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BSE Training Institute logo BSE Training InstituteMumbai, Maharashtra

P.J.Towers,18th & 19th Floor,
Dalal Street,

Mumbai - 400001,
Tel:.022 2272 8303/ 8246/ 8247/ 8161/ 8464

Fax: 022 22723250

Affiliated To :


Established In :

1989

Email:

training@bseindia.com

Website:

http://www.bseindia.com
BSE Training Institute Courses Offered
Given below is the list of Courses offered by BSE Training Institute. You will also be able to find the course Duration, Fees, Syllabus, Eligibility and Admission Criteria.
BSE - Advanced Programme on Derivatives BSE - Advanced Programme on Derivatives

OBJECTIVES

This programme has been designed primarily from the trading perspective. It is meant for practitioners and participants who have prior knowledge of the basic functioning of the derivatives instruments. Participants who have gone through the BSE Basic Program on Derivatives are also eligible for this Programme.

This program broadly covers Futures and Options. It starts with a quick orientation of the basics and moves to simulated strategies and actual derivatives technicals on volatility and greeks.

The endeavor is to give the participants an insight into the market dynamics and equipping him with the knowledge to price his derivative securities. This skill enables identification of arbitrage opportunities and obtain an expression to the trading view. The Program equips the participants with a series of combination strategies keeping a tab on the implementation costs.

Derivatives fulfill the market need for risk management. The Program also illustrates hedging strategies in lucid detail taking actual cues from experts who consult fund managers regarding hedging effectiveness of their portfolios.

All our trainers have hands-on experience in the derivatives market and have been forerunners in derivatives research and trading.


PROGRAMME CONTENTS

Day - 1

Basics: Futures Product Specifications, Open Interest, Mark-to-Market, Margining
Other Derivatives: Interest Rate Futures, Swaps, and FRAs
Options: Option Basics: Concept, Time Decay; Strike prices Basic Put-Call strategies

Strategy: Futures: Stock and Index Futures, Basket - Pair Trading, Basis Trading

Synthetics: Synthetic Call and Put strategies, Synthetic Futures Strategies

Strategy: Spread Strategies; Exotic Strategies; Covered Call Strategies

Day - 2

Pricing: Futures Pricing: Cost of Carry, Expectation Hypothesis, Fair Value Pricing,
Option Pricing: How to leverage it for derivatives trading, Put-Call Parity, American and European Options Pricing, Dividend and non-Dividend Paying Stocks

Arbitrage and Hedging: Futures - Futures and Cash - Futures; Options Arbitrage
Hedging: Types of Risk: Basis Risk, Systematic and Unsystematic Risk Utilities of a Hedge for Mutual Funds Cross Hedging; Protective Put, Fencing Strategies, Portfolio Hedging Strategies, Tailing the Hedge - Case - Live Portfolio

Strategy - Greeks: Delta Neutral strategies, Delta - Gamma neutrality, Delta v/s Time; Delta v/s Volatility; Gamma v/s Time and Volatility, Vega, Theta and Rho; Volatility Trading Strategies.

Forecasting using Options and Futures: Put - Call Ratio; Volatility Forecasting
Futures: Forecasting Strategies: Open Interest - Volume and Price Patterns, Volatility Index

TARGET AUDIENCE

Brokers, Sub- Brokers, Dealers, Traders, Derivatives Research and Sales Teams, Foreign Institutional Investors, Financial Institutions, Fund Managers, Corporates, Equity Analysts, Practising Professionals, High Net worth Investors, Bankers.

DURATION & TIMINGS

2 days

9.30 am to 5.30 pm

 

FEES

Rs. 6,300.00 + 10.30% (Service Tax + Education Cess) per participant inclusive of course material, tuition fees, snacks and lunch.

BSE - Basic Programme on Derivatives BSE - Basic Programme on Derivatives

OBJECTIVES

To provide knowledge about the functioning of derivatives markets, the features of various products, the classification of products, the regulatory framework and the margining mechanism.

 
PROGRAMME CONTENTS

Nature of financial derivatives including futures and options


Characteristics of derivatives, Underlying assets (Equity, Bonds/Loans, Foreign Currency, and Commodity) Need for derivatives, Types of derivatives and comparison between them, Forwards/ Futures/ Options, Participants in the derivatives market (Hedgers, Speculators, Arbitrageurs)

Principles of trading and hedging with Index Futures


Terminology - Spot, future price, contract specifications, contract cycle, expiry date, settlement date, basis, mark to market, Contract specification for BSE Sensex, Tick size, Types of orders, Trading strategies, Hedging Strategies, Initial, Maintenance Margins, Executing and Clearing, Execution, Matching confirmation, Clearing Mechanism, Settlement, Settlement price, Settlement cycle, Cash v/s Physical delivery, "Open interest" and "Trading volumes"

Principles of trading and hedging with Options


Terminology - call, put, writer, buyer, premium, intrinsic value, time value, expiry date, settlement date, strike price, ATM, OTM & ITM, The Greeks - (Delta, Gamma, Theta, Vega)

Risk Management Systems and Procedures


Types of risks (Counter-party or credit risks, Market or price risks, Liquidity risks, Legal and regulatory risks, Operating risks), Risk identification and measurement, Methods of risk control (Position limits, VAR, Margins, Operating Procedures and systems etc.), Separation of trading, settlement, accounting and risk control functions, Internal control structure and Management Information System, Regulatory and external reporting.

Participants attending the entire course shall be eligible to receive Participation Certificate from the BSE Training Institute.

TARGET AUDIENCE



Derivatives Dealers, Stock Brokers, High Net Worth Investors, Custodians, Mutual Funds, Portfolio Managers, Insurance Companies, Banks, Financial Institutions and Management Students

DURATION & TIMINGS

2 days

9.30 am to 5.30 pm

FEES

Rs. 3,850.00 + 12.36% (Service Tax + Education Cess) per participant, inclusive of course material and tuition fees.

BSE - Bond Analysis BSE - Bond Analysis

OBJECTIVES

The 4-day intensive workshop on "Bond Analysis" has been designed in order to provide an understanding of the complexities of the fixed income market. It delves into the details of the bond markets, with an understanding of concepts like duration, convexity interest rate term structures etc. The workshop reinforces the ways and methodologies of fundamentally analyzing fixed income securities markets, concepts of bond pricing, different yield measures, yield curve analysis and their application. It also explains how to assess relative value, risk and return and the key factors in investment trading strategies. It also provides an overview of fixed-income derivatives markets, various instruments, their characteristics and application, hedging and risk management tools thus enabling the participants to trade in the markets in an efficient and intelligent manner.

PROGRAMME CONTENTS

Introduction to Fixed Income Security

Introduction to Fixed Income Securities and Instruments.

Characteristics of Fixed Income Securities.

Differences between Money Market and Debt Market

Factors affecting the Bond Markets

Interplay of Foreign and Domestic Bond Markets

Participants of Fixed Income Securities.

Regulatory Framework for Fixed Income Securities.

Trading & Settlement Mechanism in Indian Bond Market

Accounting Background of the treatment of Fixed Income Bonds in the Indian market

Interest Rate Determination

What drives the interest rate in the market?

Overview of Term Structure of Interest Rates

What kind of shape does a yield curve take?

How does it evolve over time?

Classical theories of Term Structure

Pure Expectations theory

Pure Risk Premium Theory

Market Segmentation Theory

Biased Expectations Theory

An Integrated Approach.

Fixed Income Math

Time Value of Money

Present Value

Future Value

Annuity

Duration and Modified Duration

Convexity

PVBP

Pull to Par Effect

Yield Curve Dynamics .

Types of Yield Curves

Yield to Maturity/ Call/ Put/ Worst/ etc.

Constructing a Yield Curve

Par Curve

Importance of Zero and its derivation from market prices.

Constructing a zero coupon curve from a par curve : Stripping a Bond

Forward Curve

Zero Coupon Bonds

Forward Starting Bonds

STRIPS

Floating Rate Instruments and their valuation nuances.

Floating Rate Benchmarks

Pricing Floating Rate Bonds through accrual & forward methods

Inflation Indexed Bonds


Risks in the Fixed Income Markets

Understanding and quantifying risks in Fixed Income securities.

Yield Curve Risk

Basis risk

Reinvestment risk

Spread Risk (To be emphasized with Bond Theorem and its understanding)

Introduction to Fixed Income Derivatives

Interest Rate Swaps

Forward Rate Agreements

Interest Rate Futures

Fixed Income Risk Management

Duration based Risk Management

Beyond Duration

Using Derivatives:

Swaps- Simple Plain Swaps and others like Accrediting, Amortizing and Roller Coaster Swaps, Basis Swap, CMT swaps, Total Return Swaps, Credit Default Swaps, etc.

Futures

 

Fixed Income Investment Strategies

Passive Fixed Income Portfolio Management

Active Fixed Income Portfolio Management

Bond Portfolio Management Strategies

Buy and Hold

Bullets and Barbells

Laddering

Immunization

Using swaps and Forward Rate Agreements

Carry & Roll Down strategy

Relative Value Arbitrage

Spread Trading: Intra curve & inter curve

HPY targeting strategies

Rich - Cheap Analysis of a yield curve

Interest Rate hike/ cuts market perception by using swaps

Innovative Debt Market Structures & its Hedging


Introduction to the Indian & International Debt Markets

Various Nuances of Indian Debt Market Valuations like accounting in HTM, AFS & HFT along with its hedges

Valuing credit bonds

Valuation issues for a floating rate bond

 

TARGET AUDIENCE

Key professionals/executives involved in the debt market operations at Banks, Stock Brokers, Corporates, Mutual Funds, Financial Institutions, Foreign Institutional Investors, Traders, Dealers, Consultants and other Professionals.

 

DURATION & TIMINGS

4 days

9.30 am to 5.00 pm
 

Fees

Rs. 18000 + 10.30% (Service Tax +Education Cess) inclusive of workshop fee, study material, computer facility to each participant for hands-on practice, snacks and lunch.

