Diploma In Investment Advisor

by DIFM (Deep Institute Of Financial Market) Claim Listing

About “Diploma in Investment Advisor” Diploma in Investment Advisor is a short-term course with Job placement assistance in broking houses, financial institutions and the banking industry.

₹50000

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img Duration

6 Months

Course Details

About “Diploma in Investment Advisor” Diploma in Investment Advisor is a short-term course with Job placement assistance in broking houses, financial institutions and the banking industry. It’s the new / latest course to get a white-collar job placement.

This course is totally based on the 50 per cent theory and 50 per cent practical about stock, derivatives, options, commodity, and currency market operations, risk management in the broking industry, investment advisor, technical analysis, fundamental analysis and research analyst in financial institutions and banks. 

This is a six months career-oriented course in the financial market a part of the BFSI segment. Financial market courses are now in huge demand in broking houses, stock market advisory companies, kpo and investment advisory companies. 

These companies need experts to serve their clients in retail or for corporates. This course is a combination of theoretical & practical knowledge and on after certification, the candidate will get a placement in the company.

This course is divided in 5 modules including preparation and certification of financial market certificates and practical training on live software used in stock market trading.

 

Program Highlights:

  • Job-oriented course – Placement assistance in classroom training courses.
  • The course is endorsed by Stock broking companies, equity advisory and investment banking companies in PAN INDIA.
  • Be an expert / professional in Financial Market and stock market in 9 months.
  • Faculty having more than 5-10 yrs of experience.
  • Practical on live software used in trading and research
  • Practice online on mock test papers.
  • Lab facilities for students.
  • Mock interview by industry experts.
  • 98 % placement records.
     

Career Opportunity:

  • After completing Diploma in Investment Advisor certification course one can pursue his/her career in Indian and International broking houses, Banks, Asset management Company, Hedge funds, PE funds, NBFC, KPO’s and credit rating Agency on various positions and in different departments.

 

Program Curriculum:

  • Module 1: Technical Analysis and its Application
  • Basic understanding of Technical Analysis
  • Fundamental Vs Technical Analysis
  • Candle Charts and Pattern study (Theory + Practical)
  • Major Indicators use for taking decision in buying and selling of stocks
  • Different Tools use for trading strategy
  • DOW theory and ELLIOT wave theory
  • Live Technical Analysis on Real–Time Software.
  • Module 2: Fundamental Analysis
  • Overview of Financial Markets
  • Economic Analysis & Industry Analysis
  • Company Analysis
  • Interpretation of Financial Statements (Balance Sheet, P&L, Cash Flow, etc.)
  • Ratio Analysis (Multiple Ratios)
  • Fund Flow Analysis
  • Time Value of Money & Valuation of Equity
  • Economic Value Add (EVA)
  • Module 3: Derivatives Market & its Operations
  • Introduction to Derivatives,
  • Type of derivative contracts
  • Understanding of future, forward, option and SWAP
  • Future contracts,
  • Mechanism & pricing of forwarding contracts
  • Understanding of Options and it’s (call & put)
  • Trading, Clearing and Settlement, Risk
  • Management in Derivatives
  • Regulatory Frame Work
  • Accounting of Derivatives
  • Practical Classes daily from 10.00am-03.30 pm
  • Online Mock test (500 Question & answer test series) of  Derivative market module
  • Module 4: Option Strategy
  • Introduction to Options and its Usage
  • What is Call & Put Option (Option Buying & Selling)
  • Terminologies in understanding Options
  • 22 different strategy use for trading 
  • Straddles
  • Strangles
  • Ironfly/Iron Condor
  • Butterfly Strategies
  • Calendar Strategy
  • Vertical Spread/Horizontal Spreads/Calendar Spreads
  • Best Adjustments of Strategies
  • Module 5: Investment Advisor Level 1
  • Introduction to Personal Financial Planning
  • Time Value of Money
  • Evaluating Financial Position of Clients
  • Debt Management & Loans
  • Introduction to Indian Financial Market
  • Security Market Segments
  • Introduction to Investment
  • Investing in Stocks
  • Investing in Fixed Income Securities
  • Understanding of Derivatives
  • Need for business valuations and sources of value in a business
  • Investment through Managed Portfolio
  • Mutual Funds
  • Portfolio Managers
  • Overview of Alternate Investment Funds
  • Introduction to Modern Portfolio Theory
  • Portfolio Construction Process
  • Role of company analysis
  • Different kinds of Business Models
  • Pricing Power and Sustainability of pricing power
  • Critical success factors of a company (competitive advantages and differentiation)
  • SWOT Analysis
  • How to understand quality of management and governance model of a company
  • Why it is important to understand the risks to a business importance of knowing history of credit rating of a company and changes over time
  • ESG framework for company analysis
  • Objectivity of valuations and important considerations in business valuation
  • Portfolio Performance Measurement and Evaluation
  • Operational Aspects of Investment Management
  • Key Regulations
  • Ethical Issues
  • Grievance Redressal Mechanism
  • Delhi Branch

    WA-86, First Floor, Laxmi Nagar, Delhi

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