Module 1: Overview of the Economy

India on the Move… Global Financial Crisis… Reading the Union Budget… Eleventh Five Year Plan… Oil… Interest, Inflation and Exchange Rate… Savings, Investment & Consumption… Infrastructure Boost… Politics of Economy

Module 2: Market Dynamics

Sensex Valuation… FII Impact… Liquidity, Sentiment, Momentum, Value… Decoupling Theory… Corporate Earnings… Global Cues… Liberalization, Privatization and Globalization… Leveraging the India Story… Derivative Play… India Vision 2025

Module 3: Valuation

Time Value of Money… Interpretation of Financial Statements for Stock Analysis… Relative Valuation… Absolute Valuation… Contemporary Valuation… Price V/s Value

Module 4: Portfolio Allocation & Construction

Direct Equity v/s Mutual Funds: Interesting Angles… Client’s Risk Profiling… Investor Mistakes… Improper Framing, Anchoring, Herding etc… Investment Approaches… Investor Gurus… Warren Buffett & Peter Lynch… Logical Thinking… Game Plays… Return & Risk…Portfolio Allocation… Portfolio Construction… Portfolio Measurement… Hedging

Module 5: Adding Value to Client Relationships

Integrity Tests… Awareness of Contemporary & Controversial Issues… Insider Trading… Street Smartness Quiz… Managing Sensitive Accounts… Evaluating Financial Products v/s Peer Offers… Suitable Stock Selection & Portfolio Churning… Boosting & Balancing both Employer & Client Interests

• Appreciate that Wealth of Mind and Wealth of Money must move in tandem
  
  
• Strengthen Micro and Macro Perspectives to help form Investment Strategies
  
  
• Assess their Risk Profile and Construct an Equity Portfolio true to it
  
  
• Understand Risk and Return and the Trade Off
  
  
• Interpret Financial & other information to subjectively and objectively Analyze & Value Stocks
  
  
• Think rationally and logically to avoid making investment mistakes
  
  
• Interact actively with faculty and a wide spectrum of participants 
  
  
• Apply theory to practice and academics to action

In short…all those who are

•  Already Investing and Trading in Equity
• Advising others to Invest and Trade in Equity
• Managing Equity Funds for Clients
• Eager to Invest in Equity but are skeptical about the Integrity of Operations and Integrity of Advice

These should include:

Equity Investors: Small Retail, High Net Worth, NRIs, Corporates, FIIs, Banks & Other Financial Institutions

Capital Market Intermediaries: Stock Brokers (Directors, Employees, Franchisees, Associates, Remisiers, Sub brokers), Independent Financial Advisors & Employees of Mutual Funds, Financial Planners, Investment Strategists, Portfolio Managers, Business Journalists, Research Analysts, Equity Advisors and other financial intermediaries

Students: Those pursuing Business, Commerce, Insurance, Finance, Equity, Management studies at all levels