BSE - Certificate Programme on Capital Markets (CPCM) BSE - Certificate Programme on Capital Markets (CPCM)

 

OBJECTIVES

To increase the efficiency of the participants associated with the capital market and to enable them to keep pace with the changing environment

 
PROGRAMME CONTENTS

MACRO ECONOMICS


Introduction to the Capital Market, Availability of International Finance to Domestic Companies, Liberalization, Privatization and Globalization  and their relevance to the Indian Economy, Macro Economic Fundamentals & their relation with the Capital Markets, Stock Exchanges, GDP, Population, Sectors of Economy, Random Walk Theory & Efficient Market Theory

PRIMARY MARKETS


SEBI Act & Rules (Primary Market), Project Appraisal, Project Finance, Pricing & Valuation of Equity, Economic Analysis, Industry Analysis, Company Analysis, Listing on BSE, Public Issues, Underwriting, Private Placement of Shares & Bought-out Deals, Book Building, Merchant Banking in respect to Mergers & Acquisitions, Mutual Funds.

SECONDARY MARKET

Trading, Settlement & Surveillance, BOLT, Derivatives ( Futures & Options ),Index Futures, Index Options, Stock Futures & Stock Options, Depositories & Dematerialisation, Rolling Settlement, SEBI Act & Rules (Secondary Markets), Income Tax, Security Analysis and Portfolio Management, Role of Derivatives in Banks and Risk Management.

LEGAL INFRASTRUCTURE

The Securities Contracts (Regulation) Act 1956, (Rules, Bylaws & Regulations), Companies Act, Rules for FII & NRI Investments, MRTP Act, Consumer Protection Act, FERA FEMA & Money Laundering Act, Corporate Governance

OTHER CAPITAL MARKET RELATED AREAS


Fundamentals Analysis, Indices, Technical Analysis, Personal Investment, Money & Debt Market, Credit Rating, Securitisation of Assets, Foreign Exchange Market & Forfeiting, Leasing & Factoring, Buyback of Shares, EVA, Role of Banks in the Capital Market

TARGET AUDIENCE

Stock Brokers, Sub-brokers, Investment Consultants, Portfolio Managers, Depositories, DPs, Banks, Insurance Companies, Mutual Funds, Custodians, Clearing houses, Financial Institutions and Management Students

ELIGIBILITY

Graduate, in any stream.

DURATION & TIMINGS

3 months (Monday to Friday, Part-Time)

6.00 pm to 7.30 pm

EXAMINATION PLAN & CERTIFICATION

    • The passing of the examination shall entitle the candidates to receive BSE CPCM Certificate, which will be awarded by the University of Mumbai.

    • CPCM is divided into two semesters. BTI shall conduct two tests semester-wise of 100 marks each with 40% weightage to each test and 20% weightage to attendance, projects, etc. aggregating 100 marks.  1/2 mark shall be deducted for each wrong answer in the respective test.

    • CPCM shall be awarded to only those participants who obtain a minimum of  50%  marks (including the marks reserved for attendance). A gold medal shall be given to the participant who secures the  highest marks.

    • BTI may issue the Participation Certificates on request from the participants who obtain less than 50% marks and who remain present for a minimum 75% of the total sessions conducted during the entire course.

    • However, no certificates shall be given to any participant who secures less than 50% marks and remains present for less than 75% of the total sessions conducted during the entire course.

    • Participants who secure less than 50% marks but would like to get BTI's Certificate for successful completion of the programme shall need to appear for both the tests conducted in the subsequent batches of the same programme by paying an examination fee of Rs. 750.00 + 10.30% (Service Tax + Education Cess) per attempt. BTI shall include the respective participant's marks for attendance obtained during the batch of his admission for arriving at his total marks in the subsequent attempts. It shall be the responsibility of such participants to enquire with BTI about the subsequent programmes and their test dates.

FEES

Rs. 14175.00 + 10.30% (Service Tax + Education Cess) per participant, inclusive of course material and tuition fees.

BSE - Commodity & Commodity Derivatives BSE - Commodity & Commodity Derivatives

OBJECTIVES

This program aims at introducing investors to a new opportunity of investments and to create awareness about basics of Commodity Trading and Commodity Derivatives.

PROGRAMME CONTENTS

Day 1

  • Introduction to the Commodity Sector
  • Global Commodity Market Dynamics
  • Indian Commodity Market Status and Prospects
  • Role of Government, Institutional & Regulatory Framework
  • Commodity Exchanges: Functions, Membership, Trading, Clearing, Legal & Taxation Issues
  • Commodity Specific Exchange or Multi- Commodity Exchange
  • Synergy between Equity and Commodity Markets, Migration from one market to another
  • Product and Market Knowledge & Role of Information

Day 2

  • Overview of various derivatives market across the products
  • Options and Commodity Product Structuring
  • Rationale of Commodity Futures

TARGET AUDIENCE

Brokers, Sub-brokers, Regulators, Traders, Consultants and other Capital Market Intermediaries.

DURATION & TIMINGS

2 days

9.30 am to 5.30 pm


FEES


Rs. 4,000.00 +
10.30% (Service Tax + Education Cess) per participant inclusive of course material, tuition fees, snacks and lunch.

BSE - Compliance in Corporate Governance BSE - Compliance in Corporate Governance

OBJECTIVES

To provide a broad conceptual framework and understanding of the principles of Corporate Governance, with focus on compliance issues.


PROGRAMME CONTENTS

Session 1

Corporate Governance - mapping the issues

    • The Indian  background
    • The Cadbury model and codes of corporate governance
    • What constitutes 'independence' of directors?
    • The key role of disclosures

Session 2

Management and the Board of Directors

    • What is the role of non-executive directors?
    • The role and work of Audit Committees
      • Accounting standards and auditor's independence
    • Corporate Governance and  PSUs

Session 3

    • Listing Agreement- Clauses 49, 35 & 16
      • Interpretation of the above clauses
      • Compliance / Disclosure Requirements
    • Compliance Requirements For
      • Mergers, Amalgamations, De-Mergers, Stock -Splits, Consolidations, Bonus, Rights

Session 4

Other important compliances

    • Clause 40 of Listing Agreement- Insider Trading and related disclosures
    • Clause 41 of Listing Agreement- Quarterly Results

TARGET AUDIENCE

Directors, Company Secretaries, Consultants, Professionals and other capital market intermediaries

DURATION & TIMINGS

1 day

9.30 am to 5.30 pm

FEES

Rs. 2,800.00 +
10.30% (Service Tax + Education Cess) per participant inclusive of course material, tuition fees, snacks and lunch.

BSE - Compliance Requirements for Member Brokers Programe BSE - Compliance Requirements for Member Brokers Programe

OBJECTIVES

The programme aims at educating the Member-brokers on various rules, guidelines and processes of BSE and SEBI regarding compliance requirements, to enable better compliance

PROGRAMME CONTENTS

    • Member-brokers Compliance with SEBI ( Stock Brokers and Sub Brokers) Rules, 1992, Rules, Bye-laws & Regulations of BSE, Notices, Circulars issued by BSE and SEBI 

    • Working of the Inspection Department of BSE
    • Areas covered during an inspection audit.
    • Norms for imposition of fines and penalties.
    • Compliance with other allied requirements of the Inspection Department. viz., Submission of Audit Report, Annual Accounts, Net Worth Certificate, Margin Certificate and Unique Client Code.

TARGET AUDIENCE

Member-brokers of BSE and their staff associated with the compliance function.

VENUE

BSE Training Institute

Bombay Stock Exchange Ltd.
P.J.Towers,19th Floor


DURATION & TIMINGS

1/2 day

4.30 pm to 7.30 pm

FEES

Rs. 700.00 + 10.30% (Service Tax + Education Cess) per participant inclusive of course material and tuition fees.

BSE - Comprehensive Programme on Equity Research BSE - Comprehensive Programme on Equity Research

OBJECTIVE:

The course objective is to provide participants with thorough knowledge of equity research practices in brokerage firms. This course focuses on building professional models and using sophisticated valuation methodologies to arrive at company's fair valuation. At the end, the participants should be able to forecast a full three statement model of a given company and recommend the stock from the buy/sell perspective.

PROGRAMME CONTENTS: 

Financial Statement Analysis

Learn the methods used by analyst to evaluate past, current and projected conditions and performance of the firm using techniques like horizontal analysis, vertical analysis and ratio analysis.  

Basic and Advanced Valuations:

Candidates will benefit and gain from valuable insights to valuation tools used by Buy Side/Sell Side analyst and Investment Bankers. Some key areas of focus will be Discounted Cash Flows, Sum of Parts Valuation, Equity and Enterprise Value Multiple valuations

Financial Modeling

      Financial Modeling is the key "building block" required in today's business, banking and financial services world. In this module you will learn to Identify and utilize key business drivers and integrate them into a three statement forecasting model. Financial Modeling helps in effectively communicating the results of your models to clients and senior management

Advantage Excel:

Learn about powerful inbuilt functions in excel that helps you to save time and work efficiently

TARGET AUDIENCE:   

Investment Bankers, Equity Analyst, Corporate, Banks, Mutual Funds, Broking Houses,  Financial Institutions, Fund Managers,  Equity Trader, Strategist,Consultants,High Net Worth Investors, other capital market intermediaries, Finance Students, KPO analysts & Investors.

PRE-REQUISIT:

Basic accounting knowledge is required.

PEDAGOGY:

  • Each session is supported by ample excel driven practice examples and take home  assignments.
  • Classroom cum Case based methodology is used.

COURSE DURATION & TIMING:

  • 6 day program (only on Saturday)
  • 9:30 am to 5:30 pm

FEE:

Rs. 17,000.00 + 10.30% (Service Tax + Education Cess) per participant inclusive of course material, tuition fees, snacks and lunch.

BSE - Comprehensive Programme on Technicals Analysis BSE - Comprehensive Programme on Technicals Analysis

OBJECTIVES

This programme is designed to equip the participants with the knowledge of basic tools as well as the oscillators to be used for the purpose of designing an analysis framework for the purpose of trading. The highlight of the course is to deal with the psychological aspect of trading by developing a trading framework for better investment and trading output.


PROGRAMME CONTENTS

Module 1

  Introduction to Technical Analysis:
What it is? Why and how it works?
The Concept of Support and Resistance.
Chart Types and Scaling.
Dow Theory.
Retracement and Projections. Fibonacci Numbers
Trendline Systems.
Workshop.1 :Techniques.



Module 2

  Reversal Patterns.
Continuation Patterns.
Candle Stick Patterns.
Workshop 2 on Techniques.



