| Day/Date | Topic | Coverage | Faculty | Time | Access Details |
|---|---|---|---|---|---|
| September 27, 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 | 7 pm- 9 pm | Available In Member Login |
| September 28, 2021 | Session 2 |
- Introduction to Derivatives- Basic understanding, Types and Examples - Forwards, Futures & Options - Contract Specs & Valuation |
Himanshu Arora | 7 pm- 9 pm | Available In Member Login |
| September 29, 2021 | Session 3 |
- Margin Calculation on Futures - Options, Premium Calculation - Payoff Diagrams - Options Strategies |
Himanshu Arora | 7 pm- 9 pm | Available In Member Login |
| September 30, 2021 | Session 4 |
- Company Valuation - Valuation Terminology |
Himanshu Arora | 7 pm- 9 pm | Available In Member Login |
| October 1, 2021 | Session 5 |
- Fundamental Analysis- Understanding Annual Reports - Financial Analysis - Management Analysis |
Himanshu Arora | 7 pm- 9 pm | Available In Member Login |
| October 4, 2021 | Session 6 |
- Bonds- Basics - Bond Valuation - Bond Value Theorems - Bond Amortization Schedule |
Himanshu Arora | 7 pm- 9 pm | Available In Member Login |
| October 5, 2021 | Session 7 |
- Technical Analysis - Basic Principles - Dow Theory |
Himanshu Arora | 7 pm- 9 pm | Available In Member Login |
| October 6, 2021 | Session 8 |
- Candlestick Patterns - Technical Indicators - Chart patterns - Trading Setups |
Himanshu Arora | 7 pm- 9 pm | Available In Member Login |
| October 7, 2021 | Session 9 |
- Portfolio Management - Traditional & Modern Approahces - Role & Calculation of Beta |
Himanshu Arora | 7 pm- 9 pm | Available In Member Login |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |