Description

Type

Course
Level

Intermediate
Methodology

Online

Duration

Flexible
Start date

Different dates available

This certification is a program for candidates seeking a career in technical analysis. The study focuses on understanding the market actions and analyzing the changes that occur over a period of time. The certification intends to build skills required to assess the overall situation concerning stocks by analyzing technical indicators, such as breadth of market data, market sentiment, momentum, and other indicators and thereby perform security analysis used for forecasting the direction of prices.

Facilities

Online

Start date

Different dates availableEnrolment now open

About this course

Who is it intended for?

Job seekers looking to find employment in the field of financial services, banking, investment, insurance or stock broking can benefit from this certification program. Students generally wanting to improve their skill set and make their CV stronger and existing employees looking for a better role can prove their employers the value of their skills through this certification.

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Reviews

Subjects

IT risk
Fixed Income
Risk
Portfolio Management
Forecasting
Market
Investment
Client Profiling
Macroeconomic
Market Environment
Arbitrage Pricing
Portfolio Analysis
Laddered Strategies

Teachers and trainers (1)

Name Name

Teacher

Course programme

Introduction to Portfolio Management

History of Portfolio Management
Necessity of Investment Policy
SEBI Regulations
Risks in Investment
Portfolio Management Process

Investment Policy

Types of Portfolios
Types of Investors
Client Profiling
Setting Goals and Prioritization
Gathering Data
Investment Objectives and Constraints

Capital Market Expectations

Forecasting Market Environment
Macroeconomic Variables
Forecasting Tools

Asset Allocation: Policies & Procedures

Portfolio Diversification
Asset Allocation Process
Types of Asset Allocation
Classes of Assets
Expected Long-Term Benchmark Portfolio Results

Capital Market Theory

Markowitz Model and Efficient Frontier
Capital Asset Pricing Model
Chaos Theory
Arbitrage Pricing Model

Portfolio Analysis

Components of Risk and Return
Measures of Risk
Systematic and Unsystematic Risk
Beta of a Portfolio
Portfolio Revision

Importance of Portfolio Revision

Portfolio Revision Constraints
Common Faults in Revision
Portfolio Revision Strategies
Portfolio Revision Techniques

Measuring and Evaluating Portfolio Performance

Measures of Return
Buying the Index Approach
Performance Evaluation of Portfolio Managers

Equity Portfolio Management

Passive Portfolio Management
Active Portfolio Management
Benchmark Portfolios
Derivatives in Equity-Portfolio Management

Fixed Income Portfolio Management

Bond Ratings
Fixed Income Portfolio Management – Passive
Fixed Income Portfolio Management – Active
Barbelled and Laddered Strategies

Additional information

The Course is intended for professionals and graduates wanting to excel in their chosen areas. It is also well suited for those who are already working and would like to take certification for further career progression. Technical Analyst Certification can help candidate differentiate in today’s competitive job market, broaden their employment opportunities by displaying their advanced skills, and result in higher earning potential.

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Certified Portfolio Manager

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Certified Portfolio Manager

Questions & Answers

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Subjects

Course programme

Add similar coursesand compare them to help you choose.

Add similar courses
and compare them to help you choose.