Module 3

  Moving Average Systems.
Workshop.3 on Techniques.



Module 4

  Oscillator Basics
Oscillator Studies
Workshop.4 :Techniques



Module 5

  Introduction to Elliott Wave
Designing an Analysis Framework
Designing a Trading Framework
Trading Psychology


Last session
Interactions and final workshop


TARGET AUDIENCE

Stock Brokers, Sub-brokers, Dealers, Fund Managers, Corporate Executives, Other Financial Intermediaries and Investors

DURATION & TIMINGS 

6 weeks

Part-time

FEES

Rs. 14,700.00 + 10.30% (Service Tax + Education Cess) per participant inclusive of course material and tuition fees.

BSE - Corporate Governance Programe BSE - Corporate Governance Programe

OBJECTIVES

 To provide the participants with a broad conceptual framework and understanding of Industry practice and compliance issues in corporate governance.


PROGRAMME CONTENTS

         i.            Corporate Governance and Corporate Accountability

An introduction and general mapping of the issues with reference to the relevant academic literature on the subject:

    • The legal model of the company, and its failure
    • Forces driving corporate governance since the 90s
    • The Cadbury model and codes of corporate governance

       ii.            The Board as a mechanism of corporate governance.

The presenters will seek to elicit the views of participants while defining the issues, summarizing research, and making their own suggestions on the following  topics :

    • Responsibilities of the Board;
    • What constitutes "independence" of directors?
    • What should non-executive directors be doing?
    • Audit Committee
    • Institutional Nominees;
    • The need for a legislative statement of directors' duties.
  1. Corporate Governance and the Market.
    • Disclosure and transparency issues
    • Accounting standards and auditor’s independence
    • Do Institutional Investors have governance responsibilities?
    • Corporate governance and takeover regulations
    • Shareholder voting rights
  2. Between Self-Regulation and Compliance
    • Corporate law and the Department of Corporate Affairs
    • SEBI Code of Corporate Governance and Clause 49 of the Listing Agreement
    • Compliance issues and some company responses.

 

Panel Discussion

 

Participants will interact with a panel comprising professionals from differing backgrounds within the corporate system  on  what corporate governance means to them

TARGET AUDIENCE


Top and middle management corporate executives and officers associated with process of compliance, corporate legal and strategic consultants and representatives of accounting firms

DURATION & TIMINGS

2 days

9.30 am to 5.30 pm

FEES

Rs. 4,500.00 + 10.30% (Service Tax + Education Cess) per participant inclusive of course material, tuition fees, snacks and lunch.

BSE - Cross Currency Rupee Options Programe BSE - Cross Currency Rupee Options Programe

OBJECTIVES

    • Introduction to Options
    • Option Strategies
    • Options Trading and Managing an Options Trading Book
    • Corporates and Options
    • Real-time Examples


PROGRAMME CONTENTS

Session 1-

Introduction To Options

    • Introduction to Options
      • Call / Put
      • American / European / Asian
      • ATM / OTM / ITM
    • Pricing of Options
      • Theory & practice
      • Excel-based workings
      • Call - Put parity
    • Determination of strike price
    • Introduction to options and volatility trading
    • Option Greeks like delta, gamma, theta, vega, rho.

Session 2-

    • Option Strategies
      • Plain vanilla strategies Call spreads, Put spreads, Range Forwards, Butterfly trades, Straddles and Strangles, Condors, Seagulls, etc.
      • Zero Cost Structures
      • Pay off structures and practical workings
      • Exotic options strategies Binaries, Barriers, Double Lock outs and lock ins, etc.
    • Options and Risk Management
      • Actual liability management and exchange rate examples

Session 3-

Options Trading and Managing an Options Trading Book

Session 4-

Corporates and Options (with some live examples) 

TARGET AUDIENCE

Executives at Treasury desks at Commercial Banks, Co- operative Banks and Corporates and Financial Market Professionals.

VENUE

BSE Training Institute

Bombay Stock Exchange Ltd.

P.J.Towers, 19th Floor

Dalal Street

Mumbai-400001


DURATION & TIMINGS

1 day

9.30 am to 5.00 pm


FEES
Rs. 4000.00 + 10.30% (Service Tax + Education Cess) per participant inclusive of course material, tuition fees, snacks and lunch.

 

 

BSE - Currency Futures Programe BSE - Currency Futures Programe

OBJECTIVES

To provide insights about the product  and functioning of the Currency Futures market along with the regulatory framework and the margining mechanism.


PROGRAMME CONTENTS

  • Introduction to Currency Futures (Overview, Types of Futures Contracts, Major Players, Major International Markets)
  • Product Specifications & Analysis, Applications (Hedging & Speculation Using Futures, Arbitrage Using Currency FRA, Options, Swaps along with Currency Futures),
  • Risk Management (Margins, Portfolio Based Margining, Liquid Net Worth and Liquid Assets Calculations, Position Limits at Exchange Level, Member Level, Client Level)

 TARGET AUDIENCE

Corporates / Individuals involved in the operational areas of international trade as well as commercials; Treasury Managers, Bankers, Lawyers, Auditors, Financial Controllers, Finance Managers, Financial Intermediaries ,Currency Dealers etc.

 

DURATION & TIMINGS

1 day

9.30 am to 5.30 pm

FEES

Rs. 2500.00+ 10.30% (Service Tax and Education Cess) per participant inclusive of tuition fees, study material, refreshments, lunch and participation certificate.

BSE - Debt Markets Programe BSE - Debt Markets Programe

OBJECTIVES

To provide conceptual, analytical and practical inputs for understanding debt instruments and applying tools and techniques of fixed income analytics.

PROGRAMME CONTENTS

    • Money Markets and Debt Markets in India
    • Instruments and Market Players
    • Regulatory Framework
    • Government Securities Market,
    • Primary & Secondary Markets
    • Analysis of Macro Economic Indicators of Debt Markets
    • Bond Mathematics
    • Yield Curve Analysis
    • Trading Strategies in Debt Markets.

TARGET AUDIENCE

Mutual Funds, Investment Analysts, Portfolio Managers, Corporate Treasury & Financial Consultants.

DURATION & TIMINGS

2 days

9.30 am. to 5.30 pm

FEES

Rs. 4000.00 + 10.3% (Service Tax + Education Cess) per participant inclusive of course material, tuition fees, snacks and lunch.

BSE - Derivatives (in Gujarati) Programe BSE - Derivatives (in Gujarati) Programe
 

OBJECTIVES:

To provide knowledge about the functioning of derivatives markets, the features of various products, the classification of products, the regulatory framework and the margining mechanism.

PROGRAMME CONTENTS

Nature of financial derivatives including futures and options

Characteristics of derivatives, Underlying assets (Equity, Bonds/Loans, Foreign Currency, and Commodity) Need for derivatives, Types of derivatives and comparison between them, Forwards/ Futures/ Options, Participants in the derivatives market (Hedgers, Speculators, Arbitrageurs)

Principles of trading and hedging with Index Futures

Terminology - Spot, future price, contract specifications, contract cycle, expiry date, settlement date, basis, mark to market, Contract specification for BSE Sensex, Tick size, Types of orders, Trading strategies, Hedging Strategies, Initial, Maintenance Margins, Executing and Clearing, Execution, Matching confirmation, Clearing Mechanism, Settlement, Settlement price, Settlement cycle, Cash v/s Physical delivery, "Open interest" and "Trading volumes"

Principles of trading and hedging with Options

Terminology - call, put, writer, buyer, premium, intrinsic value, time value, expiry date, settlement date, strike price, ATM, OTM & ITM, The Greeks - (Delta, Gamma, Theta, Vega).

Participants attending the entire course shall be eligible to receive Participation Certificate from the BSE Training Institute.

TARGET AUDIENCE

Derivatives Dealers, Stock Brokers, High Net Worth Investors, Portfolio Managers, Insurance Companies, Banks, Financial Institutions and Management Students, Retired Investors.

DURATION & TIMINGS

1 day

9.30 am to 5.30 pm

FEES

Rs. 2,200.00 + 10.30% (Service Tax + Education Cess) per participant inclusive of course material, tuition fees, snacks and lunch.

BSE - Equity Portfolio Structuring & Stock Analysis Programe BSE - Equity Portfolio Structuring & Stock Analysis Programe

OBJECTIVES

To provide comprehensive knowledge on market dynamics of fundamental and technical factors that influence the share prices. This unique workshop has been  designed to address a pressing demand for evaluating scrips for an equity portfolio, blending theory with practice.

PROGRAMME CONTENTS

Market Dynamics, Selection of scrips on both traditional and contemporary valuation techniques covering all  three basis : assets, earnings and market value, computation of stock and portfolio beta, cost of equity, weighted average cost of capital, timely disinvestments and hedging the portfolio using derivatives strategies, equity portfolio construction after assessing the risk profile.

TARGET AUDIENCE
 

Investment Consultants, Equity Traders, Fund Managers, Analysts, FIIs, Stock Brokers, Sub-brokers, Dealers, Corporate Executives, other financial intermediaries and investors.

DURATION & TIMINGS

 1 day

 9:30 am to 5:30 pm

FEES
Rs. 4,200.00 + 10.30% (Service Tax + Education Cess) per participant inclusive of course material, tuition fees, snacks and lunch.

BSE - ETFs and Indexing Fundamentals Programe BSE - ETFs and Indexing Fundamentals Programe

OBJECTIVES


To Educate on the features and uses of Exchange Traded Funds as an investment product,along with an overview of the global scenario.

 

To Educate investors about ETFs and Indexing. Guidance about basic concepts right upto  actual investing in ETFs

 

PROGRAMME CONTENTS

Why ETFs are a big hit worldwide

 

Introduction to indexing, what is indexing, what do Nobel laureates and  Investment gurus think about indexing, How is indexing faring in India Vs active fund management through a break through report – “ The myth of eternal alfa “

 

Exact definition of ETFs, origin, worldwide growth, working mechanism, how to buy and sell

 

Differences between ETFs and open ended index funds

 

ETFs in India including gold ETFs and their benefits

 

How ETFs can be used

 

Investor psychology special : How to get rid of destructive investment behavior and adapt empowering behavior to better achieve financial

 

TARGET AUDIENCE

Financial Institutions, Mutual Funds, Corporates, Investment Bankers, Investment Advisors, Finance Professional, Member-Brokers, other Capital Market Intermediaries Investors and Students.

