It is an Advance course in the stock market aims to create stock market professionals by giving them strong conceptual knowledge and the most modern career oriented practical training required by the industry
ADVANCE DIPLOMA IN FINANCIAL MARKET-TRADING AND ANALYSIS 9 MONTHS
Objective
This course is specially designed for all students and professionals who wish to specialize in the Stock Market , It is an Advance course in the stock market aims to create stock market professionals by giving them strong conceptual knowledge and the most modern career oriented practical training required by the industry. It is a complete course that covers all aspects of the market .Designed to meet the growing demand for investment advisors, business developers, client relationship managers and entrepreneurs in the industry. This Course is based on Theory as well as practical , The course includes Capital Market , Derivative market , Option Strategy , commodity and currency with Basic , Advance and Expert Level Technical Analysis. It equips the investor to analyze the market and track market movements on live Terminal.
Duration :
9 Months
•Traders Investors , Working Professional
•Anyone who wants job
•10+2, BA. B.com. B.Sc. BBA Pursuing Students,
•Those who wants to pursue the career in financial service
Course Highlights
- NCFM / NISM Certifications
- Daily Live Trading and Investments
- Mentors Cum Traders with 13+ years experience
- Free Limited Retakes & Class Backups
- Lifetime Support
- Trading Internship
- Multiple Career Options with 100 % Placement Assistance
- Free Demat A/c with Discounted Brokerages & NISM/NCFM Exam Preparation Material
- SIP Investments
- Program Endorsed By leading Stock Broking Firms
- Hands –on training on Live Market Software
COURSE CONTENT
Module 1: Market Basics and Live Trading
MARKETS AND INSTRUMENTS
Investment Basics:
- Markets and Financial Instruments
- Primary Market
- What Is Investment?
- Inflation Protection Assets
- Primary Market: IPO, ASBA, Pricing Of IPO, Book Building Process
- History of Indian Stock Market
- What is the ShareMarket? Difference between Stock Market & Share Market?
- Market Segments
- Market Products
- Key Indicators of Security Market
- Market Participants: NSE, BSE, SEBI & BROKERS
- Market Capitalization: According to Size & According To Share Holding Pattern
Secondary Market
- Brokers and Sub Brokers
- Eligibility criteria
- Broker- Client Relations
- Trading System Users Hierarchy
- Depositories
- Clearing Members
- Corporate Actions: Dividends, Bonus, Split, OFS, Buy Backs
Trading in the Stock Market
- Webversion & Mobile App Angel one Tour
- Calculating Brokerage: Traditional Brokers Vs Discount Brokers
- Quantity Freeze & Circuit Breakers
- Order Conditions: GTC, GTD, GTT, IOC, Regular Order
- Order Types: Stop Loss order, Bracket Order, Cover Order, Trailing Stop Loss
- Price Time Priority, Order Matching, Bid-Ask Spread
- Transaction Cycle: Rolling Settlement
LIVE Trading Sessions
General Discussion on
- How the Stock Market works
- History and Evolution of the Stock Market
- Insights into what our traders use and how they think while trading
- Different Stock Exchanges: NSE& BSE
- Psychology: Control your angerand greed
- Risk management: How to reduce losses
- Portfolio Management: Manage all Portfolio risk
- Money Management
- How the companies become Publicly Traded Company
- Different Order Types
- How to short sell in down going Market
Practice & Doubt Clearing Session
Module 2: Derivatives and Options
Introduction To Futures
- What are Derivatives ?
