NCFM Modules
FOUNDATION MODULES
Algorithmic Trading Module 
Technology development across global markets has necessitated a multidimensional approach for understanding the Importance of Algorithmic Trading. This course encompasses trading in various asset classes with special focus on Equity Index Futures, Options, and Commodities.
Why should one take this course?
- To improve the knowledge in Algorithmic Trading.
- To learn about different trading strategies.
- To Learn Risk Management in Algorithmic Trading.
- To learn about Algorithmic Trading and its Audit and Compliance Process.
Who will benefit from this course?
- Analysts
- Dealers
- Traders
- Consultants
- Investors
- Students
- Anybody having interest in the Stock market operations
Test details
Duartion: 60 minutes
No. of questions: 100
Maximum marks: 100, Passing marks: 60 (60%). There is negative marking for incorrect answers.
Certificate validity: For successful candidates certificates are valid for 3 years from the test date.
Fees
6,900/- (Rupees
Six Thousand Nine Hundred only) inclusive of service tax.
Download
Course Outline : Algorithmic Trading Module (.pdf)
‘The content has been developed by QuantInsti, which is a pioneering institute for Algorithmic & Quantitative Trading education in Asia’.
Financial Markets: A Beginner's Module
This is a basic level programme for those who wish to either begin a career in the financial markets in India or simply learn the fundamentals of capital markets. The course is structured to help understand the basic concepts relating to different avenues of investment, the primary and the secondary market, the derivatives market and financial statement analysis.
Why should one take this course?
- To get a basic understanding of the products, players and functioning of financial markets, particularly the capital market.
- To understand the terms and jargons used in the financial newspapers and periodicals.
Who will benefit from this course?
- Students
- Teachers
- Investors
- Employees of BPOs/IT Companies
- Employees of Brokers/Sub-Brokers
- Housewives
- Anybody having interest in the Indian securities market
Test details
Duration: 120 minutes
No. of questions: 60
Maximum marks: 100, Passing marks: 50 (50%); There is no negative marking in this module.
Certificate validity: For successful candidates, certificates are valid for 5 years from the test date.
Fees
1,726-
(Rupees One Thousand Seven Hundred and Twenty Six Only) inclusive of service tax.
Download
Course Outline : Financial Market Beginner's Begineer's Module (.pdf)
Mutual Funds: A Beginner's Module
Mutual funds have become a much sought after investment product in recent years. This course demystifies the concept of mutual funds and helps create awareness and knowledge about the industry and its functioning.
Why should one take this course?
- To understand the concept of mutual funds.
- To know about the roles of different players viz., custodians, asset management companies, sponsor etc. in the mutual fund industry.
- To learn about the tax and regulatory issues related to mutual funds.
- To understand the fundamentals of net asset value (NAV) computation and various investment plans.
Who will benefit from this course?
- Students
- Investors
- Financial planners
- Analysts
- Equity researchers
- Anybody having interest in the Indian mutual fund industry
Test details
Duration: 120 minutes
No. of questions: 60
Maximum marks: 100, Passing marks: 50 (50%); There is no negative marking in this module.
Certificate validity: For successful candidates, certificates are valid for 5 years from the test date.
Fees
1,726/-
(Rupees One Thousand Seven Hundred and Twenty Six Only) inclusive of service tax.
Download
Currency Derivatives: A Beginner's Module
This module has been designed with a view to improve awareness about the 'Currency Derivatives' product, which has been made available for trading in the Indian securities market in 2009. The course content is structured to help a beginner understand what the product is, how it is traded and what uses it can be put to.
Why should one take this course?
- To understand the fundamentals of the currency market.
- To understand the currency futures as a risk management tool.
- To learn about the trading platform of the currency derivatives segment of a stock exchange.
Who will benefit from this course?
- Students
- Teachers
- Bankers
- Corporate Executives
- Employees of Export/Import Houses
- Analysts
- Employees of Brokers and Sub-brokers
- Anybody having interest in the Indian Securities Market
Test details
Duration: 120 minutes
No. of questions: 60
Maximum marks: 100, Passing marks: 50 (50%); There is no negative marking in this module.
Certificate validity: For successful candidates, certificates are valid for 5 years from the test date.
Fees
1,726/- (Rupees
One Thousand Seven Hundred and Twenty Six Only) inclusive of service tax.
Download
Course Outline : Currency Derivatives: A Beginner's Module (.pdf)
Equity Derivatives: A Beginner's Module
This module has been prepared with a view to equip candidates with basic but essential information and concepts regarding the equity derivatives markets.
Why should one take this course?
- To understand the concept of derivative.
- To learn the types of derivative products and their application.
- To learn about the the trading of derivatives on the stock exchanges.
Who will benefit from this course?
- Students
- Teachers
- Employees of Brokers/Sub-brokers
- Individual Investors
- Employees of BPOs/IT companies
- Anybody having interest in the derivatives market
Test details
Duration: 120 minutes
No. of questions: 60
Maximum marks: 100, Passing marks: 50 (50%); There is no negative marking in this module.
Certificate validity: For successful candidates, certificates are valid for 5 years from the test date.
Fees
1,726/- (Rupees
One Thousand Seven Hundred and Twenty Six Only) inclusive of service tax.
Download
Course Outline : Equity Derivatives: A Beginner's Module (.pdf)
Interest Rate Derivatives: A Beginner's Module
Interest rate risk management is becoming increasingly important not just for the financial sector, but for the household sectors as well. Interest rate derivative products are the primary instruments available to manage such risks. Interest Rate Derivatives: A Beginner's Module aims at creating a better understanding of the concepts underlying the money market and giving insights into the motives of and operations related to the trading of interest rate derivatives."
Why should one take this course?
- To understand the concept of money market
- To understand the interest rate derivatives as a risk management tool
Who will benefit from this course?
- Students
- Teachers
- Employees of Banks, Insurance Companies"
- Primary Dealers
- Employees of Brokers/Sub-Brokers
- Anybody having interest in the Indian money market
Test details
Duration: 120 minutes
No. of questions: 60
Maximum marks: 100, Passing marks: 50 (50%); There is no negative marking in this module.
Certificate validity: For successful candidates, certificates are valid for 5 years from the test date.
Fees
1,726/- (Rupees
One Thousand Seven Hundred and Twenty Six Only) inclusive of service tax.
Download
Course Outline : Interest Rate Derivatives: A Beginner's Module (.pdf)
Commercial Banking in India : A Beginner's Module
This module aims at familiarizing the candidates with the fundamentals of banking and provides some basic insights into the policies and practices followed in the Indian banking system.
Why should one take this course?
- To learn the fundamentals of banking.
- To improve one's awareness of the policies and practices in the Indian banking sector.
- To be familiar with banking services available in India.
Who will benefit from this course?
- Students aspiring for banking as a career
- Bankers
- Employees of Call Centres / BPOs of Banks
- Teachers of financial courses
- Anybody having interest in the area of banking
Test details
Duration: 120 minutes
No. of questions: 60
Maximum marks: 100, Passing marks: 50 (50%); There is no negative marking in this module.
Certificate validity: For successful candidates, certificates are valid for 5 years from the test date.
Fees
1,726/- (Rupees
One Thousand Seven Hundred and Twenty Six Only) inclusive of service tax.
Download
Course Outline : Commercial Banking in India: A Beginner's Module (.pdf)
FIMMDA-NSE Debt Market (Basic) Module
This module explains in simple terms the basic concepts of different types of debt instruments (G-secs, T-bills, CPs, Bonds and CDs) and provides useful insights into the Indian debt market, its various components, the trading mechanism of debt instruments in stock exchanges, bond valuation and so on.
Why should one take this course?
- To understand the fundamental features of debt instruments.
- To understand the trading of the debt instruments on the NSE-WDM Segment.
- To know the regulatory and procedural aspects related to debt market.
- To learn the concepts of bond valuation, yield curve, bootstrapping and duration.
Who will benefit from this course?
- Students
- Teachers
- Debt Market Dealers
- Employees of BPO/IT Companies
- Anybody having interest in the Fixed Income Market
Test details
Duration: 120 minutes
No. of questions: 60
Maximum marks: 100, Passing marks: 60 (60%); There is negative marking for incorrect answers.
Certificate validity: For successful candidates, certificates are valid for 5 years from the test date.
Fees
1,726/- (Rupees
One Thousand Seven Hundred and Twenty Six Only) inclusive of service tax.
Please note that for this module, Open Office application will be provided at the test centres at the time of the test.
