Technical Program

The contents of the Training Program are as follows:

Financial Markets – Equity, Set Income, Mutual-Funds, Etc
Ø Introduction to Equity-Market
Ø Bond Basics plus Bond Market Dynamics
Ø Mutual Funds: Basic (N.I.S.M. Certification) plus Solution Designing (Applications)
Ø Structured Product: Preface to Structured Products
Ø Other Asset Classes: Commodities plus P.M.S. / P.E. / R.E. / Gold
Financial Planning plus Assets Allocation
Ø Investments Aim Setting
Ø Understand Risk Tolerance
Ø Understand Asset Allocation
Ø Asset Allocations Approaches: Planned, Tactical, Dynamic plus Integrated
Ø Higher Level Asset Allocation Model:
1. Core plus Satellite
2. Benjamin Grahams 50 / 50
3. Boggles 50 / 50
Ø Make the Asset Allocation works
Ø Draft a Complete Financial Plan
Insurance Concepts plus Products
1. Fundamentals of Insurance
2. Beyond Basic:
a. Benefits of Illustrations
b. Charges plus Impact of Charges
c. Gross Yield, Reduction in Yield plus Net Yield
3. Preparing plus Presenting Insurance based solutions
4. Business Insurance
5. Insurance plus Financial Planning
Basics of Banking
1. The Bank
2. The Banker plus the Client
3. Balance Sheet of Bank
a. Liabilities: Accounts plus Deposits
b. Retails Assets: Loan
4. Non-Resident Products Offering
5. Basics of F.X.
6. Compliance