DURATION & TIMINGS

1 day

9.30 am to 5.00 pm.

FEES

Rs.3000.00 + 10.30% (Service Tax + Education Cess) per participant inclusive of tution fees, study  materials and meals.

BSE - Finance And Accounts for Non Finance Executives Programe BSE - Finance And Accounts for Non Finance Executives Programe

OBJECTIVES

To provide comprehensive knowledge :

    • on basic concepts of Finance and Accounts.

    • to read and understand the important and strategic issues in financial statements.

    • to understand various financial dimensions of business, like alternative sources of financing, various financial markets and their features, corporate actions, financial ratios and various risks

PROGRAMME CONTENTS

Day 1:

Session 1
What is Finance? What is Accounting? What are Financial Statements? Balance Sheet, P & L Account, Cash Flow

Session 2
How to read Financial Statements? Understanding financial strengths and weaknesses

Session 3
Financial Ratio Analysis, Liquidity versus Profitability, Overtrading, under capitalisation

Session 4
Working Capital Management - Cash, Receivables, Inventories, Loans and Advances, Suppliers Management

Day 2:

Session 1
Business as an economic entity - difference between firm, partnership and company (both public and private companies). Memorandum and Articles of Association. Concept of trading and manufacturing - value creation.

Session 2
Extensive discussions on common shares, preference shares, debentures, hybrid instruments like convertibles, warrants,  money market instruments like CPs, bank financing, factoring, forfeiting, bill discounting etc. Comparative analysis of various sources of funds - competitive advantages and disadvantages. Discussion on  authorized capital, subscribed capital, issued capital, paid up capital etc.

Session 3
Understandingcorporate actions like bonus, split, consolidation, right, dividend, buyback etc.-the underlying rationale for each and their impact on the balance sheet and the share price of the company. Concept of gearing / leveraging. Cost of capital. (investment avenues for individuals and  companies). Fundamentals of sound investing. Valuations of the business entity - market value, liquidation value and  book value. Intangibles like brands, human resources, patents and their valuations.

Session 4
Risks, Introduction to Financial Markets (Capital Markets and Money Markets), Distinctive advantages and disadvantages, Major players, Their roles in the market Products, How to raise funds through the Primary Market (capital and money market), How the secondary markets operate both money and capital markets.

TARGET AUDIENCE

Corporate Executives in marketing, production and non-finance functions.

 

Sales Executives, Client Servicing Executives, Account Managers, Customer Support Executives and Call Centre Executives of financial products in banks and other financial intermediaries.

 

Direct Sales Associates operating in the financial services industry Investors

DURATION & TIMINGS

2 days

9.30 am to 5.30 pm

FEES

Rs. 3,000.00 + 10.30% (Service Tax + Education.Cess) per participant inclusive of course material, tuition fees and meals.

BSE - Financial Modelling Programe BSE - Financial Modelling Programe

OBJECTIVES

To provide an effective management approach to improve performance in the following areas:

    • Decision Making in Finance
    • Quantitative Techniques
    • Appraisal and Project Investment Skills
    • Portfolio Allocation

With the help of the contemporary approaches available to finance managers with specific reference to using EXCEL spreadsheets.



PROGRAMME CONTENTS

      • Understanding Excel
        • Use of Functions such as Goal Seek, Sort, Filter, etc.
      • Spreadsheets for Designing Financial Loans and Repayment Schedule
        • Use of Functions such as PMT, Loan Schedule, etc.
      • Financial Modelling for Project Appraisal
        • Use of Functions like Net Present Value (NPV), Internal Rate of Return (IRR), etc.
      • Forecasting Techniques
        • Use of Functions such as Goal Seek, Sort, Filter etc
      • Use of Spreadsheets in Quantitative Techniques
        • Use of Functions such as Countif, Mean, Mode, etc.
      • Use of Spreadsheets in Quantitative Techniques

 

TARGET AUDIENCE

Managers and Executives working with Banks, Financial Services, AMC, Hedge Funds, Mutual Funds, Investment Banking, Brokerage Houses, Financial Market Intermediaries, Research Analyst, Portfolio Managers, Risk Managers, Accountants, Project Managers, Managers and Executives in the finance department of manufacturing firms & IT firms. The programme is particularly focused at managers who wish to obtain an insight into use of spreadsheets.

NOTE

Prior understanding of spreadsheets and Excel is not a pre-requisite and the programme would start with the basics of spreadsheet modeling.

DURATION & TIMINGS

2 days

9.30 am to 5.30 pm

FEES

Rs. 12000.00+ 10.30% (Service Tax and Education Cess) per participant Inclusive of  tuition fees, study material, refreshments, lunch and participation certificate.

BSE - Financial Statement Analysis Programe BSE - Financial Statement Analysis Programe

OBJECTIVE:

To provide tools and techniques to assess the corporate performance
& reinforcing decision making skill for investments.

PROGRAMME CONTENTS: 

1.         Understanding Financial Statements

a.         Profit and Loss Statement

b.         Balance Sheet

c.         Funds Flow Statement

2.         Understanding inconsistency in financials and their adjustments

3.         Impact of corporate actions on financials

4.         Interpretation & application of different ratios

5.         Case studies

TARGET AUDIENCE:   

Investment Bankers, Equity Analyst, Corporate, Banks, Mutual Funds, Broking Houses, Financial Institutions, Fund Managers, Equity Trader, Strategist, Consultants, High Net worth Investors other capital market intermediaries, Students & Retail Investors.

COURSE DURATION & TIMING:

    • 1 Day program
    • 9:30 am to 5:30 pm

FEE:

Rs. 2,000.00 + 10.30% (Service Tax + Education Cess) per participant inclusive of course material, tuition fees, snacks and lunch.

BSE - Foreign Exchange Risk Management Programe BSE - Foreign Exchange Risk Management Programe

OBJECTIVES

To provide an understanding of:

    • Fundamentals of forex markets, key players and their roles
    • Trading mechanism, forecasting and speculation
    • Risks involved in forex markets and their evaluation
    • Role of hedging in managing forex risk and applying trigger signals
    • Real-time examples



PROGRAMME CONTENTS

 Session 1

Overview of Foreign Exchange Markets

    • Cash & Spot Exchange
    • Eurocurrency Markets
    • Market Players, Inter bank ,Corporates
    • Mechanism of making a foreign payment
    • Forex and Interest Rate markets

FEMA Regulations

 Session 2

Factors affecting Exchange Rates

 Session 3

Trading in Foreign Exchange Markets

    • Trading Procedure
    • Management of International Trade Transaction
    • Information Analysis for Trading
    • Speculation
    • International Transactions Financing
    • Concept of Volatility in Forex Markets

 Session 4

Forecasting Exchange Rates

    • Various theories of forecasting
    • Drawbacks associated with these theories
    • Technical Analysis
    • Real-time example

Session 5

Foreign Exchange Risks

    • Types of Risks & exposures for corporates, exports, imports, borrowing, competitions
    • Measurement and quantifying of Risks

Value at Risk (VaR)

    • Introduction to VaR
    • Application of VaR in Forex Markets

Session 6

Tools of Risk Management

    • Forward/Futures/Swaps/FRA
    • Options
      • Types of Options like range notes, spreads, knock-ins/outs/digital/barrier, leveraged etc.
      • Risk Return and Hedging Profile
    • Product Structuring
    • Actual illustration

Session 7

Hedging in Forex Market

    • Hedging through Forward/Futures/Options/Swaps
    • Pricing of Options/Swaps/Forwards
    • Factors affecting  pricing
    • Understanding  trade logic by forecasting factors affecting pricing

Session 8

Case Study

    • Where Corporate Treasuries have failed using FX derivatives
    • Practical structures used by Indian and International corporates (Making sense out of theories and various structures)

TARGET AUDIENCE

Senior Executives from Banks, Corporates, & Financial Institutions, Dealers, Traders, Brokers, Consultants and other Capital Market Intermediaries.

DURATION & TIMINGS

2 days

9.30 am to 5.30 pm

FEES

Rs. 5,000.00 +

10.30% (Service Tax + Education Cess) per participant inclusive of course material, tuition fees, snacks and lunch.

BSE - Foreign Investments in India & Abroad Programe BSE - Foreign Investments in India & Abroad Programe

OBJECTIVE 

 

To provide knowledge and understanding on various provisions related to investments in India and Abroad.

 

PROGRAMME CONTENTS

Introduction to Foreign Investments in India,

Routes of Foreign Investments in India

FEMA Background

Forex facilities available to Residents for different purposes,

Investments abroad by Indian Residents

Overseas Investments by Indian Residents

Target Audience

 

Senior Executives from Corporates, Financial Institutions, Banks, Dealers, Traders, Brokers, Consultants and other Capital Market Intermediaries.

 

DURATION & TIMINGS

1 day


9.30 am to 5.30 pm

FEES

Rs.2, 500.00 + 10.30% (Service Tax + Education Cess) per participant inclusive of course material, tuition fees, snacks and lunch.


BSE - Foundation Course on Stock Markets BSE - Foundation Course on Stock Markets

OBJECTIVES

To ensure that the students interested to know stock market have adequate opportunity to get knowledge of  the Stock Exchange Operations, they are dealing in.

TARGET AUDIENCE

Students those who Completed 10+2

PROGRAMME CONTENTS

Overview of Capital Market

Capital Market Structure, Primary & Secondary market, Stock Exchange Workings

 

Bolt

Introduction to Online - screen based trading, Need for screen-based trading, Features of BOLT,

Trading on BOLT, BOLT information provider.

 

Trading, Clearing & Settlement

Trading concept, Pay-In Pay-Out Concept, Types of settlement, Auction & Margin.

 

Dematerialization & Depositories

Understanding of Dematerialization, Types of Depositories, Legal Framework, Depositories Structure & Work of   Depositories.

 

Sensex & Other Indices

Introduction of Indices, Types of Indices, Utility of Index, Free Flow Concept, BSE Indices.

 

Surveillance

Need of Surveillance in Exchanges,

 

Listing

Definition, Regulatory Framework, Eligibility norms for listing at BSE, Procedure for listing.

