EduKart.com Certificate in Financial Management

8/13/2019 EduKart.com Certificate in Financial Management

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Understand the various aspects of financial

management

Certificate Course inFinancial Management


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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


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sessions overview

Understanding Indian Financial System

Gain information about the economic units of

Indian Financial System.

Recognize the features of different financial

markets.

Trace the process of Financial Intermediation. List the various financial instruments.

Finance Essentials

Learn the important terminologies of finance

and banking

Branch Banking

Understand various types of banking services

Understand the functioning of a bank branch

Understand a bank branch layout


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sessions overview

Understanding Banking Services

Identify various types of deposit accounts

Understand the process of money flow

Understand how banks make money

Credit Rating

Explain the concept of Credit Rating Trace the various factors affecting Credit Rating

Understand the Credit Ratings Scale

Understand the Credit Rating Methodology

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


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sessions overview

Mutual Fund Investments

Describe what are Mutual Funds

Explain how Net Asset Value is calculated

List the various types of Mutual Funds schemes

Trace the various essentials for Mutual Fund

investmentsIssues in Indian Markets

List the different types of issues

Describe the types of offer documents

Review the Issue requirements

Understand book building process

Trace the complete issue process

Insurance

Cite the basics for Insurance

Describe the various insurance principles

Factoring, Forfaiting and Bill Discounting

Explain the meaning and importance of factoring,

forfeiting and bill discounting

List the institutions providing such services


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sessions overview

Lease and Hire Purchase

Define 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 ofleases

Define the meaning of hire purchase

Differentiate between leasing and hire

purchase

Venture Funding

Funding and its needs

Types of Funding

Sources of Capital

Best Practices for raising Capital


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sessions overview

Securitization

Define Securitisation

Understand the different parties involved in a

Securitisation Transaction

Define Securitisation Process

Learn the different types of Securities

Understand Collateralised Debt Obligations

Gold & Real Estate

The advantages and alternatives of investing

in gold

Exchange Traded Fund (ETF)

Gold ETF

Taxation

Learn the difference between tax saving and

tax evasion

Learn various types of direct and indirect

taxes applicable in India Learn the process of computing various taxes


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sessions overview

Retirement & Estate Planning

Why Retirement Planning is important?

What are the steps in Retirement Planning?

What are various Retirement Planning essentials?

What is Estate Planning?

What are the steps in Estate Planning?

Risk & Insurance

List different types of risks

Explain the different ways to manage risks

Cite the basics for Insurance

Describe the various insurance principles

Insurance Services and Products

List the general IRDA regulations for insurance

Cite the eligibility requirements for insurance

agents

Explain the different types of insurance

Calculate the life insurance requirements


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sessions overview

Depositories and Demat

Describe the mechanism of Depositories

Explain the process of demat account

Trace the various sub-processes of demat

account

Understanding IPO Application Forms Learn the process of evaluating an IPO

Understand the process of applying for an IPO

Exploring the NSE portal

Explore the National Stock Exchange portal

Understand the key information available

Perform live exercises

Introduction to Derivatives

Understand the meaning of Derivatives

Learn techniques of risk management through

Derivatives trading


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sessions overview

Stock Trading Terminals

Understand the process of trading in equity

stocks and derivatives

Exposure to stock trading terminals

Introduction to Wealth Management

Define wealth and appreciate the need formanaging 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


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sessions overview

Time Value of Money

Compute future value and present value of

amount

Compute future value and present value of an

annuity

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


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sessions overview

Finding Individual Credit Rating

Understand the meaning and importance of an

individuals credit rating

Learn the use of credit rating in various financial

transactions

Learn the role of CIBIL rating and process of

getting a rating

Understanding a Financial Plan

Identify the key components of a financial plan

Understand the structure of some commercial

financial plans

Create a financial plan


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EduKart.comindustry relevant course contentdeveloped with 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


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Banking, Financial Services and Insurance

supporting the countrys and peoples 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

target sector for employment


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Documents

EduKart.com Certificate in Financial Management