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Training Calendar

Upcoming Trainings


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
TBA TBA
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
TBA TBA
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
TBA TBA
September 26, 2021 Session 4 Financial appraisal of projects
a. Profit vs Value
b. Understand NPV
TBA TBA
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
TBA TBA
October 10, 2021 Session 6 Financial appraisal of projects
Modelling timelines
Forecasting capex
TBA TBA
October 17, 2021 Session 7 Financial modelling for project finance
Modelling revenue, opex, taxes
TBA TBA
October 24, 2021 Session 8 Financial modelling for project finance
Modelling funding, cash flow waterfall, cash flow distribution
TBA TBA
October 31, 2021 Session 9 Financial modelling for project finance
Calculating project IRR and equity IRR
TBA TBA
November 7, 2021 Session 10 Financial modelling for project finance
Performing scenario analysis and sensitivity analysis
TBA TBA

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
TBA Types of Loans & Borrowings - Various options available in the market & their features Milind Kohmaria TBA
TBA Computations for Loans - Mathematics around Loans, Borrowings & Interest rates Milind Kohmaria TBA
TBA Loans Documents & Management - Applying for loans, healthy practices for loan management, closing Milind Kohmaria TBA
TBA Rectifying Credit Score - Client Management, counselling & improving credit profile Milind Kohmaria TBA

Investment Banking

Day/Date Topic Coverage Faculty Time Access Details
September 4, 2021 Session 1 - Investment Banking Basics 2 pm - 4 pm
September 11, 2021 Session 2 - Financial Statement Analysis - Overview 2 pm - 4 pm
September 18, 2021 Session 3 - Financial Statement Analysis - Interpreting financial statements 2 pm - 4 pm
September 26, 2021 Session 4 - Financial Statement Analysis - Interpreting ratios 2 pm - 4 pm
October 2, 2021 Session 5 - Fundamentals of valuation 2 pm - 4 pm
October 9, 2021 Session 6 - DCF Valuation 2 pm - 4 pm
October 16, 2021 Session 7 - Corporate actions and restructuring 2 pm - 4 pm
October 23, 2021 Session 8 - IPO, Listing and fund raising 2 pm - 4 pm
October 30, 2021 Session 9 - Mergers and Acquisitions 2 pm - 4 pm
November 6, 2021 Session 10 - Transaction Analysis 2 pm - 4 pm
November 13, 2021 Session 11 - Leveraged Buyouts 2 pm - 4 pm
November 20, 2021 Session 12 - Open session 2 pm - 4 pm

Early-Stage Investing

Day/Date Topic Coverage Faculty Time Access Details
July 24, 2021 Session 1- Portfolio Construction; Approaches to Capital Ashish Fafadia 10 am- 11 am Join Zoom Meeting
https://zoom.us/j/92885919126
Meeting ID: 928 8591 9126
Passcode: 878088
July 25, 2021 Session 2- Screening & Due Diligence; Investment Process including Documentation Ashish Fafadia 10 am- 11 am Join Zoom Meeting
https://zoom.us/j/92885919126
Meeting ID: 928 8591 9126
Passcode: 878088
July 31, 2021 Session 3- Active vs. Passive Investing; Portfolio Management Ashish Fafadia 10 am- 11 am Join Zoom Meeting
https://zoom.us/j/92885919126
Meeting ID: 928 8591 9126
Passcode: 878088

Banking

Day/Date Topic Coverage Faculty Time Access Details
July 19, 2021 - Introduction to Banking, Banking Products Shashwati Choudhury 4 pm - 6 pm Join Zoom Meeting
https://zoom.us/j/94165177641
Meeting ID: 941 6517 7641
Passcode: 776433
July 20, 2021 - Banking Operations Shashwati Choudhury 4 pm - 6 pm Join Zoom Meeting
https://zoom.us/j/94165177641
Meeting ID: 941 6517 7641
Passcode: 776433
July 21, 2021 - Risk Management Shashwati Choudhury 4 pm - 6 pm Join Zoom Meeting
https://zoom.us/j/94165177641
Meeting ID: 941 6517 7641
Passcode: 776433
July 22, 2021 - Client Segmentation; Relationship Management Shashwati Choudhury 4 pm - 6 pm Join Zoom Meeting
https://zoom.us/j/94165177641
Meeting ID: 941 6517 7641
Passcode: 776433
July 24, 2021 - Advisory Services; Case Studies Shashwati Choudhury 4 pm - 6 pm Join Zoom Meeting
https://zoom.us/j/94165177641
Meeting ID: 941 6517 7641
Passcode: 776433