 

Investor Grievances & Arbitration & Investor Psychology
How to redress grievance against companies, brokers and sub brokers with exchanges and SEBI.

ALL PARTICIPANTS ATTENDING THE ENTIRE COURSE ARE ELIGIBLE TO RECEIVE PARTICIPATION CERTIFICATE FROM THE BSE TRAINING INSTITUTE. 

 

 

DURATION & TIME:


2 days (from 9.30 am to 5.30 pm)

 FEES

Course Fee: Rs. 2,500 + 10.30% (service tax + education cess) per participant (inclusive of study material and lunch.)

BSE - Fundamentals Analysis Programe BSE - Fundamentals Analysis Programe

OBJECTIVES

To provide skills and techniques to assess the corporate performance, especially with reference to stock selection

PROGRAMME CONTENTS

    •     Economic Analysis & Industry Analysis
    •     Company Analysis
    •     Interpretation of Financial Statements
    •     Ratio Analysis
    •     Funds Flow Analysis
    •     Time Value of Money & Valuation of Equity
    •     Market Value Added & Economic Value Added
    •     Market Dynamics

TARGET AUDIENCE

Stock Brokers, Investment Consultants, Portfolio Managers, Mutual Funds, Treasury Managers, Insurance Companies and Investors

DURATION & TIMINGS

2 days

9.30 am to 5.30 pm

FEES

Rs. 3,500.00 +
10.30% (Service Tax + Education Cess) per participant inclusive of course material, tuition fees, snacks and lunch.

BSE - How to read mutual fund fact sheet Programe BSE - How to read mutual fund fact sheet Programe

Introduction

This Programme has been designed for investors and industry professionals. It involves analyzing various schemes and an understanding of how to select best schemes from various categories by reading the mutual fund fact sheets.

OBJECTIVES

Mutual Funds are fast emerging as an important form of investments in India. Mutual Funds now have over Rs.7,00,000 crore  in assets under management and  are growing at a rapid pace. The management of mutual funds is becoming more professional. On the other hand, the regulatory and disclosure framework is now at par with the international standards.

This Programme provides the employees of mutual funds, distributors and investors useful and keen insights on various aspects of the functioning of the mutual fund industry.

PROGRAMME CONTENTS

Session I

Equity Funds Analysis – Sharpe Ratio, Beta, Jensen’s Alpha, Treynor’s Ratio, Expense Ratio, Tracking Error, Asset Allocation, Portfolio Turnover, Standard Deviation, SIP Benefit, Comparative Performance over past 1/ 3/ 5 years, Investment Styles, Portfolio Changes in Various Schemes, etc.

Session II

Debt Funds Analysis – Bond Basics, Inverse Relationship, Interest Rate Sensitivity, Liquid, Floating Rate, Gilt & Income Funds, Bond Indices, Average Maturity, Portfolio Management Styles, etc.

Session III

Financial Planning – Life Insurance Cover Calculation, Retirement Planning, Analyzing Sample Portfolios of Investors, Using MS Excel for Simple Financial Planning, Monthly Budgeting and Monitoring, Net Worth Calculation and Building, Goal Setting & Reaching Target, Taxation, etc.

Session IV

Practical Exercises – Analysing Schemes, Developing Personal Financial Plans, Setting Goals and Targets, Working out Various Permutations / Combinations Amongst Schemes, How to Implement, etc…

TARGET AUDIENCE


Investors, Distributors of  Mutual Funds, UTI Agents and other Mutual Fund Agents, Employees of Mutual Funds, Brokers, Sub-brokers, Financial Intermediaries and Investment Consultants Executives in Asset Management Companies, Portfolio Managers & Investment Advisors

DURATION & TIMINGS

 1 Day
 9.30 am to 5.00 pm

FEES

Rs. 2,250.00 + 10.3% (Service Tax + Education Cess) per participant inclusive of course material, tuition fees, snacks and lunch.

BSE - Implementing IFRS - Success & Challenges Programe BSE - Implementing IFRS - Success & Challenges Programe

OBJECTIVES

 

To understand the implications of changing importance of IFRS in the International Financial presentations and appreciate the process of migration in adopting IFRS.

 

PROGRAMME CONTENTS

 

Session 1:

 

Introduction – Discussion Leaders and topic

 

Session 2:  

  • Global workplace – regulation & governance
  • Think “Company, Competition and Not country”
  • Why IFRS? overview and benefits of IFRS
  • IFRS adoption by country and timeline  

Session 3:

  • EU Survey on IFRS implementation – Lessons learned
  • Critical success factors for a successful Implementation
  • IAS/IFRS standards

Session 4:

  • Global capital Financial Markets What’s Next?
  • Accounting for Financial Instruments –Complexities and benefits

 Session 5:

  • Major differences – US GAAP vs.  IFRS
  • Current developments  - SEC road map

 

The Experts:

 

Dr Paden Neeley CPA and PhD-FROM US

CECIL K. NAZARETH ACA, CPA MBA-FROM US

Ramesh Lakshman - B.COM, LL.B, and (Grad).C.W. FROM INDIA

 

 Who Should Attend?

CFO’s and Sr. Executives in Finance Department of the Companies.

 

Date: 8 July 2009

 

DURATION AND TIMINGS

One Day

9.30 am to 5.30 pm

 

FEES

3000 + 10.30% (Service Tax + Education Cess) per participant, inclusive of course material, tuition fees, refreshments and lunch.

Payment via DD in favor of “Bombay Stock Exchange Ltd.”, payable Mumbai.

BSE - Insider Trading and Take Over Code Programe BSE - Insider Trading and Take Over Code Programe

OVERVIEW

Insider trading means trading of a corporate's securities by the insiders, viz. directors, management personnel, shareholders, etc. of the corporate based on some unpublished price sensitive information. Insider trading brings prices closer to their fair values; insiders enhance market efficiency. Thus, mere Insider trading may be perfectly legal, but the term assumes notoriety when such trading takes place based on material non-public information obtained during the performance of the insider's duties at the corporate or misappropriated otherwise. The prevention of insider trading is widely treated as an important function of securities regulation. Accordingly, the securities market regulators, all over the world, have been making efforts to put in place a proper regulatory framework to prohibit insider trading, if not able to prevent it completely.


Takeover of companies is one of the most important corporate restructuring tools. It is a well accepted and established strategy for corporate growth. A takeover bid is generally understood to imply acquisition of shares carrying voting rights in a company, substantive enough to control the company, in direct or indirect manner. The process of takeover must provide equality of treatment and opportunity to all shareholders and more importantly, protection of interests of minority shareholders. Most of the securities market jurisdictions have put in place safeguards in the form of regulations based on the principles of fairness, transparency and equity. With the process of liberalization and globalization of Indian economy, the market for takeovers has become significantly active.


As these concepts, viz.  insider trading and takeover, have assumed significance in the Indian corporate world, BSE has designed a  one-day workshop to help participants  understand the existing regulatory framework in India, based on case studies.

Highlights of the Workshop

    • Introduction
    • Overview of SEBI (Prohibition of Insider Trading) Regulations, 1992
    • Compliance with SEBI (Substantial Acquisition of Shares and Takeovers) Regulations, 1997
    • Case study
    • Questions and Answers


DURATION & TIMINGS

1 day

 9:30 am to 5:30 pm


FEES

Rs. 2250.00 + 10.3% (Service Tax + Education Cess) per participant inclusive of course material, tuition fees, snacks and lunch.

BSE - Internal Control & Financial Reporting Programe BSE - Internal Control & Financial Reporting Programe

OBJECTIVES

To enlighten & make aware the Middle & Senior Management about the Internal controls & Financial Reporting System, which are established to guard against losses resulting from employees' oversights and fraud. Internal controls are essentially checks and balances within a company. Their objective is to prevent fraud, limit financial losses and reduce errors and omissions on the part of key employees.

PROGRAMME CONTENTS

Internal Control Concept, Prelude, Result & Solution of Internal Control.

Corporate Governance and Internal Control, Ethics, Role of Management, Role of a Competent Board & Auditors, Corporate or Accounting scandals Case Studies.

Framework for Internal Control, COSO's Internal Control Frame work, Internal Control System, Information and Communication. Cobit Frame work, Internal Financial Control, Code of Conduct.

Financial Reporting, Traditional Financial Reporting, Quality Financial Reporting, Emerging trends, Financial Reporting Models, Regulatory frame work, Case Studies on the Importance of Internal Control & Financial Reporting.

TARGET AUDIENCE

Middle & Senior Level Management, Internal Auditors working with Banks, Financial Services, AMC, Hedge Funds, Mutual Funds, Investment Banking, Brokerage Houses, Financial Market  Intermediaries, Research Analyst, Portfolio Managers, Risk Managers, Accountants, Project Managers, Middle & Senior Level Management in the Marketing, Finance, HR  department of manufacturing firms & IT firms.

DURATION & TIMINGS

2 days

9.30 am to 5.30 pm

FEES

Rs. 4500.00 + 10.30% (Service Tax + Education Cess) per participant, inclusive of course material and tuition fees.

BSE - International Programme On Surveillance, Risk Management & Securities Settlement BSE - International Programme On Surveillance, Risk Management & Securities Settlement

OBJECTIVES

 

Surveillance, Risk Management and Securities Settlement have emerged as critical factors for successful functioning of stock exchanges in the background of growing integration of domestic markets with global finance and also harmonization of best practices in securities markets.

 

The programme is envisaged to explain various facets of Surveillance, Risk Management and Securities Settlement and equip the participants with assessing, monitoring and managing these aspects with greater efficiency and efficacy.

