Total: 50 Hours
Objectives
* To develop conceptual understanding of Investment
COURSE CONTENTS |
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Unit 1 |
Introduction to Investment |
12 Hours |
Meaning of Investment-Need & Purpose for Investment-Golden Rules for Investing- Investment Precautions-Investment Vehicles available for Investors in Detail (Short term options and Long term options) -Classifying and understanding investor profile. |
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Unit 2 |
Securities Market in India - An Overview |
12 Hours |
Securities market and financial system- Products-participants and functions- Primary market-Secondary market-Regulators-Exchanges-Depositories-Clearing corporations- Regulatory framework-Reforms. |
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Unit 3 |
Measuring Investment return &Managing Investment Risk |
12 Hours |
Understanding the concept of Return- Investment Risk and Return Trade off-Time value of Money -Meaning of Risk-Common Types of Risk- Risk Management process. Financial Statement Analysis: Balance Sheet-Profit & Loss Account-Stock market related Ratios- Simple analysis before investing in the Shares, Understanding Annual reports and Financial reports. |
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Unit 4 |
Insurance & Tax Planning |
08 Hours |
Insurance -Meaning- Understanding the need of insurance in personal finance-Various steps involved in Insurance planning- Features &Types of Life Insurance Products. |
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References
* Fischer and Jordan (2006). Security Analysis and Portfolio Management. New Delhi: Prentice- Hall.
* Prasanna Chandra.(2011). Investment Analysis and Portfolio Management.New Delhi: Mcgraw-Hill.
* Preeti Singh. (2000). Investment Management. New Delhi: HPH .
* PunithavathyPandian .(2010). Security Analysis and Portfolio Management. New Delhi: Vikas Publishing House.
* Bhalla V K. (2008). Investment Management. New Delhi: S Chand & Co.
* P. K Gupta; Insurance & Risk Management
* Annie Stephen L - HPH
* P. Perya Swamy ;Principles and Practice of Life Insurance
* Raman B, Your Life Insurance Hand Book
* William C. Arthur, Risk Management and Insurance