Download
Course Outline : FIMMDA-NSE Debt Market (Basic) Module (.pdf)
Securities Market (Basic) Module
This module develops on the Financial Market Beginner's Module. It discusses the issues relating to different areas of securities market in greater depth and detail than the Financial Market Beginner's Module. In addition, the course helps understand the securities market structure and government securities market.
Why should one take this course?
- To understand the various products, participants and the functions of the securities market.
- To understand the market design of Primary Market & Secondary Market.
- To understand the government securities market.
Who will benefit from this course?
- Students
- Investors
- Employees of Broker and Sub-brokers
- Depository Particpants employees
- Employees of Mutual Funds
- Employees of Research Houses/Analysts/Researchers
- Employees of BPOs/IT Companies
- Anybody having interest in the Securities Market
Test details
Duartion: 120 minutes
No. of questions: 60
Maximum marks: 100, Passing marks: 60 (60%). There is negative marking for incorrect answers."
Certificate validity: For successful candidates certificates are valid for 5 years from the test date.
Fees
1,726/- (Rupees
One Thousand Seven Hundred and Twenty Six Only) inclusive of service tax.
Download
Clearing Settlement and Risk Management Module
Clearing, Settlement and Risk Management are vital functions of a Clearing Corporation. This is a Foundation Level Programme for those who wish to learn operational guidelines/procedures of Clearing, Settlement, Collateral Management and Risk Management in National Securities Clearing Corporation Limited.
Why should one take this course?
- To learn the procedures of Clearing, Settlement, Collateral Management and the Risk Management
Who will benefit from this course?
- Students
- Teachers
- Employees of Clearing Members
- Anybody having interest in the Indian Securities Market
Test details
Duartion: 60 minutes
No. of questions: 75
Maximum marks: 100, Passing marks: 60 (60%). There is no negative marking in this module.
Certificate validity: For successful candidates certificates are valid for 3 years from the test date.
Fees
1,726/- (Rupees
One Thousand Seven Hundred and Twenty Six Only) inclusive of service tax.
Download
Course Outline: Clearing Settlement and Risk Management Module (.pdf)
Banking Fundamentals - International
This program is developed by Finitiatives Learning India Pvt. Ltd. (FLIP).
FLIP (www.learnwithflip.com) offers a range of high quality, award winning
e-learning & certification programs across Banking & Financial Services (BFS),
both for freshers and working professionals.
This set of programs designed specifically for the IT audience, is the first of its kind in India. They lay the foundation for IT professionals engaged in BFS projects. They equip you with the necessary domain knowledge, to interact with customers confidently, and better understand their requirements.
Details about the Module
The program covers key concepts in banking and finance such as Interest, Financial statements, risk etc. It gives you an overview of the banking business, with a specific focus on US/UK products and process. It also covers the key compliances, and an overview of the technological aspects of banking.
To view the course demo and course outline: Click here
Who should do FLIP's Banking Fundamentals program?
The course is suitable for candidates with the following qualifications:
- Engineers/Other Graduates looking for a BFS career in IT/KPO/BPO
- MBAs/Post Graduates looking for a Business analyst role in IT/KPO
- Other working professionals, looking to move into BFS in IT/KPO
In terms of role suitability, this course is relevant for people looking to join the BFS vertical of a
- IT company,
- KPO,
- BPO
Enrolment Process
To undergo the NCFM Banking Fundamentals certification, it is mandatory to complete the e-learning (training) of Finitiatives Learning India Pvt. Ltd. /FLIP (www.learnwithflip.com)
| Step 1 | Register with FLIP Click here |
|---|---|
| Already registered? Click here | |
| Step 2 | Purchase the Banking Fundamentals E-Learning module |
| Step 3 | After completing the training pay NCFM the certification fee, and book the test date. |
Pricing & What you get
| Flip Training | What you get |
|---|---|
| 4,500 +
service tax |
|
| NCFM Certification | What you get |
| 1,726 (inclusive of service tax) |
|
| For more information, call FLIP at 092436-66002 or email support@learnwithflip.com | |
Capital Markets Fundamentals - International
This program is developed by Finitiatives Learning India Pvt. Ltd. (FLIP).
FLIP (www.learnwithflip.com) offers a range of high quality, award winning
e-learning & certification programs across Banking & Financial Services (BFS),
both for freshers and working professionals.
This set of programs designed specifically for the IT audience, is the first
of its kind in India.
They lay the foundation for IT professionals engaged in BFS projects. They equip
you with the necessary domain knowledge, to interact with customers confidently,
and better understand their requirements.
Details about the Module
The program covers key concepts in banking and finance such as Interest, Financial statements, risk etc. It gives you an overview of the different financial markets, with specific focus on US/UK geographies. It also takes you through the entire trade life cycle of an instrument – from issuance to asset servicing.
To view the course demo and course outline: Click here
Who should do FLIP's Capital Markets Fundamentals program?
The course is suitable for candidates with the following qualifications:
- Engineers/Other Graduates looking for a BFS career in IT/KPO/BPO
- MBAs/Post Graduates looking for a Business analyst role in IT/KPO
- Other working professionals, looking to move into BFS in IT/KPO
In terms of role suitability, this course is relevant for people looking to join the BFS vertical of a
- IT company,
- KPO,
- BPO
Enrolment Process
To undergo the NCFM Capital Markets Fundamentals certification, it is mandatory to complete the e-learning (training) of Finitiatives Learning India Pvt. Ltd. /FLIP (www.learnwithflip.com)
| Step 1 | Register with FLIP Click here |
|---|---|
| Already registered? Clickere | |
| Step 2 | Purchase the Capital Markets Fundamentals E-Learning module |
| Step 3 | After completing the training pay NCFM the certification fee, and book the test date. |
Pricing & What you get
| Flip Training | What you get |
|---|---|
| 4,500 +
service tax |
|
| NCFM Certification | What you get |
| 1,726 (inclusive of service tax) |
|
| For more information, call FLIP at 092436-66002 or email support@learnwithflip.com | |
INTERMEDIATE MODULES
Capital Market (Dealers) Module (CMDM)
Why should one take this course?
- To understand the capital market trading operations of NSE.
- To understand the clearing, settlement and risk management processes.
- To know about the eligibility criteria for seeking membership at NSE.
- To learn the other important regulatory aspects.
Who will benefit from this course?
- Employees of Stock Brokers and Sub-Brokers
- Students
- Teachers
- Employees of BPO/IT Companies
- Investors
- Anybody having interest in the Stock market operations
Test details
Duration:105 minutes
No. of questions: 60
Maximum marks: 100, Passing marks: 50 (50%); There is negative marking for incorrect answers.
Certificate validity:For successful candidates, certificates are valid for 5 years from the test date.
Fees
1,726/-
(Rupees One Thousand Seven Hundred and Twenty Six Only) inclusive of service tax.
Download
Derivatives Market (Dealers) Module (DMDM)
Derivatives are known to be among the most powerful financial instruments. The Indian equity derivatives market has seen tremendous growth since the year 2000 when equity derivatives were introduced in India. This module provides insights into different types of equity derivatives, their trading, clearing and settlement and the regulatory framework.
Why should one take this course?
- To learn the basics of the derivatives market
- To understand the use of derivative products in speculating, hedging and arbitraging
- To learn the trading, clearing, settlement and risk management in equity derivatives
- To learn the regulatory, accounting and taxation issues relating to equity derivatives.
Who will benefit from this course?
- Students
- Stock Brokers and Sub-Brokers dealing in derivatives
- Custodians and Employees of Mutual funds
- Individual investors as well as High Networth Individuals (HNIs)
- Portfolio Managers
- Financial Institutions
- Anybody having interest in the Stock market operations
Test details
Duration: 120 minutes
No. of questions: 60
Maximum marks: 100, Passing marks: 60 (60%); There is negative marking for incorrect answers.
Certificate validity: For successful candidates, certificates are valid for 3 years from the test date.
Fees
1,726/- (Rupees
One Thousand Seven Hundred and Twenty Six Only) inclusive of service tax.
Download
Course Outline : Derivatives Markets (Dealers) Module (.pdf)
Investment Analysis and Portfolio Management
Investment Analysis and Portfolio Management is a growing field in the area of finance. This module aims at creating a better understanding of the various concepts/principles related to investment analysis and portfolio management.
Why should one take this course?
- To have a practical orientation towards the principles of investment, pricing and valuation"
- To learn the various methodologies of financial analysis "
Who will benefit from this course?
- Students of Management and Commerce
- Finance Professionals
- Employees with Treasury & Investment division of banks and financial institutions
- Anybody having interest in this subject
Test details
Duration: 120 minutes
No. of questions: 60
Maximum marks: 100, Passing marks: 60 (60%); There is negative marking for incorrect answers."
