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Capital Market Domain Training Program

Who should attend?

These certifications are recommended for all those who want to learn about Capital Markets or
whose work relates to the domain of Capital Markets in different industries such as Financial
Services and Information Technology.

Key Benefits

On completion of this course you will be able to:

  1. understand the function of global and the Indian capital markets with a client-focused
    approach
  2. know the life cycle of individual investment products and specific feature of these
    products such as equity, fixed income, structured products and derivatives
  3.  get an insight into how the special features of the specific products are meaningful for
    different participants in the capital markets i.e. for investors, fund managers, capital market intermediaries and software development companies.

 

Program Methodology
The training methodology is online lecture sessions, exercises and assignment followed by testing
and certification.

Certification Modules – Core Modules
1. Understanding Capital Markets
2. Core Accounting and Analysis of Financial Statements
3. Essential Mathematics and Statistics for Financial Markets

Certification Modules – Expert Modules
4. Expert Module on Equity Markets
5. Expert Module onFixed Income Market
6. Expert Module onCurrency Markets
7. Expert Module onMutual Funds
8. Expert Module on Trading, Clearing and Settlement in Financial Market
9. Expert Module on Derivatives

Notes
1. Detailed coverage and expected learning outcomes for each of the modules is given in the
table below.
2. The learning hours are indicative

Module Sub-topics Learning outcomes  
  Securities By the end of this course, you should be able to:  
  Financial Markets Define a financial market  
  Capital Market Explain the players and products in a financial market  
Understanding Money Market Explain the structure of a capital market  
Financial Instruments

Explain the key elements of securities creation  
 
Capital Markets Financial Intermediaries Explain primary market  
  The Mechanics of Deals Explain secondary market  
  Market Conventions Distinguish between primary and secondary markets
Explain Over-The-Counter (OTC) trading
 
     
  Branches of Accounting By the end of this course, you should be able to:  
  Users of Accounting Information Define a financial statement  
  List the assumptions of accounting  
  Accounting Principles Define a balance sheet  
Core Accounting and Analysis of Financial Statements Generally Accepted List the features of a balance sheet  
Accounting Principles Explain the contents of a balance sheet  
The Accounting System in Explain Profit & Loss (P&L) account  
 
List the key terms in P&L account  
Action - Double Entry
System Explain funds flow statement  
Explain the analysis of financial statements  
  The Accounting Equation
  Explain the principal financial ratios  
  Stages of Double Entry
     
  System of Accounting    
  Financial Statement    
  Analysis    
  Problems in Financial Statement Analysis    
     
  Basic Accounting Terminology    
     
  Present Value (PV) By the end of this course, you should be able to:  
  Future Value (FV) Explain the cash flow timelines  
Essential Mathematics and Statistics for Financial Markets Special Streams of Cash Flows Distinguish between a simple interest and a compound interest  
Explain the present value and the future value of money  
Simple Interest Compound Interest & Calculate the interest for shorter compounding periods  
Distinguish between an annuity and an annuity due  
Compounding Intervals Explain a perpetuity  
   
Nominal and Real Interest    
Rates    
     
  Extension of Time Value of Money concept to Bond Pricing    
     
     
  Measures of Central Tendency By the end of this course, you should be able to:  
  List the key mathematical functions used in finance  
    Explain the measures of central tendency  
Essential Measures of Dispersion Explain percentiles and quartiles  
  Explain the various measures of dispersion  
Mathematics  
  Explain probability distribution  
Probability Distribution
 
and Statistics for   Explain covariance, correlation, and coefficient of correlation  
 

Regression and Correlation Apply the concepts of financial mathematics to risk management  
     

Course coverage

Financial Markets Application in Risk Management    
   
     
       
  Bringing Equities to the    
  MarketPlace    
  ADRs and GDRs By the end of this course, you should be able to:  
  Distribution: Process of Explain equity shares  
  raising capital through an Calculate Book Value Per Share (BVPS)  
Expert Module Initial Public Offering (IPO) Define Initial Public Offering (IPO)  
on Equity Secondary Market Define how equity is brought into market using IPO  
Operations Explain preference shares  
 
Markets Stock Market Participants Explain rights issue  
    Explain American Depository Shares (ADS)  
  Stock Indices
     
  What determines the stock    
  price and how does it    
  change?    
  Valuation of Stocks    
  Corporate Actions    
  Bonds    
  Types of Bonds    
  Bond Features    
  Bond Pricing By the end of this course, you should be able to:  
  How to compute the price Define fixed income (FI) securities market  
  Define a bond market  
Expert Module of a bond?
List different types of bonds  
on Fixed Income Bond value with
Explain the characteristics of a bond  
Market semi-annual interest
Explain the concept duration of bonds  
  Yield Measures
  Explain the concept convexity of bonds  
  Price-Yield Relationship
  Explain the pricing of a bond with an example  
  Bond Valuation between
  Analyze the price of a bond  
  coupon payment dates
  - Effect of maturity period  
  Clean Price and Dirty Price
  - Effect of coupon rate  
  Duration
  - Effect of level of yield  
  Convexity
  - Impact of discount rate/market interest rate  
  The Yield Curve
     
