About Program

The Financial Planning, Banking and Investment Management course will help hone your skills in Financial Planning, Investment and Wealth Management, Financial Instruments & Communication skills. This course will empower the learners with knowledge about key market fundamentals, technical analysis, wealth management, banking and derivatives. All modules are designed for easy understanding of the subject and help the learners make prudent decisions regarding financial product selection (Stock, Bonds, Mutual funds etc.) Wealth Planning and Analysis.

This course also covers an interesting five-hour module on Speaking Effectively. It's a public speaking course covering fundamental principles and techniques to become an effective speaker. Whether you need to make an impression at a job interview or effectively communicate your ideas in a team, the 'Speaking Effectively' module will teach you the secrets of public speaking!

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Rs. 5,499/-

plus GST

Rs. 62,500/-

Enroll Now!

List of 10 Courses75+ Hours of on-Demand Video Sessions Crafted by Industry Professionals

10 Focused Learning Courses

01

Behavior Finance

01 Hours
02

Financial Markets Beginners Module

03 Hours
03

Banking Fundamentals

15 Hours
04

Financial Planning

06 Hour
05

Wealth Management

15 Hour
06

Investment Analysis and Portfolio Management

3.5 Hour
07

Financial Statements

04 Hours
08

Financial Derivatives

15 Hours
09

Introduction to Technical Analysis

06 Hours
10

Speaking Effectively

05 Hours

8 Short Modules (SLP) | 80+ Hrs of Additional Short Learning

8 Short Modules

01

Fixed Income

12 Hours
02

Commodities

07 Hours
03

Equity

13 Hours
04

General Insurance

12 Hours
05

Venture Capital and Private Equity

07 Hours
06

FinTech

09 Hours
07

Accounting

09 Hours
08

Economic Policy and Research

10 Hours

10 Focused Learning Courses Details

Behavior Finance

1
Behavior Finance

01 Hours

Financial investments and wealth creation are hot topics among all types of investors big or small. This short course discusses various aspects of behavioral finance and decision-making. This course is suitable for investors who want to take prudent decisions in their wealth creation journey. No specific knowledge of financial terms is needed. The course content is suitable for beginners. The course is also ideal for finance and economics students to get a firm ground on essential behavioral finance concepts to study the subject further.

    Overview Course Outline
  • Fundamentals of Behavioural Finance
  • Introduction to Course
  • What is behavioural finance? How is it different from traditional finance?
  • What are the different types of biases that exist in investors' behaviour?
  • How to mitigate risks due to behavioural biases while investing?
  • How does the endowment effect influence investors in decision-making?
  • Can Artificial Intelligence and machine learning take better financial decisions?
  • Can Artificial Intelligence help in taking rational investment decisions?
  • Will AI/ML-based investments/trading dominate the future?
  • Will AI/ML replace the investment thesis for investors in a start-up?
    Overview Learning Outcomes
  • Role of Human Behaviour in financial decision making.
  • Different types of human biases and their impact on investment strategies.
  • How to make rational investment decisions?
  • What are the latest technology trends (such as AI/ML) in investment strategies?



2
Financial Markets Beginners Module

03 Hours

This course explains investment strategies and performance evaluation. This will help you to manage your wealth and plan your portfolio. It will also help in tax and estate planning and give various financial planning strategies. This will help you allocate wealth through a systematic understanding of risk and reward and planning specific goals.

    Overview Course Outline
  • Investment Basics
  • Primary Markets
  • Secondary Markets
  • Mutual Funds
  • Concepts and Modes of Analysis
  • Securities
  • Derivatives
  • Depository
  • Ratio Analysis
  • Miscellaneous
Financial Markets Beginners Module



Banking Fundamentals

3
Banking Fundamentals

15 Hours

Today, banking has undergone a sea change in terms of products, services, delivery platforms, customer education & expectations. Notwithstanding this rapid and sometimes overwhelming change ushered in through technology, an individual who would like to pursue a career in banking needs to understand the fundamentals of banking. The course combines the principles of banking with real-life applications.

    Overview Course Outline
  • Fundamentals of Banking
  • Compliance and Customer Service
  • Stressed Assets Management
  • Functions of Bank
  • Digital Banking



4
Financial Planning

06 Hour

This course helps you to understand your financial goals and assists in growing, managing, and protecting wealth. The course also helps in understanding various asset classes, and portfolio classification based upon the proportion of various asset classes. Essentially, it helps you be in control of your income, expenses and investments such that you can manage your money and achieve your goals. The importance of personal financial planning cannot be ignored. It is not just about increasing your savings and reducing your expenses.