Certificate validity: For successful candidates, certificates are valid for 5 years from the test date."
Fees
1,726/- (Rupees
One Thousand Seven Hundred and Twenty Six Only) inclusive of service tax.
Download
Course Outline: Investment Analysis and Portfolio Management Module (.zip)
Fundamental Analysis Module
Fundamental analysis is a stock valuation methodology arrived at by performing security analysis. An appropriate security analysis forms the basis of successful investment decisions.
This module aims at providing a basic insight about fundamental analysis and various valuation methodologies used.
Why should one take this course?
- To have a basic understanding about fundamental analysis .
- To learn the various valuation methodologies
Who will benefit from this course?
- Students of Management and Commerce
- Finance Professionals
- Stock Analysts
- Employees with Treasury & Investment division of banks and financial institutions
- Anybody having interest in this subject
Test details
Duration: 120 minutes
No. of questions: 60
Maximum marks: 100, Passing marks: 60 (60%); There is negative marking for incorrect answers.
Certificate validity: For successful candidates, certificates are valid for 5 years from the test date.
Fees
1,726/- (Rupees
One Thousand Seven Hundred and Twenty Six Only) inclusive of service tax.
Download
Options Trading Strategies Module
There are vast arrays of strategies available for trading options. This module discusses the objectives of these strategies and the conditions under which they are successful. It is advisable to take the NCFM Derivatives Markets (Dealers) Module test which would make you familiar with the basic concepts of the options market, before attempting this module.
Why should one take this course?
- To learn about the various option strategies.
- To understand payoff concepts.
- To understand the objectives and risks of each different strategies.
Who will benefit from this course?
- Teachers
- Students
- Traders
- Investors
- Employees of BPO's/IT Companies
- Anyone interested in the derivatives market
Test details
Duration: 120 minutes
No. of questions: 60
Maximum marks: 100, Passing marks: 60 (60%); There is negative marking for incorrect answers.
Certificate validity: For successful candidates, certificates are valid for 5 years from the test date.
Fees
1,726/- (Rupees
One Thousand Seven Hundred and Twenty Six Only) inclusive of service tax.
Download
Operations Risk Management Module
Every business operates in an internal and external environment which has embedded hazards for business operations referred to as inherent risks of doing business. Operational risk management is a methodology which helps in risk assessment, risk decision making, and implementation of risk controls, which results in acceptance, mitigation, or avoidance of risk which is highly integral to businesses.
Why should one take this course?
- To have a comprehensive and in depth knowledge about operations risk management.
- To identify operations risk issues.
- To understand approaches to mitigate operations risk issues.
Who will benefit from this course?
- Students
- Finance Professionals
- Employees with banks and financial services sector
- Anybody having interest in this subject
Test details
Duration: 120 minutes
No. of questions: 75
Maximum marks: 100, Passing marks: 60 (60%); There is negative marking for incorrect answers.
Certificate validity: For successful candidates, certificates are valid for 5 years from the test date.
Fees
1,726/- (Rupees
One Thousand Seven Hundred and Twenty Six Only) inclusive of service tax.
Download
Banking Sector Module
Businesses need funds for establishment, growth and development. Banks remain as the main pillar for financing business activities. There is an increased need for qualified individuals who possess requisite skills and significant knowledge in banking in these fast moving, globalized financial markets.
This module aims at providing a basic insight about banking operations and to acquaint the learners with various banking related services.
Why should one take this course?
- have a basic understanding about banking operations
- To get acquainted with various banking related services.
Who will benefit from this course?
- Students of Management and Commerce
- Finance Professionals
- Employees with banks and financial institutions
- Distributors / Agents
- Anybody having interest in this subject
Test details
Duration: 120 minutes
No. of questions: 60
Maximum marks: 100, Passing marks: 60 (60%); There is negative marking for incorrect answers.
Certificate validity: For successful candidates, certificates are valid for 5 years from the test date.
Fees
1,726/- (Rupees
One Thousand Seven Hundred and Twenty Six Only) inclusive of service tax.
Download
Treasury Management Module
Treasury management has always been an important function in any organization, more significantly in banking and finance companies. The Treasury function has always been vital in making sure that the business has sufficient liquidity to meet its obligations, whilst managing payments, receipts and financial risks effectively.
With the ever increasing pace of change to regulation, compliance and technology in the financial sector, Treasury has increasingly become a strategic business partner across all areas of the business, adding value to the operating divisions of a company.
Why should one take this course?
- To have a comprehensive and in depth knowledge about treasury management.
- To understand the various risks for companies and role of treasury management in mitigating them.
- To know the various treasury management processes and how risk is to be managed in the treasury.
Who will benefit from this course?
- Students
- Finance Professionals
- Employees with banks and financial service sector
- Anybody having interest in this subject
Test details
Duration: 120 minutes
No. of questions: 60
Maximum marks: 100, Passing marks: 60 (60%); There is negative marking for incorrect answers.
Certificate validity: For successful candidates, certificates are valid for 5 years from the test date.
Fees
1,726/- (Rupees
One Thousand Seven Hundred and Twenty Six Only) inclusive of service tax.
Download
Insurance Module
Insurance serves a number of valuable economic functions that are largely distinct from other types of financial intermediation. The insurance market has witnessed dynamic changes, which includes presence of a fairly large number of insurers both in life and non-life segment. There is an increased need for qualified individuals who possess requisite skills and significant knowledge in insurance in these fast moving and globalised financial markets.
This module aims at providing basic insight about the concept of insurance, types of insurance, fundamentals of risk management, insurance contracts & principles.
Why should one take this course?
- To have a basic understanding about the concept of insurance
- To learn about the various types of insurance, fundamentals of risk management, insurance contracts and principles etc.
Who will benefit from this course?
- Students of Management and Commerce
- Finance Professionals
- Employees with banks and financial institutions
- Distributors / Agents
- Anybody having interest in this subject
Test details
Duration: 120 minutes
No. of questions: 60
Maximum marks: 100, Passing marks: 60 (60%); There is negative marking for incorrect answers.
Certificate validity: For successful candidates, certificates are valid for 5 years from the test date.
Fees
1,726/- (Rupees
One Thousand Seven Hundred and Twenty Six Only) inclusive of service tax.
Download
Macroeconomics for Financial Markets Module
Understanding of Economics is a key to discern how the financial markets operate. There are intricate linkages between various economic factors and financial variables which can have both direct and indirect impact on the financial markets. An economic perspective facilitates identification of the causes of different economic developments as well as anticipation of the possible impact of changes in policies.
This module aims at providing a basic understanding of various macroeconomic concepts and a glimpse of macroeconomic behavior.
Why should one take this course?
- To have a basic understanding of various macroeconomic concepts
- To learn about macroeconomic behavior
Who will benefit from this course?
- Students of Management and Commerce
- Economists
- Finance Professionals
- Stock Analysts
- Employees with financial institutions
- Anybody having interest in this subject
Test details
Duration: 120 minutes
No. of questions: 60
Maximum marks: 100, Passing marks: 60 (60%); There is negative marking for incorrect answers.
Certificate validity: For successful candidates, certificates are valid for 5 years from the test date.
Fees
1,726/- (Rupees
One Thousand Seven Hundred and Twenty Six Only) inclusive of service tax.
Download
Course Outline : Macroeconomics for Financial Markets Module (.pdf)
NSDL-Depository Operations Module
An efficient depository is critical to the efficient functioning of the capital market. This module provides deep insight into the functioning of the depository and outlines the various operational issues. It has been mandated by the National Securities Depository Limited (NSDL) (which is one of the depositories in India), that all branches of depository participants must have at least one person qualified in this certification programme. This module has been jointly developed by NSE and NSDL.
Why should one take this course?- To understand the rationale for a depository.
- To know about the services provided by a depository.
- To understand the processes involved in a depository's functioning.
- To understand the NSDL application software.
Who will benefit from this course?
- Staff of the Depository Participants
- Students
- Teachers
- Bank Employees
- Investors
- Candidates seeking to make a career in depository operations
- Anyone interested in gaining knowledge about the depository participants operations.
Test details
Duration: 75 minutes
No. of questions: 60
Maximum marks: 100, Passing marks: 60 (60%). There is negative marking for incorrect answers. Candidates securing 80% or more marks in NSDL-Depository operations module only will be certified as 'TRAINERS'.
Certificate validity: For successful candidates, certificates are valid for 5 years from the test date.
Fees
1,726/- (Rupees
One Thousand Seven Hundred and Twenty Six Only) inclusive of service tax.
