Training Calendar

Access to all Equalifi training 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 the Member Login and Equalifi Members can access the same 24X7.

If you are not an Equalifi Member yet, you can sign up now to start accessing the tutorials and study resources of all of Equalifi's 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


Certified Credit Research Analyst (Refresher Tutorial)

Day/Date Topic Coverage Faculty Time
February 4 Session 1

Financial Statement Analysis

Abhijit Chatterjee 8 am- 10 am
February 5 Session 2

Credit Specific Analysis – Banker’s and Analyst Perspective

Abhijit Chatterjee 8 am- 10 am
February 11 Session 3

Credit Rating & Understanding of Loans & Bonds

Abhijit Chatterjee 8 am- 10 am
February 12 Session 4

Credit Strategy, Portfolio Management & NPA Management

Abhijit Chatterjee 8 am- 10 am
February 18 Session 5

Credit Risk Models & Regulation

Abhijit Chatterjee 8 am- 10 am
February 19 Session 6

Understanding and analysis of Corporate Banking Facilities and other financing forms

Abhijit Chatterjee 8 am- 10 am

Certified Investment Research Analyst (Refresher Tutorial)

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

Chartered Retirement Advisor

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

Alternative Investment Leaders Program (AIP)

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

Program on Capital Markets

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

Program on Equity Analysis

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


Fund Administration Leaders Program (FLP)

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

Certificate In Derivatives Trading (CDT)

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

Program on Technical Analysis

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

Certified Investment Research Analyst (CIRA)

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

Certificate In Multi-Asset Investment Strategy (CMIS)

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

Program on Index Trading Strategies

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

Chartered Debt Advisor

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

Integrated Treasury Management

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

Project Finance

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

Chartered Debt Advisor

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

Investment Banking

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

Wealth Management

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

ESG Investing

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

Risk & Compliance

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

Early-Stage Investing

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

Banking

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

Financial Planning

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