Advance course for Financial Advisory

BY
Institute of Financial Market Courses

Seek training on how to do specialization in the stock market trading by learning the Advance course for Financial Advisory by IFMC.

Mode

Online

Duration

4 Months

Fees

₹ 55000

Quick Facts

particular details
Medium of instructions English
Mode of learning Self study, Virtual Classroom
Mode of Delivery Video and Text Based

Course overview

Since the demand for the share market is increasing day by day, the Advance course for Financial Advisory ensures that course takers will be equipped with enough knowledge and skills to specialize in the stock market. 

The stock market is such a deep and complex subject but, students will understand and learn the concepts without facing any difficulties. The Financial Advisory course curriculum has been structured in such a manner that it covers all the basics, strategies, ideas, theories, and tips of stock market trading such as Technical Analysis, Options Strategy, Capital, Research Analysis, Commodity, Derivatives, Currency Market Operations, and so on. 

This is a 4-month course that is divided into 3 segments such as preparation, practical and theoretical on live software utilized in the stock market, and certification of SEBI and NSE. The teaching staff is extremely skilled and has over 15 years of experience in both trading and teaching. It is an industry-oriented course where Students will gain both practical and theoretical knowledge as well.

Post completion of the course, students will be completely trained and fit to invest in different markets like Share Market, Forex Market, Currency Market, Commodity Market, and so on.

The highlights

  • Industry recognized programme
  • Workshops with industry experts
  • Certification of NSE and SEBI
  • Group discussions 
  • Classroom learning
  • 4 months of course duration
  • Interaction with Traders, Research Team, Investors, Reliance Securities
  • Live market practice

Program offerings

  • Workshops
  • Classroom training
  • Group discussions
  • Projects
  • Assessments
  • Viva
  • Internal exams
  • Nse exams
  • Practical classes

Course and certificate fees

Fees information
₹ 55,000
  • The registration fee for this course is Rs. 1700.
  • The total fee for pursuing this course is Rs. 55000.
  • GST is applicable to the total amount

The table for the fee details is given below:

Fee structure

Amount in Rs

Registration fee

Rs. 1700

Programme fee

Rs. 55000

certificate availability

Yes

certificate providing authority

NISM Raigad +1 more

Who it is for

The Advance course for Financial Advisory is best suited for the following people such as -

  • Students with MBA, CA, BBA, CPT, CS background who want to study about the financial market.
  • Aspirants who want to kick start their career in financial service.
  • Financial experts who want to nourish their skills and acquire new ideas.
  • People who are aiming to become a stock analyst, equity analyst, and research analyst.
  • B. Com, BA,  BSc students and 10+2 students who desire to build a career in the field

Eligibility criteria

Education

The educational qualification for pursuing the Advance course for Financial Advisory is that students must be 12th passed out. It is also recommended that students must have a bachelor’s degree in order to get more opportunities.

Certification Qualifying Details

Upon the successful completion of the Advance course for Financial Advisory by fulfilling all the responsibilities like modules, assessments, projects, vivas, internals, exams, and practicals with 95% attendance, students will be awarded SEBI and NSE certification.

What you will learn

Financial knowledge

The students will derive the following benefits from the Advance course for Financial Advisory such as-

  • Complete knowledge and analysis about all the 4 markets such as Future and Options, Commodity Market, Equity Market, and Currency Market.
  • How to use ODIN Diet software which is essential for online trading.
  • In-depth study of several aspects like Option Strategy Certification, Mutual Funds, Technical Analysis, Research Analysis.

The syllabus

Currency market

  • Currency derivative and its history
  • Different strategy use for currency derivative trading
  • Forward, future, and options of currency derivative
  • Live trading practices (2 Hours) in the currency derivative segment
  • Online mock test (800 questions & answer test series) of NISM series1
  • Trading, clearing, settlement & risk management of currency futures

Option strategy

Strategies
  • Short call condor
  • Long straddle
  • Short put
  • Bear call spread strategy
  • Long call butterfly
  • Synthetic long call
  • Short call
  • Long call condor
  • Long put
  • Short strangle
  • Protective call
  • Short straddle
  • Long strangle
  • Collar
  • Covered call
  • Bull put spread strategy
  • Bull call spread strategy
  • Covered put
  • Short call butterfly
  • Bear put spread strategy
  • Long call
  • Long combo
Introduction to options
  • Payoff profile for the buyer of put options: long put
  • Payoff profile for a writer (seller) of put options: short put
  • Options payoffs
  • Payoff profile of buyer of asset: long asset
  • Payoff profile for the buyer of call options: long call
  • Payoff profile for a writer (seller) of call options: short call
  • Payoff profile for the seller of asset: short asset
  • Option terminology

