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Overview

This course will cover the 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)

he 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 which will help in being good knowledge  in investment and portfolio management 

This course will help me to be a good investor and helping in the enhancement of to be portfolio management skills.

  • This course will give detailed skill of investment analysis and portfolio management. person will able to manage portfolio of client..

  • Person should have graduate degree to learn this course.


About the instructor


                                 Satyendra singh
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  • 4 Courses

Satyendra singh

More than 22 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

 

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

 

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    Course Features

  • Lectures 28
  • Duration 09 Hours
  • Skill level All level
  • Language English