Module 1 : Introduction to Investments and Financial Markets
♦ Basic Investments: Meaning, Nature and Process of Investment, Investment Vs. Speculation Vs. Gambling, Types of Investors
♦ Investment Alternatives: Equity, Preference Shares, Debenture/ Bonds, Mutual Fund, Derivatives (Basic Overview), Real Estate, Gold and Deposits
♦ Financial Markets and Instruments: Primary and Secondary Market , Stock Exchange – NSE, BSE, Market Indices – Sensex, Nifty (Concepts and Interpretation), SEBI Guidelines Overview
♦ Risk and Return: Meaning and Measurements, Types of Risk, Risk-Return Trade-Off

Module 2 : Security Analysis (Fundamental and Technical)
♦ Fundamental Analysis: Economy Analysis, Industry Analysis, Company Analysis, Financial Statements for Investors, Ratio Analysis for Investment Decisions
♦ Valuation of Securities: Dividend Discount Model (Simple), Price-Earnings Ratio Method, Bond Valuation : YTM (Basic)
♦ Technical Analysis: Candlestick Charts, Dow Theory (Basics), Price and Volume Charts, Trend Lines and Support-Resistance, Moving Averages, Simple Chart Patterns (Head and Shoulders, Double Top)
♦ Market Efficiency: Efficient Market Hypothesis (Introductory Level), Implications for Investors, Criticisms and Anomalies

Module 3 : Portfolio Construction and Management
♦ Meaning of Portfolio Management: Investment Vs. Portfolio, Portfolio Objectives, Role of a Portfolio Manager
♦ Portfolio Construction: Diversification, Asset Allocation, Capital Market Line and Security Market Line (Basic Concepts)
♦ Risk Measurement in Portfolios: Portfolio Risk and Return, Beta Coefficient (Introductory), Systematic Vs. Unsystematic Risk
♦ Portfolio Evaluation: Sharpe Ratio, Treynor Ratio, Jensen’s Alpha (Conceptual Calculations only – Moderate Difficulty)

Module 4 : Mutual Funds, Behavioural Finance & Emerging Trends
♦ Mutual Funds: Concept, Types, NAV, SIP, SWP, STP, Reading a Mutual Fund Factsheet, AMFI Role (Overview)
♦ Behavioural Finance: Investor Psychology, Heuristics and Biases, Overconfidence, Herd Mentality, Anchoring, Loss Aversion
♦ Portfolio Strategies: Passive Vs. Active Strategies, Value Vs. Growth Investing, Index Investing (Basics)
♦ Fintech in Investments (Introductory): Online Trading Platforms, Robo-Advisory, Digital Investment Products (ETF, REIT, INVIT – Overview)