Building wealth by Investing in Capital Market + Fundamental Analysis

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Basic Info : Building wealth by Investing in Capital Market + Fundamental Analysis
Level : Intermediate
Commitment  : 24 Hrs ( 12 sessions of 2 hrs each )
Language : English
Schedule Date : 26th July 2020

What will I learn?

We all have bills to pay, and dreams to achieve. We’ve also got to prepare for retirement. So, we save for them – using savings accounts, fixed deposits, recurring deposits, post office schemes, and more. What we fail to see is how inflation eats away at our savings. The key is to NOT to just save, but generate real wealth – and that comes with smart investments. Investments in the capital markets, are one of the best avenues to help you create wealth. It beats inflation, and compounds at higher rates than your other products. Investments in equity come with risk, as it is a volatile asset class. However, with the right knowledge and skills, you can form your strategy to build wealth from your investments. This course has been designed to help you start your journey into the wonderland of capital market investments.The objective of the program is to give insights into the dynamics of fundamental analysis and equip the participants with the advanced subject knowledge by exposing them to the valuations and value investing strategies. This program broadly covers -- Introduction to Fundamental analysis, Economic, Industry & Company Analysis, Financial Statement & Ratio Analysis, Various Models of Equity Valuation and Stock-Picking Strategies.


Curriculum

HOW DOES THE ECONOMY AFFECT BUSINESS

  • GDP, NDP, Employment data of India and Countries around the globe
  • Indian Fiscal Deficits, Trade Deficits
  • LIBOR, Interest Rates, Inflation Rates
  • India's Business Relations with different Countries
  • Factors affecting global business environment

TIME VALUE OF MONEY

  • Compound and discounting techniques
  • Using Microsoft Excel in TVM Calculations
  • NPV, IRR Using Excel
  • Case Study on Retirement Planning using Excel
  • Case Study on Home Loans Planning

UNDERSTANDING RISK AND RETURN

  • Average & CAGR Rate of Return
  • Standard Deviation: volatility
  • Case Study: Evaluating Risk and Return of an Investment Scheme

OVERVIEW OF THE INDIAN CAPITAL MARKETS

  • Indicies SENSEX, NIFTY & Market Capitalisation
  • Global markets
  • Primary & Secondary market

FUNDAMENTAL ANALYSIS

  • Understanding Business Lines and Patterns
  • Monoply, Oligoply, and Perfect market Types margins
  • Industry-wise analysis: sales & Volume
  • Capital Structure, Credit days, Margins Understanding Balance sheet and P& L Accounts of companies

Technical Analysis Price Movements Share Price Chart Trend Lines

Introduction to Fundamental Analysis

  • Top-Down Approach &  Bottom-Up Approach

Economic Analysis

  • Microeconomics & Macroeconomics

Industry Analysis

  • Porter’s Framework, PESTLE Analysis, Boston Consulting Group (BCG) Analysis

Company Analysis

  • Business Model, Company’s Management, SWOT Analysis, Peer Comparisons

Financial Statement Analysis

  • Comparative Statements
  • Common size Statements
  • Trend ratio Analysis
  • Ratio Analysis

Corporate Annual Report

  • Chairman’s Letter
  • Business Profile
  • Management’s Analysis

Income Statement

  • Revenue Recognition Principles & Special Cases
  • Expense Recognition
  • Non-Recurring Items
  • Earnings Per Share
  • Comprehensive Income

Balance Sheet

  • Components and Format of the Balance Sheet
  • Measurement Bases of Assets and Liabilities
  • Balance Sheet Ratios

Models of Equity Valuation

  • Price vs Value
  • Earnings based Valuation Matrices
  • Assets based Valuation Matrices

How It works

   Live Online Sessions
Each session is interactive and informative, featuring case studies, quizzes, and projects

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