Investment

Analysis
& Portfolio
Management
About Investment Analysis & Portfolio Management

The scope of investment decision-making is widening as new concepts and

financial products appear on the horizon. The program attempts to compre-
hend the developments taking place in the area of investment analysis. It aims
to present the intricate and complex tools and techniques of investment man-
agement in a simplified way. Numerical examples and illustrations have been
used extensively to explain the application of different concepts. The program
is equally useful for investment researchers, investment practitioners, and all
types of investors.

Investment Analysis and Portfolio Management

Objectives of Investment Decisions Introduction

- Types of Investors; Constraints; Goals of Investors.

Financial Markets

- Introduction, Primary and Secondary Markets;

- Trading in Secondary Markets;
- Money Market; Repos and Reverse Repos;
Bond Market; Common Stocks.
Fixed Income Securities

- Introduction-Time Value of Money;

- Real and Nominal Interest Rates;
- Bond Pricing Fundamentals; Bond Yields; Interest Rates;
- Macaulay Duration and Modified Duration

Capital Market Efficiency

- Introduction; Market Efficiency; Departures from the EMH

Financial Analysis and Valuation

- Introduction; Analysis of Financial Statements;

- Financial Ratios (Return, Operating and Profitability Ratios);
- Valuation of Common Stocks; Technical Analysis."

Valuation of Derivatives

- Introduction; Forwards and Futures; Call and Pu Pricing;

Black- Scholes Formula

Investment Management

- Introduction; Investment Companies; Active vs. Passive Portfolio

Management; Cost of Management
- Entry/Exit Loads Fees; Net Asset Value ; Classification of Funds ;
Other investment companies; Performance assessment of
managed funds.
Program Benefits:

Get certified by NSE Academy

Course access through Mobile,

Desktop & Laptop

Subscription to NSE SMART - Trading

Simulator for Hands-on Training

Lifetime access of the recordings.

1-year complimentary subscription to NSE

Knowledge Hub – Artificial Intelligence (AI)

Real Time Live Online Classes by Professionals

Duration: 16 Hours

Registration Details

For details, contact:

Counselor 1: +91 93728 01388

hinal.thakur@empiricalacademy.net

Fees Details

FEES - INR 5900/-

(Inclusive of 18% GST) https://rzp.io/l/YGPKWAS2mN
Register Now

Refund Policy:

1. The fees paid by the Candidate shall not be refundable in any circumstances whatsoever except in case of medical reasons or in

case of death of a Candidate or his/ her parents. The fees shall be refunded only after production of valid medical certificate proving

physical or mental disability of the Candidate to attend the Course, death certificate of the deceased Candidate or his/ her parent,

etc.

2. On production of the required documents as mentioned herein above, the fees paid by the Candidate shall be refunded to the

Candidate or his/her parent without interest component.

3. NSE ACADEMY is not liable to issue any certificate to the Candidate who has withdrawn from the said course
 FinTalent

NSE Academy FinTalent platform, is preferred destination for students seeking careers in BFSI and this ecosystem
assists students in connecting with prospective employers. Students will be able to upload their CVs to the platform
where potential recruiters from BFSI industry may find right candidates for placement.

Knowledge
HUB

NSE Knowledge Hub has machine learning and artificial intelligence (AI) capabilities which creates a unified,
relevant & engaging experience for building skills & capabilities in finance.

The key features of NSE Knowledge Hub are:

AI enabled Learning at one’s own pace

Across all sub domains of Finance Accessible anywhere, any time

World resources Knowledge imparted by industry - professionals

Curated content Content suited for beginner to professional users

This AI first learning eco system is available on both mobile and the web platforms.
1- year subscription to NSE Knowledge Hub worth Rs. 999 complimentary*

SMART
Practice Trading Test your own strategies
Improve your performance by practicing trading in risk- free Experience trading bull, bear and sideways markets
environment from NSE stocks trading sessions

Risk -free learning in Virtual Enviornment Easy to use

Trade in a virtual environment before hitting the market Trade like a Pro.

Technical Charting Tools Price Feed Simulator

Study and use of price to make trading decisions. Order get matching based on a Delayed/Recorded data.

3 - months subscription to NSE SMART - Trading Simulator worth Rs.500 complimentary**

 Faculty:

Highly Qualified faculty (Including CA,CFA,FRM,MBA and PhD holders) having

experience of working in the Corporate World. So that they can give a better
understanding of financial concepts with real-world implications. Along with
giving real-life example the faculty will also support you in solving the real-life
scenario and help the learners innovate in business practice.
Empirical Academy faculty team includes outstanding educators and re-
searchers from both the academic and business sectors, contributing towards
the overall professional and personal growth of the students.

Interactions with prominent leaders/senior executives from the industry, al-

lowing you to benefit from the experience gained in leading positions around
the globe. Empirical Academy Faculty are highly qualified and experienced
faculty are the greatest asset of the Organisation.

Who will Benefit from this?

• Students

• Investors/Clients

• Traders

• Sub-Brokers/Dealers

• Working Executives

• Housewives

• Anyone who is interested to learn about

Investment analysis and portfolio management