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. 1,700.
  • The total fee for pursuing this course is Rs. 55,000.
  • GST is applicable to the total amount

The table for the fee details is given below:

Fee structure

Amount in Rs

Registration fee

Rs. 1,700

Programme fee

Rs. 55,000

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

Module 1: Capital Market & It’s Operation

  • Basic knowledge of capital market (Primary Market & secondary Market)
  • Major Market Participants
  • Major exchanges and indices
  • Legal Framework and regulations
  • Trading and Trading Membership
  • Clearing and Settlement Process
  • Fundamental Valuation concepts Glimpse of various trading software (ODIN, NEAT, NOW) Practical training of market operations
  • Practical Classes daily from 10.00 am – 03.30 pm (live trading and methodology)
  • Online Mock test (500 Question & answer test series) of NCFM Capital market

Module 2: Derivatives Market & its Operations

  • Introduction to Derivatives, Type of derivative contracts
  • Understanding of future, forward, option and SWAP
  • Future contracts, Mechanism & pricing of Forwarding contracts
  • Understanding of Options and it’s (call & put)
  • Trading, Clearing, and Settlement, Risk Management in Derivatives
  • Regulatory Frame Work
  • Accounting of Derivatives
  • Practical Classes of 10 hours live trading and methodology (Futures & Options)
  • Online Mock test (1000 Question & answer test series) of NISM Derivative market module

Module 3: Commodity Market

  • Understanding Commodity Market
  • Live Trading in Commodities – MCX and NCDEX
  • International commodity Vs Domestic Commodity

Module 4: Currency Market

  • Currency Derivative and its History
  • Forward, Future and Options of currency derivative
  • Trading, clearing, settlement & Risk Management of currency futures
  • Different Strategy Use for Currency Derivative Trading
  • Live Trading practices (2 Hours) in currency derivative segment
  • Online Mock test (800 Question & answer test series) of NISM series1

Module 5: Technical Analysis

Introduction to Technical Analysis

  • What is technical analysis?
  • The basis of technical analysis
  • Difference between technical vs fundamental analysis

Type of Charts

Introduction to chart

The various types of price charts

  • Line chart
  • Bar chart
  • Candlestick chart
  • Kagi chart
  • Point & Figure chart
  • Renko chart
  • Three Line Break chart

Trend lines

  • What is the purpose of drawing trend lines?
  • How to plot trend lines

Candlestick study

One candlestick pattern

  • Doji
  • Hammer/Hanging Man
  • Inverted Hammer/Shooting Star
  • Spinning Top
  • Marubozu

Double candlestick pattern

  • Bullish/Bearish Engulf
  • Bullish/Bearish Harami
  • Piercing pattern/Dark cloud cover
  • Tweezer Top & Bottom

Triple candlestick pattern

  • Morning star/Evening star
  • Three white shoulders/Three black crows
  • Abandoned body (Bullish & Bearish)
  • Tasuki Gap (Bullish & Bearish)

Five candlestick pattern

  • Rising three methods & falling three methods

Support & Resistance

  • What is Support?
  • What is Resistance?
  • Change of support to resistance and vice versa

Charts patterns and their study

Four stages:

  • Accumulation
  • Markup
  • Distribution
  • Panic liquidation

Chart patterns:

  • Head & Shoulder
  • Inverted Head & Shoulder
  • Double top/bottom
  • Flag & Pennant
  • Symmetrical, Ascending, Descending Triangles
  • Wedge Patterns
  • Rounding top/bottom
  • Cup & Handle
  • Rectangles Bullish/Bearish
  • Triple top/bottom

Gaps & Gaps Analysis

Types of Gaps:

  • Common gap
  • Breakaway gap
  • Runaway gap
  • Exhaustion gap
  • Island cluster

Oscillators & indicators

What does a technical indicator offer?

Why use indicators?