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 Join Zoom Meeting
https://zoom.us/j/97520786636
Meeting ID: 975 2078 6636
Passcode: 085157
July 6, 2021 Financial Mathematics - I - Time Value of Money Milind Kohmaria 7.30 pm - 9.30 pm Join Zoom Meeting
https://zoom.us/j/97520786636
Meeting ID: 975 2078 6636
Passcode: 085157
July 7, 2021 Financial Mathematics - II - Calculating Financial Ratios & Goals Milind Kohmaria 7.30 pm - 9.30 pm Join Zoom Meeting
https://zoom.us/j/97520786636
Meeting ID: 975 2078 6636
Passcode: 085157
July 8, 2021 Understanding Asset Classes - Real Estate, Equity, Debt, Cash, Alternative Investments Milind Kohmaria 7.30 pm - 9.30 pm Join Zoom Meeting
https://zoom.us/j/97520786636
Meeting ID: 975 2078 6636
Passcode: 085157
July 9, 2021 Insurance Planning - Types of Insurance, Need, Client Servicing Milind Kohmaria 7.30 pm - 9.30 pm Join Zoom Meeting
https://zoom.us/j/97520786636
Meeting ID: 975 2078 6636
Passcode: 085157
July 12, 2021 Investment Planning - Financial Products - Bank, Mutual Funds, Post Office, Govt. Schemes Milind Kohmaria 7.30 pm - 9.30 pm Join Zoom Meeting
https://zoom.us/j/97520786636
Meeting ID: 975 2078 6636
Passcode: 085157
July 13, 2021 Retirement & Estate Planning - Understanding & Computing Retirement Needs, Succession Planning Milind Kohmaria 7.30 pm - 9.30 pm Join Zoom Meeting
https://zoom.us/j/97520786636
Meeting ID: 975 2078 6636
Passcode: 085157
July 14, 2021 Risk, Return, Tax & Liquidity - Financial Ratios, Tax Rules, Portfolio Liquidity Milind Kohmaria 7.30 pm - 9.30 pm Join Zoom Meeting
https://zoom.us/j/97520786636
Meeting ID: 975 2078 6636
Passcode: 085157
July 15, 2021 Technology in Financial Planning - Handy Tools and Technology for Financial Planning Professionals Milind Kohmaria 7.30 pm - 9.30 pm Join Zoom Meeting
https://zoom.us/j/97520786636
Meeting ID: 975 2078 6636
Passcode: 085157
July 16, 2021 Client Servicing - Accumulated, Planning, Distribution (Case Studies) Milind Kohmaria 7.30 pm - 9.30 pm Join Zoom Meeting
https://zoom.us/j/97520786636
Meeting ID: 975 2078 6636
Passcode: 085157

Investment Research & Analysis

Day/Date Topic Coverage Faculty Time Access Details
August 1, 2021 Session 1 - Indian Capital Markets
- Introduction to Asset Classes- equity, Commodity, Bonds
- Financial Exchanges in India
- Index and Types
- Classification of Securities- Equity, Debt, Fx, Commodities
Himanshu Arora 10 am - 12 pm
August 7, 2021 Session 2 - Introduction to Derivatives- Basic understanding, Types and Examples
- Forwards, Futures & Options
- Contract Specs & Valuation
Himanshu Arora 10 am - 12 pm
August 8, 2021 Session 3 - Margin Calculation on Futures
- Options, Premium Calculation
- Payoff Diagrams
- Options Strategies
Himanshu Arora 10 am - 12 pm
August 14, 2021 Session 4 - Company Valuation
- Valuation Terminology
Himanshu Arora 10 am - 12 pm
August 15, 2021 Session 5 - Fundamental Analysis- Understanding Annual Reports
- Financial Analysis
- Management Analysis
Himanshu Arora 10 am - 12 pm
August 21, 2021 Session 6 - Bonds- Basics
- Bond Valuation
- Bond Value Theorems
- Bond Amortization Schedule
Himanshu Arora 10 am - 12 pm
August 22, 2021 Session 7 - Technical Analysis
- Basic Principles
- Dow Theory
Himanshu Arora 10 am - 12 pm
August 28, 2021 Session 8 - Candlestick Patterns
- Technical Indicators
- Chart patterns
- Trading Setups
Himanshu Arora 10 am - 12 pm
August 29, 2021 Session 9 - Portfolio Management
- Traditional & Modern Approahces
- Role & Calculation of Beta
Himanshu Arora 10 am - 12 pm

