Industry Experience: Capital Markets educator having 23 years of experience in stock broking and trading. Worked in Depository Services of HDFC Bank Limited and as Vice President in Corporate Banking of RBL Bank.
Industry Experience: With over 20 years of domain expertise across different sectors. Worked in Equity research & Advisory with Training & Education, in Sharekhan Ltd, Angel Broking, IIFL & Motilal Oswal Ltd.
Industry Experience: Having 14 years of experience in academics and stock broking firms. MBA PGDM MCOM & CFA, CWM. NISM & NSE-NCFM Certified professional and financial market educator.
This financial market course is tailored for beginners to the world of investing and trading since it equips you the base knowledge to engage in the markets effectively. By going through the various modules you will receive basic knowledge about the financial system, and to manage your money in the future.
Market Basics: You'll gain a solid foundational understanding of the financial system's role in the economy which includes the different types of financial markets (money market, capital market, etc.) and how they function.
Macroeconomics: Understand various macro economic factors and financial variables which can influence on the financial markets.
Financial Instruments: The course covers various financial instruments like equities/stocks, debts/bonds, derivatives, mutual funds, ETFs, Commodities and how they function.
Market/Chart Analysis: You'll develop the ability to perform fundamental analysis of companies or stocks and also evaluate market or price trends of stocks using relevant metrics of technical analysis.
Regulations: The course will cover the role of regulatory bodies and how they work to maintain stability in the financial system.
Financial Planning: You'll also understand the basics of financial planning, budgeting, and creating a solid financial plan. The course also focuses on planning for different life stages.
Address: 2nd Floor, 4, Brabourne Rd Radha Bazar, near Tea board Bus Stand, Dalhousie, Lal Bazar, Kolkata, West Bengal 700001
Contact: +91-8450006000
Candidate should have 10+2 passed certificate as minimum qualification. However, a person with knowledge in basic Math operations and possess a basic understanding of financial terms can grasp the content easily.
The DFM Course is perfect for:
This massive financial program ensures beginners to gain a comprehensive understanding of the market and personal financing.
Financial Markets Beginner's Module: Get knowledge with the concept and functioning of financial system, types and kinds of markets such as stock and bond markets and their importance in overall economy.
Macro Economics: See how variables such as inflation, interest rate, and the global events affect the financial markets.
Fundamental Analysis: Improve knowledge on methodologies for interpretation of companies’ condition by learning how to invest according to the worth of the enterprise.
Technical Analysis: Understand how to use charts and technical indicators to look at price patterns to find trades on historical price action.
Currency, Commodity & Fixed Income: Learn to use multiple classes of the assets, like currencies, oil, gold, etc., as well as the bonds as every of them has its peculiarities and perspectives for the investment.
Mutual Funds: Know how mutual funds work and run as a professionally-managed investment avenue.
Life Insurance: Understand various types of life insurance and how they can be used in order to help the family financially.
Financial Planning: Learn to create a financial plan for one to become financially dependent in future; save for retirement, pay off debts and retire wealthy.
Derivatives Market Dealers Module: A subtopic called as Derivative it pertains to the higher level of investing and risk management by using future and options contracts.
You also get an all-round education that makes you ready and capable to face the world of finance.
This module is designed for individuals who want to start a career in the Indian financial markets or gain a solid understanding of the foundational principles of capital markets. The curriculum is structured to provide knowledge on essential concepts related to various investment opportunities, the primary and secondary markets, the derivatives market, and the analysis of financial statements.
Derivatives are widely recognized as highly influential financial instruments. The Indian market for equity derivatives has experienced remarkable expansion since the introduction of equity derivatives in 2000. This module offers valuable knowledge about various categories of equity derivatives, including their trading, clearing, settlement procedures, and the applicable regulatory framework.
Having a grasp of economics is crucial for comprehending the functioning of financial markets. There exist complex connections between economic factors and financial variables, which can exert both direct and indirect influence on the financial markets. An economic perspective enables the identification of causes behind economic developments and the ability to anticipate the potential effects of policy changes. The objective of this module is to offer a foundational understanding of diverse macroeconomic concepts and provide a glimpse into macroeconomic behavior.
Fundamental analysis is a method of evaluating stocks through security analysis, which serves as the foundation for making successful investment decisions. The purpose of this module is to offer a fundamental understanding of the concept of fundamental analysis and the diverse valuation methodologies employed in the process.
This program includes practical principles of Technical Analysis and enables participants to grasp the dynamics of price movements driven by supply and demand. Learners will acquire the skills to effectively analyze price charts and make informed trading or investment choices. Designed for investors, retail traders, sub-brokers, and students new to the market, this program facilitates market research, portfolio selection, and investment activities.
In this module, students will delve into the dynamics of currency markets, including exchange rates, factors affecting currency movements, and strategies for currency trading. They will also gain insights into commodity markets, exploring various commodities such as precious metals, energy products, agricultural products, and their trading mechanisms. Additionally, the module covers fixed income securities, including government bonds, corporate bonds, and other debt instruments. Students will learn about the valuation, pricing, and trading of fixed income securities, as well as the impact of interest rates on bond prices.
The purpose of the examination is to establish a standard level of knowledge that is essential for individuals engaged in the selling and distribution of mutual funds. The certification aims to improve the quality of sales, distribution, and associated support services in the mutual fund industry.
The module provides a fundamental understanding of life insurance and its core principles. It covers risk concepts and their connection to life insurance contracts. Participants will explore factors determining coverage, analyze different plan types and riders, and gain insights into the regulatory and legal aspects of the industry. By completing the module, participants will have a strong foundation in life insurance, enabling them to make informed coverage decisions and navigate the legal and regulatory landscape.
The financial planning module covers the basics of financial planning, budgeting, and creating a solid financial plan. It also focuses on planning for different life stages, including children’s future planning and retirement planning. Participants will gain the knowledge and skills to make informed financial decisions and secure their financial future.
The module covers Presentation skills, Communication techniques, Email Etiquettes, Sales Process with Role Play, and Mock Interviews. Participants will learn effective ways to present, communicate professionally, follow email etiquette, practice sales scenarios through role play, and enhance their interview skills through mock interviews. This comprehensive module equips individuals with essential skills for successful professional interactions.
