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Training Calendar

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 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

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 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

Investment Banking

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

Early-Stage Investing

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

Banking

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

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 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

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 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

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
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

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