| February 11 | Session 1 | Financial Statement Analysis |
Abhijit Chatterjee | 8 am- 10 am |
| February 12 | Session 2 | Credit Specific Analysis – Banker’s and Analyst Perspective |
Abhijit Chatterjee | 8 am- 10 am |
| February 18 | Session 3 | Credit Rating & Understanding of Loans & Bonds |
Abhijit Chatterjee | 8 am- 10 am |
| February 19 | Session 4 | Credit Strategy, Portfolio Management & NPA Management |
Abhijit Chatterjee | 8 am- 10 am |
| February 25 | Session 5 | Credit Risk Models & Regulation |
Abhijit Chatterjee | 8 am- 10 am |
| February 26 | Session 6 | Understanding and analysis of Corporate Banking Facilities and other financing forms |
Abhijit Chatterjee | 8 am- 10 am |
| Day/Date | Topic | Coverage | Faculty | Time |
|---|---|---|---|---|
| February 6 | Session 1 | Indian Capital Markets & Asset Classes index and Types |
Himanshu Arora | 7 pm- 9 pm |
| February 7 | Session 2 | Introduction to Derivatives- Basic understanding, Types and Examples Forwards, Futures & Options Options, Payoff Diagrams |
Himanshu Arora | 7 pm- 9 pm |
| February 8 | Session 3 | Valuation Terminology Fundamental Analysis- Understanding Annual Reports |
Himanshu Arora | 7 pm- 9 pm |
| February 9 | Session 4 | Bonds- Basics Bond Valuation Bond Amortization Schedule |
Himanshu Arora | 7 pm- 9 pm |
| February 10 | Session 5 | Technical Analysis, Basic Principles Dow Theory, Candlestick Patterns Technical indicators Portfolio Management Role & Calculation of Beta |
Himanshu Arora | 7 pm- 9 pm |
| Day/Date | Topic | Coverage | Faculty | Time |
|---|---|---|---|---|
| February 13 | Session 1 | Introduction to Financial Planning |
Prakash Sinha | 7 pm- 9 pm |
| February 14 | Session 2 | Retirement Planning – Principles & Methodology |
Prakash Sinha | 7 pm- 9 pm |
| February 15 | Session 3 | Government and Employer Retirement Plans, Tax issues for Retirees |
Prakash Sinha | 7 pm- 9 pm |
| February 16 | Session 4 | Investment Planning & Asset Allocation, Tools & Calculators |
Prakash Sinha | 7 pm- 9 pm |
| February 17 | Session 5 | Estate Planning |
Prakash Sinha | 7 pm- 9 pm |
| February 18 | Session 6 | Designing optimal retirement income streams; Fiduciary, ethical and regulatory issues for retirement advisors |
Prakash Sinha | 7 pm- 9 pm |
| Day/Date | Topic | Coverage | Faculty | Time |
|---|---|---|---|---|
| December 6 | Session 1 | Introduction & Overview – Alternative Investment Funds |
Ravi Vukkadala | 5 pm- 6.30 pm |
| December 8 | Session 2 | AIF Taxation | Rajesh Gandhi | 5 pm- 6.30 pm |
| December 15 | Session 3 | Early Stage Investing | Anurag Ramdasan | 5 pm- 6.30 pm |
| December 20 | Session 4 | Private Equity Investing | Ashwin Patni | 5 pm- 6.30 pm |
| December 22 | Session 5 | Hedge Funds: Definitive Strategies and Techniques | Ajay Vaswani | 5 pm- 6.30 pm |
| January 3 | Session 6 | AIF Regulations & Compliance | Divaspati Singh | 5 pm- 6.30 pm |
| January 5 | Session 7 | Impact Investments | Richa Sethia Natarajan | 5 pm- 6.30 pm |
| January 10 | Session 8 | ESG Investing | Chandru Badrinarayanan | 5 pm- 6.30 pm |
| January 12 | Session 9 | Venture Debt | TBA | 5 pm- 6.30 pm |
| January 17 | Session 10 | Real Estate Funds | Ashish Khandelia | 5 pm- 6.30 pm |
| January 24 | Session 11 | Credit Investing | TBA | 5 pm- 6.30 pm |
| January 25 | Session 12 | Alternative Investments- Aligning Strategy & Sales | Shashi Singh | 5 pm- 6.30 pm |
| February 7 | Session 13 | 10th Indian Alternative Investments Summit 2023 | Multiple Speakers | 9 am- 5 pm |
| Day/Date | Topic | Coverage | Faculty | Time |
|---|---|---|---|---|
| December 12 | Session 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 Senthil | 7 pm - 9 pm |