Derivatives Trading

Day/Date Topic Coverage Faculty Time Access Details
July 19, 2021 Session 1 - Introduction to Asset Classes
- Financial Market & Derivatives Market Jargons
- Underlying assets for derivatives, Exchanges, Brokers
- Index and its Application
To Be Confirmed 7.30 pm - 9.30 pm Join Zoom Meeting
https://zoom.us/j/95608183044
Meeting ID: 956 0818 3044
Passcode: 182053
July 20, 2021 Session 2 - Order Management for Derivatives Market
- Introduction to Financial Derivatives
To Be Confirmed 7.30 pm - 9.30 pm Join Zoom Meeting
https://zoom.us/j/95608183044
Meeting ID: 956 0818 3044
Passcode: 182053
July 21, 2021 Session 3 - Derivatives Market Products and Participants
- Types of Derivatives and their features (Equity, Commodity, Forex)
- Introduction to Futures
To Be Confirmed 7.30 pm - 9.30 pm Join Zoom Meeting
https://zoom.us/j/95608183044
Meeting ID: 956 0818 3044
Passcode: 182053
July 22, 2021 Session 4 - Valuation of Futures. Margin calculations
- Introduction to options and Terminology
- Types of options
To Be Confirmed 7.30 pm - 9.30 pm Join Zoom Meeting
https://zoom.us/j/95608183044
Meeting ID: 956 0818 3044
Passcode: 182053
July 23, 2021 Session 5 - Moneyness of Options
- Option Greeks
- Payoff Diagrams
To Be Confirmed 7.30 pm - 9.30 pm Join Zoom Meeting
https://zoom.us/j/95608183044
Meeting ID: 956 0818 3044
Passcode: 182053
July 24, 2021 Session 6 - Introduction to Strategies
- Unidirectional Option Strategies
- Option Strategies for Hedging
- Option Strategies to manage Volatility
To Be Confirmed 7.30 pm - 9.30 pm Join Zoom Meeting
https://zoom.us/j/95608183044
Meeting ID: 956 0818 3044
Passcode: 182053

Past Trainings


Financial Modeling

Date Topic Coverage Faculty Time Access Details
Monday,
12 Oct 2020
Introduction and overview

-Trainer and trainee introduction

-Overview of financial model

-Setting expectations

-Methodology: Interactive discussion with participants

Mr. Viswanathan 7:00pm - 9:00pm Join Zoom Meeting
https://zoom.us/j/98746749954
Meeting ID- 987 4674 9954
Passcode- 354730
Wednesday,
14 Oct 2020
Basic mathematics for financial modeling

-Understanding different types of data

-Understanding different types of variables

-Working with averages, growth rates, proportions, and basis points

Mr. Viswanathan 7:00pm - 9:00pm Join Zoom Meeting:
https://zoom.us/j/97357431594
Meeting ID: 973 5743 1594
Passcode: 301703
Monday,
19 Oct 2020
MS Excel best practices

-Structuring workbook and worksheets

-Naming worksheets

-Delineating between input cells and formula cells

-Working with colour codes

-Working with relative reference vs absolute reference

-Working with range names and tables

Mr. Viswanathan 7:00pm - 9:00pm Join Zoom Meeting-
https://zoom.us/j/96659091784
Meeting ID- 966 5909 1784
Passcode- 321566
Wednesday,
21 Oct 2020
Financial statement analysis for financial modeling