Download
Commodities Market Module
The aim of this module is to provide beginners as well as the dealers with both theoretical and applied knowledge pertaining to commodities trading. The module is beneficial for those who wish to pursue careers in brokerage firms dealing in commodity derivatives. This module has been developed jointly by NSE and NCDEX.
Why should one take this course?
- To understand the difference between commodity and financial derivatives.
- To know the usage of commodity futures.
- To understand the pricing mechanism of commodity futures.
- To learn about the NCDEX trading platform, clearing and settlement operations.
- To know the regulatory framework and taxation aspects of the commodities market.
Who will benefit from this course?
- Students
- Commodity Market Dealers
- Researchers
- Employees of BPO/IT Companies
- Anybody having interest in the Commodities Market
Test details
Duration: 120 minutes
No. of questions: 60
Maximum marks: 100, Passing marks: 50 (50%); There is negative marking for incorrect answers.
Certificate validity: For successful candidates, certificates are valid for 3 years from the test date.
Fees
2,070/- (Rupees
Two Thousand and Seventy Only) inclusive of service tax.
Download
Surveillance in Stock Exchanges Module
Effective surveillance is the sine qua non for a well functioning capital market. This module has been developed pursuant to the desire of the Inter-Exchange Market Surveillance Group of SEBI to have a certified training programme. The module provides insights into the surveillance issues in the stock market. transactions.
Why should one take this course?
- To understand the importance of market surveillance mechanism.
- To learn the role of surveillance in risk management.
- To learn the rules and regulations like Anti Money Laundering Act, SEBI (Prohibition of Insider Trading) Regulations etc."
- To understand the concept of corporate governance.
Who will benefit from this course?
- Surveillance staff of the Exchanges and Regulators
- Compliance officers
- Students & Teachers
- Anyone interested in the securities market
Test details
Duration: 120 minutes
No. of questions: 50
Maximum marks: 100, Passing marks: 60 (60%); There is negative marking for incorrect answers.
Certificate validity: For successful candidates, certificates are valid for 5 years from the test date.
Fees
1,726/- (Rupees
One Thousand Seven Hundred and Twenty Six Only) inclusive of service tax.
Download
Course Outline : Surveillance in Stock Exchanges Module (.pdf)
Corporate Governance Module
To build confidence among investors, it is imperative to adopt the best corporate governance policies and practices. Recognizing this need, this module endeavors to impart knowledge about the evolution of the corporate governance in India. It also discusses important concepts related to corporate governance and the regulatory framework governing it. This module has been jointly developed by NSE and The Institute of Company Secretaries of India (ICSI).
Why should one take this course?
- To understand the evolution of corporate governance in India.
- To understand the clause 49 of the listing agreement.
- To know about the disclosure and reporting requirements for companies.
Who will benefit from this course?
- Managerial Staff of Corporates
- Students and Teaching Community
- Students of the Institute of Company Secretaries of India (ICSI)
- Anybody interested in the area of Corporate Governance
Test details
Duration: 90 minutes
No. of questions: 100
Maximum marks: 100, Passing marks: 60 (60%); There is negative marking for incorrect answers.
Certificate validity: For successful candidates, certificates are valid for 5 years from the test date.
Fees
1,726/- (Rupees
One Thousand Seven Hundred and Twenty Six Only) inclusive of service tax.
Course outline
- Evolution of Corporate Governance
- Evolution of corporate governance in India & abroad; Provisions regarding corporate governance in the listing agreement; Board governance and independence; Board systems & procedures.
- Disclosures
- Disclosure requirements; Reporting requirements; Related party transactions.
- Compliance of conditions of the listing agreement with respect to corporate governance.
Study material
The Study material for this module is available at the following ICSI's offices:
A. ICSI-Centre for Corporate Research & Training
Plot No. 101, Sector 15, Institutional Area, CBD Belapur,
Navi Mumbai 400614
Phone - 27577814 - 16, Extn. 406. Fax no. 27574384
email ccrt@icsi.edu, ccrt@vsnl.com.
B. Western Indian Regional Council (WIRC) of the ICSI
13 Jolly Makers Chambers - II, First Floor,
Nariman Point, Mumbai 400021
Phone 22047569, Contact person: Mr. Mani
Fax No. 22850109
email : wiro@icsi.edu
Compliance Officers (Brokers) Module
Why should one take this course?
- To understand the statutes pertaining to the securities market.
- To learn about the rules, regulations and bye-laws of the exchanges.
- To understand the SEBI guidelines.
Who will benefit from this course?
- Compliance Officers
- Students of Law colleges
- Candidates interested in making their career as compliance officers/legal officers in the securities market
Test details
Duration: 120 minutes
No. of questions: 60
Maximum marks: 100, Passing marks: 60 (60%); There is negative marking for incorrect answers.
Certificate validity: For successful candidates, certificates are valid for 5 years from the test date.
Fees
1,726/- (Rupees
One Thousand Seven Hundred and Twenty Six Only) inclusive of service tax.
Download
Course Outline : Compliance Officers (Brokers) Module (.pdf)
Compliance Officers (Corporates) Module
Compliance officers of any company needs to have adequate knowledge of the legal and regulatory requirements for carrying out the business of that company. A sound knowledge of these helps the organization adhere to the required compliance standards. The Compliance Officers (Corporates) module tests the candidates on their knowledge of the relevant rules, regulations and guidelines governing the corporates such as the Companies Act. Those of you, interested in taking the test in this module need to refer to the Companies Act, SC(R)A, Depositories Act etc as per the curriculum. Please note that no study material is provided for this module.
Why should one take this course?
- To understand the Companies Act, 1956.
- To know about the provisions of the listing agreement.
- To know about the Securities Contracts (Regulation) Act, 1956.
Who will benefit from this course?
- Compliance Officers
- Students of Law colleges
- Candidates interested in making their career as compliance officers/legal officers in the securities market
Test details
Duration: 120 minutes
No. of questions: 60
Maximum marks: 100, Passing marks: 60 (60%); There is negative marking for incorrect answers.
Certificate validity: For successful candidates, certificates are valid for 5 years from the test date.
Fees
1,726/- (Rupees
One Thousand Seven Hundred and Twenty Six Only) inclusive of service tax.
Download
Course Outline : Compliance Officers (Corporates) Module (.pdf)
Information Security Auditors Module (Part-1) & Information Security Auditors Module (Part-2)
Information security is of vital importance in the corporate environment where a vast amount of information is processed by organizations on a day to day basis. An information security audit is one of the best ways to determine the security of an organization's information. This module has been developed for those involved with or interested to know about information security related issues in the financial markets. On successful completion of both the parts of this module, candidates are provided with a 'Certified Information Security Auditor for Financial Markets' certification. This module has been jointly developed by NSE and the iSec Services Pvt. Ltd. (iSec).
Why should one take this course?
- To understand the regulatory, legal and compliance issues in information security for financial markets.
- To know the provisions for business continuity plan.
- To understand the security management practices and physical and environmental security.
Who will benefit from this course?
- Students
- People working with the IT and security related department with the Brokers/Sub-brokers
- Employees of IT companies/BPOs
- Bank of employees
- Compliance officers
Test details
Duration: 120 minutes per module (Part 1 & Part 2)
No. of questions: 90 in each module (Part 1 & Part 2)
Maximum marks: 100, Passing marks: 60 (60%) for each module (Part 1 & Part 2); There is negative marking for incorrect answers.
Certificate validity: For successful candidates, certificates are valid for 2 years from the test date.
Fees
2,587/- (Rupees
Two Thousand Five Hundred and Eighty Seven Only) inclusive of service tax each for Information
Security Auditors Module (Part 1) and Information Security Auditors Module (Part 2).
Download
Course Outline : Information Security Auditors Module Part - I & II
Technical Analysis Module
This module has been prepared with a view to provide a comprehensive and in depth knowledge about technical analysis.
Why should one take this course?
- To obtain comprehensive knowledge about technical analysis.
- To understand the basis of technical analysis.
- To understand the strengths and weaknesses of technical analysis.
Who will benefit from this course?
- Students
- Stock Analysts
- Finance Professionals
- Employees with Treasury & Investment division of banks and financial institutionss
- Anybody having interest in this subject
Test details
Duration: 120 minutes
No. of questions: 60
Maximum marks: 100, Passing marks: 60 (60%); There is negative marking for incorrect answers.
Certificate validity: For successful candidates, certificates are valid for 5 years from the test date.
Fees
1,726/- (Rupees
One Thousand Seven Hundred and Twenty Six Only) inclusive of service tax.
