Share Market – Financial Planning and Stock Markets Syllabus

Financial Planning
 Introduction and its importance for Wealth Creation

Investments
 What is Investment and why is it Important?
 Types of Investments
 Traditional Investments – FD, Bank savings, RD, Real Estate, Post Office etc.

Mutual Fund
 Types of Mutual Funds
 Introduction to mutual funds
 Terms: SIP, STP, SWP
 NAV, ELSS, AUM, Exit load etc.
 Redemption in mutual funds
 Risk profile of different mutual fund types
 Uses of Mutual funds for personal use
 How to invest in mutual funds
 Direct and Regular plan
 Growth plan and Regular plan
 Mutual fund selection ratios
 Money Markets

INSURANCE
 Introduction to Insurance
 Types of Insurance – Life, Health, Vehicle, Business, Corporate etc.
 Premium
 Insurance coverage
 How to evaluate the insurance we need?
 How much premium do we need to pay?
 How to buy insurance?
 Insurance claims process

Initial Public Offering (IPO)
 IPO introduction
 Process of an IPO
 How to analyse an IPO
 IPO terminologies
 How to apply for an IPO
 Analysis of an IPO

Bonds and Debentures
 Equity vs bond comparison
 Bond vs debenture comparison
 Types of bonds
 Bond terminology
 Bond Issue and Trading
 Bonds vs FD vs Debt Funds
Investment Psychology
 Investing psychology and Mindset
 Investing mindset and thinking
 News and websites to follow
 How to balance Emotions and Trades

Corporate Actions and Announcements
 Corporate actions and announcements
 Ex-date, record date, announcement date
 Dividend, stock split, bonus shares
 Stock buyback and rights issue
 Demergers and acquisitions
 Effects of corporate actions on stocks

Fundamental Analysis
 Introduction to fundamental analysis
 Factors of business analysis
 Introduction of financial statements
 Profit and loss statement analysis
 Balance sheet statement analysis
 Cash Flow statement analysis
 Business product and services analysis
 Results and ratio analysis
 Profitability and Efficiency ratios
 Competency and Valuation ratios
 Stock Screening
 Watch List creation

Portfolio Management
 Income Allocation
 Allocation by needs, loans and savings
 Asset allocation by risk
 Allocation in gold and equity
 Rebalancing gold and equity assets
 Allocation in fixed income
 Allocation for emergency funds
 Allocation for important and non-important goals
 Allocation in Mutual funds and shares
 Stock Allocation by conviction
 Portfolio diversification
 Holding period for investing
 Profit booking and exiting stocks
 Investing psychology

Introduction
 Share Market – Bull and Bear Market
 What are shares?
 How share market works?
 Movement of Share prices – High, Low, Open, Close
 IPO – Initial Public Offering
 Structure of the Indian stock market
 Stock exchange NSE, BSE
 Demat account, Trading account
 Difference between trading and investment
 Brokerage and Taxation
 Share settlement in delivery and intraday trading
 Large cap, mid cap and small cap stocks
 A, B, T and Z group shares
 Bid, Ask Spread, Volume and Liquidity
 Types of Index – Nifty, Sensex etc
 Leverage and exposures on shares and cash
 Difference between long buying and short selling
 Upper Circuit, Lower Circuit

INVESTOR TYPES, DELIVERY and INTRADAY TRADING
 Investor, trader, arbitrager
 Intra-day, Delivery STBT, BTST

Equity – Cash and Derivative Market

Overall Basics of Equity Share Market
 Intra-Day Training / Delivery Trading
 Long Position
 Short Position.
 Market Order.
 Stop Loss and Target
 Limit Order
 Carry forward
Derivatives – FUTURES AND OPTIONS
 Derivatives
 Futures
 Options
 Call and Put
 Expiry Date and Contracts
 Margin Amount for Intra-day
 Margin Amount for Carry Forward
 Index Future
 Stock Future
 Basic Option Strategies

Introduction to Commodity and Currency Markets
 Different Segments of Commodity Market.
 Precious Metals, Base Metals, Energy.
 MCX- Multi Commodity Exchanges.
 NCDEX – National Commodities and Derivatives Exchanges.
 Expiry Dates
 Lot size of Different Commodity Market
 Margin Requirement for Intra-Day & delivery.
 What is Contract roll over
 External factor affecting in Commodity Market.

Currency Markets
 What is Currency Market?
 Trading currency in India.
 Margin Requirement for Trading
 Lot Size of Different Currencies
 What is difference between currency & MCX?
 Benefit in currency Market.
 External factor affecting Currency Market
BROKERAGE
 Brokerage, calculation, Contract notes, Breakeven point in trades

TRADING PLATFORM INTRO – Introduction to Desktop Application, Web based
Trading, Mobile App
 What is a Terminal?
 Online and Offline Trades
 Login
 Order placement
 Stoploss entry
 Net Position
 How to place trades in Trading App

TRADING ACCOUNT AND FREE Demat Opening
 Demat Account?
 Types of Demat Account.
 Process Online & offline
Technical Analysis
 Introduction To Technical Charts
 Types of Charts
 Line chart
 Bar Chart
 Candlesticks
 Importance of Technical charts in Trading
 Swing Trade and Price action introduction

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How we are Different from Others : Our Teachers covers each topics with Real Time Examples . They take Real time project and explains every topic. We have Trainer from Real Time Industry with 15 years experience in Share Market.

Trainer is having 15 year experience in Data Science with 10  years in Data Science Machine Learning and AI. It has been 15 years now that he has been working extensively in the top level Software company. He is having different kind of certifications in DS. He also have done corporate sessions and seminars both in India and abroad. Recently he was engaged by Yess InfoTech for sessions and professional motivator for working processionals to achieve their day to day targets.

All trainers at our organization are currently working on the technologies in reputed organization. The curriculum is not just some theory or  some PPTs. We have all practical sessions and that to we ask our student to implement the same in the session only. We provide notes for the same. We use simple easy language and the contents are well absorbed by the candidates. The always give assignment. Also that the faculties are industry experienced so we give real time projects and practice. We also provide recorded sessions but that will be costing differently. Also we provide result oriented training.