Home > Online Course > NSE NCFM Certification Preparation Modules > Investment Analysis and Portfolio Mgmt Certificate Course

Investment Analysis and Portfolio Mgmt Certificate Course

Course by NIFM
 5.0 rating    190 Students

Introduction

DETAILED STUDY OF INVESTMENT ANALYSIS AND PORTFOLIO MANAGMENT

Investment is a term that refers to giving money or putting fund to others or any company expecting the returns with interest in future. The Meaning of investment is different for those who invests in capital market and for those who invests in some business. Small and large investors have to face the same issues in investments. A smart investment made after looking all the risk factors involved and maximum possible returns can prove beneficial for the investors.  Before making any investments, it’s better to look and analyse the aspects of investment.

An investor should make the possible inquiries before making huge investments. An individual or a beginner in the stock market may have to face failed investments and bear heavy losses without having proper knowledge and know-how of investment techniques. It is very important for the traders to be well-versed with the factors involved in investments.  Investment analysis and portfolio management is a course for investors who want to learn the basics of investing and decide where to invest with less risk. There are some top institutes for pursuing this course but Online NIFM is the one which provides a detailed study of investments and study of the factors involved.  It is the best institute forportfolio management course for understanding the portfolio management through practical knowledge. It has been constructed to fulfil the requirement of investors and traders and helps in managing the portfolio for risk analysis.

This is an online course of portfolio management where students can take interactive and live sessions from the comfort of their home.  Students can take recorded videos of the classes for revision purposes and in the case of any absence during the session.  The objective of this course is to provide skills for making good investment decisions without any risks or losses involved. Theoretical and practical knowledge has been provided to the students for better understanding and an in-depth study. The course on portfolio management is beneficial for individuals, self-employed, traders, investors and others.

Those who want to choose this course as a career and want to be in a high position in stock broking companies will get benefitted from this course. One can upgrade his skills and knowledge and add-on to the qualification. Investment is a risky affair if not done wisely and with proper guidance and knowledge.

What you will get?

Pre-recorded chapter vise videos - Yes (approx 4 hours)

Language:  ENGLISH

Book:  Yes (Ebooks in pdf format in English)

Mock test:  Yes (online mock test with approx 500 question answers) 

Certification: Certification from NIFM

Assesment Structure:

Duration: 120 minutes

No. of questions: 60

Total Marks: 100

Marks per question: 1

Passing score: 60%

Negative Marking: Yes (25%)

Certificate validity: Life Time

 

Faculty: Mrs. Shrutee Sharma

About Course

Portfolio analysis is an important part of managing the financial investments. As we know that different type of assets are available in the market, but finding out the right investment tool in terms of profitability and risk associated with the asset is equally important. 

Capital market and bond market are the two main segments where one can invest in to. Thus in this course we will be discussing about calculating risk reward ratio and fair value of  the particular asset as well as portfolio  performance. 

 

It contains:
  • Objectives of Investment decisions
  • Financial Markets
  • Fixed Income Securities
  • Capital Market Efficiency
  • Financial Analysis and Valuation
  • Modern Portfolio Theory
  • Valuation of Derivatives
  • Investment Management

Course Requirements

Computer, Laptop, ipad, tab or mobile phone required with broadband or 4G internet.

Who is this Course for?

 

Who will benefit from the course
Individual
Bankers
Students
Tarders
Working Professionals
House Wives


Course Outline

Chapter 1 : OBJECTIVES OF INVESTMENT DECISIONS

Introduction, Types of investors, Institutions, Constraints, Goals of Investors

Chapter 2 : FINANCIAL MARKETS

Primary and secondary markets, Trading in Secondary Markets, Money market, Repos and reverses, Bond market, Common Stocks

Chapter 3 : FIXED INCOME SECURITIES

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

Chapter 4 : CAPITAL MARKET EFFICIENCY

Introduction, Market efficiency, Departures from EMH

Chapter 5 : FINANCIAL ANALYSIS AND VALUATION

Introduction, The analysis of financial statement, Financial ratios, The valuation of common stocks, Technical Analysis

Chapter 6 : MODERN PORTFOLIO THEORY

Introduction, Diversification and portfolio risks, Capital Asset Pricing Model, Multifactor models

Chapter 7 : VALUATION OF DERIVATIVES

Introduction, Forwards and Futures, Call and Put Options, Forward and Future Pricing, Option pricing, Black – Scholes formula

Chapter 8 : INVESTMENT MANAGEMENT

Introduction, Investment Companies, Active vs Passive portfolio management, Net Asset Value, Classification of funds, Other investment companies, Performance assessment of managed funds

Student Review

ritesh singh
 5

good

m
monika monga
 5

mock test and video are designed very well

Rs.1950*  Rs.6500

70% OFF
Add to Cart View All Courses
This Course includes
8 Section
E-Books in pdf
Mock Test
Certification Test
Certification
Corporate Training

Enterprise training for Team

Get a Quote

Recommended Courses

Financial Market Beginners Module
NIFM
(6611)
Financial Market Beginners Module

Financial Market Beginners module is the compiled basic course in financial market for the fresher and beginners to get the comprehensive knowledge about Indian financial market system.

