EduKart Certificate Course in Financial Management

Certificate Course inFinancial Management

Certificate Course in Financial Management

Understand the various aspects of

Financial Management

http://www.edukart.com/financial-management


EduKart Certificate Course in Financial ManagementRead more at:

What does the course

cover?

• Gain the practical understanding about branch banking and financial services.

• Build understanding of the working of the capital markets and learn the day to day terminology used on the trading floor.

• Hands on experience on commonly used trading terminals for equity, derivative and commodity trading.

• Learn to identify specific client needs and prepare a financial plan to optimally achieve the financial goals of a client.





Course Dynamics

• 25 sessions of 2 hours each• Go through the sessions at your own pace in a

duration of 6 months• Continuous Assessments to evaluate your

progress• Get Certified at the end of the course• Get unlimited telephonic support





Sessions Overview

Understanding Indian Financial System• Differentiate between finance and money• Understand the economic units of Indian Financial System• Recognize the features of different Financial Markets• Trace the process of Financial Intermediation• List out various Financial Instruments

Financial Statements• Understand the income statement B/S and cash flow• Analyze the statements• Comprehend the basics of financial statements and the

interrelation between the statement





Sessions Overview

Introduction to Stock Market Analysis• Understand basics of Fundamental Analysis• Identify the basics of Technical Analysis• Define Event Study

Primary Markets• List the different types of issues• Describe the types of offer documents• Review the issue requirements• Learn book building process• Trace the complete issue process• Identify IPO from investor’s perspective• Understand IPO from issuer’s Perspective





Sessions Overview

Understanding IPO Application Form• Learn the process of evaluating an IPO• Understand the process of applying for an IPO

IPO Grading• Review the IPO grading mechanism• Trace the IPO grading essentials• Identify the prime areas for grading consideration• Describe the grading process• Outline the ASBA facility• Gain information about Indian Depository Receipts





Sessions Overview

Secondary Markets• List the different transactions in a secondary market• Describe the various types of equity shares• Trace the transactions of a capital market• Outline the various sub-processes in the capital market• Explain the steps in the process of trading

Depositaries and Demat• Describe the mechanism of depositories• Explain the process of demat account• Trace the various sub-processes of demat account





Sessions Overview

Mutual Fund Investment• Describe what are Mutual Funds• Calculate Net Asset Value• List the various types of Mutual Funds schemes• Trace the various essentials for Mutual Fund investments• Detail the various Equity and Currency Derivatives

Understand NSE Portal• Understand how to locate the stock price, company information

and detail of the trade done for a listed company• Identify how to read the historical prices for a listed company• Locating and reading the charts for a listed company• Understand how to locate the different product offerings by a

listed company• Find out the latest company news and board announcements





Sessions Overview

Introduction to Derivatives• Define derivatives and its types• Understand a derivative contract• Outline the evolution of derivatives• Trace the requirement of derivatives• Identify the types of derivative markets

Stock Trading Portals• Understand the process of trading in equity stocks and derivatives• Exposure to stock trading terminals





Sessions Overview

Credit Rating• Explain the concept of Credit Rating• Trace the various factors affecting Credit Rating• Understand the Credit Ratings Scale• Outline the Credit Rating Methodology

Factoring, Forfaiting and Bill Discounting• List different types of risks• Explain the different ways to manage risks• Understand the basics for insurance• Describe the various insurance principles





Sessions Overview

Lease and Hire Purchase• Understand the meaning of leasing• Explain the role and importance of lease financing in economic

development of a country• Define the features of the various types of leases• Understand the meaning of hire purchase• Differentiate between leasing and hire purchase

Securitisation • Define Securitization Explore the different parties involved in a

securitization transaction• Identify the securitization process• Classify the different types of securities• Understand collateralised debt obligations





Sessions Overview

Venture Funding• Understand Funding and its needs• Explore types of Funding• Explore sources of capital• Learn best practices for raising capital

Introduction to Wealth Management• Define wealth and appreciate the need for managing wealth• Analyze the process for making personal financial decisions• Develop personal financial goals• Assess personal and economic factors that influence personal

financial planning• Determine the personal and financial opportunity costs associated

with personal financial decisions• Identify strategies for achieving personal financial goals for

different life situations





Sessions Overview

Time Value of Money• Understand the concept of "the time value of money“• Identify the relationship between present and future value• Calculate both the future and present value of:

‐an amount invested today,‐a stream of equal cash flows (an annuity),‐a stream of mixed cash flows.

• Distinguish between an " ordinary annuity " and an " annuity due “

Money Management Strategies• Recognize relationships among financial documents and money

management activities• Design a system for maintaining personal financial records• Develop a personal balance sheet and cash flow statement• Create and implement a budget• Relate money management and savings activities to achieve

financial goals





Sessions Overview

Credit Rating of Individuals• Formulate a Savings Plan• List the essentials for Credit Management• Trace the mechanism of Credit Information Bureau India Limited• Cite the various aspects and relevance of Credit Information Report

Risk & Insurance• List different types of risks• Explain the different ways to manage risks• Understand the basics for Insurance• Describe the various insurance principles





Sessions Overview

Insurance Products• List the general IRDA regulations for insurance• Understand the eligibility requirements for insurance agents• Explain the different types of insurance• Calculate the life insurance requirements

Gold & Real Estate• List the advantages and alternatives of investing in gold• Understand Exchange Traded Fund (ETF)• Define Gold ETF• Understand the characteristics and types of Real estate• Learn about Structured Products in Real Estate





Sessions Overview

Retirement & Estate Planning• Answer why Retirement Planning is important• Define different steps in Retirement Planning• Understand various Retirement Planning essentials• Explain Estate Planning• Describe steps in Estate Planning

Understanding Financial Plan• Understand the income statement B/S and cash flow• Analyze the statements• Comprehend the basics of financial statements and the

interrelation between the statement





Industry Relevant course contentdeveloped with

the help of industry

professionals from…

* - courses have been reviewed by employees of companies whose logos are displayed. The companies are not liable or responsible for the accuracy for the material





Target Sector

for Employment

Banking, Financial Services and Insurance

− supporting the country’s and people’s growth by providing financial services and solutions

− addressing the aspirational needs of the young Indian population

− more than 42 lakhs jobs to be created till 2022



TALK TO USNational Helpline Number +91-11-49323333 or Find an EduKart Partner in your city

Mail: [email protected] to: edukart.com/financial-management

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EduKart Certificate Course in Financial Management

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