 

PROGRAMME CONTENTS

 

Introduction to Risk Management 

  • The risk management framework
  • Overview of different types of risk
  •  

  • Current  trends in Capital Markets

 

Credit Risk Management

  • Defining credit risk
  • Counterparty risk
  • Default risk
  • Settlement risk
  • How collateral management can help reduce risk
  •  

  • Describing the credit rating process

 

Market Risk Management

  • Defining market risk
  • Identifying risk sensitivity
  • Liquidity
  • Volatility
  • Managing Risk using VAR method
  •  

  • Stress Testing

 

Operational Risk Management

  • Defining Operational Risk
  • Assessing various ways to monitor ad control operational risk
  •  

  • How to integrate market risk with operational risk

 

Risk Measurement Tools

  • Historical Simulation
  • Variance from mean
  •  

  • VAR

 

Identifying Areas to Effectively Implement Manage and Control Risk

  • Integration of online monitoring with offline monitoring
  • Case Study of major market movements
  •  

  • Capital adequacy norms

 

Clearing an Settlement Procedures

  • Settlement cycles
  • Margins and Margining Management
  • Collateral Management
  •  

  • Risk Management through use of Trading Platforms

 

Inspection

  • KYC Norms
  • Money Laundering
  • Risk Management profile of clients
  •  

  • Process Audit            

 

Venue:

 

BSE Training Institute,
Bombay Stock Exchange Ltd., Mumbai, India.


Course Fee: US$ 2500
(Includes single room accommodation in a reputed hotel, airport pick up and drop facility, local transportation from hotel to venue and back, tuition fees, cost of study materials, lunch & refreshments and field visits in Mumbai).

BSE - Investing With Masters Programe BSE - Investing With Masters Programe

OBJECTIVE

 

    • To provide knowledge about the investing logic and philosophy behind the investment decisions of great investors and fund managers of all times.
    • To create a platform for discussions and deliberations of  classic investment ideas .
    • Spreading of investment (growth and value) philosophy among the investors

 

PROGRAMME CONTENTS

 

Session One: Markets and Stocks

 

    • Description, Nature and Characteristics of a Bull Market
    • Different Phases of a Bull Market
    • Description, Nature, Characteristics of a Bear Market
    • Different Phases of a Bear Market
    • Introduction to Market Theories
    • Life Cycles of Emerging Markets
    • Some great stocks in India and USA 

 

Session Two: Introduction to the Masters

 

    • Introduction to the 5 Masters :

    Warren Buffett, John Templeton, Peter Lynch, John Boogle, Jim Rogers

    • Brief Autobiographical Sketch of the Five Masters
    • Key Investment Ideas and Strategies of the Five Masters
    • Key take-aways for investing in the Emerging Markets 

 

Session Three: The Essential Warren Buffett

 

    • Detailed Autobiographical Sketch of Warren Buffett
    • Detailed explanation of his investment principles like compounding, core-competency
    • Case study of investment in Coca-Cola
    • How to use Warren Buffett style for your investment decisions 

 

Session Four: Guest Speaker

 

    • Address by an eminent guest speaker on investing in India.
    • Lengthy Q&A followed by informal discussions and networking with the guest speaker.
    •  Dinner. 

 

TARGET AUDIENCE

 

    • Executives associated with the Funds Management function at Mutual Fund Asset Management Companies and Portfolio Management Service Companies.
    • Brokers, Sub-brokers, Financial Intermediaries and Investment Consultants.
    • Portfolio Managers and Investment Advisors.
    • Investors.
    • Investment Management Students.

DURATION & TIMINGS

      4 days (Part-Time -Tuesday & Thursday)
 

 6.00 pm to 8.00 pm

 

FEES

 

Rs. 5000.00 + 10.30% (Service Tax + Education Cess) per participant, inclusive of course material and tuition fees

BSE - IPOs: Procedures & Processes  Programe BSE - IPOs: Procedures & Processes Programe

OBJECTIVES


      • Imparting structured training on various issues in  Initial Public Offerings (IPOs)
      • Providing an understating of the procedures and processes prescribed by  various regulatory authorities and related agencies with regard to IPOs

 

PROGRAMME CONTENTS

Overview of Pubilc Issues in India

Role of Market Players

    • Registrars to the Issue
    • Underwriters
    • Brokers to the Issue
    • Bankers to the Issue
    • Publicity & Advertising Agencies
    • Financial Institutions / Banks
    • Government and Statutory

Regulators

    • Companies Act
    • SCR Act 1956
    • FERA / TEMA Act
    • Income Tax Act
    • Wealth Tax Act
    • IDR (Act) 1952

IPOs through Book Building Process

    • Book Building Procedure
    • Appointment of Managers/ Advisers/ Underwriters/ Brokers/ Registrars/ Advertising & Publicity Agencies
    • Opening & Closing Dates of Subscription List

Prospectus and its Registration

    • Requirements & Contents of the Prospectus
    • Abridged Prospectus
    • Vetting Procedure
    • Requirement and Contents of Application Form
    • Distribution Procedure
    • Instruction to the Collecting Branches of Bankers to the Issue

Application & Allotment of Shares

    • Basis of Allotment
    • Procedure in  case of Over-subscription
    • Procedure in case of Under-subscription
    • Essential requirements for  Listing
    • Procedure relating to listing of shares in the stock exchanges and follow up action

Role of Investment Bankers in managing the issue and recent developments in this regard

Important Guidelines / Directions issued by SEBI/RBI/Government for IPO's.

Cost of Public Issue and measures to reduce costs

Public Issue of Debt Instruments

    • Procedure 
    • Intermediaries
    • Allotment Procedure

Case Study

TARGET AUDIENCE

Corporate Executives, Investments Bankers, Professionals

DURATION & TIMINGS

2 days

9.30 am to 5.30 pm

FEES

Rs.7500.00 +10.30% (Service Tax + Education Cess) per participant inclusive of course material, tuition fees, snacks and lunch.

BSE - Limited Liability Partnership  Programe BSE - Limited Liability Partnership Programe

OBJECTIVE:

THE LIMITED LIABILITY PARTNERSHIP BILL, 2008
A BILL

To make provisions for the formation and regulation of limited liability partnerships and For matters connected therewith or incidental thereto.

BE it enacted by Parliament in the Fifty-ninth Year of the Republic of India as Follows:-

  1. This Act may be called the Limited Liability Partnership Act, 2008.
  2.  It extends to the whole of India.
  3.  It shall come into force on such date as the Central Government may, by notification

In the Official Gazette, appoint:

This programme will help in spreading knowledge

PROGRAMME CONTENTS: 

Introduction to What is LLP?, Need for LLP, Who can form a LLP, Overview of the LLP Bill, Extent & Nature of LLP, Partners and their relations,  Extent & Limitation of Liability of LLP & Partner, Financial Disclosures, Transfer of Partnership Rights, Conversion of LLP, Winding Up & Dissolution, Comparison between Partnership and LLP and Company, Comparison between LLP Bill in India and LLP Act in UK, Lacunas in the LLP Bill

      TARGET AUDIENCE:   

Business community, professionals, academics and all interested persons

COURSE DURATION & TIMING:

  • 1 day program 
  • 9:30 am to 5:30 pm

FEE:

Rs. 2000.00 + 10.30% (Service Tax + Education Cess) per participant inclusive of course material, tuition fees, snacks and lunch.

BSE - Mergers & Acquisitions Programe BSE - Mergers & Acquisitions Programe

OBJECTIVES


  •  
To   provide a comprehensive overview of the major facets of financial restructuring.
  •  
To help in determining the strategic perspectives of Mergers & Acquisitions and the procedures involved with these.
  •  
To understand the covers principles and techniques of valuation
  •  
To address the key legal, accounting and tax issues involved in an M&A deal.

PROGRAMME CONTENTS

    • Broad overview of Financial Restructuring
      • Changing shape of the corporates
      • Developments in the competitive environment
      • Core competency-driven restructuring
      • Circumstances in which financial restructuring takes place
      • Factors governing the M&A processes in India
    • Types of Restructuring- When are these strategies most appropriate ?
      • Assets Restructuring- Spin-off, Split-off, Split-up, De-merger, Divestment, Merger, Takeover, Joint Venture, Alliances
      • Liability side Restructuring- LBO, MBO, EBO, Leveraged Capitalisation, Equity Reduction, Shares Buyback
    • Legal Issues
      • Companies Act, 1956
      • Sick Industrial Companies Act, 1985
      • FEMA
      • Listing Agreement
      • SCRA
    • Takeover Code
    • Tax Provisions
    • Mergers & Acquisitions- Strategic Perspectives
      • SWOT Analysis of the company
      • Identification of the Target Company
      • Due Diligence Inquiry
      • Selection of methods for merger or takeover
      • Financing the acquisition
    • Valuation and Pricing of a company
      • Modes of Valuation
          Earnings basis
          Asset basis
          Discounted Cash Flows (DCF)
          Return on Investments (ROI)
          Return on Equity (ROE)
    • Procedures and Processes in an M&A
      • Step-by-step approach
      • Negotiating the acquisition agreement
      • Finalising the deal, etc.
    • Analysis of M&A Transactions - Case Study
      • Experiences in an M&A deal

TARGET AUDIENCE

Corporates, Investment Bankers, Investment Consultants and other Financial Intermediaries

DURATION & TIMINGS

2 days

9.30 am to 5.30 pm

FEES

Rs. 5,000.00 + 10.30% (Service Tax + Education Cess) per participant inclusive of course material and tuition fees.

BSE - Mutual Funds Programe BSE - Mutual Funds Programe

OBJECTIVES

Mutual Funds are fast emerging as an important form of investments in India. Mutual Funds now have over Rs.5,00,000 crore  in assets under management and  are growing at a rapid pace. The competition is getting intense by the day. The management of mutual funds is becoming more professional. On the other hand, the regulatory and disclosure framework has now reached international standards.This programme launched by BSE Training Institute provides  employees of mutual funds, distributors and investors useful and keen insights on various aspects of the functioning of the mutual fund industry.


The objectives of this programme are :

    •          To provide knowledge about the organisation and management of mutual funds.
    •          To provide fund distributors the knowledge and insights required for them to become better agents and informed investment advisors.
    •          To provide mutual fund employees with an understanding of the complexities of the mutual fund functions internally and externally.
    •          To provide investors with the knowledge of risks and rewards of investing in mutual funds.
    •          To equip  financial intermediaries like agents, brokers, sub-brokers and employees of mutual funds to pass the AMFI Certification Test.