  Constructing the Yield    
  Curve    
  Primary and Secondary    
  Bond Markets    
  Rating of Debt Securities    
  Bond Portfolio    
  Management    
  Money Market    
  Key Money Market    
  Instruments    
  Market Participants    
  Correspondent Banking    
  Relationships By the end of this course, you should be able to:  
  Factors influencing the Define forex market  
  exchange rate List the factors that influence forex markets  
    Explain FX quotes  
     
  Foreign Exchange Rates Explain the terminology used in FX quotes  
Expert Module on Currency Markets Spot Market(S) Explain cross-currency rates  
  FX Deal – Parameters Explain FX deal  
  Forward Market Explain different types of FX transactions  
  Trading Position Explain FX derivatives  
     
  Types of FX Transactions    
  Valuation of Currencies    
  FX Swap    
  FX Derivatives    
  Forex Operations –    
  Organization Structure    
  How Funds work?    
  Benefits of Mutual Funds    
  Types of Mutual Fund    
  Schemes By the end of this course, you should be able to:  
  Functional Classification Define a Mutual Fund (MF)  
  Portfolio Classification List the benefits of investing in a mutual fund  
  List the risks involved in a mutual fund  
  Geographical Classification
  Compute the Net Asset Value (NAV)  
Expert Module on Mutual Funds Other type of Funds
Describe how mutual funds work  
  Fund Manufacturing: How
Explain the structure of a mutual fund  
  mutual funds are created
  Explain various types of mutual funds  
  and structured?
  List the mutual fund expenses  
  Fund Accounting
  Explain mutual fund performance measures  
  Determining the NAV
  Explain Hedge Funds  
  Accounting for Load
  Explain Exchange Traded Funds  
  Distributable Reserves
  List the key regulators in mutual funds  
  Mutual Fund Fee Table
  Explain the terminologies in US mutual funds  
  Required by Federal Law
     
  Quantitative Evaluation of    
  Mutual Fund Schemes    
  Risk adjusted measures of    
  a fund’s performance    
  Hedge Funds    
  Exchange Traded Funds    
  (ETFs)    
  Trading    
  Mechanisms/Process    
  Parties Involved in Trading,    
  Clearing & Settlement    
  How prices are quoted:    
  Bid-Offer System By the end of this course, you should be able to:  
  Exchange Trading Process Define capital market  
Expert Module on Trading, Clearing and Settlement in Financial Market Order Management Explain different types of capital markets  
  Explain trading of securities  
Trade Management
  Explain clearing and settlement process  
Investment Product
  Provide real-time examples of trading, clearing and settlement  
Processor
     
Clearing & Settlement &    
     
  other Back-Office    
  Operations    
     
  Settlement Cycle    
  Margin Lending    
  Short Selling    
  Program Trading    
  Securities Lending    
  Securities Lending in    
  Practice    
  Clearing Methods    
  Risk Management    
  Forward contract terminologies By the end of this course, you should be able to:  
Expert Module on Derivatives - Forward Contracts   Explain forward contract and the terminologies related to it  
Long and Short forward contracts Explain long and short forward payoff  
 
  Explain how forwards help in managing exchange rate risk  
 
Long and Short forward contracts pay-off profile    
     
     
     
  Exchange rate risk    
  management    
  What are Futures contracts? By the end of this course, you should be able to: Define futures contract  
       
  Futures exchange markets List futures exchange markets  
Expert Module Futures Contract specifications Explain the specifications of the futures contract  
  Contract types Explain the types of futures traders  
  Forward contracts vs Compare forward and futures contracts  
Contracts Explain futures price quotations  
Futures contracts
  Explain the convergence of futures price to spot price  
  Futures price quotations
     
  Convergence of Futures    
  price to spot price    
  Settlement of Futures    
  contracts    
  Margin Management    
  Option contracts and By the end of this course, you should be able to:  
  terminology Define an option  
Expert Module Types of option contracts Explain different types of options  
on Derivatives - Pay-off scenarios of option Explain pay-off scenarios in options  
Financial Options contracts Demonstrate a pay-off scenario with an example  
  Examples of pay-off    
  scenarios    
  Uses of option contracts    
  Application of Financial By the end of this course, you should be able to:  
  options Explain the applications of options  
  Intrinsic value of options Define intrinsic value of an option  
Expert Module Time value of options Recall the time value of an option  
on Derivatives - Factors affecting option Explain the various factors that affect option value  
Financial Options value Explain Black-Scholes pricing model  
- Applications, Black-Scholes pricing Calculate the theoretical value of European call option using DerivaGem soft  
Pricing, Greeks Define option Greeks  
model
  Explain the various option Greeks that affect the option price  
  Option Pricing Calculator
     
  Deriving the price of a    
  European call option    
       
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