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Certificate in Portfolio Management

Indian : Rs.7900
International : $132
INTRODUCTION

This course prepares you for jobs such as Portfolio Analyst / Asset Manager in companies such as JP Morgan, ICICI, Blackrock, Fidelity etc.

OBJECTIVE
  • Learn Financial Planning & Portfolio Management.
  • Understand the various investment options such as Equity, Debt, Derivatives. Forex etc
  • Calculate returns, yields, allocations, risk using Excel.
  • Get exposed to portfolio management case studies and best practices taught by leading financial planners with backgrounds from IIM, Reliance Capital, BSE etc.
  • Get career assistance by interacting with industry professionals who will guide you with your interviews and job search.
POTENTIAL CAREER
  • Private Wealth Manager in companies such as ICICI, Citibank, Deutsche Bank.
  • Portfolio Management Analyst in various Financial Institutions such as Blackrock, JP Morgan, Bank of America, Tata Finance etc.
  • Market Analyst in Brokerage firms such as Karvy, Edelweiss, India Infoline etc.
CONTENT

INTRODUCTION

  • Why Financial Planning
  • Different Asset classes

CONCEPT OF FINANCIAL PLANNING

  • Client Questionnaire
  • Assets and Liabilities
  • Short-term and long-term goals
  • Time Value of Money (TVM)
  • Calculating monthly savings to achieve a financial goal
  • Net Surplus and Savings Ratio
  • Current Ratio and Liquidity Ratio
  • Cash Flow Statement
  • Strategic and Tactical management

MANAGING INVESTMENT RISK

  • Systematic and Unsystematic Risks
  • Reinvestment, Interest rate, Purchasing power, Liquidity risk
  • Exchange rate, Tax rate, Inflation risk
  • Alpha, Beta
  • Variance, Standard Deviation

MEASURING INVESTMENT RETURNS

  • Real return
  • Annuity
  • Lumpsum, monthly and yearly EMI calculations
  • Calculating Loan EMI’s using CMPD

INVESTMENT VEHICLES

  • Small Savings Schemes
  • Fixed Income and Mutual Fund
  • Equities - Fundamental and Technical Analysis
  • Derivatives - Call and Put options

INVESTMENT STRATEGIES

  • Active and Passive
  • Asset Allocation - Strategic and Tactical
  • Covariance
  • Correlation Coefficient, Beta
  • Systematic Investment Plans

INSURANCE PLANNING

  • Basics of Insurance
  • Characteristics of Insurance
  • Requirements of Insurance
  • Endowment, Whole life plans, Money back policy
  • Pension, Term plan, ULIP, Non-Life, Health, Motor
  • Human life value
  • Needs Based Approach

RETIREMENT PLANNING

  • Inflation
  • Real Return
  • Expense and Income method
  • Defined Benefits and Defined Contribution
  • Gratuity
  • PPF
  • Pension
  • Annuity

TAX PLANNING

  • Direct and Indirect Taxes
  • Tax deductions
  • Tax exemptions
  • Heads of Income and Taxable Income
  • Tax Slabs

FINANCIAL INSTITUTIONS, INSTRUMENTS AND MARKETS

  • Why Financial Markets
  • Assets and Liabilities
  • The Concept of a Balance Sheet
  • Market Classifications
  • Market Intermediaries
  • Bid and Ask Price
  • Stock Exchanges
  • Long and Short Positions
  • Orders

EQUITY CAPITAL MARKETS

  • Nature of Equity
  • Book Value and Market Value
  • Stock Splits and Reverse Splits
  • Stock Dividends
  • Voting Rights and Preferred Shares
  • Convertible Preferred Shares

BONDS AND DEBT CAPITAL MARKETS

  • Plain Vanilla Debt
  • Valuation of a Coupon
  • Par, Discount and Premium Bonds
  • Zero Coupon and Floating Rate Bonds
  • Callable and Puttable Bonds
  • Yields
  • Rating Agencies

MUTUAL FUNDS AND PENSION FUNDS

  • Mutual Fund Basics
  • Open-End and Closed-End Funds
  • Net Asset Value (NAV)
  • Loads
  • Expense Ratio
  • Categorization of Funds
  • Exchange Traded Funds

DERIVATIVES OVERVIEW AND PRICING

  • Forward Versus Futures Contracts
  • Forward Versus Futures Exchanges
  • Call and Put Options
  • Hedgers
  • Arbitrageurs
  • The role of futures and options markets
  • Value at Risk (VAR)
  • Margins and marking to market
  • Clearinghouse
  • Introduction to Options
  • Exercising Options
  • Rights and Obligations
  • Put-Call Parity
  • Naked Call
  • Long Put

FOREIGN EXCHANGE

  • Spot Exchange
  • Bid and Ask Quotes
  • Forex Arbitrage
  • Forward Market
  • Synthetic Rate
CONTENT MODE

This is an online course taught using recorded videos - In the videos you will see the faculty teaching and building financial models from scratch using Excel.

REQUIREMENTS

There is no such eligibility criteria required - this course assumes you have no background in finance and starts from the basics of finance and slowly builds into advanced topics. You need an internet connection to access the course.

WHAT AM I ABLE TO GET OUT OF THIS COURSE

The biggest advantage of this course - is you get to interact with world class faculty - just by interacting with them you learn a lot - whenever you have any doubts or need guidance - you can schedule a phone call with the faculty.

ADDITIONAL SUPPORT
  • We provide assistance by connecting you to our expert industry faculty who are investment bankers themselves and have worked for firms like Goldman Sachs, Merrill Lynch and CSFB.
  • You can interact with them and learn about different jobs in detail and they’ll gladly assist you in helping you re write your resume, give you job tips, tell you about current job vacancies, how to apply, take your mock interview etc.
Frequently Asked Questions

Why do I need the DeZyre Certificate in Portfolio Management?
Jobs in Banking and Capital Market are extremely competitive. There are thousands of well qualified applicants for every open position. This DeZyre certification in capital market will significantly improve your chances of a successful career since you will learn the exact skills that industry is looking for.  The best financial industry experts, will teach you using real-life industry case studies, current events and personal experience. At the end of this course you will have a confident grasp of the technicals of equity, debt, derivates, forex and mutual funds. You will be able to apply for jobs that involve financial planning, wealth management, Demat relationship management etc.

How do I study Portofolio Management course online on DeZyre.com?
Step 1 – Enroll and pay for the course by clicking on the “Take this course” button
Step 2 - Once you enroll for the course, we will email you a username and password. 
Step 3 - Once you login, you will see all the course modules. Each module has a video, where you can see the faculty explaining the various concepts using Excel and Powerpoint. The faculty will work-out the various analysis and problems in the video for your easy understanding.

What is the duration of the portfolio management course?
Most of our students finish the course in 4-6 weeks. You can login whenever you are free and complete a few modules a day. You can finish it faster if you do more modules every day.

How do I contact the faculty to clear doubts?
When you have any doubts in the course content, you have 2 options to get them clarified –
Post you questions on the discussion board by clicking “Ask a Question”. Faculty will reply immediately.
Schedule a phone call with the faculty to clear your doubts.

What is the format of the portfolio management exam?
The exam is an online multiple choice exam and consists of 60 questions that should be completed in 2 hours. The passing score on the examination is 60%. There is no negative marking.

For how long is my DeZyre login and password valid to access my portfolio management course?
Once you have enrolled for the course, there is no validity or end date. You can access your course contents anytime, even after you finish your final exam.

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Mr.Sunil Parameswaran

  • Professor Sunil Kumar Parameswaran did his schooling from the prestigious Mayo College, Ajmer. From there he moved to another prestigious institution, St Stephen's College, Delhi, from where he got his Bachelors degree in 1984. He was ranked in the top 10 in the university in the first and second years. From 1984 to 1986 he pursued Post Graduate Diploma in Management (PGDM) at Indian Institute of Management (IIM), Bangalore. He received the Duke University Academic Fellowship for three years from 1986 to 1989. In 1991 he was awarded PhD by Fuqua School of Business, Duke University, Durham, North Carolina, USA.
  • He brings with him more than 20 years of teaching experience in some of the top management institutes, both in India and abroad, as regular / visiting faculty.
  • Dr.Sunil is a much sort after Corporate Consultant and trainer and his clients include JP Morgan, Societe Generale, WIPRO Technologies, Mindtree Consulting, HCL Technologies, ANZ IT, Kanbay, Techspan.

Highlights

  • MBA, IIM Bangalore
  • PhD (Finance) - Duke University, North Carolina, USA
  • Bachelors Degree St.Stephens College, Delhi
  • Author of over 10 books on Corporate Finance and Capital Markets
  • Assistant Professor - University of Iowa, USA
  • Lecturer - National University of Singapore
  • Professor La Trobe University, Melbourne, Australia
  • Professor TAPMI, Manipal

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