Topics to Study:

1. What are Mutual Funds?

2. Types of Mutual Funds Schemes
3. Open-Ended and Close-Ended Funds
4. Large Cap Equity Mutual Funds
5. Liquid Funds
6. Offer Document
7. Assets Under Management
8. Benchmark
9. Equity Funds
10. Exchange Traded Funds
11. Net Asset Value (NAV)
12. New Fund Offer (NFO) & Its working
13. Exit Load
14. Expense Ratio
15. Hybrid Funds
16. Fact Sheet-Mutual Fund
17. Capital Gains Tax
18. Dividend Distribution Tax
19. Long Term Capital Gains Tax on Equity Mutual Funds
20. Long Term Capital Gains Tax on Debt Mutual Funds
21. Securities Transaction Tax
22. Short Term Capital Gains Tax on Equity & Debt Mutual Funds
23. Systematic Investment Plan (SIP)
24. Systematic Transfer Plan (STP)
25. Step Up SIP & Static SIP Investment
26. Step Checklist on starting a SIP
27. Mutual Fund Systematic Transfer Plan Vs Lump Sum
28. Ways of investing in a mutual fund
29. Private Equity Funds, Hedge Funds, Venture Capital
30. Portfolio Management Service Vs Structured Products
31. Mutual Fund Style Box, Ownership Zone
32. Various Measures of Risk
33. Various Measures of Risk Adjusted Returns
34. Alpha Ratio
35. Risk-Return Analysis
36. Risk Profiling & Asset Allocation
37. Risk Profiling Questionnaire
38. Strategic & Tactical Asset Allocation
39. Fixed & Flexible Asset Allocation
40. Diversification & Speculation

Topics to Study:
 1. Efficiency Ratios – Days of Payable, Earnings per Share, Days of Inventory, PAT Margin, EBITDA
Margin, EBIT Margin, Book Value per share, Working Capital Cycle
2. Growth Ratios – EBITDA Growth, EPS Growth, Net Profit Growth, Net Sales Growth
3. Return Ratios – Return on Equity, Return on Capital Employed, Return on Assets
4. Cash Flow Ratios – Free Cash Flow per Share, Cash Flow per Share
5. Solvency Ratios – Current Ratio, Interest Coverage Ratio, Debt to Equity Ratio
6. Banking Ratios – Net Interest Margin, Yield on Advances, Net Non-Performing Assets, Operating
Income Growth, CASA Ratio, Interest Expended to Total Funds, Cost to Income Ratio, Interest
Income to Total Funds, Operating Cost to Asset Ratio, Credit to Deposit Ratio
7. Valuation Ratios – Market Cap to Sales Ratio, EV to EBITDA Ratio, Price to Book Value Ratio,
Price to Cash Flow Ratio, Price to Earnings Ratio
8. Trading Multiples

Topics to Study

1. Currency Markets
2. History of Foreign Exchange
3. Major Currency Pairs
4. Currency Pairs in India
5. Derivatives Market
6. Exchange Traded Currency Futures
7. Futures Contract (Contract Specifications, Pricing)
8. Currency Future Strategies (Speculation, Hedging, Arbitrage)
9. Exchange Traded Currency Options
10. Options
11. Open Strategies
12. Trading in Currency Derivatives (Clearing, Settlement & Risk Management)
13. Regulatory Framework , Investor Protection Guidelines

Topics to Study

1. Time Value of money

2. Interest Rates & Time Value of Money
3. Money & Fixed Income Markets
4. Debt Markets
5. Debt Instruments (Classification)
6. Different Types of Bonds
7. Credit Rating
8. Government Securities Market in India
9. Market for Debt Securities in India
10. Credit Rating Agencies
11. Government Bonds
12. Bond Price & Yield
13. Bond Yield – Impact on Markets & Economies
14. Inverted Yield Curve
15. Interest Rates & Term Structure
 16. Bond Returns & Risks
17. Interest Rate Derivatives
18. Interest Rate Futures
19. Product Specification of NSE Bond Futures

Topics to Study

1. Understanding Insurance Policy

2. Risk Management through Insurance
3. Insurance Planning
4. Types of Insurance & Comparison
5. Term Insurance
6. Life Insurance Policy & Types
7. ULIP’s
8. Combinations of Life Insurance & Investment Products
9. Policy Rates Calculation
10. Health Insurance Policies
11. General Insurance
12. IRDA Regulation : Proposed Change in Rules
13. Advance Tax
14. Tax Deducted at Source
15. Standard Deductions From Salary & Exceptions from Income Tax
16. Capital Gains Tax
17. Set-Off & Carry Forward
18. Dividend Distribution Tax
19. Securities Transaction Tax
20. Re-Introduced Long Term Capital Gains Tax
21. Capital Gains on debt oriented mutual fund schemes
22. Indexation facility & Its applications
23. Dividend & Growth Options In Mutual Fund
24. Estate Planning
25. Nomination
26. Will
27. Trusts