Download
Mergers and Acquisitions Module
This module has been prepared with a view to provide a comprehensive and in depth knowledge about mergers and acquisitions.
Why should one take this course?
- To have a comprehensive and broad based knowledge about mergers and acquisitions.
- To get acquainted with various forms of re-organisations.
Who will benefit from this course?
- Teachers
- Students
- Finance Professionals
- Anybody having interest in this subject
Test details
Duration: 120 minutes
No. of questions: 60
Maximum marks: 100, Passing marks: 60 (60%); There is negative marking for incorrect answers.
Certificate validity: For successful candidates, certificates are valid for 5 years from the test date.
Fees
1,726/- (Rupees
One Thousand Seven Hundred and Twenty Six Only) inclusive of service tax.
Download
Back Office Operations Module
This module has been prepared with a view to provide a comprehensive and in depth knowledge about the back office operations in the securities markets.
Why should one take this course?
- To have a comprehensive and broad based knowledge about back office operations.
- To know the various types of primary issues and the activities that drive the primary market
- To get an overview of various operational activities and gain insights on post-trade activities in the markets.
Who will benefit from this course?
- Students
- Teachers
- Employees of brokers and sub-brokers
- Employees of Mutual Funds
- Finance Professionals
- Anybody having interest in this subject
Test details
Duration: 120 minutes
No. of questions: 60
Maximum marks: 100, Passing marks: 60 (60%); There is negative marking for incorrect answers.
Certificate validity: For successful candidates, certificates are valid for 5 years from the test date.
Fees
1,726/- (Rupees
One Thousand Seven Hundred and Twenty Six Only) inclusive of service tax.
Download
Wealth Management Module
This module has been prepared with a view to provide a comprehensive and in depth knowledge about wealth management.
Why should one take this course?
- To have a comprehensive and broad based knowledge about wealth management.
- To understand the role of various investment products and structured products in long term wealth creation and the risks underlying such products and services.
- To know about the assessment of risk profile of clients and the importance of asset allocation in wealth management.
Who will benefit from this course?
- Students
- Investors
- Finance Professionals
- Anybody having interest in this subject
Test details
Duration: 120 minutes
No. of questions: 60
Maximum marks: 100, Passing marks: 60 (60%); There is negative marking for incorrect answers.
Certificate validity: For successful candidates, certificates are valid for 5 years from the test date.
Fees
1,726/- (Rupees
One Thousand Seven Hundred and Twenty Six Only) inclusive of service tax.
Download
Project Finance Module
Developing countries like India have a significant demand for projects. Yet capital is scarce. There is a need to channel the capital into the most deserving of projects. Further, the pool of capital has to be widened through involvement of private sector.
Growth of the entire country can be propelled through better infrastructure. Yet, some special needs need to be addressed, before a wider non-government involvement can be expected in building infrastructure for the country
This module addresses such commercial and policy issues related to setting up commercial projects and national infrastructure.
Why should one take this course?
- To have a comprehensive and broad based knowledge about project finance.
- To get acquainted with estimating the cost of a project, various tools used to assess feasibility of projects, benefits of sensitivity analysis and scenario analysis, various sources of project finance and issues related to mobilizing project finance and newer structures of infrastructure financing, role of taxation and incentives in projects.
Who will benefit from this course?
- Students of Management and Commerce
- Finance Professionals
- Employees with banks, public / private sector companies, financial institutions and infrastructure companies
- New entrepreneurs
- Anybody having interest in this subject
Test details
Duration: 120 minutes
No. of questions: 60
Maximum marks: 100, Passing marks: 60 (60%); There is negative marking for incorrect answers.
Certificate validity: For successful candidates, certificates are valid for 5 years from the test date.
Fees
1,726/- (Rupees
One Thousand Seven Hundred and Twenty Six Only) inclusive of service tax.
Download
Venture Capital and Private Equity Module
In recent years, the relevance of small and medium enterprises (SMEs) for economic development has become particularly noteworthy. However, often these firms are more financially constrained than larger firms. In such scenarios, venture capital and private equity play a vital role in constituting a valuable resource for a firms' growth, especially for more innovative SMEs, so that they can support economic development and innovation in the economy. Private equity is considered to be one of the elements of a good entrepreneurial eco-system. In the last couple of decades, it has emerged as a serious source of finance for start-ups, growing companies and takeover transactions.
Why should one take this course?
- To understand the role of private equity in the country and the difference between various forms of early stage finance.
- To know how private equity funds are structured and their format of operation.
- To comprehend the entire gamut of post-investment support that can come with private equity capital.
Who will benefit from this course?
- Students
- Finance Professionals
- Entrepreneurs
- Employees of SMEs
- Anybody having interest in this subject
Test details
Duration: 120 minutes
No. of questions: 70
Maximum marks: 100, Passing marks: 60 (60%); There is negative marking for incorrect answers.
Certificate validity: For successful candidates, certificates are valid for 5 years from the test date.
Fees
1,726/-
(Rupees One Thousand Seven Hundred and Twenty Six
Only) inclusive of service tax.
Download
Course Outline : Venture Capital and Private Equity Module (.pdf)
Financial Services Foundation
The objective of this module is to help students to get an overview of the financial world with an emphasis on careers related to financial analysis. The course also aims to build strong foundation for CFA, the most recognized Global Qualification in Investment Areas.
The Financial Services Foundation Program is being offered by IMS Proschool - a leading Financial Services Education provider in India. The following are the benefits of the program:
- Orients you for career in fields such as Financial Analysis, Investment Banking, Equity Research and Portfolio Management.
- Helps you to take first steps towards global qualification in Investments - CFA (US).
- Equips you for a role in the Investment Industry or Financial KPOs.
- Also prepares you for Claritas certification from CFA Institute
For more details, Click here to Download the Brochure
Details about the Module
Who should do this course and why?
Undergraduates: who want to understand basics of finance & evaluate Investment & Finance as a career.
Fresh graduates: who are ready to start working in finance or those planning for further studies in Finance/CFA.
Professionals from non-finance background: who want to gain basic knowledge in Finance to help them in their fields or to evaluate if they would want to transition to a career in finance.
BE/BCA/ BSC graduates: who are planning to make a career in financial domain in IT companies.
IMS Proschool Program Outline :
- Overview of Investment Industry
- Investment Tools: Financial Statement Analysis & Economics
- Assets Classes: Equity, Derivatives, Fixed Income
- Portfolio Management
- Risk Management
- Excel Proficiency
IMS Proschool Programs:
Classroom Program - Currently available in Mumbai, Pune, Delhi, Hyderabad, Chennai, Bhubaneswar, Bangalore, Navi Mumbai
Distance Learning Program - Study Material will be provided online & offline.
At the end to the course the candidates will have to appear for the certification exam. The examination comprises of multiple choice questions.
Who can appear for the certification exam?
Only those candidates who have successfully completed the Financial Services Foundation Program with IMS Proschool can appear for the certification exam.
How to enrol for IMS Program?
To enroll for the program or more information visit http://www.proschoolonline.com/cfa-level-1-foundation-training-course
NSE Certified Quality Analyst Module
This course is developed by SSA Business Solutions (P) Ltd.
The NSE Certified Quality Analyst (NCQA) is a finance professional who has knowledge of quality tools and their uses and is involved in quality improvement projects, but doesn't necessarily come from a traditional quality area. NCQA modules have been prepared with a view to provide candidates the required application level knowledge and skills on quality thinking and quality tools such as Lean, 7 Steps of Problem Solving, Data Analysis Tools, and basics of Six Sigma in their everyday work. On successful completion of the course, the candidate should gain proficiency in executing small quality improvement projects, including collecting and analyzing voice of customer, gathering and analyzing data and re-engineering processes with a view to improving their efficiency and effectiveness.
To know more click here
Why should one take this course?
- To understand how quality relates to a professional in the finance world
- To understand the business relevance of Customer Focus and Quality
- To learn to apply data analysis and decision making tools in everyday work
- To develop an understanding of various popular problem solving tools and methodologies and learn a systematic approach to Quality Improvement
- To learn how to calculate productivity, and identify & eliminate different types of waste in the process
- To gain recognition through the coveted NCFM certification process
Who will benefit from this course?
- Finance professionals from industries like Banking, NBFC, IT, Outsourcing, Auditing, Broking etc.
- Professionals from any service industry/ Finance function within a manufacturing industry
- Anyone interested in enhancing their Quality and Analytical skills
- Students aspiring to make a career in Finance Industry
What do you need to get started?
