Financial Theory and Applications

Certificate Course - Financial Theory and Applications

A 3-month (72 hour) online course designed to give participants an introductory, yet adequate training in and knowledge of the finance industry, its key segments, and prospects for a fulfilling career. It aims to provide students with the tools to get a rewarding job which could be a platform for career success.

Course Objective

To help young graduates to become successful Finance professionals, by providing them the motivation, tools, knowledge and information about pathways to a fulfilling and rewarding Finance career.

The Course includes:

  • Introduction to the Finance Industry
  • Different Branches of Finance
  • Detailed description of each branch, career pathways, job titles, profiles, responsibilities, and expectations
  • Essential Knowledge and Skills to get your "foot in the door"
  • How to keep rising in the organization
  • Detailed classes on key subjects in finance, covering all branches.

Course Structure:

The course is structured to facilitate learning and interaction among participants. Here's what you can expect:

  • Small Class in each batch ensuring personal attention
  • Classes meet thrice a week
  • Each session lasts for 3 hours

This course is for you if you are:

  • A student of finance (e.g., BBA, MBA) looking to sharpen your knowledge beyond the classroom
  • Student of an allied field e.g., B.Com (Accountancy) or B.Sc ( Statistics)
  • Recent entrant in the finance industry trying to  decide which area to make a career in
  • Working professional in another area looking to pivot into the finance industry
  • Recent graduate looking for right tools and techniques to find a job which is a good fit with your skills ad aspirations

COURSE CURRICULUM

Introduction to Finance

1. Why Finance Matters? Role of Finance in society
2. History and Progress
3. Landscape of Finance and Different branches of Finance
4. Introduction to branches of Finance

Capital Markets

a. Investments (Asset Management or Buyside)

b. Brokerage (Sellside)

c. Investment Banking

d. Advisory

Corporate Finance

1. Corporate Finance

    a. Financial Management – How to scientifically manage the Financial Assets of an organization.
    b. Treasury / Cash Management – How to manage the Cash Inflows and Outflows of an organization.
    c. Capital Budgeting – How to decide what form of Long-Term financing a company should access. Project Financing and its techniques.
    d. Working Capital Management – How to manage the company’s short term cash requirements so that its day-to-day operations can be sustainable.
    e. Financial Statements – Preparing Financial Statements

2. Career Path

Audit and Assurance

1. Audit and Assurance

    a. Internal Audit
    b. Statutory Audit – Done by CA firms. What are the things to look for? Is the company following reporting rules?
    c. Forensic Accounting and Investigation – Investigative analysis of the firm’s financial statements and unearthing any nonstandard processes.
    d. Financial Fraud detection – How to detect fraud in the organization based on financial statements, process flows, and other operational situations.

2. Career Path

Advisory

1. Advisory

  • Financial Consultant – Personal Financial Consultant as well as Consultant to High Net Worth (HNI) individuals and small corporations
  • Wealth Management – Advice on Comprehensive Asset Management of Family Office (HNW families), including Financial and non-financial assets. Tax Planning, Succession Planning, Charity giving, and other aspects in line with Client’s goals and objectives.
  • Fund Raising – Capital Raising for SMEs, small businesses who are not in the radar screen of banks.
  • Credit Analyst – Analysing a company’s Debt and assigning a Rating Score which indicates the Financial Strength of the company. Objective is to help lenders gauge the “Riskiness” of the company they are going to lend to

2. Career Path

Microsoft Excel

1. Microsoft Excel

  • Navigation
  • Formatting
  • Formulaes
  • Financial Functions
  • Graphs and Visualization
  • Input Output

 

 

Basic Statistics & Probability, Interest Rates, Time Value of Money

1. Basic Statistics & Probability and its use in Finance

2. Interest Rates and their use in Finance

3. Time Value of Money

Financial Ratios , Concept of Risk and Return

1. Financial Ratios

  • Growth Ratios
  • Operational Ratios
  • Valuation Ratios
  • Profitability Ratios
  • Analyzing companies based on ratios

2. Concept of Risk and Return and the Optimal Risk-Reward state

Valuation of Stocks

1. Valuation of Stocks

  • What is Valuation?
  • Concept of Valuation of Stocks
  • Intrinsic Value
  • Theories behind Valuation practices
  • Vagaries of techniques in valuation

Valuation of Bonds

1. Valuation of Bonds

  • How to value a bond?
  • Concepts behind bond valuation
  • Factors that affect bond valuation
  • Valuation Modeling and Risk

Portfolio Construction , Risk Management

1. Portfolio Construction

  • How to construct a portfolio?
  • Portfolio Management
  • Capital Allocation
  • Portfolio Risk versus Return
  • The Optimal Portfolio

Mutual Funds

1. What are Mutual Funds?

2. Types of Mutual Funds

3. How do "Pooled Investment Vehicles" work?

4. Mutual Fund specializations

 

Wrap Up and Final Thoughts

1. Wrap Up and Final Thoughts

ONE TO ONE MENTORING

At the end of the course, I will be available for an “Individualized Mentoring” program to each participant. This separately charged program will involve the following:

    1. Participant self-assessment.
    2. Dovetailing participant strengths will job profiles.
    3. Screening companies which match participant strengths
    4. Researching above companies
    5. Helping write cover letters which effective.
    6. Helping write an impactful resume that highlights participant strengths and highlights key strengths participant would bring to the table.
    7. Coaching on interview skills & choosing the right company.
    8. Advice on future career planning