KIFM Certified Smart Investor (2)

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COURSE MODULE

MODULE:1

BASIC KNOWLEDGE ABOUT STOCK MARKET

•Introduction to the world of financial market.

•How market Operates.

•Major market participants

•Major regulators and their deities and responsibilities.

•Major exchanges and indices.

•Introduction to trading software’s

MODULE:2

CAPITAL MARKET OR SHARE MARKET (THEORY & PRACTICAL)

•Basic knowledge of capital market (Primary market & secondary Market).

•Trading and Trading Membership.

•Trading, Clearing and Settlement.

•Agency Involved in Trading, Clearing and Settlement Process.

•Legal Frame work.

•Practical Exposure towards live trading

MODULE:3

DERIVATIVES MARKET & ITS OPERATIONS (F&O)

•Introduction to Derivatives, Type of derivative contracts.

•Understanding of future, forward, option and SWAP.

•Future contracts, Mechanism & pricing of Forward contracts.

•Understanding of Options and its (Call & Put)

•Trading, Clearing and Settlement, Risk Management in Derivatives.

MODULE:4

RULE-REGULATIONS AND DO'S-DONT'S WHILE TRADING IN STOCK MARKET

•What we have to do while investing or tradng

•What we dont have to do while investing or trading

•Rules and regulations to follow while investing or trading

•Different strategy use for trading

F I N A N C I A L M A R K E T

•Practical Exposure towards live trading. 01

MODULE:5

COMMODITY & CURRENCY MARKET

•Understanding Commodity Market

•Live Trading in Commodities- MCX and NCDEX

•Currency Derivative and its History

•Forward, Future and Options of currency derivative

•Different Strategy Use for Currency Derivative Trading

PROGRAM FEE

₹12,000 + GST (One Time)

F I N A N C I A L M A R K E T

02

INVESTMENT ADVISOR

• Objectives of Investment Decisions

• Different types of Financial Markets

• Understanding the concept of Fixed Income Securities and their valuation

• Capital Market Efficiency

• Modern Portfolio theory

• Financial Analysis and Valuation

• Valuation of Derivatives

• Portfolio Management

SECURITY OPERATION AND RISK MANAGEMENT

•Introduction to Risk Management (what is Risk & Type of Risk)

•Understanding of Margin mechanism ( Stock and index)

•Understanding of VAR & SPAN margin mechanism

•Live surveillance training

•Internal & External policy regarding Risk management

•Brief understanding of Banking , DP, DEMAT, KYC

•Compliance Management

RESEARCH ANALYST CERTIFICATION

• Basic of Indian securities markets

• Top down and bottom up approach

• Micro and macro economic analysis

• Industry analysis

• Qualitative and Quantitative aspects of company analysis

• Risk can return methodologies

F I N A N C I A L M A R K E T

• Report writing 03

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