This course covers financial planning basics and investment planning. The learning outcomes include understanding government securities, capital markets, prevention of money laundering, types of investors, debentures, and various financial instruments like preference shares, commercial paper, and certificate of deposits. The course also teaches about taxation, mutual funds, derivatives, options trading, risk measures, asset allocation strategies, and mutual fund terminologies. The teaching method includes lectures, explanations, examples, and calculations. The intended audience for this course is individuals interested in learning about financial planning, investment strategies, and the functioning of financial markets.
Overview
Syllabus
NISM DOCE - Govt Securities - Secondary Market.
Primary Market - IPO Grading.
Primary Market - Issue Pricing.
Primary Market Issues - Allotment Basis.
Primary Market Issues - Types of Investors.
What is a Debenture ? Features & Types of Debentures Explained.
Capital Market - Preference Shares.
NISM DOCE - Settlement of Market Trades.
NISM DOCE - Settlement Calendar.
Prevention of Money Laundering Act 2002 - Part 2.
Prevention of Money Laundering Act 2002 - Part 1.
Govt Securities - Yield Based Auction.
Government Securities - Price Based Auction.
Capital Market - Certificate of Deposits.
Capital Market - Commercial Paper.
Government Securities Market - Participants.
NISM DOCE - Government Securities - Introduction.
Treasury Bills - Introduction.
NISM DOCE - Dated Securities.
Capital Market - Overview , Classification and Need.
Capital Market - Primary & Secondary Markets.
Securities Market - Functions.
Secondary Market - Segments.
Capital Market Legislations - SEBI, SCRA, DP, COMPANIES ACT.
What is a Gold Exchange Traded Fund ?.
Capital Market - Trading Cycle.
Capital Market - Depository System.
Budget 2018 - Long Term Capital Gain Tax - Scenarios.
How To Calculate Capital Gain Tax on SIP in Mutual Funds ?.
Budget 2018 - Dividend Distribution Tax on MF.
Budget 2018 - Long Term Capital Gain Tax - Summary.
Budget 2018 - TDS, 80D, 54EC & Standard Deduction.
Budget 2018 - Personal Taxation, LTCG & Cess.
What is the difference between Hedging, Speculation and Arbitraging ?.
Put Option Explained with an Example in 2 minutes.
Call Option Explained with an Example | Stock Call Option.
American & European Style Options.
How to Calculate Time Value, Intrinsic Value & Cut off Price of an Option ?.
Futures Contract Payoff with Charts | Linear Payoff.
How to Calculate Time Value, Intrinsic Value & Premium of an Option ?.
How does Beta measure a Stock's Market Risk ?.
Futures Contract Explained with Single Stock Futures.
What are the Features / Specifications of Future Contracts ?.
Derivatives Terminology - FUTSTK, FUTIDX, OPTSTK, OPTIDX.
Types of Derivatives | Forwards, Futures, Options & Swaps.
What is a Mutual Fund ?.
Treynor Ratio & Alpha | Risk Adjusted Return | Mutual funds.
Sharpe Ratio | Risk Adjusted Return | Mutual funds.
Systematic Withdrawal Plan in Mutual funds.
How Systematic Investment Plan Works in Mutual Funds ? | SIP & STP.
Fixed & Flexible Asset Allocation Strategies | Financial Planning | Mutual Funds.
Asset Allocation | Strategic Asset Allocation | Financial Planning using MF.
Who can invest in Mutual Funds ? | Eligibility Criteria for Investing in MF.
NAV Calculation in Mutual Funds - Part 2.
What is NAV of a Mutual Fund ? How is NAV Calculated ? - Part 1.
Liquid Fund Redemption | Mutual Funds.
Beta - Market Risk / Systematic Risk | Mutual Fund Risk Measures.
Systematic Risk & Non Systematic Risk in Mutual Funds.
What is NAV of Mutual Fund? Sale Price & Repurchase Price Explained.
Tracking Error in Index Funds | Mutual Fund.
Index funds - Passive Funds | NISM Mutual Fund.
Passive Funds - Fixed Maturity Plans ( FMP ) | NISM Mutual Fund.
Open Ended & Closed Ended Mutual Funds | Types of MF.
Mutual Fund Terminologies - NFO, SIP, SWP, STP, SWITCH, Redemption, Folio.
Structure of Mutual Funds | Sponsor, Trustee & AMC.
Capital Gains Tax on Mutual Funds Explained | LTCG & STCG Taxes.
How to Calculate Long Term Capital Gains Tax on Mutual Funds ?.
How To Save Tax Using ELSS #MutualFund ? | Equity Linked Savings Scheme.
What are Hybrid Schemes ? | Types of Hybrid #Mutualfund Schemes.
What are Debt #MutualFunds ? Types of Debt Funds, Explained.
New Category of Equity Mutual Funds Explained.
NAV Cut off Timing for Non Liquid Funds | Mutual Fund NAV.
ARN Registration & Renewal Fees | Revised by AMFI | Mutual Fund.
Taught by
MODELEXAM