-Role of ratio analysis in financial modeling

-Time series analysis for financial modeling

-Calculating ratios and growth rates

-Limitations of textbook ratios and alternatives

Mr. Viswanathan 7:00pm - 9:00pm Join Zoom Meeting-
https://zoom.us/j/95432450273
Meeting ID- 954 3245 0273
Passcode- 509410
Monday,
26 Oct 2020
Planning a financial model

-Understanding the business model

-Identifying variables and relationship

-Developing model structure using reverse flow charging

-Understanding data dimensions and model architecture

Mr. Viswanathan 7:00pm - 9:00pm Join Zoom Meeting-
https://zoom.us/j/96592564653
Meeting ID- 965 9256 4653
Passcode- 146376
Wednesday,
28 Oct 2020
Revenue modeling

-Understanding the role of business constraints in revenue modeling

-Various levels of revenue modeling

-Demand side modeling

-Production/supply side modeling

-Top-down approach to financial models

Mr. Viswanathan 7:00pm - 9:00pm Join Zoom Meeting-
https://zoom.us/j/95808185348
Meeting ID- 958 0818 5348
Passcode- 963434
Monday,
2 Nov 2020
Modeling operating expenses

-Understanding expense categorisation in India and the resulting challenges in modeling

-Modeling operating expenses

-Modeling changes in inventory

Mr. Viswanathan 7:00pm - 9:00pm Join Zoom Meeting-
https://zoom.us/j/93304000748
Meeting ID- 933 0400 0748
Passcode- 394555
Wednesday,
7 Nov 2020
Advanced mathematics for financial modeling

-Understanding numerical series (arithmetic progression and geometric progression)

-Basic time value of money

-Advanced time value of money concept

-Using numerical series and TVM concepts in financial modeling

Mr. Viswanathan 7:00pm - 9:00pm Join Zoom Meeting
https://zoom.us/j/91993999542
Monday,
9 Nov 2020
Advanced MS Excel functions and features

-Working with Boolean values

-Working with IF statements

-Advanced numerical functions and lookup functions

-Financial function in MS Excel

Mr. Viswanathan 7:00pm - 9:00pm Join Zoom Meeting-
https://zoom.us/j/92320051834
Meeting ID- 923 2005 1834
Passcode- 494245
Wednesday,
14 Nov 2020
Depreciation and Fixed Asset schedule

-Understanding a fixed asset schedule

-Comparison between SLM and WDV method for calculating depreciation

-Challenges in SLM modeling and alternatives

-Modeling capex

Mr. Viswanathan 7:00pm - 9:00pm Join Zoom Meeting-
https://zoom.us/j/96294957525
Meeting ID- 962 9495 7525
Passcode- 794774
Monday,
23 Nov 2020
Modeling debt and interest

-Structure of debt schedule

-Modeling debt when limited information is available

-Modeling debt when maturity dates are debt available

Mr. Viswanathan 7:00pm - 9:00pm Join Zoom Meeting-
https://zoom.us/j/94017153641
Meeting ID- 940 1715 3641
Passcode- 353791
Monday,
30 Nov 2020
Modeling other P&L line items

-Modeling taxes

-Modeling minority interest and income from associates

-Modeling EPS and DPS

Mr. Viswanathan 7:00pm - 9:00pm Join Zoom Meeting-
https://zoom.us/j/99193470827
Meeting ID- 991 9347 0827
Passcode- 108404
Monday,
7 Dec 2020
Modeling balance sheet

-Balance sheet line items in India and resulting challenges

-Identifying balance sheet items into (i) Fictitious asset/liability (ii) Financial assets/(liability) (iv) Operating assets and liabilities

-Modeling working capital line items

- Modeling provisions including provision for employee benefits

-Modeling equity

Mr. Viswanathan 7:00pm - 9:00pm Join Zoom Meeting-
https://zoom.us/j/95774056536
Meeting ID- 957 7405 6536
Passcode- 943474
Monday,
14 Dec 2020
Modeling cash flow statement

-Reorganising cash flow line items

-Modeling cash flow statement under indirect method

-Cash sweep statement: Alternate approach to cash flow statement

-Algebraic approach to handling circular reference in cash sweep statement

Mr. Viswanathan 7:00pm - 9:00pm Join Zoom Meeting-
https://zoom.us/j/99591145199
Meeting ID- 995 9114 5199
Passcode- 262984
Monday,
21 Dec 2020
DCF Valuationt