PROGRAMME CONTENTS

Day 1 - BASIC MODULE - 4 Sessions

Session 1

    •  Evolution and Regulatory Framework Governing the Mutual Funds Industry
      1. The Concept and Role of Mutual Funds
        1. International Scenario
        2. History of Mutual Funds in India
        3. Types of Mutual Fund Products
      2. Fund Structures, Organisation and Constituents
        1. Sponsor, Trustee and AMC
        2. Organisational Design and Legal Structure
        3. Other Constituents - Fund Mergers and Scheme Takeovers
      3. Legal and Regulatory Environment
        1. Role of Regulatory Agencies for the Fund and its Constituents
        2. Compliances & Trusteeship Issues
        3. Role of SRO
        4. Investor's Rights and Obligations

Session 2

    • Investing in Mutual Funds
      1. Investing in Mutual Funds: Understanding the Process, Investment Objective.
      2. Prospectus / Offer Document and Key Information Memorandum,
      3. Processes, Rights and Obligations for Investors

Session 3

    • Portfolio Management using Comparative Analysis
      1. Capital Markets and Investment & Portfolio Management
        1. Equity Markets and Mutual Funds
        2. Debt Markets and Mutual Funds
        3. Derivatives Markets and Mutual Funds
        4. Investment Policy
        5. Restrictions on Investments

Session 4

    • NAV, Pricing, Valuation, Accounting & Taxation
      1. NAV Concepts and Pricing
      2. Accounting
      3. Valuation Norms for Securities
      4. Reporting and Disclosure Norms
      5. Taxation



Day 2 - INTERMEDIATE MODULE - 4 Sessions

For Investors, Financial Intermediaries and Employees of Mutual Funds

Session 1

    • Measuring and Evaluating Mutual Fund Performance
      1. Risk and Performance Evaluation
      2. Measuring Returns
      3. Tracking Mutual Funds Performance
    • Role of an Intermediary as a "Financial Planner"
    • Helping Investors with Financial Planning using Mutual Funds
      1. Concept of Financial Planning for the Investors
      2. Need for Financial Planning
      3. Basis of Financial Planning.
      4. Life Cycle and Wealth Cycle stages
      5. Investment Products
      6. Financial Planning Strategies for Investors

Session 2

    • SIP (Systematic Investment Plan) & Developing Model Portfolio using Product Mix
      1. Financial Planning Strategies & Tools
      2. Asset Allocation- The Strategic Tool and Model Portfolio
      3. Recommending  Financial Planning Strategies for Investors
      4. Comparison of Investments from available products
      5. Selecting the Right Investment Products for Investors
      6. Fund Selection from available products

Session 3

    • Risk Management Associated with the Mutual Funds Industry
      1. Helping Investors Understand Risks in Fund Investing
      2. Investment Philosophy
        1. Value Investment
        2. Growth Investment
      3. Recommending the Model Portfolio and Selecting the Right Funds
      4. Strategies & "How to make Mutual Funds work for you"

Session 4

    • Marketing, Distribution, Sales & Investor Services related to Mutual Funds
      1. Design of Mutual Fund Products
      2. Who can invest in Mutual Funds in India?
      3. Investor Services - Application, Redemption, Investment Plans & Services
      4. Marketing of Mutual Funds Products
      5. Fund Distribution Channels
      6. Sales Practices.
    • AMFI Code of Conduct - Ethics and Best Practices

TARGET AUDIENCE

Investors, Distributors of  Mutual Funds, UTI agents and other Mutual Fund agents, Employees of Mutual Funds, Brokers, Sub-brokers, Financial Intermediaries and Investment Consultants Executives in Asset Management Companies, Portfolio Managers & Investment Advisors

 

DURATION & TIMINGS

 2 days
 9.30 am to 5.30 pm

FEES

Rs. 4,200.00 +
10.3% (Service Tax + Education Cess) per participant inclusive of course material, tuition fees, snacks and lunch.


BSE - Risk Management, Financial Engineering and Value Maximisation Programe BSE - Risk Management, Financial Engineering and Value Maximisation Programe

PROGRAMME CONTENTS

          Day 1

          Sessions 1 and 2

A general revision of Fixed Income Maths-Interest Rates, Day Count Conventions, Migration from one interest rate to another, YTM, Duration, Convexity, Zero Curve and its derivation, Par Yield, Swap Curve.

Exercise 1 : Determining Duration and Convexity for a defined portfolio

Sessions 3 and 4

Risk Management Issues

Defining risk and in particular financial risk
Quantifying risk
Risks in a portfolio
Steps in risk management
Principles of managing risk
Determining risk appetite

Exercise 2 : Risk appetite for a company with a defined future financials

Day 2

Session 1

Risk transference using derivatives products

Approach to derivative pricing and consequently the market structure of constructing them from available market products.

Broad approaches to the use of the various products and how to choose between competing products.

Session 2

Pricing a forward and future under various circumstances

Understanding FRA and its pricing approach. Using alternatives where available.

Exercise 3 : Developing a pricing model for forward and FRA

Session 3

Understanding options and how they differ from other products.

Using model in Excel to price an option. Understanding the concept of Implied volatility.Session 4

Understanding Swaps and their structures.

Exercise 4 : Pricing a currency swap and Interest Rate Swap.

Day 3

Sessions 1 and 2

Engineering new risk management products:

a.Combining building blocks to produce new instruments
b.Combination using Forwards and Swaps, Options and Forwards, Options and Swaps, Options with other Options

Exercise 5 : Developing a suitable product for a company with a defined risk exposure

Session 3

Option Greeks and their specific uses. Delta, Gama, Theta, Vega and Rho

Second Generation Options and their uses

Exercise 6: Using Deltas in practice

Session 4For time over-runs, revisions, discussions, questions and answers.

TARGET AUDIENCE

Finance professionals

DURATION & TIMINGS

3 days

9.30 am to 5.00 pm

FEES

Rs. 15,000.00 + 10.30% (Service Tax + Education Cess) per participant inclusive of tution fee,study material and meals.

BSE - Surveillance, Risk Management And Securities Settlement Programe BSE - Surveillance, Risk Management And Securities Settlement Programe

OBJECTIVES

This programme has been designed  to explain various facets of Surveillance, Risk Management and Securities Settlement and equip the participants with assessing, monitoring and managing these aspects with greater efficiency and efficacy.


PROGRAMME CONTENTS

    • The risk management framework
    • Overview of different types of risk
    • Current trends in the capital market

Credit Risk Management

    • Defining credit risk
    • Counterparty risk, Default risk, Settlement risk
    • How collateral management can help reduce risk
    • Describing the credit rating process

Market Risk Management

    • Defining market risk
    • Identifying risk sensitivity
    • Liquidity, Volatility
    • Managing Risk using VAR method
    • Stress Testing

Operational Risk Management     

    • Defining Operational Risk
    • Assessing various ways to monitor ad control operational risk
    • How to integrate market risk with operational risk

Clearing and Settlement Procedures

    • Settlement cycles
    • Margins and Margining Management
    • Collateral Management
    • Risk Management through use of Trading Platforms
    • KYC Norms

Derivatives as a Part of Market Risk Management Tool

TARGET AUDIENCE

Market Intermediaries, Risk Management Professionals, Surveillance Personnel, Compliance Officers, Financial Institutions, Corporate, Banks, Investment Consultant, Portfolio Managers etc.


DURATION & TIMINGS

2 days

 

9.30 am to 5.30 pm

 

FEES

Rs. 15000.00 + 12.36% (Service Tax and Education Cess) per participant inclusive of  course materials, tuition fees and lunch and refreshments.

BSE - Technicals analysis Programe BSE - Technicals analysis Programe

OBJECTIVES

To educate the participants about various techniques to read and understand the charts and combine it with various analytical tools for making investment / trading decisions.

PROGRAMME CONTENTS

Technical analysis. What is technical analysis? Why technical analysis? Comparison with fundamental analysis, Integration of technical and fundamental analysis, Basics of technical analysis, Construction of charts, bar/ line, Arithmetic/logarithmic, Price, Value, Time, Trend-line, Channel, Fan line, Support Resistance, Retracements. Reversal and Continuation Pattern, Moving Averages, Momentum Oscillators, Japanese Candle Sticks

TARGET AUDIENCE

Stock Brokers, Sub-Brokers, Traders, Dealers, Mutual Funds and Banks

DURATION & TIMINGS

2 days

9.30 am to 5.30 pm

FEES

Rs. 3,500.00 + 10.3% (Service Tax + Education Cess) per participant inclusive of course material, tuition fees, snacks and lunch.

BSE - Understanding Structured Investment Products Programe BSE - Understanding Structured Investment Products Programe
OBJECTIVES
 
The programme is planned to enhance the participant’s knowledge on Structured Investment Products:

1. How these work from the perspective of issuers and investors?
2. What are the components of these products?
3. What are the risks in these products?
 
PROGRAMME CONTENTS
 

Session 1: Role Play exercise with Structured Investment Products with one live case. The objective is to share the perspectives of the traders, sales team, investors, regulators, product managers etc. through a role play.
 
Session 2: Building blocks of Structured Investment Products; Derivatives – Recapitulation of basics of derivatives (forward, futures and options, exotic options like KI, KO etc.)
 
Sessions 3 and 4: Pricing and View based strategies for Structuring Investment Products (forward, futures and options pricing and trading strategies). This would lay  the foundation for manufacturing these products.
 
Session 5: Case Study with some Structured Investment Products: The objective is to apply the understanding and decompose some of the existing products into their pieces.
 
Who Should Attend?
 
Private Banking Sales Professionals, Wealth Managers, Investment Advisors, HNIs, Corporate and Commercial Bank Relationship Managers, Treasury Managers, Structured Finance Executives, Mutual Fund Managers, Portfolio Managers, Fund & Investment Managers.
 
DATE
 
27 JUNE 2009, SATURDAY
 
DURATION AND TIMINGS
 
One Day
9.30 am to 5.30 pm
 
FEES
 
Rs. 2500 + 10.30% (Service Tax + Education Cess) per participant, inclusive of course material, tuition fees, refreshments and lunch.


BSE - Valuation of Shares Programe BSE - Valuation of Shares Programe

OBJECTIVES

To provide  practical training on valuation of shares using simulation models with live examples and case studies

PROGRAMME CONTENTS

Day 1

Session 1

Introduction to Valuation

Approaches to Valuation

Session 2

Estimation of Discount Rates, Cash Flows, Growth Rates

Session 3

Dividend Discount Model, Case Study on the same.

