After College Program

After College Program

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Certified Personal Financial Specialist (CPFS)

About the Course

Certified Personal Financial Specialist (CPFS) certificate program is designed to develop the basic skills required by a candidate to execute critical functions related to financial planning, goal planning & investment planning to assist their clients to shift from investment planning to comprehensive financial planning. The program provides the financial goal planning skills to candidate aspiring their career financial services industry.

You should take the course if you are:

  • An aspiring finance professional who wants to learn about Personal Financial
  • An employee desirous of investing your savings safely and securely
  • A business owner or a professional who is seeking to obtain a working knowledge of Personal Financial.
  • A student interested in learning the concepts of Personal Financial.

Certification in Advanced Financial Markets (CPFS)

About the Course

The ‘CPFS’ teaches professional analysis of securities using fundaments, derivative, technical analysis and behavioral aspects of finance. Specific topics include: an Introduction of financial markets, Equities Market,Money market,Market timing and movement, Derivatives markets and the behavioral aspect of investment strategy, and current trends. The capstone project will solve an investment project by designing an investment plan for an individual at three different stages of his life.

This module has been prepared with a view to provide candidates with a comprehensive and in depth knowledge about the financial markets

You should take the course if you are:

  • An aspiring finance professional who wants to learn about investing
  • An employee desirous of investing your savings safely and securely
  • A business owner or a professional who is seeking to obtain a working knowledge of financial markets
  • A student interested in learning the concepts of financial markets and portfolio management.

Certification in Financial Trading (CFT)

About the Course

The ‘CFT’ teaches professional analysis of securities using technical analysis and behavioral aspects of financial market. Specific topics include: an Introduction of financial markets, Trend Analysis,Price Volume Analysis,Financial Trading Analysis, Exit strategy and Riskmanagement and the behavioral aspect of investment strategy, and current trends.

This module has been prepared with a view to provide candidates with a comprehensive and in depth knowledge about the Financial Trading analysis.

You should take the course if you are:

  • An aspiring finance professional who wants to learn about Financial Trading
  • An employee desirous of investing your savings safely and securely
  • A business owner or a professional who is seeking to obtain a working knowledge of Financial Trading
  • A student interested in learning the concepts of Financial Trading.

Certification in Advanced Derivatives Trading & Risk Management (CADR)

About the Course

The ‘CADR’ teaches professional analysis and risk management of securities using Derivatives data analysis and risk management using derivatives. Specific topics include: Introduction to derivatives, Introduction to Forwards and Futures, Pricing of Future Contracts, introduction to Options, Option Strategies and Pay-offs, Option Pricing and Risk Management with Derivatives along with Management of Derivatives Exposure.

This module has been prepared with a view to provide candidates with a comprehensive and in depth knowledge about the Financial Derivatives analysis and risk management.

You should take the course if you are:

  • An aspiring finance professional who wants to learn about Financial Derivatives analysis and risk management.
  • An employee desirous of trading your money safely and securely
  • A business owner or a professional who is seeking to obtain a working knowledge of Financial Derivatives analysis and risk management.
  • A student interested in learning the concepts of Financial Derivatives analysis and risk management.

Certification in Advanced Equity Research (CAER)

About the Course

The ‘CAER’ teaches professional analysis and risk management of securities using Derivatives data analysis and risk management using derivatives. Specific topics include: FINANCIAL MODELING OF SIEMENS AG, COMPARABLE COMPS - COMPARABLE COMPANY ANALYSIS, EQUITY RESEARCH REPORT WRITING.

This module has been prepared with a view to provide candidates with a comprehensive and in depth knowledge about the Financial Derivatives analysis and risk management.

Investment Adviser Level 1 & 2 (NISM)

The examination seeks to create a common minimum knowledge benchmark for all associated persons registered as an investment adviser and partners and representatives of investment advisers under SEBI (Investment Advisers) Regulations, 2013 and offering investment advisory services.

NISM-Series-X-A: Investment Adviser (Level 1) Certification Examination is the level 1 examination.

An associated person shall be required to pass both the levels (i.e. NISM-Series-X-A: Investment Adviser (Level 1) Certification Examination and NISM-Series-X-B: Investment Adviser (Level 2) Certification Examination) to fulfil the requirements under Regulation 7(2) of the SEBI (Investment Advisers) Regulations, 2013.

The certification aims to enhance the quality of investment advisory and related services in the financial services industry.

Examination Objectives:

On successful completion of the examination, the candidate should:

  • Know the basics of investment advisory, steps in the advisory process, making and implementation of financial plan.
  • Understand how to evaluate different products, their suitability and how the recommendation of the same can impact investment risks, returns and strategies in a personal finance environment for investors and prospective investors in the market.
  • Get oriented to the Income tax, Wealth tax and legalities of Estate planning in personal finance, and regulatory aspects underlying advisory.
  • Get acquainted with financial planning as an approach to investing, insurance, retirement planning and an aid for advisers to develop long term relationships with their clients.

Assessment Structure

The examination consists of 100 questions of 1 mark each and should be completed in 2 hours. The passing score for the examination is 60%. There shall be negative marking of 25% of the marks assigned to a question for each wrong answer.