PROFESSIONAL CAPITAL MARKETS SPECIALIST PROGRAM

COURSE DESCRIPTION

This course will give you a brief, but broad introduction of the capital markets - who are the primary participants, issuers, investors, intermediaries, what they trade there, and both the applications to which market participants make use of the instruments, as well as give you a sense of the role that capital markets play in the operation of the economic system as well as the financial system.


CERTIFICATION AWARDED

On successful completion of the program, you would be awarded the professional certification in “PROFESSIONAL CAPITAL MARKETS SPECIALIST PROGRAM” by Moody’s Analytics and EduEdgePro.


COURSE COLLATERALS AND HIGHLIGHTS

  • Practical training in Financial Markets in the areas of Financial Derivatives, Option Trading Strategies and Trading Strategies
 Fast Facts

 Certified by :
 Moody’s Analytics and EduEdgePro

 Broad Coverage:
  • Financial Markets and Asset Classes
  • Investment Management & Fund Strategies
  • Trading Futures Markets Using Technical Analysis
  • Applied Equity Research
  • Valuation
  • Advanced Option Trading Strategies
  • Hedging Using Derivatives
  • Algorithmic Trading and Market Microstructure
  • Trading Volatility

Mode of Delivery

Price

Duration
Offline Training
(Classroom)

Rs. 30,000 plus
taxes

75 Hours


E-Learning


Rs. 7,500 plus
taxes

40 Hours


Customized In-house
Group Training
Contact us


Customized


  • Exhaustive reading material covering detailed sections outlined below
  • Hands-on learning Portfolio Modeling and Optimization for Equity and Fixed Income Markets
  • Trading Strategies, Portfolio Modeling and Hedging for Equity/Fixed Income Markets


COURSE OBJECTIVES

  • Learn the fundamentals of Financial Markets and Asset Classes
  • Understand how assets are traded and various market conventions
  • Understand Market Microstructure, Order Book Dynamics and Algorithmic Trading setup
  • It will help to equip the necessary stock market theoretical and practical know how
  • It introduces you to the process of how to find and analyze stocks
  • Help to determine the risk of a stock investment or trade, proper entry and exit time of the stock
  • Understanding of why markets move the way they do, and help you choose the right trading style for your personal goals.


WHO SHOULD ATTEND

  • Investment Banking – Global Markets
  • Treasury – Commercial Banks
  • Mutual Funds
  • Investment Management
  • Financial Markets and Regulators
  • Financial Institutions
  • Brokerages
  • Buy-side Institutions


DETAILED CURRICULUM

Section 1 - Financial Markets, Investment Management & Fund Strategies

This section extensively covers the following important topics Financial Markets and different types of Asset Classes. It also briefly covers different types of Investment Management & Fund Strategies.

Financial Markets And Assets Classes

  • Cash and Money Markets
  • Bond markets
  • Foreign Exchange Markets
  • Equities Markets, Indices and Stocks
  • Derivatives Markets, Products and Settlement
  • Commodities Markets and Products
  • Saving and Investment Products
  • Mutual Fund and other Investment Products

Investment Management & Fund Strategies

  • Foundations of Assets Management
  • Wealth Management & Operations
  • Portfolio Management & Strategies
  • Portfolio Optimization
  • Quantitative Fund Strategies
  • Portfolio Rebalancing and Hedging
  • Portfolio Performance & Attribution
  • Wealth Management Strategies

Section 2 - Trading Futures Market, Applied Equity Research and Valuation

This section briefly explains the tools in trading in futures markets using technical analysis. It covers important topics related to application of Equity Research and advanced option strategies.

Trading Futures Markets Using Technical Analysis

  • Identification of major and intermediate trends
  • Identification of Demand and Supply zones
  • Trading Strategies & systems using technical tools and indicators
  • Trade and position management
  • Markets Analysis and Inter-Market Relationship
  • Open Interest based strategies
  • Popular Quantitative Trading strategies

Applied Equity Research And Valuation

  • Overview of Valuation
  • Applied DCF, EVA, FCFE, FCFF Modeling
  • Trading Comparables Valuation
  • Integrated Spreadsheet Modeling for Valuation
  • Types of Equity Research reports
  • Assumptions & Projections for Research
  • Report Writing Techniques
  • Analyst opinion & summary
  • Presenting Investment Case
  • Company & Sectoral Analysis Presentation

Section 3 - Option Trading Strategies, Hedging & Algo Trading

This section further explains other important advanced option trading strategies. It covers the concept of hedging strategies using derivatives. It also covers algorithmic trading strategy and trading volatility and its types.

Advanced Option Trading Strategies - 1

  • Options Markets and Conventions
  • Framework for Option Payoff Calculation
  • Option Trading Strategies
  • Option Greeks and PL Analysis
  • Managing Losing positions
  • Timing Option Legs
  • Using Technical Analysis with Options strategies
  • Dynamic Hedging in Option Trading
  • Setting up Bull and Bear Spreads
  • Option Greeks for strategies and profiles
  • Timing Vertical Spreads
  • Trading Volatility spikes with Spreads
  • Trading Calender Spreads
  • How Implied Volatility affects Vertical Spreads
  • Managing Losing positions
  • Timing Option Legs

Advance Options Trading Strategies - 2

  • Trading Straddles and Strangles
  • Ratioing the Spread
  • Trading Ratio Spreads and Backspreads for
  • Breakouts or breakdowns
  • Trading Butterflies
  • Broken Wing variations for Butterflies
  • Scalping Butterflies
  • Trading Condors and Iron Condors
  • Choosing between Options Strategies

Hedging Using Derivatives

  • Gamma Scalping
  • Hedging Option Greeks
  • Delta-Gamma-Vega-Hedging
  • Dynamic Hedging
  • Legging, Ratioing and Market timing
  • Setting up hedges for Equity portfolios
  • Setting up hedges for Fixed Income portfolios
  • Optimal hedges

Algorithmic Trading And Market Microstructure

  • Concept of Algorithmic Trading
  • Types of Algorithmic Trading Strategies
  • Lifecycle of Algorithmic Trading
  • Market Microstructure and concepts
  • Order Book Dynamic
  • Algorithmic Trading Dynamics
  • VWAP/TWAP/Implementation Shortfall HFT
  • Algorithms

Trading Volatility

  • Volatility Types
  • Volatility Forecasting
  • Trading Implied Volatility and Spikes
  • Implies vs Historical Volatility
  • Trading the Volatility Skew and Surface
  • Trading VIX through VIX Future

Detailed Case Study and Excel Implementation

Let us bring our classes to you! Our in-house training is ideal for groups of 10 or more people. We can provide Off-the-shelf training in the form of our classic courses, or we can provide bespoke training, tailored to your organizational goals and objectives. Please contact us for further details