Free Cash Flows to Equity Discount Models - Case study on the same

Free Cash Flow to Firm Valuation Model - Case study on the same

Session 4

Special Cases in Financial Valuation-

Cyclical Firms

Firms in Financial Distress-Case Study

Firms with product Options-Case Study

Day 2

Session 1

Use of P/E Ratios

Estimating P/E Ratios from Fundamentals

Price to Book Value Ratios

Price to Sales Ratio

Session 2

Valuation in Merger and Acquisitions.

Session 3

Applying Option Pricing Theory for Valuation Principles

Session 4

Case Study of Actual Application

TARGET AUDIENCE

Corporates, Banks, Mutual Funds, Broking Houses, FIIs, Financial Institutions, Fund Managers, Investment Bankers, Equity Analysts, Consultants,High Net Worth Investors and other capital market intermediaries

DURATION & TIMINGS

2 days

9.30 am to 5 pm

FEES

Rs. 12,000.00 +
10.3% (Service Tax + Education Cess) per participant inclusive of course material, tuition fees, snacks and lunch.

BSE - Venture Capital & Private Equity Finance Programe BSE - Venture Capital & Private Equity Finance Programe

OBJECTIVES

To provide an overview of the Venture Capital/Private Equity industry, regulatory framework,  types and role of venture capitalists,  due diligence procedures, valuation approaches, exit routes etc.

PROGRAMME CONTENTS

    • Introduction/Overview to Venture Capital
    • Types of Venture Capital
    • Role of Venture Capitalist
    • Types of businesses/industries preferred  by Venture Capital
    • Summary of and main business proposal
    • Due Diligence Procedures
    • Process of Financing
    • Types of Funding
    • Valuation Approaches
    • Legal Framework and Exit Routes for Venture Capital
    • Case Study

TARGET AUDIENCE

 

Start-up ventures, Medium-sized listed companies, Investment Bankers, Bankers, Entrepreneurs and other market intermediaries.

DURATION & TIMINGS

2 days

9.30 am to 5.00 pm

 

FEES

Rs. 8,000.00 +
10.3% (Service Tax + Education Cess) per participant inclusive of course material, tuition fees, snacks and lunch.

BSE - Working Capital Management  Programe BSE - Working Capital Management Programe

OBJECTIVES

Investment in fixed assets needs thorough planning.  Once done, these ,however,lend themselves to certain levels of inflexibility as they become sunk costs. The focus,  therefore, should move to Working Capital  since it  lends itsef to and is more amenable to certain degree of control in the hands of the management.

In view of the focus on working capital as a significant tool for cost reduction in the hands of the Finance Manager, BSE is pleased to announce a two day program in the area of 'Working Capital Management'


PROGRAMME CONTENTS

Introduction to Working Capital

Operating Cycle, Production Cycle, Distribution Cycle, Pipeline Inventories, Factors Determining Working Capital Requirements, Importance of Optimum Working Capital, Working Capital Policy and Management, Profitability v/s Liquidity.

Types of Working Capital

Permanent-Temporary, Financing Working Capital, Working Capital Monitoring and Control.

Working Capital Estimation

Estimation Procedure, Working Capital Based on Operating Cycle, Different Components of Working Capital, Estimation of Working Capital Requirements.

Management of Cash and Marketable Securities

Cash Management, Factors Affecting Cash Needs, Cash Budget, Control Aspects, Managing The Float, Investment of Surplus Cash.

Receivables Management

Costs And Benefits of Receivables, Credit Policy, Credit Evaluation, Credit Control, Factoring and Receivables Management, Forfeiting, Evaluation of Credit Policies.

Inventory Management

Types of Inventories, Cost of Maintaining Inventory, Techniques of Inventory Management, Risks in Inventory Management.

Financing Of Working Capital

Types Of Spontaneous Sources, Trade Credit, Commercial Paper, Annualized Cost Of Financing, Types Of Bank Credit, Other Sources of Short Term Financing, Regulation of Bank Credit In India.

 

DURATION & TIMINGS

 2 days

 9:30 am to 5:30 pm

FEES

Rs. 7000.00 + 10.3% (Service Tax + Education Cess) per participant inclusive of course material, tuition fees, snacks, lunch and participation certificate

BSE - Workshop On Macroeconomic Analysis And Its Implications On Financial Markets BSE - Workshop On Macroeconomic Analysis And Its Implications On Financial Markets

OBJECTIVE
This two-day workshop has been  designed  to develop  knowledge about influence of macro economy  on the equity and other financial markets.  Variousaspects  analyzed include the monetary and fiscal policies, the external sector; productivity, investments and profits.

PROGRAMME CONTENTS

    • Global Macroeconomic I
      Basics of GDP, National Income, How to measure growth in an economy. Global economic indicators- GDP, Consumer prices, Capital markets, Banking, Unemployment rate, Trends in industrial production
    • Global Macroeconomic II
      Commonly used measures of inflation, Role of inflation in the economy, causes and problems of inflation, Impact of interest rates in the economy.
    • Indian Macroeconomic
      Stance of monetary policy measures in the latest monetary policy announced and its impact on the financial sector and the economy, current budget highlight with annual financial statement.
    • Indian Financial Markets
      Money market instruments, volumes and trends in rates, Overview of Government securities market, public sector units bond market, Corporate bond markets, Nature of bond market pre and post reforms.
    • Indian Macroeconomic Policies
      Performance indicators of capital market in India and how macroeconomic indicators are making an impact on market. Market sentiments and economic data comparison with international standard
    • Macroeconomic Implications
    • Macroeconomic Projections

TARGET AUDIENCE
Professionals in the financial services industry

DURATION AND TIMINGS
2 days
10.00 am to 5.30 pm

FEES
Rs. 8500.00 + 10.30% (Service Tax + Education.Cess) per participant inclusive of course material, tuition fees and meals.

BSE's Basic Course on Stock Market (BBCSM) BSE's Basic Course on Stock Market (BBCSM)

OBJECTIVES

To ensure that  participants in the stock market have adequate knowledge of the stock exchange operations

PROGRAMME CONTENTS

Secondary Markets, Trading Clearing and Settlement, Rolling Settlement, BOLT, Mutual Funds,  Dematerialisation of Shares, Surveillance, Sensex and Other Indices, Futures and Options, Primary Markets, Book Building & IPOs, Listing, Debt Market, Investors' Grievances Redressal Systems of BSE, Fundamental Analysis, Technical Analysis.


Participants attending the entire course shall be  eligible to receive Participation Certificate from the BSE Training Institute.

TARGET AUDIENCE

Stock Brokers, Sub-brokers, Mutual Funds, DPs  and Investors.

DURATION & TIMINGS

4 days

9.30 am to 5.30 pm

 FEES

Rs. 5,600.00 + 10.30% (Service Tax + Education Cess) per participant,inclusive of tution fee, study material and lunch.

BSE's Certification on Central Depository (BCCD) BSE's Certification on Central Depository (BCCD)

BJECTIVES

To train market participants on the depository services, CDSL, in association with BSE, has launched a certification programme : BSE's Certification on Central Depository (BCCD). The programme is intended to give a certification that a successful candidate is in possession of an acceptable level of knowledge of depository services.

TARGET AUDIENCE

      • Officials from CDSL Depository Participants and their branch offices
      • Auditors who intend to undertake audit of CDSL DP operations
      • Any person who wants to make a career in depository operations

ELIGIBILITY

Any person with basic computer skills and an interest in the depository system can take this test.

Persons interested in taking the test in Mumbai may approach the BTI with 4 passport size colour photographs and a DD of Rs. 828.00 drawn in favour of "Bombay Stock Exchange, Limited" payable at Mumbai.

Persons interested in taking the test at any of the centres other than Mumbai (i.e. Delhi, Kolkata, Chennai, Ahmedabad, Rajkot, Cochin) may approach the respective centres with 4 passport size colour photographs and a DD of Rs.828.00 drawn in favour of "Bombay Stock Exchange, Ltd." and payable at the respective centre.

FEES

For appearing at Mumbai Center

Rs. 828.00 payable through DD in favour of "Bombay Stock Exchange, Limited" payable at Mumbai per participant per attempt inclusive of test workbook, Service Tax and Education Cess.

For appearing at Regional / BSE Investor Service Centers at New Delhi, Ahmedabad, Rajkot, Kolkatta, Chennai and Cochin.

Rs. 828.00 payable through DD in favour of "Bombay Stock Exchange, Limited" payable at the respective 6 regional center as stated above per participant per attempt inclusive of test workbook, Service Tax and Education Cess.

BSE's Online Trading Operation (BOLT Trading Operation) BSE's Online Trading Operation (BOLT Trading Operation)

OBJECTIVES

To provide comprehensive knowledge on the features of BOLT and practical training in BOLT operations.

PROGRAMME CONTENTS

  •             Trading, Clearing & Settlement
  •             Introduction to BOLT, Hardware & Networking
  •              Features of BOLT-Demonstration
  •             Trading through BOLT-Demonstration

TARGET AUDIENCE

Employees of Member-brokers, Sub-brokers, Dealers, Traders, Custodians, Clearing Houses, Clearing Banks and other capital market intermediaries.

DURATION & TIMINGS


1 day
9.30 am. To 5.30 pm

FEES

Rs. 1,750.00 + 10.30% (Service
Tax + Education Cess) per participant inclusive of course material, tuition fees, snacks and lunch.

Here are details about BSE Training Institute.
Here is the BSE Training Institute Address and its contact details.
Related Institutes & Colleges
 
 
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Q : Dear sir, I have a lot of intrest in accounting field and also marketing field. So Which courses is better for me? i completed my degree But i have the two backlogs

Ans : Apply for various bank examz. For further guidence Can contact National school of banking. Thane: 022-25422262 Dadar: (022) 24469938 / 24466280 / 24465411

Q : I am B.com student . I am confused what to do next . which is the best course to get a good job.

Ans : You have many option affter B.com, opption in CA CS ICWA or MBA Finance.

Q : GUD EVENING WE HAVE JUST GIVEN 12TH EXAMS,FOR FURTHER EDUCATION PLZ GUIDE US

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Q : Respected Sir, I am a student of S.Y.Banking and Insurance. pass with 78%. I wanted to ask for what should I go after my T.Y.

Ans : Apply for various bank examz. For further guidence Can contact National school of banking. Thane: 022-25422262 Dadar: (022) 24469938 / 24466280 / 24465411. branches all over india

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