| December 13 | Session 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 Naidu | 7 pm - 9 pm |
| December 14 | Session 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 Kapadia | 7 pm - 9 pm |
| December 15 | Session 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 16 | Session 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 Chandrasekhar | 7 pm - 9 pm |
| December 19 | Session 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 Dalal | 7 pm - 9 pm |
| December 20 | Session 7 |
Investment performance analysis a. Performance measurement b. Performance attribution c. Performance reporting d. Benchmarking |
Aparna Karnik | 7 pm - 9 pm |
| December 21 | Session 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 Kumar | 7 pm - 9 pm |
| December 22 | Session 9 |
Advanced Fund Accounting Concepts a. Performance fee – HWM, Hurdle b. Performance equalisation c. UCIT funds d. Fund accounting – challenges |
M S Chandrasekhar | 7 pm - 9 pm |
| December 23 | Session 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 27 | Session 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 Mane | 7 pm - 9 pm |
| Day/Date | Topic | Coverage | Faculty | Time |
|---|---|---|---|---|
| October 10, 2022 | Session 1 |
a. Financial Market & Derivatives Market Jargons b. Underlying assets for derivatives, Exchanges, Brokers |
Himanshu Arora | 7 pm - 9 pm |
| October 11, 2022 | Session 2 | Introduction to Financial Derivatives | Himanshu Arora | 7 pm - 9 pm |
| October 12, 2022 | Session 3 |
a. Derivatives Market Products and Participants b. Types of Derivatives and their features (Equity, Commodity, Forex) c. Introduction to Futures |
Himanshu Arora | 7 pm - 9 pm |
| October 13, 2022 | Session 4 |
a. Valuation of Futures. Margin calculations b. Introduction to options and Terminology c. Types of options |
Himanshu Arora | 7 pm - 9 pm |
| October 14, 2022 | Session 5 |
a. Moneyness of Options b. Option Greeks c. Payoff Diagrams |
Himanshu Arora | 7 pm - 9 pm |
| October 15, 2022 | Session 6 |
a. Introduction to Strategies b. Unidirectional Option Strategies c. Option Strategies for Hedging d. Option Strategies to manage Volatility |
Himanshu Arora | 7 pm - 9 pm |
| Day/Date | Topic | Coverage | Faculty | Time |
|---|---|---|---|---|
| October 31, 2022 | Session 1 |
Foundation for Understanding Technical Analysis a. Introduction to Capital Market & Asset Classes b. Capital Market Jargons c. Derivatives Jargons | Himanshu Arora | 7 pm - 9 pm |
| November 1, 2022 | Session 2 |
Introduction to Technical Analysis a. Assumptions in Technical Analysis b. Dow Theory: Trend Analysis & Fractals |
Himanshu Arora | 7 pm - 9 pm |
| November 2, 2022 | Session 3 |
Candlestick Patterns with Application a. 10 Important Candlestick Patterns |
Himanshu Arora | 7 pm - 9 pm |
| November 3, 2022 | Session 4 |
Indicators & Their Application a. Moving Averages: Single, Double, Triple, Multiplebr>br> b. Indicators- BB, ADX, ST and more |
Himanshu Arora | 7 pm - 9 pm |
| November 4, 2022 | Session 5 |
Indicators & Their Application a. Oscillators b. Profitable Trading setups |
Himanshu Arora | 7 pm - 9 pm |
| Day/Date | Topic | Coverage | Faculty | Time |
|---|---|---|---|---|
| September 26, 2022 | Session 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 Arora | 7 pm - 9 pm |
| September 27, 2022 | Session 2 |
a. Introduction to Derivatives- Basic understanding, Types and Examples b. Forwards, Futures & Options c. Contract Specs & Valuation |
Himanshu Arora | 7 pm - 9 pm |
| September 28, 2022 | Session 3 |
a. Margin Calculation on Futures b. Options, Premium Calculation c. Payoff Diagrams d. Options Strategies |