- Products Of Derivative Markets
- Futures ( Stock , Commodities , Currency )
- Forwards ( Currency & Commodities)
- Basics of Derivatives Analysis OTC Derivatives and Exchange Traded Derivatives
- Understanding Future Contracts
- Difference Between Forwards & Futures
- Trading, Clearing and Settlement, Risk Management
- Key Terminologies in Future Market
- Spot Price
- Future Price
- Expiry Cycle
- Contract Value
- Basis Point
- Cost Of Carry
- Participants In Derivative Market
- Hedgers
- Arbitragers
- Speculators & Margin Traders
- Future and Options trading on Live Platforms
Introduction To Forwards And Futures
- Major Limitation of Forwards
- Future Contracts and its Features
- Pay-off Future Contract
- Understanding Margins
- Brokerage calculation in futures and options
- Understanding MTM (Mark To Market)
- Index Calculation
- Market Captilization Weighted Index Method
- Price Risk In Index Futures
- Pricing Of Future Contract
- Concept Of Compounding
- Types of Compounding : Discrete and Continuous
- Basics Of Time Value Of Money
- Hedging
- Types Of Hedging : Stock With Future , Portfolio hedging using beta ; option hedging
- Need of hedging
- How to Hedge a stock with its Future ?
- Understanding Beta
- What is Beta?
- How to Find Beta?
- Hedging Stock Using Beta
- Porfolio Construction and its hedging using beta
- Systematic and Unsystematic Risk
Introductions To Options
- What are Options ?
- Call Option – Buy & Sell
- Put Option – Buy & Sell
- Important Terminologies
- Intrinsic value and Time Value
- Strategies for Trading Options
- Long Straddle
- Short Straddle
- Long Strangle
- Short Strangle
- Iron Condors
- Butterfly
- Covered call
- Synthetic Call
- Protective Put
- Synthetic Put
- Collar Strategy
- Bull Call Spread
- Bear Put Spread
- Bull Put Spread
- Bear Call Spread
- Ratio Spreads
Understanding Option Greeks & Open Interest
- What is Open Interest
- How Open Interest Works
- Difference Between OI & Volume
- Understanding OI with Example
- Option Chain Analysis
- Practical Use Of OI in Option Trading
- Finding Range Of Market using OI data from Option Chain
- Making Iron Condors using OI data
- Two leg and then conversion to four leg option Strategies
- Open Interest Analysis : Trend of Market
- Analysing Change in OI with Price Volume
- OI Data Interpretation from Money Control and Nse website
- Put Call Ratio
- Put Call Parity
- Option Greeks
- Delta
- Gamma
- Theta
- Vega : IV (Implied Volatility & India VIX)
- Rho
- Use Of Greeks in practical option trading
- Option Calculator
Module 3: NISM Series 1 -Currency Derivatives Certification Examination
- History Of Foreign Exchange Markets
- Major Currency Pairs
- Overview of International Currency Markets
- Basics And Peculiarities of currency markets in india
- Settlement or value date
- Over –the-counter (OTC) forward market
- Exchange rate arithmetic –cross rate
- Impact of market economics on currency prices
- Economic Indicators
Foreign Exchange Derivatives
- Evolution Of Derivatives
- Derivative Products and Features
- Growth drivers of derivatives
- Market players in the foreign exchange market
- Key economic functions of derivatives
- Exchange –Traded Vs OTC Derivatives
Exchange Traded Currency Futures
- Currency Futures
- Spot Price
- Future Price
- Contract Cycle
- Value date / Final settlement date
- Expiry Date
- Contract Size
- Initial Margin
- Marking –to-market
- Rationale behind currency futures
- Standard Items in A future contract
- Introduction of currency Futures in India
- Futures and forward contracts
- Advantages of Futures Contracts
- Limitations Of Futures Contracts
- Interest Rate Parity And Pricing of Currency Futures
- Trading in Major Currency Pairs
Strategies Using Currency Futures
- Role of speculation in futures markets
- Long position in futures
- Short Position in futures
- Hedging using currency Futures
- Types of hedgers
- Size of the hedging position
- Trading spreads using currency Futures
- Concept of Arbitrage
- Use Of Arbitrage in Currency futures markets
- Arbitrage opportunities under various conditions
Trading In Currency Futures
- Contract Specification for currency futures
- Trading parameters
- Tenors of future contract
- Expiry Date
- Settlement Price
- Entities in the trading system
