Assets (Institute of Finance & Retail) is affiliation with FPSB for offering certified financial planner course i.e. CFPCM also provides Diploma in Capital Market & retail management i.e. Equity Market, Mutual Fund, Derivatives, Future & options, Commodities & fixed income market in India with Technical & Fundamental analysis.

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Diploma in Capital Market

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»» Course Objective & Module

Course Objective

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To empower the entrants to acquire an integrated understanding of the financial market needed from conception to implementation

To enable the entrants to earn the necessary certification for critical jobs and positions in the Industry

To provide all individuals to achieve better Asset Management Skills

To contribute towards the enhancement of professionalism & building of human capital for the Industry

Course Module

This Diploma in Capital Market consists of 5 modules, with tenure of 6 months. Participants will be involved in interactive lectures, group discussions, assignments & projects.

» Introduction
» Type of MF
» NFO – New Fund Offer
» Fact sheet & Its importance
» How to read a Fact Sheet
» Concepts of SIP, SWP, STP & FMPs
» Research and Comparisons
» Soft required to sell a MF
» Technical Measure of Funds Performance
» Recent Changes
» AMFI Exam preparation
» Examinations

Equities	Fixed Income Market	Mutual Fund	Commodities	Soft Skills	Training	Exams
2 Months	1 Months	1 Month	2 Months	6 Months*	1 Month	• NCFM AMFI etc. • Internal Exams

» Introduction
» Basics of Commodities Market
» List of tradable commodities
» Fundamental Analysis
» Technical Analysis
» Dealing Strategies
» Regulatory Framework
» Client Relationship Management
» Back office Operations
» NCFM Examinations
» Internal Examination

» Communication Skills
» Interpersonal Skills
» Negotiation Skills
» Social Skills
» Business Behavior Traits
» Presentations
» Time Management

* - Spread over all the six Months

Module 1: Equity & Derivatives – 2 Months

» Introduction
» Cash & Derivatives Market
» On-line & Off-line Market
» Share Valuations
» Market Strategies
» Arbitrage & Hedging
» Arbitrage & Hedging Strategies (Cash & Derivatives)
» Regulatory Framework
» Client Relationship Management
» Back Office Operations
» NCFM Examinations
» Fundamental Analysis
» Technical Analysis
» Techniques of Fundamental & Technical Analysis
» Examinations

Module 2: Fixed Income Market – 1 Month

» Introduction
» Treasury Market Operations
» Instruments of Fixed Income Market
» Players in Fixed Income Market
» Primary market
» Dealing in Primary Market
» Secondary Market
» Dealing in Secondary Market
» Interest rate Derivatives
» Future Rate Agreement
» Corporate Debt
» Back Office Operations
» Examinations

Module 3: Mutual Funds – 1 Month

Module 4: Commodities Market – 2 Month

Module 5: Soft Skills – Spread over all 6 Months

• Teachers with Practical Industry Experience • Job arrangement with Financial Companies • Live Projects • Training by industry experts • Charter member