Types of indicators:

  • Leading indicator
  • Lagging indicator

Moving Averages

  • Simple moving average
  • Exponential moving average
  • How to trade on moving averages

MACD

  • what is the MACD and how is it calculated?
  • How to trade on MACD

RSI

  • What is momentum?
  • Calculation of the RSI
  • Divergence
  • How to trade on RSI

On Balance Volume

  • Overview
  • Calculation of On Balance Volume
  • How to trade on OBV

Stochastic

  • Overview
  • Construction

How to trade on stochastic

William %R

  • Overview
  • Signals
  • How to trade on William %R

Bollinger bands

  • Few rules for beginners
  • How to trade on Bollinger bands
  • How to use multiple indicators

Money Flow Index

  • Overview
  • How to trade on Money Flow Index

Trading strategy

The Dow Theory

  • Background
  • The principal rule of the Dow Theory

Elliot Waves theory

  • Elliot wave basics
  • How to trade on Elliot waves

Fibonacci sequence

  • How to trade on the Fibonacci retracement
  • How to trade on the Fibonacci extension

Trading psychology and how to manage the risk

Module 6: Option Strategy

Introduction To Options
  • Option Terminology
  • Options Payoffs
  • Payoff Profile of Buyer of Asset: Long Asset
  • Payoff Profile for Seller of Asset: Short Asset
  • Payoff Profile for Buyer of Call Options: Long Call
  • Payoff Profile for Writer (Seller) of Call Options: Short Call
  • Payoff Profile for Buyer of Put Options: Long Put
  • Payoff Profile for Writer (Seller) of Put Options: Short Put
Strategies
  • Long Call
  • Short Call
  • Synthetic Long Call
  • Long Put
  • Short Put
  • Covered Call
  • Long Combo
  • Protective Call
  • Covered Put
  • Long Straddle
  • Short Straddle
  • Long Strangle
  • Short Strangle
  • Collar
  • Bull Call Spread Strategy
  • Bull Put Spread Strategy
  • Bear Call Spread Strategy
  • Bear Put Spread Strategy
  • Long Call Butterfly
  • Short Call Butterfly
  • Long Call Condor
  • Short Call Condor

Module 7: Research Analyst

  • Overview of NSE BSE MCX etc.
  • Understanding Income Statements
  • Balance sheet Analysis
  • Cashflow Analysis
  • Brief on Various Software
  • How do Capital Markets Work Worldwide
  • Fundamental vs Technical Analysis
  • Top-Down and Bottom-up Approach
  • Macro & Micro Aspects in relation to stock markets
  • Markets affect by IIP, Inflation, PMI, Monetary Policy etc.
  • Regression Analysis & Anova distribution
  • Correlation & Covariance Analysis
  • Financial terminology such as Buyback, Bonus, Corporate Actions etc.
  • Quarterly Results Analysis
  • Annual Reports Analysis
  • Management Discussion
  • Directors Reports
  • How to read Company Annual Report & DRHP
  • NPV & IRR Rules
  • HPR & HPY
  • Statistical Concepts & Market Returns
  • Demand Supply & Elasticity Concepts
  • Comparative Analysis.
  • IPO Analysis
  • Stock Portfolio Model.
  • Descriptive Statistics Models.
  • Understanding Standard Deviation & Variance.
  • Understanding CAL, SML & CML equations.
  • Markowitz Modern Portfolio Model.
  • Skewness, Kurtosis & Range.
  • Net Asset Value Analysis.
  • Canslim Model by William J. ONeil
  • Relative & Comps Techniques.
  • Dividend Discount Model.
  • Ratio Analysis e.g. ICR, Debt Equity, Pat margin, Debtors Equity etc.
  • Step Wise Dupoint Analysis
  • Sharpe & Treynor Ratio, Alpha & Beta Analysis
  • PE, EPS, ROI, ROA Analysis
  • Capital Budgeting & Cost of Capital
  • Capital Asset Pricing Model
  • Weak form, Semi-strong form, and Strong form Market Efficiency
  • Company Analysis – Qualitative Dimensions
  • Company Analysis – Quantitative Dimensions
  • Banking Sector Terminology
  • Mutual Fund Analysis.
  • Basic Use of Excel & Techniques.
  • Qualities of a good Research Report
  • Time value of Money
  • Forecasting Techniques.
  • Revenue Builders.
  • Building the asset and depreciation schedule.
  • Building P&L & Balance sheet.
  • Building Assumptions & Debt Schedule.
  • Understanding FCFF, FCFI.
  • Building Capex Schedule.
  • Decoding Ke, Kd & Kp with WACC.
  • CAPM and its understanding.
  • EV/EBIDTA & SOTP Understanding Concepts
  • Understanding Calculators
  • Basics of Derivatives
  • Forwards & Futures
  • Put-Call Parity
  • Basic Hedging Strategies for Analysts
  • Live & Desk Cases on companies
  • Knowledge sessions on undervalued & overvalued stocks
  • Understanding Analyst Presentations
  • Review of current Macro & Microtrends.
  • Review on Global trends like Eurozone crisis, Oil crisis, and IT visa issues etc.
  • Sessions will be including a mid-term and an end term examination.