- Keenness to learn
Enrolment Process:
Remember, you need to complete SSA’s training and then undergo NCFM’s testing process. Hence, you need to register with both SSA and NSE. Just follow these simple steps:
Register here to get your NCFM registration number. If a security warning pops up, just continue. If you need help registering click here
You can skip this step if you already have an NCFM registration number.
Not Registered with SSA?
- Click here and click on Buy Now
- Enroll for the course
- Access SSA-NCQA e-learning module
- Complete the online course
- Supply SSA with the NCFM registration number
- Appear for NCQA test on NSE website
Already registered with SSA?
- Click here to access SSA-NCQA e-learning module
- Complete the online course
- Supply SSA with the NCFM registration number
- Appear for NCQA test on NSE website
Pricing and What You Get:
| SSA Training | What you get | NCQA Certification | What you get |
|---|---|---|---|
| 3,278 |
|
1,726 |
|
Note:
You need to pay for the SSA training first, at the time of purchase of the course. You will be directed to pay for the NCQA certification exam thereafter, at the time of booking the date.
For more information, call SSA at 91-22-25685494/25652448 or email training@ssa-solutions.com
| Topic | Sub - topic | Learning outcomes | Approx. Study Time (25 hours) |
|---|---|---|---|
| Introduction | Introduction | - | - |
| Introduction to quality | History and Evolution | List the important milestone in the process of quality evolution | 1 hr |
| Quality in current Business scenario | The Indian business scenario
|
|
4 hrs |
| Role of Quality |
|
||
| Basics of Quality | Quality Gurus |
|
8 hrs |
| Cost of Quality |
|
||
| Factors affecting Quality | Outline the various factors that affect quality in an organisation | ||
| Quality Control methods |
|
||
| Continuous improvement and Problem solving | Continuous Improvement cycle | Explain the continuous improvement cycle | 12 hrs |
| Systematic problem solving |
|
||
| Problem solving & QC tools |
|
||
| DMAIC |
|
||
ADVANCED MODULES
Financial Markets (Advanced) Module
This module has been prepared with a view to provide candidates with a comprehensive and in depth knowledge about the financial markets
Why should one take this course?
- To have a comprehensive and broad based knowledge about the financial markets.
- To get acquainted with various products, players and functioning of financial markets.
Who will benefit from this course?
- Students
- Teachers
- Investors
- Finance Professionals
- Employees of Trading Members/ sub-brokers
- Anybody having interest in this subject
Test details
Duration: 120 minutes
No. of questions: 60
Maximum marks: 100, Passing marks: 60 (60%); There is negative marking for incorrect answers.
Certificate validity: For successful candidates, certificates are valid for 5 years from the test date.
Fees
1,726/- (Rupees
One Thousand Seven Hundred and Twenty Six Only) inclusive of service tax.
Download
Securities Market (Advanced) Module
Securities markets are a catalyst for economic development and growth of the economy. They play a critical role in mobilizing savings for investment in productive assets, with a view to enhancing a country's long-term growth prospects. They act as a major driver in transforming the economy into a more efficient, innovative and competitive marketplace.
This module aims at providing a comprehensive and in-depth knowledge about the securities markets. While it not being a necessary criteria, it is advisable to have cleared the NCFM Beginners modules before taking up this module.
Why should one take this course?
- To have a comprehensive and broad based knowledge about the securities markets.
- To get acquainted with various securities markets products, rules and regulations.
Who will benefit from this course?
- Students of Management and Commerce
- Security Market Professionals
- Finance Professionals
- Employees with banks and financial institutions.
- Anybody having interest in this subject
Test details
Duration: 120 minutes
No. of questions: 60
Maximum marks: 100, Passing marks: 60 (60%); There is negative marking for incorrect answers.
Certificate validity: For successful candidates, certificates are valid for 5 years from the test date.
Fees
1,726/- (Rupees
One Thousand Seven Hundred and Twenty Six Only) inclusive of service tax.
Download
Derivatives (Advanced) Module
Derivatives are becoming increasingly important in world markets as a tool for risk management. The presence and role of derivatives in India has been increasing steadily over the years. These instruments are an important component of the overall financial sector strategy. Derivatives have found much of their use in the financial world where their advantages are undisputedly high especially in hedging against risk.
Why should one take this course?
- To have a comprehensive and in depth knowledge about derivatives.
- To learn to apply advanced techniques of valuation of securities and derivative products
- To understand investment and hedging strategies.
Who will benefit from this course?
- Students
- Stock-brokers and sub-brokers dealing in derivatives
- Security Market Professionals.
- Finance Professionals
- Portfolio Managers
- Employees with banks and financial institutions.
- Anybody having interest in this subject
Test details
Duration: 120 minutes
No. of questions: 55
Maximum marks: 100, Passing marks: 60 (60%); There is negative marking for incorrect answers.
Certificate validity: For successful candidates, certificates are valid for 5 years from the test date.
Fees
1,726/- (Rupees
One Thousand Seven Hundred and Twenty Six Only) inclusive of service tax.
Please note that for this module, Open Office application will be provided at the test centres at the time of the test.
Download
Mutual Funds (Advanced) Module
The mutual fund industry has come to occupy an important place in India. It forms an important part of the capital market, providing the benefits of a diversified portfolio and expert fund management to a large number of investors, particularly small investors. With the improvement in deployment of investment through markets, the need and scope for mutual fund operations has increased tremendously.
This module aims at providing a comprehensive and in-depth knowledge about mutual funds.
Why should one take this course?
- To have a comprehensive and broad based knowledge about the mutual fund industry.
- To get acquainted with mutual fund operations, valuation of investments by mutual fund schemes, mutual fund accounting and rules & regulations.
Who will benefit from this course?
- Students of Management and Commerce
- Finance Professionals
- Stock Analysts
- Employees with banks, mutual funds and financial institutions
- Anybody having interest in this subject
Test details
Duration: 120 minutes
No. of questions: 60
Maximum marks: 100, Passing marks: 60 (60%); There is negative marking for incorrect answers.
Certificate validity: For successful candidates, certificates are valid for 5 years from the test date.
Fees
1,726/- (Rupees
One Thousand Seven Hundred and Twenty Six Only) inclusive of service tax.
Download
Options Trading (Advanced) Module
This module has been prepared with a view to provide a comprehensive and in depth knowledge about the options markets.
Why should one take this course?
- To have a comprehensive and broad based knowledge about the options markets.
-
To get acquainted with various types of options and options strategies
Who will benefit from this course?
- Students
- Teachers
- Investors
- Traders
- Employees of brokers / sub-brokers
- Anybody having interest in this subject
Test details
Duration: 120 minutes
No. of questions: 35
Maximum marks: 100, Passing marks: 60 (60%); There is negative marking for incorrect answers.
Certificate validity: For successful candidates, certificates are valid for 5 years from the test date.
Candidates opting for this module will be provided with Normal
Distribution Table at the time of the test.
Fees
1,726/- (Rupees
One Thousand Seven Hundred and Twenty Six Only) inclusive of service tax.
Please note that for this module, Open Office application will be provided at the test centres at the time of the test.
Download
Modules of Financial Planning Standards Board India (Certified Financial Planner Certification)
Financial Planning Standards Board India, currently, conducts tests in four modules, namely
- Risk Analysis & Insurance Planning
- Retirement Planning & Employee Benefits
- Investment Planning
- Tax Planning & Estate Planning.
- Examination 5/Advanced Financial Planning
For any query for the said test(s), candidates need to contact FPSB India at: Tel No 022-61712424 email: info@fpsbindia.org website: http://www.fpsbindia.org
Equity Research Module
This course is developed by Finitiatives Learning India Pvt. Ltd. (FLIP).
FLIP (www.learnwithflip.com) offers a range of high quality, award winning e-learning & certification programs across Banking & Financial Services (BFS), both for freshers and working professionals.
There are over 1000 stocks and over 20 different industries and classifications in India. As local financial markets get increasingly interlinked with global markets, understanding the stock market movements and deciding which stock to invest in, has become bewildering. Who can the investor rely on? Well, equity research analysts are the answer.
Equity research involves gathering relevant information about a company, analyzing it, and coming up with a recommendation that investors and Financial Institutions can use for decision making purposes. It is a respected and admired profession, as these are the people behind the scenes, whose recommendations result in investment decisions worth millions of dollars globally, in the capital markets.
Details about the Module
It covers both qualitative (Economy, Industry & Company) & quantitative analysis (Financial Statements, Ratio analysis & valuation) using live case. The course also shows you how to write a proper research report in practice
To view the course demo and course outline :Click here
Who should do FLIP's Equity Research program?
