Investment Analysis and Portfolio Management

Why should one take this course?

  • To have a practical orientation towards the principles of investment, pricing and valuation"
  • To learn the various methodologies of financial analysis " To learn the other important regulatory aspects.

Who will benefit from this course?

  • Students of Management and Commerce / Anybody having interest in this subject
  • Finance Professionals
  • Employees with Treasury & Investment division of banks and financial institutions

Why should one take this course?

To have a practical orientation towards the principles of investment, pricing and valuation"
To learn the various methodologies of financial analysis " To learn the other important regulatory aspects.

Test details

Duration : 120 minutes
No. of questions : 60
Maximum marks : 100, Passing marks : 60 (60%); There is negative marking for incorrect answers.
Certificate Validity : For successful candidates, certificates are valid for 5 years from the test date.

NSE's Examination Fees

Rs. 1,500/- (Rupees One Thousand Five Hundred only)

COURSE OUTLINE

OBJECTIVES OF INVESTMENT DECISIONS
Introduction; Types of Investors; Constraints; Goals of Investors.

FINANCIAL MARKETS
Introduction, Primary and Secondary Markets; Trading in Secondary Markets; Money Market; Repos and Reverse Repos; Bond Market; Common Stocks."

FIXED INCOME SECURITIES
Introduction-Time Value of Money; Simple and Compound Interest Rates; Real and Nominal Interest Rates; Bond Pricing Fundamentals; Bond Yields; Interest Rates; Macaulay Duration and Modified Duration.

CAPITAL MARKET EFFICIENCY
Introduction; Market Efficiency; Departures from the EMH.

FINANCIAL ANALYSIS AND VALUATION
Introduction; Analysis of Financial Statements; Financial Ratios (Return, Operating and Profitability Ratios); Valuation of Common Stocks; Technical Analysis."

MODERN PORTFOLIO THEORY
Introduction; Diversification and Portfolio Risks; Equilibrium Models: The CAPM; Multifactor Models: The Arbitrage Pricing Theory

VALUATION OF DERIVATIVES
Introduction; Forwards and Futures; Call and Put Options; Forward and Futures Pricing; Option Pricing; Black- Scholes Formula

INVESTMENT MANAGEMENT
Introduction; Investment Companies; Active vs. Passive Portfolio Management; Costs of Management – Entry/Exit Loads and Fees; Net Asset Value; Classification of Funds; Other Investment Companies; Performance Assessment of Managed Funds