This course includes : 20 hours on-demand video | Access on mobile and PC | Certificate of completion
Description
Understanding the nuances of asset classes is essential for anyone aiming to navigate the financial markets effectively. This course provides an in-depth exploration of equity, debt, physical assets, ULIPs, and derivatives. You’ll learn valuation techniques, investment strategies, and financial planning to maximize returns while mitigating risks. Designed for both beginners and experienced investors, this course blends theory with real-world application to build confidence in managing diverse asset portfolios.
What you'll learn
- Fundamentals of equity, debt, physical assets, ULIPs, and derivatives.
- Valuation techniques and financial planning strategies.
- Portfolio management and risk mitigation.
- Practical insights into retirement planning, tax strategies, and investment options.
- Advanced concepts like technical analysis, hedging, and option pricing.
Who this course is for:
- Aspiring financial analysts and portfolio managers.
- Individual investors and professionals looking to enhance their financial knowledge.
- Students pursuing finance, economics, or business degrees.
- Anyone interested in managing and optimizing their personal or corporate finances.
Requirements
- Basic understanding of financial markets is recommended but not mandatory. A calculator and access to spreadsheet software for practical exercises. Interest in personal finance, investments, or portfolio management.
Course Curriculum
Available in
days
days
after you enroll
- Introduction to Equities and Security Valuation (11:21)
- Security Valuation (9:33)
- Fundamental Analysis (5:31)
- Advance Mutul Fund Advance (1:32)
- All Equity Fund (6:58)
- Equity Banding (7:57)
- Equity International (7:16)
- Mitcap Equity (9:37)
- Equity Small Cap Fund (7:01)
- Equity Tax Planning (9:49)
- Equity Other (4:52)
- Best 3 Funds to Buy Category (7:43)
- Equity Large Cap (5:55)
- Equity Farma (6:04)
- Technical Analysis (8:50)
- Types of Trend Time (6:29)
- Dow Theory Example (10:41)
- Asset Stocks (10:53)
- Continue on Asset Stocks (12:41)
- Income for Asset (5:51)
- Import options in Equity (8:28)
- Equity Broker Contracts Notes (3:49)
- Continuation of Import Options in Equity (9:24)
- Equity Trade Report (11:52)
- Data Entry for Report Generation (10:12)
- Analytical Portfolio Summary Option (6:38)
- More Details on Analytical Portfolio Summary Option (6:39)
- Analytical Transactions and Accounts Option (9:24)
- Analytical Transactions and Accounts Detailed Options (7:43)
- Analytical Return Option (8:03)
- Advance and Miscellaneous Options (6:04)
- Analytical Both Realised and Unrealised Gain and Loss (7:22)
- Analytical only Realised Gain and Loss (9:04)
- Conclusion to Equities and Security Valuation (10:08)
Available in
days
days
after you enroll
- Introduction to Debt Equity Asset Class and its Valuation (9:11)
- Mutual Fund Terminologies (12:49)
- Risk - Return Hierarchy of Different Funds (7:26)
- Accounting Valuation and Taxation (7:23)
- Value Research Continue (12:16)
- Investment Policy and Restriction (4:26)
- Investor Services (4:06)
- Growth and Income (8:21)
- Model Recommendation for Portfolio Allocation Based on Risk (10:08)
- Offer Document (3:39)
- Strategic Financial Planning (7:39)
- Selecting the Right Fund (5:28)
- Mutual Fund Performance (10:55)
- Strategies to Rectify a Shortfall (8:21)
- Provide for Shortfall at Disability (5:42)
- Business Insurance (8:34)
- Synthesis and Recommendations (7:14)
- Implementation (6:16)
- Appendix B Cash Flow Position (2:37)
- Calculate Future Value (12:27)
- Fixed Deposit Calculate (8:25)
- Choosing the Right Investment Options (11:16)
- Company Fixed Deposits (11:06)
- Protection Related Product (11:54)
- Reverse Mortgage (7:36)
- Targate Dates (11:33)
- Targate Dates Continue (9:18)
- How Much you Should Invest to Create your Retirment Fund (9:38)
- Understand your Net Worth (11:21)
- How Do you Manage Your Money (7:26)
- Investment Philosophies (6:17)
- Mutual Fund (4:26)
- Continue on Mutual Fund (8:01)
- Asset Master - Mutual Funds (7:03)
- Important Of Mutual Fund Statement (5:00)
- Importing Data (10:47)
- Import Bond Transaction (6:53)
- Deposit Transaction (4:40)
- Bond Transactions (11:33)
- Data Entry for Report Generation (10:12)
- Released and Unreleased - Equity MF (9:59)
- Debt Equity Asset Conclusion (9:02)