The course is suitable for candidates with the following qualifications:
- MBA's ( Finance) / CA's
- Graduates/Post Graduates with experience in capital markets
- Other working professionals, looking to move into equity research
In terms of role suitability:
This course is relevant for people looking to join the equity research division of a
- Financial Institution,
- Mutual Fund,
- Research back office, or
- Brokerage firm
Enrolment Process:
To undergo the NCFM Equity Research certification, you need to complete the e-learning training of Finitiatives Learning India Pvt. Ltd. /FLIP (www.learnwithflip.com)
| Step 1 : | Register with FLIP Click here |
| Already registered? Click here | |
| Step 2 : | Purchase the Equity Research E-Learning module |
| Step 3 : | After completing the training pay NCFM the certification fee, and book the test date. |
Pricing & What you get
| Flip Training | What you get |
|---|---|
| 4,950 +
service tax |
|
| NCFM Certification | What you get |
| 1,726 (inclusive of service tax) |
|
| For more information, call FLIP at 092436-66002 or email support@learnwithflip.com | |
Issue Management Module
This course is developed by Finitiatives Learning India Pvt. Ltd. (FLIP).
FLIP (www.learnwithflip.com) offers a range of high quality, award winning e-learning & certification programs across Banking & Financial Services (BFS), both for freshers and working professionals.
Indian corporates are increasingly opting to raise long term funds directly from the market either locally or overseas. They engage the services of advisors called Merchant Bankers or Investment Bankers - to manage this entire process of issuance of financial instruments. This requires a specialized set of skills in capital markets a fast paced and exciting area. This is a coveted role in financial services.
The issuance process starts from advising the client on what to raise (equity or debt) and where (local or international) to raise the funds.
Details about the Module
This course teaches you the entire issuance process of different financial instruments - Equities, ADRs, Bonds, CPs and FCCBs. It takes you step by step through the entire process, with timelines and the regulatory requirements.
To view the course demo and course outline : Click here
Who should do Flip's Issue Management program?
The course is suitable for candidates with the following qualifications:
- MBAs ( Finance or Marketing) / CAs
- Graduates/Post Graduates with some experience in the capital markets area
- Other working professionals looking to take up a role in issue management
In terms of role suitability:
This course is relevant for people looking to join the merchant banking division of:
- A large brokerage firm
- Any bank or
- A boutique investment house
Enrolment Process
To undergo the NCFM Issue Management certification, you need to complete the online training of Finitiatives Learning India Pvt. Ltd. /FLIP (www.learnwithflip.com)
| Step 1 : | Register with FLIP Click here |
| Already registered? Click here | |
| Step 2 : | Purchase the Issue Management E-Learning module |
| Step 3 : | After completing the training pay NCFM the certification fee, and book the test date. |
Pricing & What you get
| Flip Training | What you get |
|---|---|
| 4,950 +
service tax |
|
| NCFM Certification | What you get |
| 1,726 (inclusive of service tax) |
|
| For more information, call FLIP at 092436-66002 or email support@learnwithflip.com | |
Market Risk Module
This course is developed by Finitiatives Learning India Pvt. Ltd. (FLIP)
FLIP (www.learnwithflip.com) offers a range of high quality, award winning e-learning & certification programs across Banking & Financial Services (BFS), both for freshers and working professionals.
"Markets fall 1000 points on election results!" "Markets rise 500 points as short-sellers run for cover!" We've all seen the tremendous volatility that can occur in Financial Markets due to events like this. Market Risk is the risk of financial loss due to this volatility. It is critical for financial institutions to measure and manage this risk. This requires people with specific skill sets.
Market Risk measurement is highly quantitative in nature, and requires a strong foundation in mathematics and statistics. If you are not comfortable with numbers, this is not the place for you.
Details about the Module
This course tells you how a risk manager measures and monitors market risk for his division. It also covers the RBI guidelines on market risk and covers the entire Market Risk management process in a financial institution
To view the course demo and course outline: Click here
Who should do FLIP's Market Risk program?
The course is suitable for candidates with the following qualifications:
- MBAs ( Finance) / CAs
- Graduates/Post Graduates with some knowledge of maths and statistics
- Other working professionals looking to take up a role in risk management.
In terms of role suitability:
This course is relevant for people looking to join the risk management function of:
- A financial institution or brokerage firm.
- Any bank in the Treasury/Global Markets division.
This course is also relevant for business analysts working in an IT/KPO firm offering solutions in risk management.
Enrolment Process
To undergo the NCFM Market Risk certification, you need to complete the online training of Finitiatives Learning India Pvt. Ltd. /FLIP (www.learnwithflip.com)
| Step 1 : | Register with FLIP Click here |
| Already registered? Click here | |
| Step 2 : | Purchase the Market Risk E-Learning module |
| Step 3 : | After completing the training pay NCFM the certification fee, and book the test date. |
Pricing & What you get
| Flip Training | What you get |
|---|---|
|
|
|
| NCFM Certification | What you get |
| 1,726 (inclusive of service tax) |
|
| For more information, call FLIP at 092436-66002 or email support@learnwithflip.com | |
Financial Modeling Course
The focus of Financial modeling course is to prepare Graduates, CAs', MBAs' for the following roles::
- Equity Research Analyst
- Project Finance Report Preparation
- Credit Rating Analysis
- Financial Analyst
- Business Analyst
- Financial Research
The Financial Modeling course developed by IMS Proschool - a leading education service provider in India, is designed to impart the following skills in Financial Research:
- Investment Banking Fundamentals (Accounting, Economics, Financial Management, Financial Markets)
- Excel Proficiency
- Financial Modeling
Details about the Module
Who should do the Financial Modeling Program of IMS Proschool?
Candidates with following educational background interested in working for Financial Research firms based in India:
- Commerce Graduate with Excellent Accounting Skills
- CA Inter (and above) passed
- ICWA
- Graduates/Post Graduates in Economics with first class
- MBA's with excellent accounting skills
Who can appear for the certification exam?
Only those candidates who have successfully completed the Financial Modeling Program with IMS Proschool can appear for the certification exam.
How to enrol for IMS Program?
- Apply online at www.proschoolonline.com/financial-modeling-course, or visit your nearest centre.
Important Links
Download brochure for more information
To view Sample Financial Modeling using Excel prepared by Proschool Student click here: www.proschoolonline.com/excel-financial-modeling
For information on Financial Modeling training classes in Bangalore, Chennai, Mumbai, Pune, Hyderabad, Delhi, Ahmedabad, Kolkatta and other cities through Live Virtual Classroom visit: www.proschoolonline.com/financial-modeling-course
Certified Credit Research Analyst (CCRATM)
The Certified Credit Research Analyst (CCRATM) Certification is being jointly offered by Association of International Wealth Management of India (AIWMI) & National Institute of Securities Markets (NISM).
The Certified Credit Research Analyst (CCRATM) is a comprehensive global education program designed to give an expert level understanding of credit markets to fresh graduates and experienced professionals. It integrates the fundamentals of financial analysis, credit analysis, rating methodologies, credit strategy and structuring. It offers the tools a candidate needs to occupy key positions in the world of finance, private banking, credit ratings and fixed income domain.
About AIWMI:
AIWMI is a premier global certification body in financial domain, offering other than the CCRATM certification, prestigious certification programs such as Certified International Wealth Manager (CIWM®), Certified International Investment Analyst (CIIA®) and Qualified Family Office Professional (QFOP) and a wide variety of high-quality executive education programs.
AIWMI primarily focuses on broader and strategic role of developing a more robust and forward-looking training infrastructure for the financial services sector and to promote more active industry involvement and collaboration in training and continuing education matters.
AIWMI programs combine state-of-the-art knowledge and skills in finance with practical experience and insights into the functioning of the financial sector. All AIWMI courses and education events have an intense and pragmatic curriculum. Participants are exposed to the latest developments within the global financial services sector.
About NISM:
National Institute of Securities Markets (NISM) is a society and public trust, established by the Securities and Exchange Board of India (SEBI), the regulator for securities markets in India, to improve the quality of the securities markets through sustained capacity building and knowledge dissemination.
The activities at NISM are carried out through the following Schools of Excellence:
- School for Securities Education (SSE)
- School for Securities Information and Research (SSIR)
- School for Investor Education and Financial Literacy (SIEFL)
- School for Regulatory Studies and Supervision (SRSS)
- School for Certification of Intermediaries (SCI)
- School for Corporate Governance (SCG)
- National Centre for Financial Education (NCFE). (NCFE has been established to implement National Strategy for Financial Education in line with the work being done by Financial Stability and Development Council (FSDC) - an apex-level body constituted by Government of India. http://ncfeindia.org/)
Through these schools, NISM caters to the educational needs of various constituencies such as investors, issuers, intermediaries, regulatory staff, policy makers, academia and future professionals in the financial sector.
