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FINANCIAL ANALYSIS TECHNIQUES AND EQUITY RESEARCH
(Batch-2)

Last Date of Apply: 15th May 2018

Duration: 12 weeks (3 Months)

Program from XLRI & ICICI for candidates who are thinking to skill-up themselves in Equity Research.

Program Fee: INR 36, 000 + 18% GST (INR 42, 480)

For More details:
Contact Program coordinator (Piyush Garg) @ 97179-38151
1526109044
FINANCIAL ANALYSIS TECHNIQUES AND EQUITY RESEARCH (Batch-2) Last Date of Apply: 15th May 2018 Duration: 12 weeks (3 Months) Program from XLRI & ICICI for candidates who are thinking to skill-up themselves in Equity Research. Program Fee: INR 36, 000 + 18% GST (INR 42, 480) For More details: Contact Program coordinator (Piyush Garg) @ 97179-38151
LEARNING OBJECTIVES & CONTENT OF THE WORKSHOP:


1. Use and Understand the Tools & Techniques required to build a Financial Plan

2. Understanding the Client vis-à-vis his financial needs.

3. How to present the plan-Report Formatting

4. How to use concepts of taxation to client’s advantage- Tax Planning

5. Estate Planning

6. Analysis of data and matching goals.

7. Skill Set required to construct a Financial Plan

8. Knowledge to analyze various economic variables by scenario testing


Date : December 20th, 2018 (Saturday)

Contact : Piyush Garg (97179-38151)

Note:- INR 500/- Discount available for IFEM Candidate.

Payment Link:- https://www.payumoney.com/store/buy/fpsb
1515588907
LEARNING OBJECTIVES & CONTENT OF THE WORKSHOP: 1. Use and Understand the Tools & Techniques required to build a Financial Plan 2. Understanding the Client vis-à-vis his financial needs. 3. How to present the plan-Report Formatting 4. How to use concepts of taxation to client’s advantage- Tax Planning 5. Estate Planning 6. Analysis of data and matching goals. 7. Skill Set required to construct a Financial Plan 8. Knowledge to analyze various economic variables by scenario testing Date : December 20th, 2018 (Saturday) Contact : Piyush Garg (97179-38151) Note:- INR 500/- Discount available for IFEM Candidate. Payment Link:- https://www.payumoney.com/store/buy/fpsb
CFP - Certified Financial Planner

About CFP Credentials FPSB India:- 
Rated as Gold Standard in Financial Planning, CERTIFIED FINANCIAL PLANNER or CFP is an international certification programme in the lucrative field of financial planning, wealth management and financial advisory services. As the Indian Financial Industry is transforming and maturing, professional financial planners have become an imminent need. In India, leading industry giants from financial services sector have been promoting the concept of financial planning among the customers and professionals.

About CFP CM Certification:-
 CERTIFIED FINANCIAL PLANNERCM certification programme makes you competent to provide strategic advice in regard to investment, insurance, tax, retirement & estate needs and enables you to plan and fulfill such needs.

CERTIFIED FINANCIAL PLANNER Certification is a: 
Mark of Quality – The World Over. Tested for competency, education, examination & work experience. 
Committed to code of ethics & rules of professional conduct. 
Highest level of certification globally in the field of financial planning.

About FPSB India – The Certification Awarding Body

•   FPSB India is the principal licensing body that awards CFP Certification in India.
•   It is an affiliate of Financial Planning Standard Board (FPSB) based in Denver, U.S.
•   It provides a pathway for members to develop the necessary skills & knowledge to become successful financial planners.

Certified Financial Planner CM Certification is:
1.   In Demand: Preferred, supported, recognized and promoted by 48 Companies that are known as Charter Members of FPSB India.
2.   Credible: Rated as Gold Standard by Wall Street Journal
3. Globally Recognized: The most recognized and respected financial planning certification in 25 countries

In India, CFP recipients are in demand in the following fields:

• Banks                                                             • Wealth Management Companies

• Stock Broking Firms                                         • Investment Advisory Services

• Financial Planning Services                               • Life and General Insurance

• Accounting and LawFirms                                  • Asset Management Companies

• Credit Counseling Organisations


Program Curriculum

Module 1: Introduction to Financial Planning

Financial Planning Process, Client Interactions, Time Value of Money Applications, Personal Financial Statements, Cash Flow and Debt Management, Asset Acquisition, Education Planning, Overview of Risk Management, Investment Planning, Retirement Planning, Special Circumstances, Plan Integration, Ethics and Business Aspects of Financial Planning.


