Advanced Program
in Finance & Wealth Management
Program Overview
At NSE Academy we are delighted to partner with OAWA Investment Education as part of our mission of bringing new learning in the financial education space and creating future ready talent pool for the industry. While India is witnessing an unprecedented era of wealth creation, still a large segment of the society is unaware about the right approach to achieve financial freedom and also do not have access to professional advice in matters of personal money management.
-Abhilash Misra (CEO, NSE Academy)
Syllabus
Best-in-class content curated by leading faculty and industry leaders in the form of classroom presentations, videos, case studies and projects• Demystify key macroeconomic variables • How to value various debt and equity instruments •Create investment portfolios and asses risk
Career opportunities with Wealth Management firms, banks, MFs, Insurance Cos, and as an independent financial advisor
• Graduates & Post-Graduates • Chartered and Cost Accountants •Company Secreteraies •MBAs
Graduates and Post-graduates
Instructors
Learn from India’s top finance faculty and industry leaders. Our faculty members are industry veterans and have worked on a variety of portfolios.
Dr. Amit Bagga
Dr. Tejinder Singh Rawal
Om Ahuja
Makarand Bhopatkar
Jitender Kumar
Joydeep Sen
Dr. Satish Shrivastav
Dr. Shanti Suresh
Dr. Ranjan Chakravarty
Mr. Venugopal Rajamanuri
Sujoy Das
Vikram Sengupta
Modules
- Introduction to Savings & Investment
- Savings, Investment & Speculation
- How to convert savings into investment for long-term wealth creation
- The Power of Compounding
- Its impact on investments and wealth creation
- How Macros impact the Markets
- Economic Growth
- Inflation
- Policy Actions
- Where to Invest? Let’s talk about Asset classes
- Equity as an asset class
- Debt as an asset class
- Importance of Asset Allocation
- Practical nuances of asset allocation
- Investing through Mutual Funds
- Types of Mutual Fund
- Use of MF as an investment tool
- How to select a Mutual Fund
- Creating your MF investment portfolio
- Selection of debt and equity schemes
- Monitoring the portfolio
- How to evaluate the performance of a portfolio
- How to calculate investment returns
- How to value a Bond
- The practical approach
- How to value an Equity share?
- Using bottom-up and top-down methodology
- Diversification and Portfolio Risk
- Explain what is diversification of portfolio
- Explain portfolio risk
- Strategies to minimise portfolio risk
- Strategies for debt investments
- Strategies for equity investments
- Can gold and real estate have a place in an investor’s portfolio?
- Ways to take exposure in gold
- Ways to take exposure in real estate
- Insurance and Wealth Protection
- Life Insurance
- Health Insurance
- Vehicle Insurance
- Home Insurance
- A comprehensive portfolio
- Constructing a comprehensive portfolio
- Tracking a portfolio
- Evaluating performance of a portfolio
- Rebalancing a portfolio
- Financial Planning
- Risk Profiling
- Model Portfolio
- Portfolio maintenance & rebalancing
- Risk-adjusted return
- Performance attribution
- Estate Planning
- Inter-generational wealth management
- How to Acquire and Manage a Client?
- Client Connect Protocol
- Client Retention Strategy
- Effective Communication in the workplaceInternational Certificate Partner
- Professional communication
- Persuasive communication
- Interpersonal communication
- Acing Job Interviews
- Key traits needed to start a career as a financial advisor
- Career options as a Financial Advisor
- As an Employee
- As an Entrepreneur
- Handling Client meetings
- The practical approach
Case Studies
Learn through real-life case studies from Industry practitioners
- Demystify concepts with live case-studies
- Leverage proof-of-concept
- Get mentored by industry experts
Trading platforms of debt instruments
Learn how to identify trading platforms for trading of debt instruments and find the details of the debt instruments from the platform
Asset allocation
Learn how to read the historical risk/volatility of assets and mix multiple assets in a portfolio to get the benefits of diversification
MF Investments trend
Learn how to identify trends of investments across the MF products to figure out investor preference over various market cycles
Investments in close-ended products
Learn when and why to invest in close-ended products across multiple interest rate cycles and compare them with traditional investment options
MF portfolio construction and review
Learn how to select a fund from a bouquet of funds and then build in the process of reviewing the performance of the fund
Term Sheet of Bonds
Learn how to read the term sheet of a bond and look for the essential details
Price and Yield relationship of bonds
Learn the finer nuances of the relationship between bond prices and bond yields and the shape of the price/yield curve and calculate the price from yield and vice-versa. Draw up cash flows of bonds from the terms of the bonds.
Bond yield and MM Yield
Calculation of price of bonds and money-market instruments based on the terms of the instrument
Duration of bonds
Learn the sensitivity analysis of yield changes on the price of a bond through use cases with the use of duration
DCF and DDM for equity valuation
Learn the use of the DCF model on the use case and compare the valuation of equity stocks and Reliance Industries
Relative valuation
Use cases for understanding P/E and P/B
Market Timing
Learn the myth around timing the market and time spent in the market
Portfolio Tracker
Learn how to build a comprehensive portfolio tracker covering bonds, equity and commodities and insurance
Comprehensive portfolio
Use a comprehensive real-life case study of a young couple with dependent parents and build their full-life comprehensive portfolio covering equity, MF, commodity, crypto, and insurance. The goals stretch from near term to long term post-retirement and up to the age of 80 years
Student Testimonials
Babita Malhotra
Financial Advisor
Dhruv Khule
Financial Advisor
Rohit Singh
PGIM MF
Advisory Board
Dr. Kavita Sharma
Dr. Debashis Sanyal
Prof. B B Chakrabarti
Navneet Munot
Nilesh Shah
| Fees* *Non-refundable | |
| Registration Fees: ₹ 10,000/- Program Fees: ₹ 65,000/- (Inclusive of 18% GST) | |
| Facility for zero-cost EMIs For EMI Facility, enquire now | |
