ACADEMY. Management Development Programme Series MDP Series on Key Topics of Financial Markets

Transcription

1 Management Development Programme Series 2017 MDP Series on Key Topics of Financial Markets

2 INVESTMENT ANALYSIS & PORTFOLIO MANAGEMENT INVESTMENT & INVESTMENT ANALYSIS (Day 1) 3rd June 2017 Module I Module III Investment - Defined Basics of valuation of securities Avenues for investments, characteristics, risk and return Primary and Secondary Valuation Overview of Financial System and Market Module IV Module II Valuation of Equity Equity Valuation of Debt Debt securities Derivatives (Lunch) PORTFOLIO CONSTRUCTION & PERFORMANCE EVALUATION (Day 2) 4th June 2017 Module V Module VII Objective and Policy of Investment Debt Management (Basic of Duration and Construction of Portfolio Immunisation) Module VI Module VIII Traditional approach to portfolio theory (Basic only) Performance Measurement of Portfolio Active and Passive approach Great Investors' Principles (Lunch ) 1

3 FUNDAMENTAL ANALYSIS 10th June 2017 Module I Module III Economic Analysis Financial Statement Analysis Industry Analysis Module IV Module II Approach to Fundamental Analysis Equity Analysis Limitations of Fundamental Analysis Equity Valuation (Lunch) TECHNICAL ANALYSIS 24th June Charts- Candlestick 2. Support and Resistance 3. Trends and Lines Day Fibonacci Ratios 5. Risk Management and Timeframes 6. Sideways/Pennants 7. Practical on Charts (NSE spot, Nifty, Local Currencies, International Currencies, Indices). 8. Introduction to Waves Principle FINANCIAL PLANNING & WEALTH MANAGEMENT 1. Financial Planning Concept and Significance 2. Measuring Investment Return and Managing Risk 3. Asset Classes and asset allocation 4. Investment Products and Strategies 5. New Investment and Risk Management Products REITs, ETFs, Derivatives etc. 6. Tax and Investment 7. Retirement and Estate Planning 2 8th July 2017

4 Dr. Shantanu Mehta Dr. Shantanu Mehta is a Fellow Chartered Accountant (ICAI) and has earned Ph. D. from Bhavnagar University, for his research in Mutual Fund Disclosures norms, He has 22 years industry experience and 12 years teaching experience at postgraduate courses in business management. He worked with GSFC, UTI, NSE stockbroker, and a merchant banker. He has hard-core experience in area of accounts, project finance, mutual funds, money market, stock broking, IPO and private placement of equity and venture capital. He was visiting faculty at Indian Institute of Management, Ahmedabad, SP JAIN Institute of Management and Research, School of Petroleum, PDPU, Gandhinagar. He has completed many consultancy assignments for banks and stock brokers and conducted training programme for, Intas Pharma, Indian Air Force, ONGC, Nirma Ltd, Adani Port, Commercial Tax Dept., Govt. of Gujarat and many more. He is a member of Investors' Grievances Resolution Panel(IGRP) of National Stock Exchange, at the instance of SEBI. His area of interest is Accounting Disclosures, Investors' Education and capital market Mr. Harsh Japee Harsh was born on February 4, He has bachelor`s degree in Computer Science and Engineering, Dgyneshwar Vidhyapeeth, Pune, India. He has worked as a Network Specialist and was involved in many Wide Area Network projects for entities and Stock Exchanges in India. He has been studying Forex market since early He has developed trading skills and became an FX Technical Trainer. Now he is a Technical Trainer at premier B-Schools and serves at Ahmedabad Management Association. With Divine Blessings of Guruji he has trained around participants in Gujarat since March He is also a Currency Hedging Advisor at a few Export-Import Companies in Ahmedabad, Gujarat. He is the author of FX Technical Traders Handbook published by Ahmedabad Management Association. " Mr. Mayank Patel Mr. Mayank Patel has more than seventeen years of experience working in academics and banking & financial services sector. He has been involved in appraising and monitoring investment projects with detailed knowledge of capital markets, commodity markets, banking and related financial products and services. 3

5 MDP Schedule Sr. No Program Name Program Date 2 days Workshop on Investment Analysis and Portfolio Management 1 day Workshop on Fundamental Analysis 1 day Workshop on Technical Analysis 1 day Workshop on Wealth Management Faculty Fees Tax Total Fees 3rd & 4th Jun-17 Dr. Shantanu Mehta Jun-17 Dr. Shantanu Mehta Jun-17 Mr. Harsh Jappi Jul-17 Mr. Mayank Patel TOTAL (Rs.) Early Bird Discount 4 Early Bird Date Fees Tax Total Fees 26-May Jun Jun Jun TOTAL (Rs.) Group Early Bird Date Fees Tax Total Fees (Rs.) 26-May

6 NSE LIMITED NSE, 304 & 305 GCP Business Centre, Opp. Memnagar Fire Station, Navrangpura, Ahmedabad Mr. Soumyajyoti Guha Mob: