Investment analysis & Portfolio Management course
Financial Market, Fixed income securities, Ratios, Valuations , Modern portfolio theory, Investment managment
Portfolios,Direct Investment,Finance Fundamentals,Financial Modeling,Financial Management,
Lectures -40
Duration -10 hours
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Course Description
This course will cover following topics in Investment analysis and Portfolio Management course
1. OBJECTIVES OF INVESTMENT DECISIONS
- Introduction
- Types of investors (individuals and Institutions)
- Constraints, Liquidity , investment horizons, and Taxation
2. FINANCIAL MARKETS
- Primary and Secondary Markets, Trading in Secondary Markets
- The Money Market (T-Bills, Commercial Paper and cd)
- The Bond Market (Treasury Notes (T-Notes) and T-Bonds, state and Municipal Government bonds, Corporate Bonds and International bonds)
3. FIXED-INCOME SECURITIES
- The Time Value of Money, Simple and Compound Interest Rates, Bond Pricing Fundamentals ,bond Yields and Interest Rates
4. CAPITAL MARKET EFFICIENCY
- Market Efficiency (Weak-form Market Efficiency, Semi-strong Market Efficiency & Strong Market Efficiency)
5. FINANCIAL ANALYSIS AND VALUATION
- The Analysis of Financial Statement
- Income Statement (Profit & Loss) , Balance Sheet & Cash Flow Statement
- Financial Ratios (Return, Operation and, Profitability Ratios)
- The valuation of common stocks
6. MODERN PORTFOLIO THEORY
- Diversification and Portfolio Risks
- The equilibrium Module: The Capital Asset Pricing Module
7. MODERN PORTFOLIO THEORY
- Introduction, Forwards and Futures , Call and Put Options, Forward and Future Pricing
- Option Pricing
8. INVESTMENT MANAGEMENT
- Investment Companies
- Active vs. Passive Portfolio Management
- Classification of funds
- The other Investment Companies
Performance assessment of managed funds (Sharpe Ratio, Traynor Ratio & Jensen measure or (Portfolio Alpha) .
More than 200 objective multiple choice questions will help in being good knowledge in investment and portfolio management
This course will help to be a good investor and help in enhancement of to be portfolio management skills.
Goals
What will you learn in this course:
- Objective of Investment decision
- Investment Analysis and Portfolio Management
- Financial Ratio
- Financial Analysis and Valuation
- Modern Portfolio Theory
- Investment management
- Balance sheet
- A person who wants to invest in Investment Analysis and Portfolio Management
Prerequisites
What are the prerequisites for this course?
- A person should have a graduate degree in any discipline
Curriculum
Check out the detailed breakdown of what’s inside the course
Basics of portfolio management course
6 Lectures
- Introduction to Portfolio Management 00:21 00:21
- Objective of Investment decision 19:51 19:51
- Security market 18:10 18:10
- Equity and debt market 13:39 13:39
- Company Analysis (Qualitative) 09:33 09:33
- Industry Analysis 08:58 08:58
Financial market details , portfolio hedging & Insurance, derivatives, options
19 Lectures
Fixed Income Securities
1 Lectures
Financial Ratio
5 Lectures
Modern Portfolio Theory
1 Lectures
Valuation of derivatives
6 Lectures
Investment management
2 Lectures
Instructor Details
Satyendra singh
More than 25 years of experience in industry and working in stock market as independent Investment Consultant, Trainer and Trader
NCFM Certification:
Technical Analysis Module
Fundamental Analysis Module
Options Strategies Module
Investment analysis and Portfolio Management
Post graduation diploma : Computer science and Airticifical intelligence
Aside life time certifications on blockchain, cyber security and metaverse
Certified blockchain expert
Certified metaverse expert
Certified cyber security expert
NSIM Certification:
NSE Certified Research Analyst
Achievement in financial Market
NSE Academy Certified Market professional (NCMP)- Level 1 Award
October 2019
I give coaching in following area and doing consultancy in financial market.
1. Technical Analysis
2. Fundamental Analysis
3. Options Strategies
4. Research Analysis
5. Intra Day and Swing Trading
6. Nifty and Bank Nifty Trading
7. Future Trading
8. Portfolio Management
Course Certificate
User your certification to make a career change or to advance in your current career. Salaries are among the highest in the world.
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