| 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 | 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 |
TBA | TBA | 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 |
TBA | TBA | Available In Member Login |
| September 26, 2021 | Session 4 |
Financial appraisal of projects a. Profit vs Value b. Understand NPV |
TBA | TBA | 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 |
TBA | TBA | Available In Member Login |
| October 10, 2021 | Session 6 |
Financial appraisal of projects Modelling timelines Forecasting capex |
TBA | TBA | Available In Member Login |
| October 17, 2021 | Session 7 |
Financial modelling for project finance Modelling revenue, opex, taxes |
TBA | TBA | Available In Member Login |
| October 24, 2021 | Session 8 |
Financial modelling for project finance Modelling funding, cash flow waterfall, cash flow distribution |
TBA | TBA | Available In Member Login |
| October 31, 2021 | Session 9 |
Financial modelling for project finance Calculating project IRR and equity IRR |
TBA | TBA | Available In Member Login |
| November 7, 2021 | Session 10 |
Financial modelling for project finance Performing scenario analysis and sensitivity analysis |
TBA | TBA | 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 | 2 pm - 4 pm | Available In Member Login | |
| September 11, 2021 | Session 2 | - Financial Statement Analysis - Overview | 2 pm - 4 pm | Available In Member Login | |
| September 18, 2021 | Session 3 | - Financial Statement Analysis - Interpreting financial statements | 2 pm - 4 pm | Available In Member Login | |
| September 26, 2021 | Session 4 | - Financial Statement Analysis - Interpreting ratios | 2 pm - 4 pm | Available In Member Login | |
| October 2, 2021 | Session 5 | - Fundamentals of valuation | 2 pm - 4 pm | Available In Member Login | |
| October 9, 2021 | Session 6 | - DCF Valuation | 2 pm - 4 pm | Available In Member Login | |
| October 16, 2021 | Session 7 | - Corporate actions and restructuring | 2 pm - 4 pm | Available In Member Login | |
| October 23, 2021 | Session 8 | - IPO, Listing and fund raising | 2 pm - 4 pm | Available In Member Login | |
| October 30, 2021 | Session 9 | - Mergers and Acquisitions | 2 pm - 4 pm | Available In Member Login | |
| November 6, 2021 | Session 10 | - Transaction Analysis | 2 pm - 4 pm | Available In Member Login | |
| November 13, 2021 | Session 11 | - Leveraged Buyouts | 2 pm - 4 pm | Available In Member Login | |
| November 20, 2021 | Session 12 | - Open session | 2 pm - 4 pm | 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 |
| 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 | Available In Member Login |
| 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 | Available In Member Login |
| August 8, 2021 | Session 3 |
- Margin Calculation on Futures - Options, Premium Calculation - Payoff Diagrams - Options Strategies |
Himanshu Arora | 10 am - 12 pm | Available In Member Login |
| August 14, 2021 | Session 4 |
- Company Valuation - Valuation Terminology |
Himanshu Arora | 10 am - 12 pm | Available In Member Login |
| August 15, 2021 | Session 5 |
- Fundamental Analysis- Understanding Annual Reports - Financial Analysis - Management Analysis |
Himanshu Arora | 10 am - 12 pm | Available In Member Login |
| August 21, 2021 | Session 6 |
- Bonds- Basics - Bond Valuation - Bond Value Theorems - Bond Amortization Schedule |
Himanshu Arora | 10 am - 12 pm | Available In Member Login |
| August 22, 2021 | Session 7 |
- Technical Analysis - Basic Principles - Dow Theory |
Himanshu Arora | 10 am - 12 pm | Available In Member Login |
| August 28, 2021 | Session 8 |
- Candlestick Patterns - Technical Indicators - Chart patterns - Trading Setups |
Himanshu Arora | 10 am - 12 pm | Available In Member Login |
| August 29, 2021 | Session 9 |
- Portfolio Management - Traditional & Modern Approahces - Role & Calculation of Beta |
Himanshu Arora | 10 am - 12 pm | Available In Member Login |
| 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 |
7.30 pm - 9.30 pm | Available In Member Login | |
| July 20, 2021 | Session 2 |
- Order Management for Derivatives Market - Introduction to Financial Derivatives |
7.30 pm - 9.30 pm | Available In Member Login | |
| July 21, 2021 | Session 3 |
- Derivatives Market Products and Participants - Types of Derivatives and their features (Equity, Commodity, Forex) - Introduction to Futures |
7.30 pm - 9.30 pm | Available In Member Login | |
| July 22, 2021 | Session 4 |
- Valuation of Futures. Margin calculations - Introduction to options and Terminology - Types of options |
7.30 pm - 9.30 pm | Available In Member Login | |
| July 23, 2021 | Session 5 |
- Moneyness of Options - Option Greeks - Payoff Diagrams |
7.30 pm - 9.30 pm | Available In Member Login | |
| July 24, 2021 | Session 6 |
- Introduction to Strategies - Unidirectional Option Strategies - Option Strategies for Hedging - Option Strategies to manage Volatility |
7.30 pm - 9.30 pm | Available In Member Login |