Professional Documents
Culture Documents
Market Participants
Key Terms
2 Hours
Analytics & Simulation Secondary Market Trading Order Placement Trade Life Cycle: Trading Process Trading Workflow - end-to-end Trade Life Cycle: Trading Strategies Classification of Stocks
2 Hours
A detailed understanding of the trading process step by step. How to group stocks for trading purposes, and the trading strategies for each group.
2 Hours
Finitiatives Learning India Pvt. Ltd. (FLIP), 2011. Proprietary content. Please do not misuse!
Clearing Process
3 Hours
Introduction
Role of the Custodian/DP in the asset servicing process, and the list of activities undertaken. How Dividend is collected and disbursed. Relevance of record date, ex-dividend date etc. Voluntary and Mandatory actions taken by the issuer such as Rights, stock splits, acquisitions etc., and their impact on stock holding. How to value stocks - also called Mark to Market (MTM). The various margins imposed by the exchange, and they are computed. Limits imposed by institutions internally for risk management purposes. Total 18 Hours
2 Hours
Corporate Actions
Reporting
Risk Management
Margins
2 Hours
Finitiatives Learning India Pvt. Ltd. (FLIP), 2011. Proprietary content. Please do not misuse!
Key terms
Understanding Key terms such as Coupon, Yield etc. Concept of Present Value, Future Value, Day count conventions. The actual arithmetic behind bond pricing, and computation of yield given a price. Calculating Profit or Loss on the bond portfolio.
4 Hours
Classification Based on Type of Issuers Classification Based on Characteristics The Indian Bond Market Money Market Instruments
The features of G-secs, T-bills, State Govt. bonds and Corporate Bonds.
The features of Convertibles, Callable and Puttable bonds. The features of the call money market, CDs, CPs and the Repo market.
3 Hours
Market Overview
Market players
The market players, and the typical types of bonds they trade in.
The detailed auction process of bidding for bond auctions , the role of Primary Dealers, underwriting etc. How Corporate bonds are issued in practice.
2 Hours
Finitiatives Learning India Pvt. Ltd. (FLIP), 2011. Proprietary content. Please do not misuse!
Trading
4 Hours
Trading Process Banks Investment Portfolio Post Trade Process G-secs Post Trade & Asset Servicing Trade Accounting
3 Hours
Total
23 Hours
Finitiatives Learning India Pvt. Ltd. (FLIP), 2011. Proprietary content. Please do not misuse!
2 Hours
2 Hours
Factors Affecting Forex Markets Spot Markets: Pre-Trade Analysis The Indian Rupee Market
Trading Process Spot Markets Trading Process Trading Vocabulary Asking Etiquette
Finitiatives Learning India Pvt. Ltd. (FLIP), 2011. Proprietary content. Please do not misuse!
Calculating the Swap Rate Swap - Bid/Offer Swap Trading Cross Currency Forward Transactions Features of the Indian Swap Market Market Factors Unique to Indian Market The Indian Swap Market Customer Transactions
2 Hours
Continuous Linked Settlement Trade Life Cycle: Post Trade Back Office Settlement & Delivery
2 Hours
Finitiatives Learning India Pvt. Ltd. (FLIP), 2011. Proprietary content. Please do not misuse!
Settlement
Total
2 Hours
Finitiatives Learning India Pvt. Ltd. (FLIP), 2011. Proprietary content. Please do not misuse!