    Overview Course Outline
  • Introduction to Financial Planning
  • Model Portfolios: Portfolio maintenance and rebalancing
  • Performance Attribution: Analysing the portfolio according to the asset class and the markets
  • Risk Profiling: Classification of clients based on the Risk-return principle
  • Risk-Adjusted Return: Risk Adjusted Return' measures such as Sharpe Ratio, Treynor Ratio etc.
Financial Planning



Wealth Management

5
Wealth Management

15 Hour

This course explains investment strategies and performance evaluation. It will help you to manage your wealth and plan your portfolio. It will also help in tax and estate planning and give various financial planning strategies. This will help you allocate wealth through a systematic understanding of risk and reward and planning specific goals.

    Overview Course Outline
  • Introduction to Financial Planning
  • Asset Classes
  • Financial Planning Tools
  • Asset Allocation
  • Modern Portfolio Theory
  • Measuring Risk and Return
  • Elements of the Financial Plan
  • Tax Planning
  • Customer Relationship Management



6
Investment Analysis and Portfolio Management

3.5 Hour

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 you 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.

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



Financial Statements

7
Financial Statements

04 Hours

This course helps in understanding the fundamentals of the company. Understanding them from the financial statements along with the reports published in the annual reports is always a challenge. There are a plethora of things related to the figures in financial statements which makes it difficult for the investor to analyze. This course helps in understanding what the financial statement comprises and what should an investor choose for his analysis. By completing this course, you can evaluate the overall health of any company, and its business value along with understanding companies’ future risks and potential.

    Overview Course Outline
  • Profit & Loss (P&L) Statement: The components of a P&L
  • Cash Flow Statement: The concept of a Cash Flow Statement and its break-down into Financing, Investing and Operational Cash flows
  • Statement: Measures of profitability, and items of expense.
  • Balance Sheet: A detailed discussion on various components of a Balance Sheet, such as Current Assets, Owner's Equity, Contingent Assets & Liabilities etc



8
Financial Derivatives

15 Hours

This course aims at providing in-depth knowledge about derivatives. This course covers all types of derivatives including financial, interest rate, currency and commodity derivatives and all types of derivative products. This covers advanced derivatives and regulations related to derivatives. Various advanced derivatives and strategies for trading and pricing derivatives are also covered. This gives knowledge of all derivatives.

    Overview Course Outline
  • Introduction
  • Application of Derivatives
  • Forwards
  • Futures
  • FRAs
  • SWAPS
  • Options
  • Structured Products
Financial Derivatives



Technical Analysis

9
Introduction to Technical Analysis

06 Hours

Technical analysis is all about the analysis of markets and market movements. Technical analysis believes 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 you an in-depth knowledge of all these aspects, helping you analyze markets with expertise.

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



10
Speaking Effectively

06 Hours

Speaking Effectively is a public speaking course designed to introduce you to the fundamental principles and techniques to become an effective speaker. Whether you need to make an impression at a job interview or effectively communicate your ideas in a team meeting, the Speaking Effectively course will teach you the secrets of public speaking! This course will help to develop your communication skills and spectacular career success. It will help you deliver ideas with precision, use empathy and logic to connect with others and stand out as an effective speaker everyone wants to listen to.

    Overview Course Outline
  • The PAM framework
  • Aristotle’s Appeals
  • Interview Questions
  • Non-Verbal Cues
English Speaking

How to Activate the Course?

Payment
Step 01

Click on the Register & Pay button provided on the website and fill in your details

Payment Process
Step 02

Get redirected to the payment gateway and complete the payment process

payment Completion and acknowledgement
Step 03

Receive a Payment acknowledgement email

Login credentials
Step 04

Within 48 hours of making the payment, you shall receive an email from “NSE Academy”nseacademy@nse.co.in stating the link, login credentials and course code to access the courses in the NSE Knowledge Hub platform

Activation
Step 05

Login to NSE Knowledge Hub with your credentials and start consuming the courses as per convenience

Completion and Certification
Step 06

Post completion of the courses you shall receive an email to download the certificate from “NSE Knowledge Hub” admin@edcastcloud.com.

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