Commodity market

  • Understanding the commodity market
  • Live trading in commodities – MCX and NCDEX
  • International commodity vs domestic commodity

Capital market and its operation

  • Online mock test (500 questions & answer test series) of NCFM capital market module
  • Clearing and settlement process
  • Practical classes daily from 10.00 am – 03.30 pm (live trading and methodology)
  • Fundamental valuation concepts glimpse of various trading software (ODIN, NEAT, NOW) practical training of market operations
  • Basic knowledge of the capital market (primary market & secondary market)
  • Trading and trading membership
  • Legal framework and regulations
  • Major market participants
  • Major exchanges and indices

Research analyst

  • Banking sector terminology
  • Understanding calculators
  • Understanding CAL, SML & CML equations.
  • Stepwise DuPont analysis
  • Knowledge sessions on undervalued & overvalued stocks
  • The capital asset pricing model
  • Sharpe & Treynor ratio, alpha & beta analysis
  • Revenue builders.
  • How do capital markets work worldwide?
  • How to read company annual report & DRHP
  • IPO analysis
  • Qualities of a good research report
  • Basic use of excel & techniques.
  • Time value of money
  • Skewness, kurtosis & range.
  • Decoding Ke, Kd & Kp with WACC.
  • Put-call parity
  • Basics of derivatives
  • Financial terminology such as buyback, bonus, corporate actions, etc.
  • Cash Flow analysis
  • Company analysis – quantitative dimensions
  • Weak form, semi-strong form, and strong form market efficiency
  • Statistical concepts & market returns
  • Regression analysis & ANOVA distribution
  • Sessions will be including a mid-term and an end-term examination.
  • Canslim model by william j. oneil
  • Macro & micro aspects in relation to stock markets
  • Quarterly results analysis
  • Markowitz modern portfolio model.
  • Understanding income statements
  • Understanding analyst presentations
  • Understanding standard deviation & variance.
  • Descriptive statistics models.
  • Correlation & covariance analysis
  • Forecasting techniques.
  • Relative & comps techniques.
  • Forwards & futures
  • Building Capex Schedule.
  • Live & desk cases on companies
  • Ratio analysis e.g. ICR, debt-equity, pat margin, debtors equity, etc.
  • Comparative analysis.
  • Company analysis – qualitative dimensions
  • Overview of NSE BSE MCX etc.
  • Understanding FCFF, FCFI.
  • HPR & HPY
  • Demand supply & elasticity concepts
  • Directors reports
  • Brief on various software
  • Building the asset and depreciation schedule.
  • Capital budgeting & cost of capital
  • Dividend discount model.
  • The top-down and bottom-up approach
  • Management discussion
  • Review of current macro & microtrends
  • Basic hedging strategies for analysts
  • EV/EBITDA & SOTP understanding concepts
  • Mutual fund analysis.
  • Fundamental vs technical analysis
  • Net asset value analysis.
  • Building P&L & balance sheets.
  • Markets affected by IIP, inflation, PMI, monetary policy, etc.
  • NPV & IRR rules
  • Review global trends like the eurozone crisis, oil crisis, and IT visa issues, etc.
  • CAPM and it's understanding
  • Balance sheet analysis
  • Stock portfolio model
  • Annual Reports analysis
  • PE, EPS, ROI, ROA analysis
  • Building assumptions & debt Schedule

Technical analysis

Gaps and gap analysis

Types of gaps:

  • Breakaway gap
  • Exhaustion gap
  • Island cluster
  • Runaway gap
  • Common gap
Introduction to technical analysis
  • The basis of technical analysis
  • What is technical analysis?
  • Difference between technical vs fundamental analysis
Chart patterns
  • Rectangles bullish/bearish
  • Triple top/bottom
  • Head & shoulder
  • Flag & pennant
  • Double top/bottom
  • Symmetrical, ascending, descending triangles
  • Cup & handle
  • Rounding top/bottom
  • Inverted head & shoulder
  • Wedge patterns
RSI
  • Calculation of the RSI
  • Divergence
  • What is momentum?
  • How to trade on RSI
Trading strategy
The dow theory
  • The principal rule of the dow theory
  • Background
On balance volume
  • How to trade on OBV
  • Overview
  • Calculation of on-balance volume
MACD
  • What is the MACD and how is it calculated?
  • How to trade on MACD
Moving averages
  • How to trade on moving averages
  • Exponential moving average
  • Simple moving average
Candlestick study
Double candlestick pattern
  • Bullish/bearish engulf
  • Piercing pattern/dark cloud cover
  • Bullish/bearish harami
  • Tweezer top & bottom
Five candlestick pattern
  • Raising three methods and falling three methods
What is support?
Support and resistance
Change of support to resistance and vice versa
What is resistance?
Triple candlestick pattern
  • Three white shoulders/three black crows
  • Morning star/evening star
  • Tasuki gap (bullish & bearish)
  • Abandoned body (bullish & bearish)
One candlestick pattern
  • Marubozu
  • Spinning top
  • Doji
  • Inverted hammer/shooting star
  • Hammer/hanging man
William %R
  • Signals
  • How to trade on William %R
  • Overview
Types of indicators
  • Lagging indicator
  • Leading indicator
Oscillators and indicators
  • Why use indicators?
  • What does a technical indicator offer?
Charts patterns and their study Four stages
  • Accumulation
  • Distribution
  • Panic liquidation
  • Markup
Stochastic
  • How to trade on stochastic
  • Construction
  • Overview
Fibonacci sequence
  • How to trade on the Fibonacci extension
  • How to trade on the Fibonacci retracement
Trading psychology and how to manage the risk
Bollinger bands
  • How to trade on Bollinger bands
  • Few rules for beginners
  • How to use multiple indicators
Elliot waves theory
  • Elliot wave basics
  • How to trade on Elliot waves
Trend lines
  • What is the purpose of drawing trend lines?
  • How to plot trend lines
Types of chart
Introduction to chart
The various types of charts
  • Bar chart
  • Three line break chart
  • Kagi chart
  • Candlestick chart
  • Renko chart
  • Point & figure chart
  • Line chart
Money flow index
  • Overview
  • How to trade on money flow index

Mutual fund

Helping investors with financial planning
  • Financial goals
  • Benefits and need for financial planning to the investor
  • The objective of financial planning
  • Basics of financial planning
  • Life cycle and wealth cycle in financial planning
  • Investment horizon
  • Tools to categorize investors’ needs
Scheme selection
  • Steps in evaluating balanced mutual funds and evaluation of factors impacting their performance
  • Steps in selecting debt funds
  • Steps in evaluating a money market fund and identifying factors impacting its performance
  • Sources of data to track mutual fund performance
  • Steps in selecting equity funds
Offer document
  • Distribution channels for mutual funds
  • Objectives of information disclosure in an offer document
  • Process of NFO and steps involved in marketing an NFO
  • Objectives and contents of the statement of additional information and related regulations
  • Key information memorandum and related regulations
  • Process for KYD
  • Types of commissions and transaction charges
  • Regulations with respect to drafting and filing of an offer document for NFO
  • Key elements of the agreement between a distributor and a mutual fund
  • Sales practices and commission structure
  • Pre-requisites to become a mutual fund distributor
  • AMFI code of conduct
  • Objectives and contents of the scheme information document and related regulations
  • Fund distribution and sales practices
  • Types of investors and eligibility
Fund structure and constituents
  • Role of other fund constituents and related regulations
  • Structure of mutual funds in India and related regulations
  • Role of the sponsor, trustee, and asset management company (AMC) and related regulations
Offer document
  • Objectives and contents of the scheme information document (SID) and related regulations
  • Regulations with respect to drafting and filing of an offer document for NFO
  • Objectives of information disclosure in an offer document
  • Key information memorandum (KIM) and related regulations
  • Process of NFO and steps involved in marketing an NFO
  • Objectives and contents of the statement of additional information (SAI) and related regulations
Accounting, valuation, and taxation
  • Announcement of NAV
  • Setting off gains and losses under the income tax act
  • Applicability of taxes
  • Time-stamping of transactions
  • Key accounting and reporting requirements
  • Taxability of dividends and capital gains in the hands of a mutual fund investor
  • Computation of net assets and NAV
  • Factors affecting the NAV
  • Valuation process carried out by mutual funds
  • Pricing of transactions in a mutual fund
  • Applicability of securities transactions tax based on type of transaction and scheme
  • Dividend distribution tax
  • Charging of expenses
Recommending model portfolios and financial plans
  • Importance and steps for developing a model portfolio
  • Risk profiling
  • Asset allocation and types
Risk, return, and performance of funds
  • Classification of mutual funds based on risk
  • Applicability of returns for different types of funds
  • Calculation of simple, annualized and compounded returns
  • Return on investment
  • Risks in a different type of mutual funds
  • SEBI norms for return representation of mutual funds in India
  • Process for Benchmarking of performance
  • Factors that may affect mutual fund performance
  • International funds
  • Categorization of funds by investing horizon
  • Functions of a mutual fund
  • Fund of funds
  • Unit capital
  • Categorization of funds by investment objective
  • Closed-end funds and open-ended funds
  • Concept of a mutual fund
  • Assets under management
  • Advantages and limitations of a mutual fund
  • A brief history of mutual funds in India
  • Fund running expenses
  • Marking to market
  • Net asset value (NAV)
  • Investment objectives
  • Categorization of funds by asset class
Selecting the right investment products for investors
  • Features of financial assets
  • Features of physical assets such as gold and real estate
  • Classification of assets into physical and financial assets
Investor services
  • Processes related to redemptions by investors
  • Process for fresh and additional purchase in a mutual fund
  • Processes related to systematic withdrawals and transfers
  • Contents and periodicity of the statement of account
  • Processes related to systematic investment plans
  • Acceptable payment instruments
  • KYC requirements & Demat account concept
  • Additional documentation requirements for institutional investors
  • Processes related to other investor services and facilities
  • Process for nomination and pledge
  • Types of investment options – dividend, growth, and dividend reinvestment
Legal and regulatory environment
  • Role of regulators in India
  • AMFI code of ethics
  • Role and functions of AMFI
  • Investor rights and obligations
  • Self-regulatory organizations
  • Role and functions of SEBI in regulating mutual funds
  • Investment restrictions and related regulations

