Preview Investment Banking Course (Self Paced)

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Introduction to Financial Planning

Recording

1.1 Background

1.2 Role of Financial Planner

1.3 Financial Planning Process

1.4 Contract and Documentation

1.5 Client Data Collection

1.6 Client Data Analysis

1.7 Life Cycle

1.8 Wealth Cycle

1.9 Risk Profiling and Asset Allocation

1.10.1 Systematic Investment Plan (SIP)

1.10.2 Systematic Withdrawal Plan (SWP)

1.10.3 Systematic Transfer Plan (STP)

1.11.1 Goal-based Financial Plan

1.11.2 Comprehensive Financial Plan

1.12 Financial Blood-Test Report (FBR)

1.13 Financial Planning in India

Wealth Management & The Economy

Recording

2.1 Financial Planning to Wealth Management

2.2.1 Economic Cycles and Indicaters Lag Indicators

2.2.2 Economic Cycles and Indicaters Co-incident Indicaters

2.2.3 Economic Cycles and Indicaters Lead Indicaters

2.3 Interest Rate Views

2.4 Currency Exchange Rate

2.5.1 Revenue Deficit and Fiscal Deficit

2.5.2 Current Account Deficit

Investment & Risk Management: Equity

Recording

3.1 Role of Equity

3.2 Active and Passive Exposures

3.3 Returns from Passive Exposure to S&P CNX Nifty

3.4 Sector Exposure and Diversification

3.5 Fundamental and Technical Analysis

3.6 Fundamental Valuation Approaches

3.7 Investment and Speculation

3.8 Leveraging

Investment & Risk Management: Debt

Recording

4.1 Role of Debt

4.2 Deposits and Debt Securities

4.3 Valuation of Debt Securities

4.4 Yields and Interest Rate Risk

4.5 Interest Rate and Debt Investments

4.6 Credit Exposure and Debt Investments

4.7 Concentration Risk

4.8 Passive Investments in Debt

Investment & Risk Management: Alternate Assets

Recording

5.1.1 Role of Gold

5.1.2 Gold Investment Routes

5.1.3 Rupee returns from Gold

5.2.1 Role of Real Estate

5.2.2 Real Estate Investment Routes

5.2.3 Real Estate Indices

Investment Product & Service

Recording

6.1.1 Futures

6.1.2 Options

6.2 Mutual Funds

6.3 Venture Capital Private Equity Funds

6.4 Hedge Funds

6.5 Structured Products

6.6 Portfolio Management Services (PMS)

Investment Evaluation Framework

Recording

7.1 Risk-Return Framework

7.2.1 Standard Deviation

7.2.2 Beta

7.3.1 Sharp Ratio

7.3.2 Treynor Ratio

7.3.3 Alpha

7.4 SSELECTIVVELLY-Invest Classification Scheme for Investment Products

Risk Profiling & Asset Allocation

Recording

8.1 Risk Profiling

8.2 Why Asset Allocation

8.3 Strategic Asset Allocation

8.4 Tactical Asset Allocation

8.5 Fixed Asset Allocation

8.6 Flexible Asset Allocation

8.7.1 Fixed Asset Allocation with Annual Re-balancing

8.7.2 Flexible Asset Allocation

8.8.1 Fixed Asset Allocation with Annual Re-balancing

8.8.2 Flexible Asset Allocation

8.9 Allocation to Speculation.

8.10 Diversification in Perspective

Risk Management through Insurance

Recording

9.1 Risk Assessment

9.2 Life Insurance

9.3 Health Insurance

9.4 General Insurance

9.5 Safeguards in Insurance

Elements of Taxation

Recording

10.1 Previous Year and Assessment Year

10.2 Gross Total Income

10.3 Income Tax Slabs

10.4 Advance Tax

10.5 Tax Deducted at Source (TDS)

10.6 Exempted Income

10.7.1 Section 80C

10.7.2 Section 80CCC

10.7.3 Section 80CCD

10.7.4 Section 80D

10.7.5 Section 80E

10.7.6 Section 80GG

10.8 Long Term and Short Term Capital Gain Loss

10.9 Speculation Profit Loss

10.10 Capital Gains Tax exemption under Section 54EC

10.11 Capital Gains Tax exemption under Section 54F

10.12 Setting Off & Carry Forward

Taxation of Investment Products

Recording

11.1 Dividend Tax Tax on Income Distributed by Mutual Fund

11.2 Securities Transaction Tax (STT)

11.3 Capital Gains Taxation

11.4.1 Fixed Deposits

11.4.2 Fixed Maturity Plans (FMP)

11.5 Dividend and Growth Options in Mutual Fund schemes

11.6 Wealth Tax

Estate Planning

12.1 Background

12.2 Assets & Liabilities

12.3 Nomination

12.4 Inheritance Law

12.5 Will

12.6 Trust

Sample Papers

Sample Paper 1

Sample Paper 2

Sample Paper 3

Sample Paper 4

Sample Paper 5

Sample Paper 6

Recordings: May, 2023

Session 1

Session 2

Session 3

Session 4

Session 5

Session 6

Session 7

Session 8

Session 9

Session 10

Recordings: July, 2023

Session 1

Session 2

Session 3

Session 4

Session 5

Session 6

Session 7

Session 8

Session 9

Recordings :September, 2023

Session 1

Session 2

Session 3

Session 4

Session 5

Session 6

Session 7

Recordings: December'23

Introduction to Finance and Investment banking : Step by step process of the daily job role

Types of investors and Pitch deck

Teaser presentation practice and feedback

Teaser presentation practice and feedback part 2

Pitch deck in detail

Pitch deck presentations

Wealth management: Basics

Wealth management: Till age of 30

Session 9

Recordings: February'24

Investment Banking profession in detail

Different types of investors and Teaser Introduction

Teaser presentation

Session 4

Preview - Investment Banking Course (Self Paced)