Click on a program title for a detailed outline

Investments

• AMFI (Advisors) Preparatory Module

To prepare participants for AMFI Mutual Funds (Advisors) Module Certification.

 

• AMFI (Basic) Module

To prepare participants for AMFI Mutual Funds (Basic) Module Certification.

 

• Debt Concepts

Participants shall be able to:

1. Understand basics of Debt instruments and associated terminologies
2. Factors that effect pricing of debt instruments
3. Link the above to various types of Debt Funds

so as to be able to make intelligent investment recommendations.

• Derivatives Basics

Participants shall be able to:

1. Understand Stock Derivatives as an instrument, their origin and purpose
2. Differentiate amongst various types of dervatives and their applications alongwith associated terminologies
3. Link the acquired knowledge to MF environment & possible impact on fund performance.

 

• Derivatives Advanced

Participants shall be equipped with:

1. Understanding of pay-offs with various derivative positions
2. Interpret data to make some analogy of general investor perception
3. Some common derivative strategies used by investors and traders.

 

• Equity Basics

Participants shall be able to:

1. Understand equity as an instrument and an asset class
2. Learn various concepts used while investing in equity
3. Use the acquired knowledge to make intelligent conversations with investors as well as to interpret information from various sources.

 

• Financial Markets Overview

To get key insights on Capital Markets, Commodities Market, Money Market, Derivatives Market, Forex Market and Insurance Market in India and their purpose.

 

• Fixed Income Products & Positioning

To understand basics of fixed income instruments, associated terminologies and factors that affect their pricing so as to be able to make an intelligent choice for investment recommendations.

 

• Introduction to Financial Planning

  1. Appreciate financial planning as the most systematic method to achieve financial goals

  2. Understand the various needs of different types of clients and provide appropriate solutions

  3. Be aware of pitfalls in financial planning so as to avoid them in practice

      

• Investing in Volatile Times

  1. Appreciate nature of stock markets

  2. Relate to investor’s behavior and get tips on how to avoid falling into a trap.

  3. Look at volatility as an opportunity rather than a problem.

  4. Get suggestions on how to handle specific situations with clients.

• Investment Products & their application through Financial Planning

  1. Get conceptual clarity on various Investment Instruments, their background and factors that affect their pricing

  2. Appreciate financial planning as the most systematic method to achieve financial goals

  3. Understand the sales process including as it applies to selling financial products and demonstrate the acquired techniques in role play situations. Specific focus on need identification and providing appropriate solutions

  4. Be aware of pitfalls in financial planning so as to avoid them in practice

• Launch Pad - An Induction Program

1. Converse about various asset classes and related investment products.
2. Understand the various Macro & Micro factors that affect these asset classes.
3. Differentiate the instruments depending on requirements and their purpose.
4. Provide investment solutions to investors.

 

• Market Orientation Program

  1. Become aware of various Macro Factors that affect Capital Markets in general

  2. Get conceptual understanding of Stock Market Trading & Terminologies

  3. Appreciate financial planning as the most systematic method to achieve financial goals

  4. Understand the various needs of different types of clients and provide appropriate solutions

  5. Be aware of pitfalls in financial planning so as to avoid them in practice

• Equities 2009- Crisis or Opprtunity

  1. To objectively evaluate current market situation & identify opportunities by using common valuation methods.

  2. Revisit equity investment strategies and discuss their performance during similar scenarios in the past.

  3.  Appreciate the importance of Asset Allocation in building a portfolio with highlights on surviving the downturn.

• Analysis of Financial Statements

• Capital Market

• Money Laundering

Banking

• Customer Service Excellence

To enhance front line staff’s confidence & ability to serve customers according to defined standards

 

• Retail Banking Orientation

The program will equip participants with domain knowledge about all aspects of retail banking and an overview of retail assets

 

• Business of Banking

Insurance

• Selling to HNIs

• Insurance Sales through Financial Planning

1.       Define Financial Planning(FP) & understand the process of FP

2.       Appreciate FP as the most systematic method to achieve financial goals

3.       Examine important variables in FP and understand fitment of Insurance products.

4.       Apply the learning acquired in a role play situation

• Business of Life

  1. Build sensitivity for insurance as a business

  2. Recognize insurance selling as a noble profession

  3. Build a strong pitch for discussing insurance with clients

• Financial Markets & Insurance Overview

By the end of the program, the participants shall have key insights about financial markets in India and be able to use this knowledge in discussions of insurance solutions with clients.

• Wealth Management & Role of Insurance
  1.  Challenge perceptions about insurance and its suitability
  2.  Build a holistic approach to Wealth Management

• W.I.S.E-Workshop to Improve sales Effectiveness

  1. Build a positive self-belief and enthusiasm for their role

  2. Acquire the tools & techniques critical in relationship management

  3. Create a self-improvement action plan for the coming month/quarter

• Selling Skills

  1. Understand the Sales Process as it applies to selling of financial products

  2. Learn various techniques in sales and demonstrate it in a role play situation

• The Effective Sales Manager
  1. Understand Sales Management holistically and their role in the sales process
  2. Understand the key role played by a motivated team of staff in achieving business objectives
  3. Gain an appreciation for their personal sales management and leadership skills and what can be done to improve them
  4.  Realise the importance of activity management in achieving results and leave with some practical ideas for implementation
  5. Define and apply team and individual behaviours that achieve consistent success

• Tax Plan
  1. Understand income tax basics
  2. Learn taxation as applicable to mutual funds and appreciate its efficiency
  3. Formulate solutions in sample case study scenarios

• Selling is Service