Module 2: Risk Analysis and Insurance Planning

Risk Management and Insurance, Decisions in Personal Financial Planning, Identifying Client’s Exposures to Morality, Health, , Disability, Property, Liability and Long Term Care Risk is Emphasized, Selecting the Appropriate Risk Management Technique, Insurance Pricing, Various Insurance Policies & Strategies: General Insurance, Life Insurance, Motor Insurance, Medical Insurance, Insurance of Business Risk Regulation of Insurance Industry.

Module 3: Retirement Planning and Employee Benefits

Retirement Need Analysis Techniques, Development of Retirement Plans, Various Retirement Schemes such as: Employees Provident Fund (EPF), Public Provident Fund (PPF), Super Annuation Fund, Gratuity, Other Pension Plans, Post-retirement Counseling.

Module 4: Investment Planning

Risk Return Analysis, Mutual Funds, Derivatives, Asset Allocation, Investment Strategies, Portfolio Construction & Management , Regulation of an Investment Advisor.

Module 5: Tax and Estate Planning

Income Tax Computation, Capital Gain & Indexation, House Property, Deductions & Allowances, Non Resident Indian Tax Laws, Tax Management Techniques, Wills, Trust, Indian Succession Act, Power of Attorney, Joint Ownership of Property.

Module 6: Advanced Financial Planning

Establishing Client Planner Relationship, Analyse Client Objectives, Needs & Financial Situation, Developing the Financial Plan, Implementing the Financial Plan, Monitoring the Financial Plan

FPSB & NCFM registration Details: FPSB registration fees of Rs. 16, 385 will be paid separately and examination fees to NSE will be paid by the participant as per their norms. (Module-2 to 5 exam fees will be Rs. 3, 540 per module and Module-6 will be Rs. 7, 080) including taxes.

Program Offerings (CFP, V-Class):

•       125+ hours of training through V-Class

•       Exhaustive study material

•       Case Studies with Mock Tests

•       Online Mock tests

•       Doubt solving/ faculty interactions session through V-Class

•       Financial Plan construction training by an industry practitioner

•       Guest lectures by Industry experts

•       Duration 5 to 6 months

Training Fee:      
Rs. 41, 799/- (incl. Taxes)                 (For Classroom)
Rs. 28, 500/- (incl. Taxes)                (For V-classroom)
Rs. 19, 499/- (incl. Taxes)                 (For e-learning)

Fee Payment mode: Cheque in favor of “ICICI Securities Limited”

For Learning Contact Program Coordinator:- Piyush Garg (97179-35182)