Himanshu Arora | 7 pm - 9 pm |
| September 29, 2022 | Session 4 |
a. Company Valuation b. Valuation Terminology |
Himanshu Arora | 7 pm - 9 pm |
| September 30, 2022 | Session 5 |
a. Fundamental Analysis- Understanding Annual Reports b. Financial Analysis c. Management Analysis |
Himanshu Arora | 7 pm - 9 pm |
| October 3, 2022 | Session 6 |
a. Bonds- Basics b. Bond Valuation c. Bond Value Theorems d. Bond Amortization Schedule |
Himanshu Arora | 7 pm - 9 pm |
| October 4, 2022 | Session 7 |
a. Technical Analysis b. Basic Principles c. Dow Theory |
Himanshu Arora | 7 pm - 9 pm |
| October 6, 2022 | Session 8 |
a. Candlestick Patterns b. Technical Indicators c. Chart patterns d. Trading Setups |
Himanshu Arora | 7 pm - 9 pm |
| October 7, 2022 | Session 9 |
a. Portfolio Management b. Traditional & Modern Approahces c. Role & Calculation of Beta |
Himanshu Arora | 7 pm - 9 pm |
| Day/Date | Topic | Coverage | Faculty | Time |
|---|---|---|---|---|
| September 5, 2022 | Session 1 |
a. Basic understanding of Finance b. Types of Finance, Relevance & Importance |
Himanshu Arora | 7 pm - 9 pm |
| September 6, 2022 | Session 2 |
Equity a. Introduction to Equity Securities b. Key Stock Market Terminologies c. Intermediaries- Stock Exchanges, Brokers d. Index, Types of Indices, Relevance e. Types of Orders |
Himanshu Arora | 7 pm - 9 pm |
| September 7, 2022 | Session 3 |
Fixed Income Securities a. Introduction to Debt Securities b. Introduction to Time Value of Money |
Himanshu Arora | 7 pm - 9 pm |
| September 8, 2022 | Session 4 |
Commodity Market a. Introduction to Global Commodity Market and how it works b. Types of Commodities |
Himanshu Arora | 7 pm - 9 pm |
| September 9, 2022 | Session 5 |
Foreign Exchange Market a. Importance of Fx Market and How it works globally b. Types of Quotes in FX |
Himanshu Arora | 7 pm - 9 pm |
| September 10, 2022 | Session 6 |
Forwards, Futures, Margin and Valuation of Futures a. Introduction to Derivatives b. Introduction to Forwards, Futures, Options |
Himanshu Arora | 7 pm - 9 pm |
| Day/Date | Topic | Coverage | Faculty | Time |
|---|---|---|---|---|
| August 22, 2022 | Session 1 | Introduction to Index | Himanshu Arora | 7 pm - 9 pm |
| August 23, 2022 | Session 2 | Intro to Major Indices & Key Terminology | Himanshu Arora | 7 pm - 9 pm |
| August 24, 2022 | Session 3 | Technical Analysis Basics | Himanshu Arora | 7 pm - 9 pm |
| August 25, 2022 | Session 4 | Finding Broader and Short term Outlook using Price Action, Technical Trading Setups | Himanshu Arora | 7 pm - 9 pm |
| August 26, 2022 | Session 5 | Setups for Intraday, Swing & Positional Index Trading | Himanshu Arora | 7 pm - 9 pm |
| August 27, 2022 | Session 6 | Introduction to Derivatives Strategies, Options Strategies for Intraday, Swing & Positional Trading | Himanshu Arora | 7 pm - 9 pm |
| Day/Date | Topic | Coverage | Faculty | Time |
|---|---|---|---|---|
| January 10, 2022 | Session 1 | Financial Management- Income, Expenses, Importance of Budgeting, Importance of Savings | Anshul Srivastava | 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 | Anshul Srivastava | 7 pm - 8.30 pm |
| January 12, 2022 | Session 3 | Types of Loans-Personal Loans, Credit Card, Home loan etc and Priority Settings | Anshul Srivastava | 7 pm - 8.30 pm |
| January 13, 2022 | Session 3 | Credit Profile, timely Payment, CIBIL Report, Loan –Terms and Condition | Anshul Srivastava | 7 pm - 8.30 pm |
| January 14, 2022 | Session 3 | Debt Restructuring, Debt as a tool for Wealth Creation | Anshul Srivastava | 7 pm - 8.30 pm |
| Day/Date | Topic | Coverage | Faculty | Time | Access Details |
|---|---|---|---|---|---|