-Overview of three stage DCF model

-Factors affecting number of stages and tenure of each stage

-Projecting out years (second stage)

-Critical check lists for estimations and projections in DCF

-Calculating cost of capital

-Calculating present values and value of equity shares

-Sensitivity analysis of DCF valuation using data table

Mr. Viswanathan 7:00pm - 9:00pm Join Zoom Meeting-
https://zoom.us/j/97101330896
Meeting ID- 971 0133 0896
Passcode- 997870
Monday,
28 Dec 2020
Open house Mr. Viswanathan 7:00pm - 9:00pm Join Zoom Meeting-
https://zoom.us/j/94646960849
Meeting ID- 946 4696 0849
Passcode- 450887

Financial Report Writing

Day/Date Topic Coverage Faculty Time Access Details
Thursday,
15 Oct 2020
Components of an argument

-Understand the various parts of an analytical report such as assertion, premise and conclusion

-Know the significance of presenting the various components in a structured manner to be able to persuade the reader

-Presenting the various components for deductive arguments and inductive arguments

Mr. Viswanathan 7:00pm - 9:00pm Join Zoom Meeting-
https://zoom.us/j/96417161184
Meeting ID- 964 1716 1184
Passcode- 494474
Thursday,
22 Oct 2020
Top-down vs Bottom-up approach

-Understanding pyramid structure and power writing

-Presenting deductive vs inductive arguments

-Knowing the difference between top-down vs Bottom-up approach and when to use what

-Presenting an idea using top-down pyramid

-Presenting an idea using bottom-up pyramid

Mr. Viswanathan 7:00pm - 9:00pm Join Zoom Meeting-
https://zoom.us/j/97841031641
Meeting ID- 978 4103 1641
Passcode- 761576
Thursday,
29 Oct 2020
Gaining the reader’s attention

-Beginning with clear, concise and persuasive opening

-Using bread crumbs to retain the reader’s attention

-Using flags and sign posts

-Ending with powerful conclusion

Mr. Viswanathan 7:00pm - 9:00pm Join Zoom Meeting-
https://zoom.us/j/98177136608
Meeting ID- 981 7713 6608
Passcode- 461195
Thursday,
5 Nov 2020
Enabling skim through of documents

-Writing effective paragraph/slide headings

-Using margin texts in word based reports

-Using pictographs

-Making charts and table easy to understand/interpret

Mr. Viswanathan 7:00pm - 9:00pm Join Zoom Meeting-
https://zoom.us/j/91935579142
Meeting ID- 919 3557 9142
Passcode- 505935
Other key attributes of good writing

-Unity of idea

-Bringing variety using different sentence structures

-Maintaining coherence of idea

Mr. Viswanathan 7:00pm - 9:00pm Join Zoom Meeting-
https://zoom.us/j/91935579142
Meeting ID- 919 3557 9142
Passcode- 505935
Thursday,
12 Nov 2020
Common grammatical mistakes