Language=English
Availability=3 Months
MRP= Rs.2000 Rs.1400*
*Additional 18% GST
Add to Cart View Details
Mutual Funds Beginners Module
NIFM
(859)
Mutual Funds Beginners Module

Mutual Funds Beginners Module will help to understand the basic concept of Mutual funds with prerecorded videos, books & mock test.

Language=English
Availability=3 Months
MRP= Rs.2000 Rs.1400*
*Additional 18% GST
Add to Cart View Details
Option Trading strategies Module
NIFM
(198)
Option Trading strategies Module

Option trading strategies module gives a complete overview of different trading strategies used in options , and how to use option trading strategies.

Language=Hindi
Availability=6 Months
MRP= Rs.6500 Rs.4500*
*Additional 18% GST
Add to Cart View Details
Capital Market Dealers Module
NIFM
(184)
Capital Market Dealers Module

Capital market dealers module gives you the basics of Stock Market. how to trade in stock market, operations in stock market.

Language=Hindi
Availability=3 Months
MRP= Rs.2000 Rs.1400*
*Additional 18% GST
Add to Cart View Details
Mutual Fund Advanced Module
NIFM
(182)
Mutual Fund Advanced Module

Mutual Fund Advanced Module will provide complete comprehensive in-depth knowledge about mutual fund industry, capital market and fund management.

Language=English
Availability=3 Months
MRP= Rs.2000 Rs.1400*
*Additional 18% GST
Add to Cart View Details
Derivative Market Dealers Module
NIFM
(171)
Derivative Market Dealers Module

Derivatives market Dealers Module focuses on basics of derivatives and their usage. This course covers the different products of derivative, NIFTY, CALL, PUT, pricing of derivative, index and its composition, risk management and regulatory frame work.

Language=Hindi
Availability=6 Months
MRP= Rs.6500 Rs.3500*
*Additional 18% GST
Add to Cart View Details
Wealth Management Certificate Course
NIFM
(149)
Wealth Management Certificate Course

Candidate will get certified by NIFM and get complete comprehensive knowledge of Wealth Management. Learn how to manage the wealth of a investor.

Language=Hindi/English
Availability=6 Months
MRP= Rs.6500 Rs.4500*
*Additional 18% GST
Add to Cart View Details
Fundamental Analysis Certificate Course
NIFM
(108)
Fundamental Analysis Certificate Course

Fundamental Analysis course is an approach to analyzing market behavior & price forecasting through the study of underlying factors of supply and demand.

Language=Hindi
Availability=6 Months
MRP= Rs.15000 Rs.5500*
*Additional 18% GST
Add to Cart View Details
Investment Analysis and Portfolio Mgmt Certificate Course
NIFM
(98)
Investment Analysis and Portfolio Mgmt Certificate Course

Get Certified for Investment Analysis and Portfolio Management and Prepare yourself for how to do investment analysis and how to manage the portfolio.

Language=Hindi
Availability=6 Months
MRP= Rs.6500 Rs.1950*
*Additional 18% GST
Add to Cart View Details
Commodity Market Dealers Module
NIFM
(79)
Commodity Market Dealers Module

Commodity Market Module provide the basic and in depth knowledge about the commodity market. Products of metal & agro commodity and how to trade in MCX & NCDEX.

Language=Hindi
Availability=3 Months
MRP= Rs.2000 Rs.1400*
*Additional 18% GST
Add to Cart View Details
Technical Analysis Certification online course
NIFM
(63)
Technical Analysis Certification online course

Get Certify from NIFM & Prepare yourself for Technical Analysis Certificaton Course with recorded videos, Ebook and Mock Test.

Language=Hindi
Availability=6 Months
MRP= Rs.6500 Rs.4500*
*Additional 18% GST
Add to Cart View Details
Insurance Module
NIFM
(63)
Insurance Module

Insurance Module gives us the complete knowledge about all insurance products like general insurance, life insurance, term insurance & health insurance etc

Language=Hindi/English
Availability=6 Months
MRP= Rs.6500 Rs.1400*
*Additional 18% GST
Add to Cart View Details
Technical Analysis Certification Online Course
NIFM
(62)
Technical Analysis Certification Online Course

Get Certify from NIFM & Prepare for Technical Analysis Certification with recorded videos in English, Ebooks and Mock questions paper. This course will make you learn how to use software to analysis of stocks and commodities.

Language=English
Availability=6 Months
MRP= Rs.6500 Rs.4500*
*Additional 18% GST
Add to Cart View Details
Financial Market Advanced Module
NIFM
(58)
Financial Market Advanced Module

Financial Market Advanced Module is the advance level course in Indian financial market Industry with certification from NIFM.

Language=Hindi/English
Availability=6 Months
MRP= Rs.6500 Rs.100*
*Additional 18% GST
Add to Cart View Details
Equity Research Certification Course
NIFM
(29)
Equity Research Certification Course

Get Certify for Equity Research from NIFM & prepare yourself to do research in equity market. Students will get videos in hindi & english, ebook, mock test paper.

Language=Hindi/English
Availability=6 Months
MRP= Rs.6500 Rs.4500*
*Additional 18% GST
Add to Cart View Details
Equity Research Certification Course
NIFM
(15)
Equity Research Certification Course

NIFM Certified Equity Research Module Certification Course with complete knowledge on how to do research in equity.

Language=ENGLISH
Availability=6 Months
MRP= Rs.6500 Rs.4500*
*Additional 18% GST
Add to Cart View Details