Investment Analysis and Portfolio Management

BY
Institute of Financial Market Courses

Develop your portfolio management skills by pursuing the Investment Analysis and Portfolio Management Course by IFMC institute.

Mode

Online

Duration

2 Months

Fees

₹ 25000

Quick Facts

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

Course overview

Investment Analysis and Portfolio Management Course is being offered by IFMC to give the learners a broad introduction to investment analysis and portfolio management.

Investing is not always sufficient. At times the investment might not meet the expectations. In order to avoid that it is essential to keep an eye on the investments and to keep changing the investment to balance the portfolio. This course will cover the kinds of markets, their instruments, dividend valuation models, trading in secondary markets, analysis of financial statements including balance sheet, income statement, evaluation of common stocks using EPS, DPS and P/E Ratio. 

The participants will be trained in technical analysis, which is more compound than fundamental analysis. It is very important for understanding stock markets. They will be equipped with skills and knowledge to understand and perform technical analysis. They will also learn about the modern portfolio theories, the ratios required for evaluating the performance of the funds, valuation of derivatives- derivatives shall include futures, forwards and options. This course is a part of the BFSI segment. 

The highlights

  • Classroom course
  • 2-month course
  • Course certification by IMFC
  • Certification in Investment Analysis and Portfolio Management by NCFM
  • Trading practice
  • Double certification
  • Partial fee payment option available

Program offerings

  • Practical faculty
  • Group discussions

Course and certificate fees

Fees information
₹ 25,000
  • Candidates have to pay registration fees of Rs.1, 700/- 
  • Candidates have to pay course fees of Rs.25, 000/- 
  • Additional GST will be applicable to the above-mentioned fees.
  • Exam fees for NSE & SEBI certification will be extra as given.

Fee details for INVESTMENT ANALYST & PORTFOLIO MANAGEMENT COURSE

Particulars

Amount in INR

Registration fee

Rs.1, 700/- 

Course fee

Rs.25, 000/-  


Note- The fee for the examination of NSE and SEBI is extra.
certificate availability

Yes

certificate providing authority

National Stock Exchange of India Ltd +1 more

Who it is for

Following candidates shall be suitable for this course:

  • Candidates who aspire to learn about the share markets.
  • Professional trader, Technical expert and Research Analyst shall benefit from this course.
  • Candidates who wish to pursue a job as a portfolio manager.
  • Candidates keen on developing a career in the stock market or any allied sector.

Eligibility criteria

Education

Candidates should have cleared 10+2 in order to pursue this course. A bachelor’s degree would be beneficial. 

Certification Qualifying Details

IFMC shall provide a certificate for the Investment Analysis and Portfolio Management Course to those participants who meet the attendance requirements of 95%, pass the class projects, assessments, internal exams, viva and practical classes.

NCFM and NISM Certificates will be awarded if the participants appear for the exam at the NSE Centre.

What you will learn

Financial knowledge

Participants of the Investment Analysis and Portfolio Management Course will become proficient in the following topics:

  • They will develop expertise in managing portfolios and hedge funds.
  • They will be able to manage money in the capital and money market efficiently.
  • They will understand how to make good investment decisions.
  • They will learn about the fundamentals of bond pricing.
  • They will acknowledge the characteristics of the modern portfolio theory.
  • They will understand how to evaluate and analyze financial statements.
  • They will be capable enough to classify and manage funds.

The syllabus

Module: Investment Analysis & Portfolio Management

Objectives of Investment Decisions
  • Introduction
  • Types of investors
  • Constraints
  • Goals of investors
Financial markets
  • Introduction
  • Primary & Secondary Markets
  • Trading in Secondary Markets
  • The Money Market
  • Repos and Reverses
  • The Bond Market
  • Common Stocks
Fixed income securities
  • Introduction: The time value of Money
  • Simple and Compound Interest Rates
  • Real and Nominal Interest Rates
  • Bond Pricing Fundamentals
  • Bond Yields
  • Interest Rates
  • Macaulay Duration and Modified Duration 
Capital market efficiency
  • Introduction
  • Market Efficiency
  • Departures from the EMH 
Financial analysis and valuation
  • Introduction
  • The Analysis of Financial Statement
  • Financial Ratios
  • The Valuation of common Stocks
  • Technical Analysis
Modern portfolio theory
  • Introduction
  • Diversification and Portfolio Risks
  • Equilibrium Module: The Capital Asset Pricing Module
Valuation of derivatives
  • Introduction
  • Forwards and Futures
  • Call and Put Options
  • Forward and Future Pricing
  • Option Pricing
  • Black-Scholes Formula
Investment management
  • Introduction
  • Investment Companies
  • Active vs. Passive Portfolio Management
  • Costs of Management: Entry/Exit Loads and Fees
  • Net Asset Value
  • Classification of Funds
  • Other Investment Companies
  • Performance Assessment of managed funds

Admission details


Filling the form

Candidates looking to enrol for the INVESTMENT ANALYST & PORTFOLIO MANAGEMENT COURSE can follow the given steps:

Step1: Use the URL to visit the course website https://www.ifmcinstitute.com/classroom-stock-market-courses/investment-analyst-portfolio-management/

Step2: Click on pay now given below the course fees.

Step3: Candidates need to have a PayU money account to continue further.

Step4: Provide the information asked for and fill in the fee amount to make the payment.

How it helps

The INVESTMENT ANALYST & PORTFOLIO MANAGEMENT COURSE is a chance for the learners to develop their foundation about the stock market. They will be able to understand the workings of the stock market and how to invest in the stock market. They will have immense knowledge about the markets and portfolio management. Course lectures by faculties having 15 years of experience will enhance the learning of the participants. Group discussions will be conducted to make learning more interactive. 

They will be given practical experience of trading in the market. Practical classes will be held to enable the participants to understand how trading happens in the market and develop their trading skills. Through this course, participants will be able to explore diverse career options and increase their earning potential in this field of the industry. They will be given a course completion certificate by IFMC acknowledging their knowledge and accomplishments. 

This certificate can be added by the participants to their resumes and shared on various other platforms. It will add weightage to their work profile and pave way for more job opportunities. They can join various companies as portfolio or fund managers. They can even apply for jobs at mutual fund houses, research houses, hedge funds, private banks, broking houses, and asset management companies, PE funds, credit rating agencies and NBFC.

FAQs

Is attendance compulsory?

Participants have to maintain an attendance of 95%. It is compulsory for every module that they have taken in the course.

What has to be submitted for admission?

Participants will be required to submit the original mark sheets of 10th and 12th., certificate of graduation or any other equivalent degree. The mark sheets will be self-attested at the institute’s branch. Candidates will have to show all the original documents at the center In Charge.

Are weekend batches available?

IFMC provided weekend batches for the working professionals to enable them to pursue the courses.

What will be the qualification of the faculties?

The faculty varies from course to course, but the course faculty is well-qualified NSE CERTIFIED and some are CFA, MBA and CA also.

How is the exam conducted?

The exam shall be conducted online. It will be the examination of a multiple-choice question.

How can I get a refund?

The participants will not be provided with a refund for the course fees irrespective of the situation.

Can I contact the IFMC support team?

In case of any questions, participants should contact the IFMC support team on 91-965-006-6947 or +91-987-051-0511 or drop them a mail at  info@ifmcinstitute.com

Are instalments available for fee payment?

Candidates can pay the course fees in installments once they get the approval of the center head.

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