-Eight rules of comma

-Rules of capitalization

-Using other punctuations such as semi-colon, colon, em-dash and en-dash

Mr. Viswanathan 7:00pm - 9:00pm Join Zoom Meeting-
https://zoom.us/j/93211788827

Meeting ID- 932 1178 8827
Passcode- 594846

Credit Research Analysis

Day/Date Topic Coverage Faculty Time Access Details
Tuesday,
13 Oct 2020
Financial Statement Analysis Mr. Abhijit Chatterjee 7:00pm - 9:00pm Join Zoom Meeting-
https://zoom.us/j/93707674839
Meeting ID- 937 0767 4839
Friday,
16 Oct 2020
Credit Specific Analysis – Banker’s and Analyst Perspective Mr. Abhijit Chatterjee 7:00pm - 9:00pm Join Zoom Meeting-
https://zoom.us/j/93871257713
Meeting ID- 938 7125 7713
Tuesday,
20 Oct 2020
Understanding of Loans and Bonds Mr. Abhijit Chatterjee 7:00pm - 9:00pm Join Zoom Meeting-
https://zoom.us/j/92948051643
Meeting ID- 929 4805 1643
Friday,
23 Oct 2020
Credit Rating- Internal & External (Part 1) Mr. Abhijit Chatterjee 7:00pm - 9:00pm Join Zoom Meeting-
https://zoom.us/j/92395379126
Meeting ID- 923 9537 9126
Tuesday,
27 Oct 2020
Credit Rating- Internal & External (Part 2) Mr. Abhijit Chatterjee 7:00pm - 9:00pm Join Zoom Meeting-
https://zoom.us/j/96424143759
Meeting ID- 964 2414 3759
Friday,
30 Oct 2020
Credit Strategy & Portfolio Management (Part 1) Mr. Abhijit Chatterjee 7:00pm - 9:00pm Join Zoom Meeting-
https://zoom.us/j/93225418588
Meeting ID: 932 2541 8588
Tuesday,
3 Nov 2020
Credit Strategy & Portfolio Management (Part 2) Mr. Abhijit Chatterjee 7:00pm - 9:00pm Join Zoom Meeting-
https://zoom.us/j/95318051465
Meeting ID: 953 1805 1465
Friday,
6 Nov 2020
Credit Monitoring, NPA Management, Enhancement and Securitization (Part 1) Mr. Abhijit Chatterjee 7:00pm - 9:00pm Join Zoom Meeting-
https://zoom.us/j/95563931857
Meeting ID: 955 6393 1857
Tuesday,
10 Nov 2020
Credit Monitoring, NPA Management, Enhancement and Securitization (Part 2) Mr. Abhijit Chatterjee 7:00pm - 9:00pm Join Zoom Meeting-
https://zoom.us/j/94107109670
Meeting ID: 941 0710 9670
Tuesday,
24 Nov 2020
Credit Risk Models and Regulations (Part 1) Mr. Abhijit Chatterjee 7:00pm - 9:00pm Join Zoom Meeting-
https://zoom.us/j/97856958494
Meeting ID: 978 5695 8494
Tuesday,
1 Dec 2020
Credit Risk Models and Regulations (Part 2) Mr. Abhijit Chatterjee 7:00pm - 9:00pm Join Zoom Meeting-
https://zoom.us/j/95751939312
Meeting ID: 957 5193 9312
Tuesday,
8 Dec 2020
Understanding and analysis of Corporate Banking Facilities and other financing forms Mr. Abhijit Chatterjee 7:00pm - 9:00pm Join Zoom Meeting-
https://zoom.us/j/97934140033
Meeting ID: 979 3414 0033

Alternative Investments

Day/Date Topic Coverage Faculty Time Access Details
Saturday,
10 Oct 2020
AIF Regulations Ms. Sharda Balaji Managing Partner, Novojuris 11:00am - 12:00pm
Saturday,
17 Oct 2020
Portfolio allocation in AIF – how different is this ballgame? Apurva Sahijwani (Axis Private Wealth)
Satinder Agarwal (Seguro Wealth, Dubai)
11:00am - 12:00pm
Saturday,
24 Oct 2020
Regulations & Compliance in AIFs TBC 11:00am - 12:00pm

VBA for MS Excel (MS Excel Macro)

Day/Date Topic Coverage Faculty Time Access Details
Nov 26, 2020 Introduction and Overview

- Overview of VBA

- Understanding the VBA environment

- Understanding VBA libraries

- Overview of object, properties and methods

- Understanding subroutines and functions

Mr. Viswanathan 08:00 PM Join Zoom Meeting
https://zoom.us/j/91913605928
Meeting ID: 919 1360 5928
Passcode: 956071
Dec 3, 2020 Input, processing, and storage

- Input commands in MS Excel

- Storing input data in MS Excel or name manager

- Processing data in VBA

- Use of MS Excel functions in VBA

- Storing calculated results in MS Excel

Mr. Viswanathan 08:00 PM Join Zoom Meeting
https://zoom.us/j/97699915096
Meeting ID: 976 9991 5096
Passcode: 292258
Dec 10, 2020 Logical functions

- If.. Then.. Else construct

- Select Case construct

Mr. Viswanathan 08:00 PM Join Zoom Meeting
https://zoom.us/j/98462964424
Meeting ID: 984 6296 4424
Passcode: 600875
Dec 17, 2020 Loops

