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Certificate in Portfolio Management | DLP INDIA

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Certificate in Portfolio Management

INTRODUCTION

This course prepares you for jobs such as Portfolio Analyst / Asset Manager in companies such as JP Morgan, ICICI, Blackrock, Fidelity etc.

OBJECTIVE

  • Learn Financial Planning & Portfolio Management.
  • Understand the various investment options such as Equity, Debt, Derivatives, and Forex etc.
  • Calculate returns, yields, allocations, risk using Excel.
  • Get exposed to portfolio management case studies and best practices taught by leading financial planners with backgrounds from IIM, Reliance Capital, and BSE etc.
  • Get career assistance by interacting with industry professionals who will guide you with your interviews and job search.

POTENTIAL CAREER

  • Private Wealth Manager in companies such as ICICI, Citibank, Deutsche Bank.
  • Portfolio Management Analyst in various Financial Institutions such as Blackrock, JP Morgan, Bank of America, Tata Finance etc.
  • Market Analyst in Brokerage firms such as Karvy, Edelweiss, India Infoline etc.

CONTENT
INTRODUCTION

  • Why Financial Planning
  • Different Asset classes

CONCEPT OF FINANCIAL PLANNING

  • Client Questionnaire
  • Assets and Liabilities
  • Short-term and long-term goals
  • Time Value of Money (TVM)
  • Calculating monthly savings to achieve a financial goal
  • Net Surplus and Savings Ratio
  • Current Ratio and Liquidity Ratio
  • Cash Flow Statement
  • Strategic and Tactical management

MANAGING INVESTMENT RISK

  • Systematic and Unsystematic Risks
  • Reinvestment, Interest rate, Purchasing power, Liquidity risk
  • Exchange rate, Tax rate, Inflation risk
  • Alpha, Beta
  • Variance, Standard Deviation

MEASURING INVESTMENT RETURNS

  • Real return
  • Annuity
  • Lump sum, monthly and yearly EMI calculations
  • Calculating Loan EMI’s using CMPD

INVESTMENT VEHICLES

  • Small Savings Schemes
  • Fixed Income and Mutual Fund
  • Equities – Fundamental and Technical Analysis
  • Derivatives – Call and Put options

INVESTMENT STRATEGIES

  • Active and Passive
  • Asset Allocation – Strategic and Tactical
  • Covariance
  • Correlation Coefficient, Beta
  • Systematic Investment Plans

INSURANCE PLANNING

  • Basics of Insurance
  • Characteristics of Insurance
  • Requirements of Insurance
  • Endowment, Whole life plans, Money back policy
  • Pension, Term plan, ULIP, Non-Life, Health, Motor
  • Human life value
  • Needs Based Approach

RETIREMENT PLANNING

  • Inflation
  • Real Return
  • Expense and Income method
  • Defined Benefits and Defined Contribution
  • Gratuity
  • PPF
  • Pension
  • Annuity

TAX PLANNING

  • Direct and Indirect Taxes
  • Tax deductions
  • Tax exemptions
  • Heads of Income and Taxable Income
  • Tax Slabs

FINANCIAL INSTITUTIONS, INSTRUMENTS AND MARKETS

  • Why Financial Markets
  • Assets and Liabilities
  • The Concept of a Balance Sheet
  • Market Classifications
  • Market Intermediaries
  • Bid and Ask Price
  • Stock Exchanges
  • Long and Short Positions
  • Orders

EQUITY CAPITAL MARKETS

  • Nature of Equity
  • Book Value and Market Value
  • Stock Splits and Reverse Splits
  • Stock Dividends
  • Voting Rights and Preferred Shares
  • Convertible Preferred Shares

BONDS AND DEBT CAPITAL MARKETS

  • Plain Vanilla Debt
  • Valuation of a Coupon
  • Par, Discount and Premium Bonds
  • Zero Coupon and Floating Rate Bonds
  • Callable and Puttable Bonds
  • Yields
  • Rating Agencies

MUTUAL FUNDS AND PENSION FUNDS

  • Mutual Fund Basics
  • Open-End and Closed-End Funds
  • Net Asset Value (NAV)
  • Loads
  • Expense Ratio
  • Categorization of Funds
  • Exchange Traded Funds

DERIVATIVES OVERVIEW AND PRICING

  • Forward Versus Futures Contracts
  • Forward Versus Futures Exchanges
  • Call and Put Options
  • Hedgers
  • Arbitrageurs
  • The role of futures and options markets
  • Value at Risk (VAR)
  • Margins and marking to market
  • Clearinghouse
  • Introduction to Options
  • Exercising Options
  • Rights and Obligations
  • Put-Call Parity
  • Naked Call
  • Long Put

FOREIGN EXCHANGE

  • Spot Exchange
  • Bid and Ask Quotes
  • Forex Arbitrage
  • Forward Market
  • Synthetic Rate

CONTENT MODE

This is an online course taught using recorded videos – In the videos you will see the faculty teaching and building financial models from scratch using Excel.

REQUIREMENTS

There is no such eligibility criteria required – this course assumes you have no background in finance and starts from the basics of finance and slowly builds into advanced topics. You need an internet connection to access the course.

WHAT AM I ABLE TO GET OUT OF THIS COURSE

The biggest advantage of this course – is you get to interact with world class faculty – just by interacting with them you learn a lot – whenever you have any doubts or need guidance – you can schedule a phone call with the faculty.

ADDITIONAL SUPPORT

  • We provide assistance by connecting you to our expert industry faculty who are investment bankers themselves and have worked for firms like Goldman Sachs, Merrill Lynch and CSFB.
  • You can interact with them and learn about different jobs in detail and they’ll gladly assist you in helping you re write your resume, give you job tips, tell you about current job vacancies, how to apply, take your mock interview etc.

Fee

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