- Types of orders
- Concept of Mark-to-Market (MTM
- Position Limits
- Allowable open position limits for members trading in currency futures
- Monitoring and enforcement of position limits in the currency future market
- Survelliance system and procedures and exchanges
Clearing, Settlement And Risk Management In Currency Futures
- Clearing entities
- Clearing mechanism
- Open positions and obligations of clearing members
- Settlement mechanism ( MTM settlement , Final Settlement)
- Risk management measures
- Concept of margin requirements
- Initial Margin
- Initial Margin
- Portfolio based margin
- Calender Spread margin
- Extreme loss margin
- Liquid net woth
- Real time Computation
- Process of margin collection by clearing corporation
Exchange Traded Currency Options
- Options
- Call and put options
- Bought and sold option
- Option Premium
- Futures and options
- European vs . American Options
- Moneyness of an option
- Option prcing and option Greeks
- Option Pricing methodology
- Optiosn pay offs
- Option Strategies
- Practical application of currency options
- Clearing , settlement and risk management for currency options
- Intitial margin
- Extreme Loss margin
- Net option value
- Calender Margin
Accounting and Taxation
- Accounting treatment for derivatives contracts
- Taxation of derivative transaction in securities
- Tax treatment of profit /loss on derivative transaction in securities
- Principles of Dow Theory
- Demand and Supply Philosophy with Dow Theory
- Introduction to Elliot Wave Theory and Fibonacci Retracements
- Creating Wave counts on historic charts
Regulatory Framework For Currency Derivatives
- Features of Securities Contracts (Regulation ) Act , 1956 [SC(R)A]
- Features of Securities and exchange Borad of india Act , 1992
- Recommendations of the RBI- SEBI Standing Technical Committee on Exchange Traded Currency and Interest Rate Derivatives
- Provisions of foreign Exchange Management Act , 1999
- Salient Features Of RBI Notification ‘ Currency Futures ( Reserve Bank ) Directions , 2008
- Salient Features of RBI Circular , ‘Guidelines on trading of currency Futures in Recognised stock / New Exchanges’
- Salient features of SEBI Regulations for currency Derivatives Exchanges
- Regulatory framework for clearing corporations
- Governing Council Of The exchange and Clearing Corporation
- Eligibility criteria for membership of currency derivatives exchanges
Codes Of Conduct and Investor Protection Measures
- Features of SEBI Codes of conduct for brokers
- Features oof SEBI Codes of Conduct for sub-brokers
- Features of Coides of Conduct specific to Exchange Traded Currency Derivative Segment
- Nature Of Complaints considered by exchanges
- Arbitration mechanism at Exchanges
Module 4 Commodities: Derivatives and Options
- Introduction to Commodities Markets
- Economic data releases & commodity impact
- USD & Commodity Relationship
- Economic and Political Causes and its effects
- Precious metals ( Gold and silver)
- Future and options Analytics and live trading in MCX terminal
Module 5- MUTUAL FUNDS
- Introduction to investing
- What is Mutual Fund?
- How does Mutual Fund work
- Mutual Fund Schemes
- 4.1 Regular or retail Plan Vs Direct Plan
- 4.2 By Structure and By Investment Objective
- 4.3 Other Categories
- Role of Mutual Funds
- The advantage of Mutual Funds
- Frequently Used Jargons: NAV, Sale Price, Repurchase Price, Redemption Price, Entry & Exit Loads Etc
- Profitability Matrix
- History of Mutual Fund in India
- Facts about Indian Mutual Fund Industry
- SIP-Systematic Investment Plan
- 11.1 Modes of Investment in Mutual Fund
- 11.2 What Is SIP?
- 11.3 Difference Between Modes of Investment
- 11.4 Benefits Of SIP: Rupee Cost Averaging and Value Investing
- Power of Compounding: Calculation of Returns Using Financial Calculator & Excel
- How Returns on Mutual Funds are taxed?
Module 6 – INVESTMENT ADVISOR LEVEL 1 or Series X-A
This Module is a preparation to the NISM series X-A: Investment Adviser (Level 1) examination. This examination looks to make a typical least learning benchmark for all the people enlisted as an investment adviser and accomplices or agents of investment advisers under SEBI (Investment Advisers) Regulations, 2013 and advertising investment warning administrations.
