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*Ketan Chaphalkar is the course coordinator. He can be reached at email ketanc@zephyr.org.in ,Mobile: +919850821180. Please save his mobile no. in your phonebook for WhatsApp communications.
Online Financial Markets and Investments Training Program for Members
The Online Financial Markets and Investments Training Program for Members is a Sixteen Weeks Training Program that takes you through all aspects of Investments and Financial Markets. You will have to go through the course material for each week and then take the online test for that week. The test will reinforce your knowledge on Investments
You can take the training at your own pace but it is recommended that you complete the sixteen weeks of training without gaps as it provides the continuity required for the training program. Your study time including tests will be a maximum of two to three hours per week.
Course Schedule
Month 1
- Equity Portfolio for Ravi
- Ten Basic Principles of Portfolio Management
- Absolute and Relative Return
- Investment Philosophy
- Quantitative and Qualitative Parameters
Week 3
Introduction to Portfolio Management
- Assigning Weights to Stock in Portfolio
- Selecting The Universe For Your Equity Portfolio
- The optimum number of stocks and weights for the stocks in your portfolio
- Portfolio Maintenance
Week 4
Portfolio Construction and Maintenance
Month 2
- Balance Sheet Analysis
- Cash Flow Statement Analysis
- Ratio Analysis
Week 6
Financial Statement and Ratio Analysis
- Equity Research Analysis
- Equity Research Tata Motors
- Sectoral Analysis
Week 7
Equity Research & Sectoral Analysis
- Introduction to Derivatives
- Futures
- Options
- Derivative Strategies
Week 8
Equity Derivatives
Month 3
- Interest Rate Movements
- Bond Price and Interest Rates
- Bond Maturity and Interest Rates
- Concept Of Duration
- Yield Curves
Week 9
Basics of Fixed Income
- Fixed Income Markets in India
- Government Bonds Market
- Corporate Bond Market
- Money Market Securities
- Types Of Debt Securities
Week 10
Fixed Income Markets in India
- Understanding Liquidity
- RBI Policy Tools Defined
- Fixed Income Schemes of Mutual Funds
Week 11
RBI Policy Tools & Mutual Fund Investment
- Hedging Interest Rate Risk
- Credit Default Swaps
- Interest Rate Swaps
- Interest Rate Futures
Week 12
Fixed Income Derivatives
Month 4
- Currencies Fundamental
- Currencies Linkages
- Cuurency Policy
- Curreny Markets
- Macroeconomics
Week 13
Understanding Currencies & Macroeconomics
- Liquid Funds
- Fixed Maturity Plans
- Short Term Income Funds
- Long Term Income Funds
- Gilt Funds
Week 16
Fixed Income Mutual Funds
Ravi Series on Personal Finance
Ravi is a hard working professional who wants to take the right financial decisions for securing his and his family’s future. His friend who is a market professional and who Read More
24 Dec 2014
Two Minutes Concept Videos
#ArjunAnswers Videos
“I estimate that Jack at a minimum has saved, left in the pockets of investors, tens and tens of tens of billions [of dollars] and those numbers are going to be hundreds and Read More
09 May 2017
#EventAlerts Videos
Course Coordinator - Ketan Chaphalkar. Please contact Ketan at ketanc@zephyr.org.in or call on +919850821180 for any queries on the Online Financial Markets and Investments Training program for Members
Profile of Arjun Parthasarathy
Arjun Parthasarathy
Arjun Parthasarathy has over twenty years experience in financial markets. He has worked across platforms of fund management, proprietary trading and research and across segments of equities and fixed income. Arjun has worked with reputed institutions including Citigroup, IDFC Mutual Fund, Sundaram Mutual Fund and IDBI Bank. He has done his MBA from University of Hull UK and MA in Economics from the University of Poona. Arjun has authored the book, The Rich Investor, published in 2012. He is a well followed columnist of Firstpost.com.