EXECUTIVE PROGRAM IN INVESTMENT MANAGEMENT

Introduction

The importance of sound financial planning and investment management in helping an individual achieve financial goals cannot be over emphasised. And yet, studies have shown that individuals commit mistakes in choosing their personal investment portfolios. In 2015, the S&P’s Ratings Services Global Financial Literacy Survey found that close to 76% of Indian adults do not adequately understand key financial concepts – lower than the worldwide average of financial literacy.

In India, direct equity investments account for only 2% of household savings, which are dominated by other asset classes such as fixed deposits, gold and real estate. Surprisingly, the number has not changed significantly over the last two decades despite the economy going through structural transformation. Therefore, we developed EPIM to address the lack of financial and investing knowledge and educate the average person about financial markets and investment management.

EPIM offers a practical guide to the world of financial investments. The course empowers you with the diverse skills needed to intelligently manage your investment portfolio and be able to choose the right company, the right fund and the right investment strategy with confidence. The faculty, consisting of academicians and practitioners, have the capability to deliver high-quality and cutting-edge programme to the participants looking for knowledge and skill-sets as a solid foundation.

Program Details

In EPIM, the participant will understand how investment strategies are designed to reach financial goals in a global context. The participant will learn the theory that underlies strong investment decisions, as well as practical, real-world skills that you can apply when discussing investment proposals with their advisor, managing their personal assets or their investment portfolio. The participant will learn how to adequately build and manage a portfolio with a long-term view. The course has multiple industry experts guiding the participants to create a winning portfolio.

This course provides participants with:

• An understanding of the fundamental concepts of investing
• The skills required to manage investment portfolios and optimally diversify portfolios.
• The knowledge to allocate investments into stock portfolios in accordance with a person's risk preferences.
• The understanding to measure the riskiness of a stock or a portfolio position.

Course Eligibility
The following professionals can take this training:

• Research / Investment analysts
• Financial advisors
• Fund / Wealth managers
• Private bankers
• Housewives, students & retired people with basic investment knowledge

Course Methodology:

This online course uses a mix of interactive techniques, such as learning through live webinar sessions, assignments and case study oriented training. This course keeps the participant updated with the latest trends in the stock markets. This course helps the participant identify the world of profits with the help of our weekly expert guidance exclusively from the market specialists.

Course Structure

Duration : 1 year (3 hours per week) | Part-Time Online Session

Level I Curriculum:

1. Overview of Stock Investing
2. Economic Analysis
3. Sector Analysis
4. Company Analysis (Qualitative and financial factors)
5. Screener
6. Investment guidance

Level II Curriculum:

1. Introduction to Charts, Terminology and Candle sticks basics
2. Introduction to Investing.com & Icharts.in
3. Zone analysis
4. Trend analysis, Multiple Timeframes and Entry Strategy
5. Exit Strategy

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