Note:- Candidates will be eligible for honorarium of Rs. 250 for each passed module on the behalf of IFEM.
1505200917
CFP - Certified Financial Planner About CFP Credentials FPSB India:- Rated as Gold Standard in Financial Planning, CERTIFIED FINANCIAL PLANNER or CFP is an international certification programme in the lucrative field of financial planning, wealth management and financial advisory services. As the Indian Financial Industry is transforming and maturing, professional financial planners have become an imminent need. In India, leading industry giants from financial services sector have been promoting the concept of financial planning among the customers and professionals. About CFP CM Certification:- CERTIFIED FINANCIAL PLANNERCM certification programme makes you competent to provide strategic advice in regard to investment, insurance, tax, retirement & estate needs and enables you to plan and fulfill such needs. CERTIFIED FINANCIAL PLANNER Certification is a: Mark of Quality – The World Over. Tested for competency, education, examination & work experience. Committed to code of ethics & rules of professional conduct. Highest level of certification globally in the field of financial planning. About FPSB India – The Certification Awarding Body • FPSB India is the principal licensing body that awards CFP Certification in India. • It is an affiliate of Financial Planning Standard Board (FPSB) based in Denver, U.S. • It provides a pathway for members to develop the necessary skills & knowledge to become successful financial planners. Certified Financial Planner CM Certification is: 1. In Demand: Preferred, supported, recognized and promoted by 48 Companies that are known as Charter Members of FPSB India. 2. Credible: Rated as Gold Standard by Wall Street Journal 3. Globally Recognized: The most recognized and respected financial planning certification in 25 countries In India, CFP recipients are in demand in the following fields: • Banks • Wealth Management Companies • Stock Broking Firms • Investment Advisory Services • Financial Planning Services • Life and General Insurance • Accounting and LawFirms • Asset Management Companies • Credit Counseling Organisations Program Curriculum Module 1: Introduction to Financial Planning Financial Planning Process, Client Interactions, Time Value of Money Applications, Personal Financial Statements, Cash Flow and Debt Management, Asset Acquisition, Education Planning, Overview of Risk Management, Investment Planning, Retirement Planning, Special Circumstances, Plan Integration, Ethics and Business Aspects of Financial Planning. Module 2: Risk Analysis and Insurance Planning Risk Management and Insurance, Decisions in Personal Financial Planning, Identifying Client’s Exposures to Morality, Health, , Disability, Property, Liability and Long Term Care Risk is Emphasized, Selecting the Appropriate Risk Management Technique, Insurance Pricing, Various Insurance Policies & Strategies: General Insurance, Life Insurance, Motor Insurance, Medical Insurance, Insurance of Business Risk Regulation of Insurance Industry. Module 3: Retirement Planning and Employee Benefits Retirement Need Analysis Techniques, Development of Retirement Plans, Various Retirement Schemes such as: Employees Provident Fund (EPF), Public Provident Fund (PPF), Super Annuation Fund, Gratuity, Other Pension Plans, Post-retirement Counseling. Module 4: Investment Planning Risk Return Analysis, Mutual Funds, Derivatives, Asset Allocation, Investment Strategies, Portfolio Construction & Management , Regulation of an Investment Advisor. Module 5: Tax and Estate Planning Income Tax Computation, Capital Gain & Indexation, House Property, Deductions & Allowances, Non Resident Indian Tax Laws, Tax Management Techniques, Wills, Trust, Indian Succession Act, Power of Attorney, Joint Ownership of Property. Module 6: Advanced Financial Planning Establishing Client Planner Relationship, Analyse Client Objectives, Needs & Financial Situation, Developing the Financial Plan, Implementing the Financial Plan, Monitoring the Financial Plan FPSB & NCFM registration Details: FPSB registration fees of Rs. 16, 385 will be paid separately and examination fees to NSE will be paid by the participant as per their norms. (Module-2 to 5 exam fees will be Rs. 3, 540 per module and Module-6 will be Rs. 7, 080) including taxes. Program Offerings (CFP, V-Class): • 125+ hours of training through V-Class • Exhaustive study material • Case Studies with Mock Tests • Online Mock tests • Doubt solving/ faculty interactions session through V-Class • Financial Plan construction training by an industry practitioner • Guest lectures by Industry experts • Duration 5 to 6 months Training Fee: Rs. 41, 799/- (incl. Taxes) (For Classroom) Rs. 28, 500/- (incl. Taxes) (For V-classroom) Rs. 19, 499/- (incl. Taxes) (For e-learning) Fee Payment mode: Cheque in favor of “ICICI Securities Limited” For Learning Contact Program Coordinator:- Piyush Garg (97179-35182) Note:- Candidates will be eligible for honorarium of Rs. 250 for each passed module on the behalf of IFEM.
Certified Finance Expert (CFE) - Batch 3

Programme through which graduates and working professionals can elevate their careers to new heights by increasing job prospects in Valuations and Financial Modeling as required in Research firms, KPOs, Brokerage Firms, etc

Highlights of the Programme:-
Programme offered by a leading private business school based in Frankfurt am Main, Germany and Industry Practitioner’s who are focused to provide trainings in Financial domain
It provides extensive knowledge to the graduate participants in the area of Finance with a special focus on Financial Modeling and Research so that they should become Industry Ready to increase employability. 
It also provides extensive knowledge to a working professional in the area of finance for a quick and smooth career progression

The programme is divided into two levels with the first level focusing on offering extensive learning on Finance in general and the second level focusing on Financial Research, Equity Research, Financial Modeling and Applied Accounting in particular.