- For Next construct

- Do Loop Construct

- While Wend construct

Mr. Viswanathan 08:00 PM Join Zoom Meeting
https://zoom.us/j/93231005645
Meeting ID: 932 3100 5645
Passcode: 353361
Dec 24, 2020 Working with code snippets

- Generating code snippets using record macro feature

- Obtaining code snippets online

Mr. Viswanathan 08:00 PM Join Zoom Meeting
https://zoom.us/j/95077674292
Meeting ID: 950 7767 4292
Passcode: 585617
Jan 7, 2021 Creating a complete subroutine

- Identifying the steps

- Identifying conditional steps

- Generating codes

- Modifying codes to suit the need

- External resources helpful for coding

Mr. Viswanathan 08:00 PM Join Zoom Meeting
https://zoom.us/j/92561150560
Meeting ID: 925 6115 0560
Passcode: 654579
Jan 14, 2021 Creating functions

- Understanding the concept of functions

- Private and public functions

- Calling additional functions and sub-routines

- Creating and function to work with MS Excel

Mr. Viswanathan 08:00 PM Join Zoom Meeting
https://zoom.us/j/93554283324
Meeting ID: 935 5428 3324
Passcode: 807189
Jan 21, 2021 Creating and working with user forms

- - Introduction to ActiveX controls

- Various ActiveX controls button

- Reading values in ActiveX control and accepting input using the same

- Adding elements to ActiveX controls manually and automatically

- Hiding and showing ActiveX controls

Mr. Viswanathan 08:00 PM Join Zoom Meeting
https://zoom.us/j/99497795889
Meeting ID: 994 9779 5889
Passcode: 331062

Financial Mathematics For Analysis

Day/Date Topic Coverage Faculty Time
Nov 25, 2020 Introduction to time value of money

- Simple interest vs compound interest

-Understanding present values and future values

-Calculating present value, future value, rate and number of periods

-MS Excel functions for calculating PV, FV, Rate, NPer

Mr. Viswanathan 08:00 PM Join Zoom Meeting
https://zoom.us/j/95728479511
Meeting ID: 957 2847 9511
Passcode: 699254
Dec 2, 2020 Role of time value of money in asset valuation

- Fundamental equation of value

-Real world valuation vs risk neutral valuation

-Role of spot rates in asset valuation

-Valuation of bond with (i) yield to maturity (ii) with spot rates

-Working with forward rates

Mr. Viswanathan 08:00 PM Join Zoom Meeting
https://zoom.us/j/99514587953
Meeting ID: 995 1458 7953
Passcode: 156190
Dec 9, 2020 Working with annuity

-Introduction to annuity

-Mathematical formula for calculating annuity

-MS Excel function to calculate annuity

-Calculating annuity when there are uncertainties

-Modeling growth annuity

Mr. Viswanathan 08:00 PM Join Zoom Meeting https://zoom.us/j/94156897823 Meeting ID: 941 5689 7823 Passcode: 274679
Dec 16, 2020 Overview of application of time value of money is financial reporting

-Lease accounting

-Investment and debt accounting under IFRS 9 / IndAS 109

-Impairment of assets

-Accounting for employment obigations

Mr. Viswanathan 08:00 PM Join Zoom Meeting
https://zoom.us/j/95919805417
Meeting ID: 959 1980 5417
Passcode: 688192
Dec 23, 2020 Advanced MS Excel to crunch complex numerical series problems

- Creating a consolidated debt schedule when there are several debts taken at different times at different rates and different tenure

- Creating a consolidated depreciation schedule when there are different asset purchased at different dates with different life and salvage value

-Creating debt repayment schedule based for a series of debt

Mr. Viswanathan 08:00 PM Join Zoom Meeting
https://zoom.us/j/98273663607
Meeting ID: 982 7366 3607
Passcode: 467452