Curriculum (Investment Adviser Level 1)
I. Introduction to Indian Financial Market
- 1. Understand the macro-economic parameters of Indian Economy
- 2. Understand the features of Indian Financial Markets
- 3. Know the structure of Indian Financial Markets
- 4. Understand the role of the participants in the Indian Financial Markets
- 5. Know the role of various Regulators regulating Indian Financial Markets (In brief)
II. Securities Market Segments
- 1. Understand the nature, functions and types of issues in Primary Markets
- 2. Know the role and function of Secondary Market
- 3. Understand the various types of various Corporate Actions
- 4. Understand the role of the participants in the Indian Financial Markets
- 5. Know the role of various Regulators regulating Indian Financial Markets (In brief)
III. Mutual Funds
- 1. Understand the meaning and features of a mutual fund
- 2. Know the key terms and concepts associated with mutual funds
- 3. Know the regulatory framework for mutual funds
- 4. Know the various types of mutual fund products
- 5. Understand the taxation of Mutual Fund Products
- 6. Know the investment options in mutual funds
- 7. Know the processes associated with investing in mutual funds
- 8. Understand the uses and processes of conducting systematic transactions
- 9. List the benefits of investing with mutual funds
- 7. Frequently Used Jargons: NAV, Sale Price, Repurchase Price, Redemption Price, Entry & Exit Loads Etc
- 8. Profitability Matrix
- 9. History of Mutual Fund in India
- 10. Facts about Indian Mutual Fund Industry
- 11. SIP-Systematic Investment Plan
- 11.1 Modes of Investment in Mutual Fund
- 11.2 What Is SIP?
- 11.3 Difference Between Modes of Investment
- 11.4 Benefits Of SIP: Rupee Cost Averaging and Value Investing
- 12. Power of Compounding: Calculation of Returns Using Financial Calculator & Excel
- 13. How Returns on Mutual Funds are taxed?
IV. Investment Products
- 1. Understand the various types of small savings instruments
- 2. Understand the various types of fixed income / debt instruments
- 3. Know the various types of alternate investments
- 4. Know the concept of direct equity as an investment option
V. Managing Investment Risk
- 1. Know the concept of Risk
- 2. Know the Common Types of Risk
- 3. Understand the ways of measuring risk
VI. Measuring Investment Returns
- 1. Understand the concept of return
- 2. Understand the various return concepts
- 3. Understand the concept of compounding
- 4. Know the computation of Real rate of return vs. nominal return
- 5. Know the computation of Tax adjusted return
- 6. Understand the concept of Risk-adjusted Returns
VII. Concept of Financial Planning
- 1. Understand what constitutes financial planning
- 2. Know the need for financial advisory services
- 3. Understand the scope of financial advisory services
- 4. Understand the business model for the Delivery of financial advice to client
- 5. Understand assets, liabilities and net worth
- 6. Understand the preparation of budget
- 7. Know the financial planning delivery process
VIII. Asset allocation and Investment Strategies
- 1. Know the various Asset classes
- 2. Learn about Portfolio construction
- 3. Understand the concept of Practical asset allocation and Re balancing Strategies
- 4. Know the need for portfolio monitoring and re-balancing
IX. Insurance Planning
- 1. Understand the need for insurance in personal finance
- 2. List the requirements for a risk to be insurable
- 3. Understand the role of insurance in personal finance
- 4. Know the various steps involved in Insurance Planning
- 5. Know the types of Insurance Products
- 6. Understand about the Life Insurance Products
- 7. Understand about the Non-Life Insurance Products
- 8. Understand the life insurance needs analysis (Human life approach, Needs approach)
X. Retirement Planning
- 1. Understand the retirement planning process
- 2. Understand and estimate retirement corpus
- 3. Determine the retirement corpus
- 4. Learn about the various retirement products and their features
XI. Tax and Estate Planning
- 1. Understand Income tax principles
- 2. Understand Tax aspects of Investment products
- 3. Learn about the Wealth Tax Act and its implication for clients
- 4. Know about Estate Planning
XII. Regulatory Environment and Ethical Issues
- 1. Understand the provisions of the SEBI (Investment Advisers) Regulations, 2013
- 2. Understand the overall framework of the regulatory system
- 3. Learn about the roles of regulators: MoF, MCA, SEBI, RBI, IRDA, PFRDA
- 4. Understand the role of Self regulatory organizations
- 5. Understand the provisions of PMLA, 2002
- 6. Know the codes of conduct by SEBI, AMFI, etc
- 7. Know the ethical issues in providing financial advice
- 8. Understand investor complaint redressal mechanism
Module 7- Technical Analysis
Introduction About Technical Analysis
- What is Technical Analysis
- The Basis of Technical Analysis
- Difference Between Technical vs Fundamental Analysis
- Strength and weaknes of Technical Analysis
- Strength and weakness of Fundamental Analysis
Different Types Of Charts
- Introduction About Chart
- The Various types of price charts
Trend Lines
- What is the purpose of Drawing trend lines ?
