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CERTIFICATION PROGRAM CPFS5 - CAPITAL MARKETS

Home CERTIFICATION PROGRAM CPFS5 – CAPITAL MARKETS

CERTIFICATION PROGRAM CPFS5 - CAPITAL MARKETS

OVERVIEW

A market in which individuals and institutions trade financial securities. Organizations/institutions in the public and private sectors also often sell securities on the capital markets in order to raise funds. Thus, this type of market is composed of both the primary and secondary markets. In this module you will understand the whole Capital Market, players, instruments and selling skills

PROGRAM MODULES

  • Financial Market Overview
  • Overview of Equity Markets
  • Derivatives
  • Depositories
  • Primary and Secondary Markets
  • Time Value of Money and how it is calculated
  • Developing Relationships and Selling Skills
  • Mathematics of investing using excel
    • Financial ratios
    • Present and Future values
    • Bonds and Fixed Income
    • Stocks
    • Personal Finance
    • Annuities
    • Sharp, Treynor, Genson, Sortino ratios

Duration

  • 50 Hours
  • Student will be trained to sit for the IRDA examination(fees extra), however will have to undergo the online modules as required by IRDA from an Agent training Institute

Methodolody

  • Instructor-led guided discovery
  • Interactive session activities

INDUSTRY APPLICABLE TO:

Banks

NBFC

Insurance