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Training Calendar


Certified Investment Research Analyst (CIRA)

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

Integrated Treasury Management

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

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
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

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 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

Wealth Management

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

ESG Investing

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

Risk & Compliance

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

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

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