Module 8: Mutual fund

  • Concept of a mutual fund
  • Functions of a mutual fund
  • Advantages and limitations of a mutual fund
  • Investment objectives
  • Marking to market
  • Unit capital
  • Assets under management
  • Fund running expenses
  • Net asset value (NAV)
  • Brief history of mutual funds in India
  • Closed-end funds and open-ended funds
  • Categorization of funds by investment objective
  • Categorization of funds by investing horizon
  • Categorization of funds by asset class
  • International funds
  • Fund of Funds

I. Fund Structure and Constituents

  • Structure of mutual funds in India and related regulations
  • Role of the sponsor, trustee and Asset Management Company (AMC) and related regulations
  • Role of other fund constituents and related regulations

II. Legal and Regulatory Environment

  • Role of regulators in India
  • Role and functions of SEBI in regulating mutual funds
  • Self regulatory organizations
  • Role and functions of AMFI
  • AMFI Code of Ethics
  • Investment restrictions and related regulations
  • Investor rights and obligations

III. Offer Document

  • Regulations with respect to drafting and filing of an Offer Document for NFO
  • Process of NFO and steps involved in marketing an NFO
  • Objectives of information disclosure in an offer document
  • Objectives and contents of the Statement of Additional Information (SAI) and related regulations
  • Objectives and contents of the Scheme Information Document (SID) and related regulations
  • Key Information Memorandum (KIM) and related regulations

IV. Offer Document

  • Regulations with respect to drafting and filing of an Offer Document for NFO
  • Process of NFO and steps involved in marketing an NFO
  • Objectives of information disclosure in an offer document
  • Objectives and contents of the Statement of Additional Information and related regulations
  • Objectives and contents of the Scheme Information Document and related regulations
  • Key Information Memorandum and related regulations
  • Fund Distribution and Sales Practices
  • Types of investors and eligibility
  • Distribution channels for mutual funds
  • Pre-requisites to become a mutual fund distributor
  • Key elements of agreement between distributor and a mutual fund
  • Sales practices and commission structure
  • Types of commissions and transaction charges
  • AMFI Code of Conduct
  • Process for KYD

V. Accounting, Valuation and Taxation

  • Computation of net assets and NAV
  • Announcement of NAV
  • Factors affecting the NAV
  • Pricing of transactions in a mutual fund
  • Time-stamping of transactions
  • Charging of expenses
  • Key accounting and reporting requirements
  • Valuation process carried out by mutual funds
  • Applicability of taxes
  • Dividend Distribution Tax
  • Taxability of dividends and capital gains in the hands of a mutual fund investor
  • Applicability of Securities Transactions Tax based on type of transaction and scheme
  • Setting off gains and losses under Income Tax Act

VI. Investor Services

  • KYC requirements & Demat Account concept
  • Process for fresh and additional purchase in a mutual fund
  • Additional documentation requirements for institutional investors
  • Acceptable payment instruments
  • Processes related to redemptions by investors
  • Contents and periodicity of Statement of account
  • Process for Nomination and Pledge
  • Types of Investment options – dividend, growth and dividend re-investment
  • Processes related to of systematic investment plans
  • Processes related to systematic withdrawals and transfers
  • Processes related to other investor services and facilities

VII. Risk, Return and Performance of Funds

  • Return on investment
  • Calculation of simple, annualized and compounded returns
  • Applicability of returns for different types of funds
  • SEBI norms for return representation of mutual funds in India
  • Factors that may affect mutual fund performance
  • Risks in different type of mutual funds
  • Classification of mutual funds based on risk
  • Process for Benchmarking of performance

VIII. Scheme Selection

  • Steps in selecting equity funds
  • Steps in selecting debt funds
  • Steps in evaluating a money market fund and identifying factors impacting their performance
  • Steps in evaluating balanced mutual funds and evaluation of factors impacting their performance
  • Sources of data to track mutual fund performance

IX. Selecting the Right Investment products for Investors

  • Classification of assets into physical and financial assets
  • Features of physical assets such as gold and real estate
  • Features of financial assets

X. Helping Investors with Financial Planning

  • Basics of financial planning
  • Financial goals
  • Investment horizon
  • Objective of financial planning
  • Benefits and need for financial planning to the investor
  • Life cycle and wealth cycle in financial planning
  • Tools to categorize investors’ needs

XI. Recommending Model Portfolios and Financial Plans

  • Risk profiling
  • Asset allocation and types
  • Importance and steps for developing a model portfolio

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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