| September 6, 2021 | Treasury Management in Corporates, Working Capital, Cash and Liquidity Management | Ramakar | 7 pm - 9 pm | Available In Member Login | |
| September 7, 2021 | Capital Structure Decisions and Corporate Finance | Ramakar | 7 pm - 9 pm | Available In Member Login | |
| September 8, 2021 | Financial Markets | Himanshu Arora | 7 pm - 9 pm | Available In Member Login | |
| September 9, 2021 | Fixed Income Portfolio Management | Himanshu Arora | 7pm - 9 pm | Available In Member Login | |
| September 10, 2021 | Global Commodity Market Products | Himanshu Arora | 7 pm - 9 pm | Available In Member Login | |
| September 13, 2021 | Application of Derivatives as Hedging tool | Himanshu Arora | 7 pm - 9 pm | Available In Member Login | |
| September 14, 2021 | Foreign Exchange Management | Himanshu Arora | 7 pm - 9 pm | Available In Member Login | |
| September 15, 2021 | Technical Analysis for Foreign Exchange | Himanshu Arora | 7 pm - 9 pm | Available In Member Login | |
| September 16, 2021 | Economy Analysis- Interpreting Global Economic Scenario | Himanshu Arora | 7 pm - 9 pm | Available In Member Login | |
| September 17, 2021 | Treasury Risk Management | Ramakar | 7 pm - 9 pm | Available In Member Login | |
| September 20, 2021 | Treasury Operations and Control | Ramakar | 7 pm - 9 pm | Available In Member Login | |
| September 21, 2021 | Bank Treasury Management | DD Srivastava | 7 pm - 9 pm | Available In Member Login | |
| September 22, 2021 | Market Risk Management for Banks | DD Srivastava | 7 pm - 9 pm | Available In Member Login | |
| September 23, 2021 | Regulations, Accounting and Auditing | DD Srivastava | 7 pm - 9 pm | Available In Member Login |
| Day/Date | Topic | Coverage | Faculty | Time | Access Details |
|---|---|---|---|---|---|
| September 5, 2021 | Session 1 |
Introduction to project finance a. Understanding project models: EPC, BOOT, Annuity, HAM b. Challenges in funding projects vs other lending c. Project finance in PPP space and project finance in private markets Structure of project finance a. Understanding the concept of SPV b. Players in project finance: Sponsor, developers, operators, contractors etc c. Types of investors in a project |
Viswanathan M B | 2 pm - 4 pm | Available In Member Login |
| September 12, 2021 | Session 2 |
Source of funding and transaction structuring Understanding instruments available i. Strategic equity, financial equity ii. Participatory preferred shares iii. Convertible debt / junk bonds iv. Senior debt Source of funding i. Strategic investors ii. PE players and other financial investors iii. Banks, and multilateral institutions |
Viswanathan M B | 2 pm - 4 pm | Available In Member Login |
| September 16, 2021 | Session 3 |
Source of funding and transaction structuring Transaction structuring i. Using multiple class of equity shares ii. Using participatory preferred shares iii. Senior subordinate structures in debt iv. Debt components (project funding, interest refinance, principal refinance) v. Understanding cash flow waterfall and debt disbursement accounts vi. Other covenants including opex reserve and debt service reserve |
Viswanathan M B | 2 pm - 4 pm | Available In Member Login |
| September 26, 2021 | Session 4 |
Financial appraisal of projects a. Profit vs Value b. Understand NPV |
Viswanathan M B | 2 pm - 4 pm | Available In Member Login |
| October 3, 2021 | Session 5 |
Financial appraisal of projects c. IRR, limitations of IRR and MIRR d. Pricing of bids for level or incremental pricing |
Viswanathan M B | 2 pm - 4 pm | Available In Member Login |
| October 10, 2021 | Session 6 |
Financial appraisal of projects Modelling timelines Forecasting capex |