Risk & Compliance

Day/Date Topic Coverage Faculty Time Access Details
Nov 27, 2020 CRC Session 1- Introduction to Financial Markets Mr. Himanshu Arora 07:00 PM Join Zoom Meeting
https://zoom.us/j/94792848235
Meeting ID: 947 9284 8235
Passcode: 680685
Dec 4, 2020 CRC Session 2- Financial Derivatives & Risks Involved Mr. Himanshu Arora 07:00 PM Join Zoom Meeting
https://zoom.us/j/91282012791
Meeting ID: 912 8201 2791
Passcode: 356943
Dec 11, 2020 CRC Session 3- Risk Avoidance using Derivative Strategies Mr. Himanshu Arora 07:00 PM Join Zoom Meeting
https://zoom.us/j/97498198641
Meeting ID: 974 9819 8641
Passcode: 719485
Dec 18, 2020 CRC Session 4- Risk Management 07:00 PM Join Zoom Meeting
https://zoom.us/j/99415964478
Meeting ID: 994 1596 4478
Passcode: 269297
Jan 1, 2021 CRC Session 5- Risk Measurement 07:00 PM Join Zoom Meeting
https://zoom.us/j/98929807109
Meeting ID: 989 2980 7109
Passcode: 984335
Jan 8, 2021 CRC Session 6- Corporate Governance & Corporate Risk Management 07:00 PM Join Zoom Meeting
https://zoom.us/j/97617195489
Meeting ID: 976 1719 5489
Passcode: 807624
Jan 15, 2021 CRC Session 7- Risk Management for Banking Sector 07:00 PM Join Zoom Meeting
https://zoom.us/j/91052412205

Meeting ID: 910 5241 2205
Passcode: 066604
Jan 22, 2021 CRC Session 8- Financial & Regulatory Structure 07:00 PM Join Zoom Meeting
https://zoom.us/j/93785746275
Meeting ID: 937 8574 6275
Passcode: 289476
Jan 29, 2021 CRC Session 9- Intermediary Specific Regulations 07:00 PM Join Zoom Meeting
https://zoom.us/j/91383457261
Meeting ID: 913 8345 7261
Passcode: 948802

Financial Planning & Advisory

Day/Date Topic Coverage Faculty Time Access Details
Nov 28, 2020 FPA Session 1- Introduction to Financial Planning Mr. Nand Gangwani 04:00 PM Join Zoom Meeting
https://zoom.us/j/92294427622
Meeting ID: 922 9442 7622
Passcode: 241789
Nov 29, 2020 FPA Session 2 - Insurance Mr. Nand Gangwani 07:00 PM Join Zoom Meeting
https://zoom.us/j/92199872216
Meeting ID: 921 9987 2216
Passcode: 641739
Dec 5, 2020 FPA Session 3- Investments Mr. Nand Gangwani 04:00 PM Available In Member Login
Dec 6, 2020 FPA Session 4- Risk Mr. Nand Gangwani 07:00 PM Join Zoom Meeting
https://zoom.us/j/97928411841
Meeting ID: 979 2841 1841
Passcode: 815943
Dec 12, 2020 FPA Session 5- Return Mr. Nand Gangwani 04:00 PM Join Zoom Meeting
https://zoom.us/j/93512458692
Meeting ID: 935 1245 8692
Passcode: 508282
Dec 13, 2020 FPA Session 6 - Asset Allocation Mr. Nand Gangwani 07:00 PM Join Zoom Meeting
https://zoom.us/j/91979837338
Meeting ID: 919 7983 7338
Passcode: 164969
Dec 19, 2020 FPA Session 7- Tax Planning ( Part 1) Mr. Nand Gangwani 04:00 PM Join Zoom Meeting
https://zoom.us/j/99242588105
Meeting ID: 992 4258 8105
Passcode: 444217
Dec 20, 2020 FPA Session 8- Tax Planning ( Part 2) Mr. Nand Gangwani 07:00 PM Join Zoom Meeting
https://zoom.us/j/96249380296
Meeting ID: 962 4938 0296
Passcode: 962073
Dec 26, 2020 FPA Session 9- Retirement Planning Mr. Nand Gangwani 04:00 PM Join Zoom Meeting
https://zoom.us/j/95036279908
Meeting ID: 950 3627 9908
Passcode: 007000
Dec 27, 2020 FPA Session 10- Estate Planning Mr. Nand Gangwani 07:00 PM Join Zoom Meeting
https://zoom.us/j/96708427047
Meeting ID: 967 0842 7047
Passcode: 434258

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