Course Details

1
Investment Analysis & Portfolio Management

Investments are common among all investors from individuals to fund managers and institutions. However, analysis and investments based on such analysis are carried out by trained managers and informed investors. This course helps the learner understand all types of investments and analyze them with a need to invest effectively and efficiently. It covers all investments including equity, debt, and derivatives. Investing in markets that are not at the same efficiency level, analyzing individual investments and handling portfolios are some of the skills that this course covers.

Objectives of Investment Decisions
Financial markets
Capital market Efficiency
Financial markets
Fixed Income Securities
Capital market Efficiency
Financial Analysis and Evaluation
Modern Portfolio Theory
Valuation of Derivatives
Investment Management

3.5 Hours

2
Introduction to Technical Analysis

Technical analysis is all about the analysis of markets and market movements. Technical analysts believe that markets follow a pattern and investing on the basis of this pattern is the most efficient method of investing. There are some principles and theories to this, and the course covers all about the same. Technical analysis is led by charts and trends and their interpretation to predict markets. This course will give the learner an in-depth understanding of all these aspects, helping the learner analyse markets with expertise.

An overview of Technical Analysis
Types of charts and their features
Theories underlying Technical analysis
Trend Line/Channel and its Interpretation

6 Hours

3
Technical Patterns

Technical Analysis is defined as the art and science of forecasting future prices based on an examination of past price movements. Technical analysis involves putting stock information like prices, volumes and open interest on a chart and applying various patterns and indicators to it in order to assess future price movements.

Double Top/Bottom Formation
Ascending /Descending Triangle
Average Directional Index (ADX)
Signal/Trigger Line: Interpretation of MACD charts - Trigger/Signal Line Crossovers
Fibonacci Ratios, Fibonacci Retracement & Application of Fibonacci Levels
Triple Top/Bottom Formation
Head and Shoulders Pattern
Bollinger Bands & MACD/Base Line
Types of Waves: Identifying the wave formations in Elliott wave
Calculation and interpretation of Fibonacci Retracement levels, for determining support and Resistance, Generate Buy/Sell decisions.

10.5 Hours

4
Introduction to Options

This course is designed to understand the fundamental of an Option contract and various terminology associated with Options contracts like exercise style, moneyness, intrinsic value/ time value etc. The course also explains the types of options and their significance and discussion on the payoff profile. In the options program, learners will be learning hedging techniques, which will reduce the risks in their portfolios. By learning this course learners will obtain the necessary knowledge to start using options as a hedging technique in their investment portfolio.

Features of an Option Contract
Types Of Options: Put - Call Parity
How can we use options?
Options Terminology: Brief discussion on key terms
Usage and Applications of Options: Discussion on the pay-off profiles

2 Hours

5
Currency Options

While we covered Equity options in the previous course, options are also used in currency markets. Trading in foreign currency derivatives takes the form of currency options and it requires some understanding to trade in the same. This course will help the learner understand about types of currency options and their trading. There are also various specifications on currency options and risk management in the form of margins. In this course, the learner will learn in-depth about all these.

Introduction to Currency Options
Specifications of a Currency Options contract
Basic understanding of Currency Options and its types
Margins: Margins imposed by the exchange.

1.5 Hours

6
Trading Strategies

Trading derivatives can be scientific and requires knowledge of various strategies. Yes, various types of traders use different types of strategies to trade in derivatives. This course covers various strategies for trading in derivatives and using them for hedging and arbitrage. Efficient trading in derivatives is dependent on effectively using these strategies.

Types of Participants in Futures Market: speculators, Hedgers, and arbitrageurs
Types of strategies: Directional, Non directional and Arbitrage Strategies

1.5 Hours

7
Option Strategies

Options are of various types. Trading in them involves a lot of knowledge and understanding of various strategies using which they are traded. Using such strategies, the learner can create a portfolio of various types of options with various combinations to meet their investment needs. This course helps the learner learn all about option strategies.

Portfolio of options: How to create a desired portfolio of options like spreads, straddle, asset option combinations etc.

2 Hours

8
Option Strategy and Pricing

This course is an advanced level of understanding options, trading them effectively and learning to price options. Various strategies are used to trade different types of options. There are also various methods used for pricing them and trading them based on such pricing methods. This course covers advanced derivatives like swaptions, and exotic options, and also covers the operational aspects of deals in options.

Types of Option Strategies
Exotic Options: A discussion on 'Digital Options' and 'Barrier Options'
Swaptions
Operational Aspects of an Option Deal
Options Trading - Interbank: How options are traded in the Inter-bank market
Interest Rate Options: Types of interest rate options, such as - 'Interest Rate Caps’, ‘Floors', and 'Collars'.
Pricing an Exotic option using Binomial Trees
Pricing Exotic Options

7 Hours

9
Capital Market (Dealers) Module

A course for capital market professionals, both present and aspiring. All those wishing to become employees of brokers or dealers can avail of this course. It covers the financial markets, membership details of NSE, legal aspects and the operations aspects of trading, clearing and settlement. Risk management is essential for all capital market intermediaries and here the learner gets to learn all about it. Basic valuation concepts to understand the valuation of securities are covered here to help the learner identify and analyse securities for investment.

An Overview of the Indian Securities Markets
Trading Clearing, Settlement and Risk Management
Fundamental valuation Concepts
Trading membership
Legal Framework

8 Hours

10
Algorithmic Trading

Technology development across global markets has necessitated a multidimensional approach to understanding the Importance of Algorithmic Trading. Algorithmic trading encompasses automated trading using algorithms to predict markets and trade accordingly. This is done by using a computer programme for the same. This course encompasses trading in various asset classes with a special focus on Equity Index Futures, Options, and Commodities, using algorithms. This course will help the learner improve their knowledge of algorithms, learn different trading strategies, learn risk management in such trading and also the audit and compliance process.

Introduction to Algorithmic Trading
Trading Strategies
Risk Management in Algorithmic Trading
Order Types
System Architecture
Audit and Compliance Processes

3 Hours

A Set of 10 Courses on
Investment and Trading Strategies

7,499/- plus GST (Original Price - 49,990/-)

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About the Course Set

10Focused Learning Courses Designed by Industry Professionals

8Short Modules (SLP)75+ Hrs of Additional Short Learning

Course Details