Viswanathan M B | 2 pm - 4 pm | Available In Member Login |
| October 17, 2021 | Session 7 |
Financial modelling for project finance Modelling revenue, opex, taxes |
Viswanathan M B | 2 pm - 4 pm | Available In Member Login |
| October 24, 2021 | Session 8 |
Financial modelling for project finance Modelling funding, cash flow waterfall, cash flow distribution |
Viswanathan M B | 2 pm - 4 pm | Available In Member Login |
| October 31, 2021 | Session 9 |
Financial modelling for project finance Calculating project IRR and equity IRR |
Viswanathan M B | 2 pm - 4 pm | Available In Member Login |
| November 7, 2021 | Session 10 |
Financial modelling for project finance Performing scenario analysis and sensitivity analysis |
Viswanathan M B | 2 pm - 4 pm | Available In Member Login |
| Day/Date | Topic | Coverage | Faculty | Time | Access Details |
|---|---|---|---|---|---|
| TBA | Liability & Credit Overview | - A peek into history and How liability affects an individuals Net Worth | Milind Kohmaria | TBA | Available In Member Login |
| TBA | Types of Loans & Borrowings | - Various options available in the market & their features | Milind Kohmaria | TBA | Available In Member Login |
| TBA | Computations for Loans | - Mathematics around Loans, Borrowings & Interest rates | Milind Kohmaria | TBA | Available In Member Login |
| TBA | Loans Documents & Management | - Applying for loans, healthy practices for loan management, closing | Milind Kohmaria | TBA | Available In Member Login |
| TBA | Rectifying Credit Score | - Client Management, counselling & improving credit profile | Milind Kohmaria | TBA | Available In Member Login |
| Day/Date | Topic | Coverage | Faculty | Time | Access Details |
|---|---|---|---|---|---|
| September 4, 2021 | Session 1 | - Investment Banking Basics | Viswanathan M B | 2 pm - 4 pm | Available In Member Login |
| September 11, 2021 | Session 2 | - Financial Statement Analysis - Overview | Viswanathan M B | 2 pm - 4 pm | Available In Member Login |
| September 18, 2021 | Session 3 | - Financial Statement Analysis - Interpreting financial statements | Viswanathan M B | 2 pm - 4 pm | Available In Member Login |
| September 26, 2021 | Session 4 | - Financial Statement Analysis - Interpreting ratios | Viswanathan M B | 2 pm - 4 pm | Available In Member Login |
| October 2, 2021 | Session 5 | - Fundamentals of valuation | Viswanathan M B | 2 pm - 4 pm | Available In Member Login |
| October 9, 2021 | Session 6 | - DCF Valuation | Viswanathan M B | 2 pm - 4 pm | Available In Member Login |
| October 16, 2021 | Session 7 | - Corporate actions and restructuring | Viswanathan M B | 2 pm - 4 pm | Available In Member Login |
| October 23, 2021 | Session 8 | - IPO, Listing and fund raising | Viswanathan M B | 2 pm - 4 pm | Available In Member Login |
| October 30, 2021 | Session 9 | - Mergers and Acquisitions | Viswanathan M B | 2 pm - 4 pm | Available In Member Login |
| November 6, 2021 | Session 10 | - Transaction Analysis | Viswanathan M B | 2 pm - 4 pm | Available In Member Login |
| November 13, 2021 | Session 11 | - Leveraged Buyouts | Viswanathan M B | 2 pm - 4 pm | Available In Member Login |
| November 20, 2021 | Session 12 | - Open session | Viswanathan M B | 2 pm - 4 pm | Available In Member Login |
| Day/Date | Topic | Coverage | Faculty | Time | Access Details |
|---|---|---|---|---|---|
| September 5, 2021 | Session 1 | - Wealth Management ; Wealth Planning Framework | Jharna Agarwal | 2 pm - 4 pm | Available In Member Login |
| September 11, 2021 | Session 2 | - Asset Classes | Jharna Agarwal | 10 am- 12 pm | Available In Member Login |