NISM develops and conducts Certification Examinations and Continuing
Professional Educational programmes to enhance the quality and standards of
professionals employed in various segments of the financial industry. NISM also
works closely with all financial regulators in the area of financial education.
www.nism.ac.in
About CCRATM
The Certified Credit Research Analyst (CCRATM) is a comprehensive global education program designed to give an expert level understanding of debt capital markets and bank loan markets to graduates and experienced professionals. It integrates the fundamentals of financial analysis, credit appraisal, rating methodologies, credit strategy and loan structuring. It offers the tools a candidate needs to occupy key positions in the world of finance, banking, treasuries, credit ratings and fixed income domain. CCRATM Certification is being jointly offered by Association of International Wealth Management of India (AIWMI) & National Institute of Securities Markets (NISM).
CCRATM has been designed to cover and impart the following skills in Credit Research:
- Credit Appraisal, Research and Rating Fundamentals
- Financial Statement Analysis
- Credit Specific Analysis – Banker’s and Analyst Perspective
- Credit Rating – Internal and External Rating Methodologies
- Credit Strategy and Portfolio Management
- Credit Monitoring, NPA Management, Enhancement and Securitization
- Credit Risk Models and Regulations
- Understanding and Analysis of Corporate Banking Facilities and Other Financing Forms
CCRATMProgram Benefits
Job opportunities: There is no other globally recognized certification that prepares you better, for employment in the field of bank loans, credit analysis, rating, credit monitoring, securitization and strategy. CCRATM will open up these opportunities for you.
Practical knowledge: CCRATM will help you deploy the most comprehensive suite of research, data and tools to analyze and monitor credit analysis on loans, securities, companies and industries in the market along with new financing instruments.
One-on-one access to industry-leading analysts, briefings, webinars and teleconferences with global best practices.
Access to in-depth debt market reports that dissect the credit strengths and weaknesses of corporates, individuals and debt transactions.
Market savvy: Learn how to analyze accurate, timely and comprehensive sets of data on company financials, industries and deal performance metrics.
Global analytical models: Get insights into risk models, to analyze, screen and monitor individual loans, credits and portfolios.
Multiple perspectives from qualitative to quantitative and from market-based views to fundamental analysis, from bankers view to analyst view - on the credit quality of your loan portfolio.
Benefits all: Even if you are looking to build your own credit research, credit appraisal framework, rating and credit monitoring/risk measurement system, CCRATM will help you with the necessary knowledge that embeds the deep expertise in credit analysis.
Details about the Module
Career Scope of CCRATM
Who should do CCRATM?
This highly practical course has been specifically designed for candidates aspiring for a career in:
- Banks
- Commercial and Retail Finance
- Credit Appraisal
- Credit Monitoring
- Credit Ratings
- Credit Strategy
- Fund Management
- FI Trading and Sales
- Hedge Funds/PE
- Investment Banking
- Loan Syndication
- NBFC
- NPA Management
- Project Finance
- Retail and Private Banking
- Treasury
CCRATM will enable you to:
- Perform credit appraisal with global best practices
- Generate better trade ideas & identify problem loans
- Build & maintain credit risk models
- Amplify your credit monitoring system
- Analyze debt and loan portfolio performance
- Streamline quantitative research for interest rates
- Enhance Basel based internal rating system
- Make lending and investment recommendations
- Design credit strategy and credit portfolios
Register yourself:
Online Registration Link: http://register.aiwmindia.com/ccra.php
Please note that in order to pursue the CCRATM Program, registration with AIWMI is mandatory and post successful registration you can register for online examinations (Level 1 and Level 2) at NSE.
For more information on CCRATM program:
Contact Details: +91 8097661200, +91 8097661201
E mail: ccra@aiwmindia.com, info@aiwmindia.com
Online CCRATM details: http://www.aiwmindia.com/ccra
Website: www.aiwmindia.com
Other Useful Links on CCRATM program:
Download CCRATM Brochure:
http://www.aiwmindia.com/images/files/CCRA/ccra_brochure.pdf
View information about careers in Careers in Credit Research:
Subscribe to the CCRATM Blog to stay updated: http://ccraprogram.wordpress.com/
Hear what Industry Experts have to say: https://www.youtube.com/user/AIWMI
Business Analytics Module
Business Analytics (BA) and its related terms such as Business Intelligence, Big Data, Data Mining, etc. have become a powerful tool for growth in the 21st Century. Gartner, a global research firm, predicts that by 2015 nearly 4.4 million new jobs will be created globally by Business Analytics. BA is the process of converting data into insights. It is “the extensive use of data, statistical and quantitative analysis, explanatory and predictive models, and fact-based management to drive decisions and actions.”
One of the primary users of Business Analytics is the Financial Sector. Models that predict credit quality, investment options, fraudulent credit card transactions and cross-sell / up-sell possibility are very common in banks, insurance companies, credit rating organizations, research houses, etc.
IMS Proschool (a leading education service provider in India) has developed a Certification in Business Analytics that prepares Graduates, Post – Graduates, MBAs for the following roles:
- Analytics Manager
- Analytics Consultant
- Business Analyst
- Business Intelligence Manager
- Data Scientist
The Certification is designed to impart the following skills in Business Analytics:
- Data Exploration using Statistics
- Predictive Analytics: Regression - Multiple, Linear and Logistic, Forecasting
- Data Mining Techniques: Classification, Clustering and Market Basket Analysis
- Excel, R and SAS
Details about the Course
You should pursue this Certification in Business Analytics, if
- You are a working professional who wants to supplement his / her skill sets by learning advanced tools and techniques to perhaps make a job-shift.
- You are a student who wants to start a career in Business Analytics.
- The backbone of Business Analytics is application of mathematical / statistical fundamentals. Hence, candidates should be graduates with a flair for Mathematics and (or) Statistics.
Who can appear for the certification exam?
Only those candidates who have successfully completed the Business Analytics Program with IMS Proschool can appear for the certification exam.
How can I apply for the IMS Proschool program?
Apply online at http://www.proschoolonline.com/certification-business-analytics-course , or visit your nearest centre.
Important Links
For information on Business Analytics training classes in Bangalore, Chennai, Mumbai, Pune, Hyderabad, Delhi, Ahmedabad, Kolkatta and other cities visit: http://www.proschoolonline.com/certification-business-analytics-course
Investment Banking Operations - International
This program is developed by Finitiatives Learning India Pvt. Ltd. (FLIP). FLIP (www.learnwithflip.com) offers a range of high quality, award winning e-learning & certification programs across Banking & Financial Services (BFS), both for freshers and working professionals.
This online program is designed specifically for the IT audience, is the first of its kind in India. The programs at the advanced level are ideal for IT professionals/Business Analysts engaged in BFS projects. They equip you with the necessary domain knowledge, to interact with customers confidently, and better understand their requirements.
Details about the Module
This is a first of its kind e-learning program, targeted for those looking for a career in the aspirational area of Investment Banking.
This program covers the Investment banking operations in international markets. It includes the trade life cycle of equities, fixed income, foreign exchange, structured products and derivatives.
Graduates/B-schoolers, are both eligible for such careers, and this program will give your CV the desired edge.
To view the course demo and course outline: Click here
Who should do this program?
The course is suitable for candidates with the following qualifications:
- Engineers/Other Graduates looking for a BFS career in IT/KPO/BPO
- MBAs/Post Graduates looking for a Business analyst role in IT/KPO
- Other working professionals, looking to move into BFS in IT/KPO
In terms of role suitability:
This course is relevant for people looking to join the BFS vertical of a:
- IT company,
- KPO,
- BPO
Enrolment Process
To undergo the NCFM Investment Banking Operations – International certification, it is mandatory to complete the e-learning (training) of Finitiatives Learning India Pvt. Ltd. /FLIP (www.learnwithflip.com)
| Step 1 : | Register with FLIP Click here |
| Already registered? Click here | |
| Step 2 : | Purchase the ‘Investment Banking Operations - International’ E-Learning module |
| Step 3 : | After completing the training pay NCFM the certification fee, and book the test date. |
Pricing & What you get
| Flip Training | What you get |
|---|---|
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| NCFM Certification | What you get |
| 1,726 (inclusive of service tax) |
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| For more information, call FLIP at 092436-66002 or email : support@learnwithflip.com | |