Programme Curriculum:
· Part 1: Level I CFA course curriculum
· Part 2: Equity Research & Financial Modelling

This programme will also enable participants to take informed and effective decisions in the areas of Quantitative Methods, Financial Reporting and Analysis, Corporate Finance, Equity Investments, Fixed Income, Derivatives, Alternative Investments, Economics, Portfolio Management and Wealth Planning, Ethical and Professional Standards, Equity Research, Valuation Process, Quantitative Analysis, Financial Modeling, Financial Statement Modeling, Investment Valuation Models.

Eligibility: Candidates with 3-year bachelor’s degree certificates from Universities recognised by the Association of Indian Universities.

Last date of Application:- 02/Oct/2017

Program Coordinator:- Piyush Garg (97179-35182)
1505451114
Certified Finance Expert (CFE) - Batch 3 Programme through which graduates and working professionals can elevate their careers to new heights by increasing job prospects in Valuations and Financial Modeling as required in Research firms, KPOs, Brokerage Firms, etc Highlights of the Programme:- Programme offered by a leading private business school based in Frankfurt am Main, Germany and Industry Practitioner’s who are focused to provide trainings in Financial domain It provides extensive knowledge to the graduate participants in the area of Finance with a special focus on Financial Modeling and Research so that they should become Industry Ready to increase employability. It also provides extensive knowledge to a working professional in the area of finance for a quick and smooth career progression The programme is divided into two levels with the first level focusing on offering extensive learning on Finance in general and the second level focusing on Financial Research, Equity Research, Financial Modeling and Applied Accounting in particular. Programme Curriculum: · Part 1: Level I CFA course curriculum · Part 2: Equity Research & Financial Modelling This programme will also enable participants to take informed and effective decisions in the areas of Quantitative Methods, Financial Reporting and Analysis, Corporate Finance, Equity Investments, Fixed Income, Derivatives, Alternative Investments, Economics, Portfolio Management and Wealth Planning, Ethical and Professional Standards, Equity Research, Valuation Process, Quantitative Analysis, Financial Modeling, Financial Statement Modeling, Investment Valuation Models. Eligibility: Candidates with 3-year bachelor’s degree certificates from Universities recognised by the Association of Indian Universities. Last date of Application:- 02/Oct/2017 Program Coordinator:- Piyush Garg (97179-35182)
XLRI Jamshedpur -
1492085989
XLRI Jamshedpur - "DATA ANALYSIS AND FINANCIAL MODELING USING EXCEL - Batch 2" In the present day situation, availability of data is not a constraint. However, analyzing data and using it for decision making is becoming a challenge. While there are several software packages available for analyzing the data, Excel is the most popular software used by the analysts to use business data in real life. The objective of this program is to expose the managers to the different ‘built-in’ data analysis features in Excel. The participants will get exposure to the different basic and advanced features in Excel that can help them making efficient analysis of the data in Excel. Contact program Co-ordinator:- 9717935182

Our timings

[IS_BIZ_OPEN] Mon: 9:30 AM  -  7:00 PM
[IS_BIZ_OPEN] Tue: 9:30 AM  -  7:00 PM
[IS_BIZ_OPEN] Wed: 9:30 AM  -  7:00 PM
[IS_BIZ_OPEN] Thu: 9:30 AM  -  7:00 PM
[IS_BIZ_OPEN] Fri: 9:30 AM  -  7:00 PM
[IS_BIZ_OPEN] Sat: 9:30 AM  -  7:00 PM
[IS_BIZ_OPEN] Sun: 9:30 AM  -  7:00 PM

Contact

Plot No.2, IInd Floor, Kapil Vihar, Pitampura
+91 8033751070  or   or   
Please keep or 0 before the
number when you dial.
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28.6988290383266 77.1381372520065 Banking & Finance Industry Program for Everyone !!! Plot No.2, IInd Floor, Kapil Vihar, Pitampura
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