- How to plot trend lines
Candlestick Study
- Basic Candle Stick Patterns
- Single Candle stick Pattern
- Double Candle Stick Pattern
- Triple Candlestick Pattern
Support & Resistance
- What is Support?
- What is Resistance?
- Change of support to resistance and vice versa
Chart Patterns and their Study
- Different Types of patterns
Gaps & Gaps Analysis
- Types of Gaps
- How to Identify gap
- Gaps Pattern
- Stages of Gaps
Indicators & Oscillators
- Difference Between Indicators and Oscillators
- What does a Technical Indicator Offer?
- Why use Indicator?
TYPES OF INDICATORS
Moving Average
- Simple Moving Average (SMA)
- Exponential Moving Average (EMA)
- What is better?
- When to Use
- Uses Of Moving Average
- Signals : Moving Average Price Over
- Signals : Multiple Moving Average
MACD
- What is the MACD and how is it calculated ?
- MACD Benefits
- Divergence
On Balance Volume
- Overview
- Calculation
Stochastics
- Overview
- Construction
William % R
- Overview
- Signals
- Use of William% R
Bollinger Bands
- Overview
- How to Trade on Bollinger Bands
- Few Rules for Beginners
Trading Strategi
Stock Selection
- How to Select Stock for Intrday & positional Trade
The Dow Theory
- Background
- Principles of Dow Theory
- Demand and Supply Philosophy with Dow Theory
- Primary Movements
- Secondary Movements
- Type Of Trends
- How to Identify Trend
Elliot Wave Theory
- Definition of Elliot Waves
- Elliot Wave Basics
- Creating Wave counts on historic charts
- Introduction to Elliot Wave Theory and Fibonacci Retracements
Fibonacci Sequence
Expert Level Technical Analysis
- top trading setups for different profiles and trading styles
Volume Theory
- Volume along with the Accumulation & Distribution line , Selling Climax , Accumulation Distribution, High Volume wash out, volume confirmation , volume Divergence
Bar Chart
- Different Bar Chart patterns and their formation
- How to identify Bar Chart Pattern
Advance Candlestick Study
- Advance Candle Stick Patterns and their Formation
Advance Indicators For Intraday Trading
Stop Loss Tools
- Some Tools for Stop Loss in Intraday trade
Trading Psychology and how to manage the Risk
Career Opportunity
After completing Advance Diploma in Financial Market Trading Analysis one can pursue his/her career in Indian and International broking houses, Banks, Asset management Company, Hedge funds, PE funds, NBFC, KPO’s and credit rating Agency on various positions and in different departments.
Eligibility :
The candidate should be Minimum 12th (Senior secondary) pass from any recognized Board / institutions. We always recommend the candidate should pass at least bachelor degree, so that it will be bit easier to provide placements. Graduate students get job placement on direct payroll in Comopanies , and 12th students will get placement under small companies or in sub-brokers / Franchise .