| September 12, 2021 | Session 3 | - Products; Financial Mathematics | Jharna Agarwal | 10 am- 12 pm | Available In Member Login |
| September 18, 2021 | Session 4 | - Risk | Jharna Agarwal | 10 am- 12 pm | Available In Member Login |
| September 19, 2021 | Session 5 | - Economics ; Behavioral Finance | Jharna Agarwal | 10 am- 12 pm | Available In Member Login |
| September 25, 2021 | Session 6 | - Succession Planning | Jharna Agarwal | 10 am- 12 pm | Available In Member Login |
| September 26, 2021 | Session 7 | - Investment Taxation; Regulations (Legal & Compliance) | Jharna Agarwal | 10 am- 12 pm | Available In Member Login |
| Day/Date | Topic | Coverage | Faculty | Time | Access Details |
|---|---|---|---|---|---|
| August 16, 2021 | Session 1 | - ESG introduction – Evolution and drivers of each E, S & G (with number of examples) | Chandru Badrinarayanan | 6 pm- 7 pm | Available In Member Login |
| August 17, 2021 | Session 2 | - ESG Investing – Across the world and in India – Part 1 (Will cover investing trends, performance, etc) | Chandru Badrinarayanan | 6 pm- 7 pm | Available In Member Login |
| August 18, 2021 | Session 3 | - ESG Investing – Across the world and in India – Part 2 (Will cover ESG ratings – Materiality, frameworks, structured data and unstructured data) | Chandru Badrinarayanan | 6 pm- 7 pm | Available In Member Login |
| August 19, 2021 | Session 4 | - ESG Stewardship (What does ESG Stewardship entail, View points of investors, corporates and other stakeholders on what needs to be done on ESG?) | Chandru Badrinarayanan | 6 pm- 7 pm | Available In Member Login |
| August 20, 2021 | Session 5 | - The future of ESG investing in India and across the world (Is ESG a fad? Evolving regulations – BRSR and others, ESG related careers) | Chandru Badrinarayanan | 6 pm- 7 pm | Available In Member Login |
| Day/Date | Topic | Coverage | Faculty | Time | Access Details |
|---|---|---|---|---|---|
| August 23, 2021 | Session 1 |
- Risk Management - Concept of Risk - Risk-Return Trade-off - Risk Management Process. Challenges in Risk Management - Risk Taking as compared to Risk Management - Different Classes and Types of Risk and their Impact on an Organization/Investor |
Ramakar | Available In Member Login | |
| August 24, 2021 | Session 2 | - Risk Measurement - Correlation and Correlation Coefficient - Standard Deviation - Beta Versus Standard Deviation - Sharpe Ratio - Duration - Monte Carlo Simulations | Ramakar | Available In Member Login | |
| August 25, 2021 | Session 3 |
- Introduction to Financial Markets - Products in Financial Markets - Equity, Commodity, Fixed Income, Forex |
Himanshu Arora | Available In Member Login | |
| August 26, 2021 | Session 4 |
- Financial Derivatives and Risks Involved - Margins to avoid Risks - Futures, Options - Key Issues in Financial Markets |
Himanshu Arora | Available In Member Login | |
| August 27, 2021 | Session 5 |
- Risk Avoidance using Derivatives Strategies - Futures Risk Free strategies and Option Strategies - Mutual Funds and types, Risks involved |
Himanshu Arora | Available In Member Login | |
| August 28, 2021 | Session 6 |
- Regulatory Framework - General View
- Introduction to Compliance - SEBI Act, 1992 - Securities Contracts (Regulation) Act, 1956 and Securities Contracts (Regulations) Rules, 1957 - SEBI (Intermediaries) Regulations, 1992 - SEBI (Prohibition of Insider Trading) Regulations, 1992 - SEBI (Prohibition of Fraudulent and Unfair Trade Practices Relating to Securities Market) Regulations, 2015 - Prevention of Money Laundering Act, 2002 - SEBI (KYC Registration Agency) Regulations, 2011 |
Himanshu Arora | Available In Member Login | |
| August 29, 2021 | Session 7 |
