PROGRAM DESCRIPTION

STANDALONE FINMARK CERTIFICATION COURSES:

1. BASICS OF FINANCIAL PLANNING AND INVESTMENTS (ONLINE AND OFFLINE):

One will learn the basic rules of investment. The various Investment avenues available and how they can be chosen, Understanding Risk Vs Reward. They will also learn the basics of Financial planning, Steps in Financial planning and the Basics of Retirement planning.

2. ENTREPRENEURSHIP - PLANNING AND EXECUTION (ONLINE AND OFFLINE):

The student will learn how they can move from an Idea stage to a Business plan and Fund raising stage. Students will learn how to channelise their Business Idea, they will also learn how to Build a Financial Business plan, Project future cash flows, Determine the valuation of the business, determine the best suited capital structure and how they could tap various avenues and platforms for Fundraising.

3. INTRODUCTION TO INVESTMENT BANKING (ONLINE AND OFFLINE):

The main objective of the course is to provide students with the necessary concepts and tools used in investment banking. This course will provide an introduction and general understanding of investment banking activities and the financial analysis required to value, negotiate and successfully close transactions.

Other learning objectives include analysis, valuation and decision making in M&A deals. The course will also touch upon corporate governance, ethics and legal considerations that are related to the field of Investment Banking.

4. FUNDAMENTALS OF TECHNICAL ANALYSIS (ONLINE AND OFFLINE):

This module which is meant to teach the basics of technical analysis will help students / traders to be able to read, analyse and understand technical charts and tools and would be able to build a trading plan based on the same. The following topics would be covered based on this module:

• Introduction to the Markets
• Introduction to Technical Analysis
• Charts and their Construction
• Trend Lines
• Patterns
• Moving Averages
• Identification of Trends and Swing Charts
• The Fibonacci Method
• The Futures Market
• Trading Plans

5. FINANCIAL PLANNING (E-LEARNING):

This module explains the concept of Financial Planning, Asset Allocation and Investment Strategies. The following aspects will be covered under this module

• Need for Investment Advisory Services
• Scope for Financial planning services
• Understanding the various Investable Asset classes and Asset allocation methods
• Financial Planning and delivery process- 7 Steps in Financial Planning

6. INSURANCE PLANNING (E-LEARNING):

This module covers various aspects of Insurance Planning and teaches them to build Insurance models for different needs of the consumer. The following topics are covered under this module.

• Need for Insurance Planning
• Role of Insurance in Personal Finance
• Steps in Insurance Planning
• Different types of Life insurance and its benefits
• Non - life insurance and its use a risk mitigation tool.

7. RETIREMENT AND ESTATE PLANNING (E-LEARNING):

This module covers various aspects of retirement planning and estate planning from a financial perspective. This module covers the following aspects

• Introduction to Retirement Planning process
• Estimating the Retirement corpus required at Retirement
• Variables affecting the Retirement Corpus
• Retirement Products- Accumulation and Annuity products
• Introduction to Estate planning and understanding its use in the Financial planning process

8. FUNDAMENTALS OF ALGORITHM TRADING (ONLINE):

The students will learn what is an Algo and how it can be used for Trading and Investing. They will also learn about some of the Trading and Investment strategies around which an Algo can be built. Student will also be taught the basic outline on how an algorithm can be built, tested and interfaced with the trading system for execution.