Topics to Study

1. Derivatives Market (Meaning, Types, Participants, Differences)

2. Commonly used terms in Derivatives market
3. Forward Contracts
4. Futures Contracts ( Terminology, Payoff, Financial Leverage, Pricing, Cash & Physical Settlement)
5. NIFTY Futures
6. Arbitrage Funds
7. Currency Futures & Interest Rate Futures
8. Options
9. Call Options (Payoff)
 10. American Vs European Options
11. Put Options (Payoff)
12. Hedging
13. Long & Short Strategy
14. Pricing of Options
15. Option Premium
16. Black Scholes Model
17. Open Interest
18. Rollover
19. Margin System
20. Trading, Clearing, Settlement & Risk Management

Topics to Study

1. Fundamental Analysis
2. Pillars of Fundamental Analysis
3. Top Down Bottom Up Approach
4. ECONOMY, INDUSTRY, COMPANY (EIC)
5. Management Quality
6. Porters Five Forces Analysis
7. SWOT Analysis
8. Risk In dividend paying stocks
9. Company – Qualitative & Quantitative Analysis
10. Annual Report
11. Forecasting Methodology of Stock Markets
12. Balance Sheet (Role of Assets & Liabilities)
13. Cash Flow (Free Cash Flow to Firm
14. Forecasting P/L, B/S, C/F
15. Profit & Loss Statement
16. Operating Profit vs EBIT
17. Consolidated Financial Statements
18. Cash Conversion Cycle
19. Profit & Loss Ratio Analysis
20. Estimating Profit & Loss
21. Historical Balance Sheet
22. Balance Sheet Analysis After & Loss Analysis
23. Value Investing
24. Enterprise Value, Intrinsic Value
25. Multi Bagger Stocks
26. CANSLIM – Winning Strategy

Topics to Study

1. Options
2. Put Options
3. Pricing
 4. Options Greeks
5. Open Interest & Rollover
6. Margins & Settlement
7. Strategies – Synthetic, Bull & Bear Spread, Ratio Spread, Butterfly, Condor, Volatile & Non-
Volatile

Topics to Study

1. Financial Modelling
2. Understanding & Forecasting Business Drivers
3. Understand Revenue Drivers
4. Understanding Cost Drivers
5. Understanding Balance Sheet Drivers
6. Working Capital Drivers
7. Depreciation & Its Role in Financial Modelling
8. Depreciation & Asset Schedule
9. Loan Amortization Schedule
10. Dividends & Bonus Shares
11. DuPont Analysis
12. Profitability Ratios, Liquidity Ratios, Activity Ratios
13. DCF Valuation
14. Weighted Average Cost of Capital
15. Terminal Value
16. Sensitivity Analysis
17. Relative Valuation
18. Fundamental Multiples
19. Growth Vs Value Stock

Topics to Study

1. Systematic Investment Plan

2. Systematic Withdrawal Plan
3. Systematic Transfer Plan
4. Economic Cycle
5. Economic Indicators
6. Different Views on Interest Rates
7. Understand Fiscal Policy, Monetary Policy and Deficits
8. Blue Chip Stocks
9. Sector Exposures
10. Valuation For Debt Securities
11. Yield to Maturity
12. Inverted Yield Curve
13. Company Fixed Deposits
14. Non-Convertible Debentures
15. Credit Risk
16. Concentration Risk
 17. Investment & Risk Management
18. Alternative Investments
19. Factors affecting Gold Prices
20. Different ways of Investing in Gold
21. Gold ETF
22. Real Estate Investing
23. Real Estate Indices
24. Home Loan with Tax Deductions

Topics to Study

1. Inflation
2. Causes, Measures, Impact, Controls
3. Interest Rates
4. GDP Growth, Relationship between Savings & Investment, Mcap to GDP Ratio
5. Index of Industrial Production (IIP)
6. Role of Government in Economy
7. Role of Money in Economy
8. Different Kinds of Money
9. Fractional Reserve Banking
10. Role of Central Banks in Economy
11. Different tools of Central Banks
12. Different Banking Terms
13. Why do countries trade?
14. Balance of Payments
15. FDI & FPI
16. Financial System of India
17. Bank vs Capital Market Financing
18. Regulatory Institutions in India
19. SEBI (Purpose, Objectives, Functions