- Understanding the Financial and Regulatory Structure in India - Regulatory Framework - General View - Introduction to Compliance - SEBI Act, 1992 - Securities Contracts (Regulation) Act, 1956 and Securities Contracts (Regulations) Rules, 1957 - SEBI (Intermediaries) Regulations, 1992 - SEBI (Prohibition of Insider Trading) Regulations, 1992 - SEBI (Prohibition of Fraudulent and Unfair Trade Practices Relating to Securities Market) Regulations, 2015 - Prevention of Money Laundering Act, 2002 - SEBI (KYC Registration Agency) Regulations, 2011 |
Himanshu Arora | Available In Member Login | |
| August 30, 2021 | Session 8 | - Understanding Intermediary Specific Regulations | Himanshu Arora | Available In Member Login |
| Day/Date | Topic | Coverage | Faculty | Time | Access Details |
|---|---|---|---|---|---|
| July 24, 2021 | Session 25- Portfolio Construction; Approaches to Capital | Ashish Fafadia | 10 am- 11 am | Available In Member Login | |
| July 25, 2021 | Session 2- Screening & Due Diligence; Investment Process including Documentation | Ashish Fafadia | 10 am- 11 am | Available In Member Login | |
| July 31, 2021 | Session 3- Active vs. Passive Investing; Portfolio Management | Ashish Fafadia | 10 am- 11 am | Available In Member Login |
| Day/Date | Topic | Coverage | Faculty | Time | Access Details |
|---|---|---|---|---|---|
| July 19, 2021 | - Introduction to Banking, Banking Products | Shashwati Choudhury | 4 pm - 6 pm | Available In Member Login | |
| July 20, 2021 | - Banking Operations | Shashwati Choudhury | 4 pm - 6 pm | Available In Member Login | |
| July 21, 2021 | - Risk Management | Shashwati Choudhury | 4 pm - 6 pm | Available In Member Login | |
| July 22, 2021 | - Client Segmentation; Relationship Management | Shashwati Choudhury | 4 pm - 6 pm | Available In Member Login | |
| July 24, 2021 | - Advisory Services; Case Studies | Shashwati Choudhury | 4 pm - 6 pm | Available In Member Login |
| Day/Date | Topic | Coverage | Faculty | Time | Access Details |
|---|---|---|---|---|---|
| July 5, 2021 | Financial Planning Overview | - How financial markets evolved? Why is financial planning important? | Milind Kohmaria | 7.30 pm - 9.30 pm | Available In Member Login |
| July 6, 2021 | Financial Mathematics - I | - Time Value of Money | Milind Kohmaria | 7.30 pm - 9.30 pm | Available In Member Login |
| July 7, 2021 | Financial Mathematics - II | - Calculating Financial Ratios & Goals | Milind Kohmaria | 7.30 pm - 9.30 pm | Available In Member Login |
| July 8, 2021 | Understanding Asset Classes | - Real Estate, Equity, Debt, Cash, Alternative Investments | Milind Kohmaria | 7.30 pm - 9.30 pm | Available In Member Login |
| July 9, 2021 | Insurance Planning | - Types of Insurance, Need, Client Servicing | Milind Kohmaria | 7.30 pm - 9.30 pm | Available In Member Login |
| July 12, 2021 | Investment Planning | - Financial Products - Bank, Mutual Funds, Post Office, Govt. Schemes | Milind Kohmaria | 7.30 pm - 9.30 pm | Available In Member Login |
| July 13, 2021 | Retirement & Estate Planning | - Understanding & Computing Retirement Needs, Succession Planning | Milind Kohmaria | 7.30 pm - 9.30 pm | Available In Member Login |
| July 14, 2021 | Risk, Return, Tax & Liquidity | - Financial Ratios, Tax Rules, Portfolio Liquidity | Milind Kohmaria | 7.30 pm - 9.30 pm | Available In Member Login |
| July 15, 2021 | Technology in Financial Planning | - Handy Tools and Technology for Financial Planning Professionals | Milind Kohmaria | 7.30 pm - 9.30 pm | Available In Member Login |
| July 16, 2021 | Client Servicing | - Accumulated, Planning, Distribution (Case Studies) | Milind Kohmaria | 7.30 pm - 9.30 pm | Available In Member Login |