Admission details

The admission procedure for the Advance course for Financial Advisory is pretty straight forward. Students should follow some steps to take admission are as follows -

Step 1: Please visit the course page on the IFMC website. The link is given below.

https://www.ifmcinstitute.com/classroom-stock-market-courses/advance-course-for-financial-advisory/

Step 2: Click on ‘Pay Now’ to purchase the course.

Step 3: Please enter your name and the amount you are paying.

Step 4: Fill in your personal details.

Step 5: Choose your preferred payment option.

Step 6: Kindly, enter your payment details.

Step 7: After the payment is finished, you can access the course.

How it helps

The Advance course for Financial Advisory by IFMC is a perfect course for individuals who want to gain knowledge and hone their skills in the stock market. The faculty of this course are experts in the field of trading with over 15 years of experience. They nourish the students and help them to become the best version of themselves and make them professionals. 

Advance Financial Advisory courses come with many projects works, assessments, internal exams, NSE exams, vivas, practicals, and so on which are beneficial to assess their learning and test their abilities. It also offers a lot of practices on live markets which helps them to gain in-field experience. Students will also get to work on many workshops and other programs and have interactions with various industry experts. 

This gives them a chance to learn the functioning of the market and how everything runs inside. It is an industry-recognized program. It also teaches practical training where students will acquire skills of trading software ODIN Diet. After the course completion, students will be provided NSE and SEBI certification which is highly recognized and valued. It fetches placements in several reputed organizations with higher salary packages. It is also very useful for infield officials to get salary hikes, higher positions, and projects. 

Depending on the fact that IFMC is the best institute for learning financial advisory courses, Financial Advisory course is a golden opportunity for students who want to make a career path in several financial markets like Technical Analysis, Share Market, Future and Options, and so on.

FAQs

What are the educational qualifications for learning this course?

Students must be senior secondary pass out. It is recommended that students should have a bachelor’s degree to get good placements with higher salary packages.

Is this an online course?

No, it is a classroom course where students will have great interaction, fun, and quality learning.

What is so special about the course certificate?

IFMC provides certification of SEBI and NSE after successfully completing the course. This certificate is highly recognized. It gets you many placements, projects, higher salary packages, promotions, salary hikes, and other perks.

Does this course come with any projects or assignments?

Yes, this course offers various assessments and projects so that students can analyze their learning and test their capabilities. Students will also participate in many workshops and practices in the live market.

What are the benefits of learning this course from IFMC?

IFMC is the best institute to learn the Advance course for Financial Advisory because of its sheer excellence over the years. It is best recognized for ‘Excellence in Financial Market Courses 2018’. It has got the best faculty who are skilled and have over 24 years of experience. IFMC ensures that course takers will become professionals in the respective field after pursuing this course.

Is the placement assistance given after completing the course?

The placement assistance is given after getting the certification of NISM and NCFM in the advanced diploma course.

What is the minimum attendance required to get the certification after course completion?

Students must have a minimum attendance of 95% in order to get the certificate after the course completion.

What is the course duration?

The course duration is 4 months.

How good is the teaching staff?

The teaching staff is highly-skilled and has over 15 years of experience in both trading and teaching. They are the pillars of IFMC. 

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