Description
Course Name: Diploma in Investment Planning and Management
Course Id: DIPM/Q1001.
Education Qualification: Graduate.
Duration: 370 Hrs.
How You will Get Diploma Certificate:
Step 1- Select your Course for Certification.
Step 2- Click on Enroll Now.
Step 3- Proceed to Enroll Now.
Step 4- Fill Your Billing Details and Proceed to Pay.
Step 5- You Will be Redirected to Payment Gateway, Pay Course and Exam Fee by Following Options.
Card(Debit/Credit), Wallet, Paytm, Net banking, UPI and Google pay.
Step 6- After Payment You will receive Study Material on your email id.
Step 7- After Completion of Course Study give Online Examination.
Step 8- After Online Examination you will get Diploma Certificate soft copy(Scan Copy) and Hard Copy(Original With Seal and Sign).
Step 9- After Certification you will receive Prospect Job Opportunities as per your Interest Area.
Online Examination Detail:
- Duration- 120 minutes.
- No. of Questions- 60. (Multiple Choice Questions).
- 10 Questions from each module, each carry 10 marks.
- Maximum Marks- 600, Passing Marks- 40%.
- There is no negative marking in this module.
| How Students will be Graded: | ||
| S.No. | Marks | Grade |
| 1 | 91-100 | O (Outstanding) |
| 2 | 81-90 | A (Excellent) |
| 3 | 71-80 | A (Very Good) |
| 4 | 61-70 | B (Good) |
| 5 | 51-60 | C (Average) |
| 6 | 41-50 | P (Pass) |
| 7 | 0-40 | F (Fail) |
Benefits of Certification:
- Government Authorized Assessment Agency Certification.
- Certificate Valid for Lifetime.
- Lifetime Verification of Certificate.
- Free Job Assistance as per your Interest Area.
Syllabus
Diploma in Investment Planning and Management
Fundamental Equity Analysis
Introduction, Understanding the Term Investment, Financial and Economic Meaning of Investment, Investment and Speculation, Investment and Gambling, Investment and Arbitrage, Real and Financial Assets, Why are Investments Important, Factors Favourable for Investment, Risk-less vs. Risky Investment, Investment Alternatives/Media, Features of an Investment Program, Features of an Investment Program, Financial System: An Introduction, Indian Securities Market, Participants in the Securities Market, Other Financial Markets.
Fixed Income Securities
Fund Management, Treasury, Agency , and Municipal Securities, Guest Lecture – Dennis Rhee / Mike Troy, Principles of Portfolio Management; Corporate Debt Instruments; Corporate Bond Credit Analysis, Foreign Bond Market; Case – Swedish Lottery Bonds, Mortgage-Backed Securities: Residential Mortgage Loans, Residential Mortgage Backed Securities: Agency and Non-Agency Securities, Mortgage-Backed Securities: Analysis of Residential MBSs, Commercial MBSs, Fixed Income Fund Presentations.
Securities Market
Primary Market and Secondary Market Intermediaries: Role and Functions, Merchant Bankers, Stock Brokers, Syndicate Members, Registrars, Underwriters, Bankers to an Issue, Portfolio Managers, Debenture Trustees, Foreign Institutional Investors, Depositories, Depositories Participants, Custodians, Credit Rating Agencies, Venture Capitalists, Functions and Significance of Stock Exchanges, Operations and Trading Mechanism of Stock Exchanges, Settlement of Securities, Stock Market Indices, Risk Management, Surveillance Mechanism at Stock Exchanges, Straight through Processing.
Risk and Return Concepts
Important functions of Financial Management, Objectives of the firm: Profit maximization vs. Value maximization, Role of Chief Financial Officer. Financial environment in which a firm has to operate, Time Value of Money: concept and reasons, Compounding and Discounting techniques, Concepts of Annuity and Perpetuity, Different sources of finance; long term and short term sources, Cost of capital: concept, relevance of cost of capital, Implicit and Explicit cost, specific costs (its computation) and weighted average cost (its computation), rationale of after tax weighted average cost of capital, marginal cost of capital.
Portfolio Management
The investment process, milestones portfolio management, planning, Implementation, Monitoring and rebalancing, Investment objectives and constraints of the different groups of investors, Assessment of market expectations, Strategic asset allocation, Portfolio management, fixed income, Managing a portfolio of stocks, Economic Analysis – Macroeconomic activities and security markets, The Cyclical Indicator Approach, Monetary Variables, Industry Analysis – Business Cycles and industry sectors, Evaluating Industry life cycle, analysis of industry competition and industry rate of returns.
Fund management and investment
Historical mutual fund performance; Market efficiency and behavioural finance; Return based trading strategies; Performance of hedge funds; Statistical arbitrage, Types of markets; Limit Order Markets; Bid-ask bounce (Roll); Adverse selection; Optimal insider trading (Kyle); Market microstructure and investment analysis, Expected portfolio returns and variance; Utility functions and expected utility; Risk aversion; The mean-variance problem; Capital allocation with other utility functions (CARA, CRRA); Estimating covariances: the index model; Abnormal returns: Treynor-Black model; Factor models.
