Beginner's Finance:

• Financial Markets
• Decoding a Financial Newspaper 
• Primary Markets 
• Secondary Market and Stock Market Indicators
• Trade Life Cycle 
• Time Value Money 
• Calculations of Corporate Actions 
• Mutual Funds
• Fixed Income
• Basics of Accounting
• Basics of Microsoft Excel 
• Basics of Banking and De-mat  

Macroeconomics:

• The Economic System
• GDP
• Fiscal Policy and Monetary Policy 
• Inflation
• Deficits
• Demographics 
• How to get macroeconomic data?

Fundamental Analysis: 

• Basic concepts of Fundamental Analysis 
• Ratio Analysis 
• Equity Valuation 
• Financial Statement Analysis
• Decoding an Annual Report 

Technical Analysis: 

• The Basics
• Dow Theory
• Classical Chart Patterns and Gap Theory
• Candlestick Patterns
• Indicators and Oscillators
• Fibonacci and Markets
• Trading Psychology, Risk Management and Money Management

Currency Markets:

• Currency Market
• Currency Terminologies
• Cross Rates
• Factors affecting Currency Value 

Derivatives:

• Introduction to Derivatives 
• Introduction to Forwards and Futures
• Introduction to Options
• Options Pricing
• Options Greeks
• Options Strategies - Bull and Bear Strategies
• Options Strategies -Volatile and Non-Volatile Strategies
• Options Strategies -Hedging Strategies
• Open Interest and Rollover
• Margins , Trading, Clearing and Settlement 

Introduction : Financial Planning

• Background
• Role of Financial Planner
• Financial Planning Process
• Contract and Documentation
• Client Data Collection
• Client Data Analysis
• Life Cycle
• Wealth Cycle
• Risk Profiling and Asset Allocation
• Systematic Approach to Investing
• Financial Plan
• Financial Blood-Test Report (FBR)
• Financial Planning in India

Wealth Management & the Economy

• Financial Planning to Wealth Management
• Economic Cycles and Indicaters
• Interest Rate Views
• Currency Exchange Rate
• The Deficits

Investment & Risk Management : Equity

• Role of Equity
• Active and Passive Exposures
• Returns from Passive Exposure to S&P CNX Nifty
• Sector Exposure and Diversification
• Fundamental and Technical Analysis
• Fundamental Valuation Approaches
• Investment and Speculation
• Leveraging

Investment & Risk Management: Debt

• Role of Debt
• Deposits and Debt Securities
• Valuation of Debt Securities
• Yields and Interest Rate Risk
• Interest Rate and Debt Investments
• Credit Exposure and Debt Investments
• Concentration Risk
• Passive Investments in Debt

Investment & Risk Management: Alternate Assets

• Gold
• Real Estate

Investment Products & Services

• Derivatives
• Mutual Funds
• Venture Capital / Private Equity Funds
• Hedge Funds
• Structured Products
• Portfolio Management Services (PMS)

Investment Evaluation Framework

• Risk-Return Framework
• 86
• Risk Adjusted Returns
• SSELECTIVVELLY-Invest Classification Scheme for Investment Products

Risk Profiling & Asset Allocation

• Risk Profiling
• Why Asset Allocation?
• Strategic Asset Allocation
• Tactical Asset Allocation
• Fixed Asset Allocation
• Flexible Asset Allocation
• Asset Allocation Returns in Equity and Debt
• Asset Allocation Returns in Equity, Debt and Gold
• Allocation to Speculation
• Diversification in Perspective

Risk Management through Insurance

• Risk Assessment
• Life Insurance
• Health Insurance
• General Insurance
• Safeguards in Insurance

Elements of Taxation

• Previous Year and Assessment Year
• Gross Total Income
• Income Tax Slabs
• Advance Tax
• Tax Deducted at Source (TDS)
• Exempted Income
• Deductions from Income
• Long Term and Short Term Capital Gain / Loss
• Speculation Profit / Loss
• Capital Gains Tax exemption under Section 54EC
• Capital Gains Tax exemption under Section 54F
• Setting Off & Carry Forward

Taxation of Investment Products

• Dividend Tax / Tax on Income Distributed by Mutual Fund
• Securities Transaction Tax (STT)
• Capital Gains Taxation
• Taxation of Fixed Deposits and Fixed Maturity Plans
• Dividend and Growth Options in Mutual Fund schemes
• Wealth Tax

Estate Planning

• Background
• Assets & Liabilities
• Nomination
• Inheritance Law
• Will
• Trust

Faculty 

The various Modules under this course is taken up by different financial market professionals who have an experience of more than 10 years in the market, hence imparting a practical knowledge on the subject matter. 

Certification 

The students enrolling in the course gets the following certificates: 

• Certificate of Completion for the Course “ Certification in Foundation in Capital Markets “ jointly certified by NSE Academy & Kredent Academy having a life time validity
• Certificate of Completion for the Course “ Certification in Financial Planning and Wealth Management  “ jointly certified by NSE Academy & Kredent Academy having a life time validity
• Certificate of Completion for the Course “Personal Financial Management “certified by Kredent Academy having a life time validity. 
• Certificate of NCFM Financial Market: Beginner’s Module having validity of 5 years. 

Additional Knowledge Content 

The students will have access to additional knowledge content like various blogs, Interactive learning tools, videos, technical analysis Infographs, and much more to further enhance their knowledge on the subject matter. 

Practical Exposure and Internship

The Course aims at a practical application of the topics covered, focussing on different case studies and real time live market analysis. In addition to this the students attend a 10 hours of internship with our faculties. 

Placement Assistance

We at Kredent Academy have a dedicated Placement Assistance Cell who connects the students to the different employers where there are job opportunities and openings. However the placement cell doesn’t guarantee any placement. Students interested can inform the team at their onset of the course, which will help them find the required job at the earliest. 

Support Team 

The support team guides the student from start to the end of the course, right from schedules, doubt clearing, examination assistance and certification. At any point if the student has difficulty in attending a few classes as per the schedules, the support team effectively helps the student to cover up that particular class. 

Infrastructure

A state –of –the art infrastructure to support live market training. Dedicated computers, projector screens, live CNBC, real time market trackers are some of the highlighters. 

Kredent Library

Students have free access to the library which stores large variety of books related to stocks, commodities, investments, trading, finance, management, speculation and important biographies. 

Type of Examination 

Under this course the participant will be required to appear for two internal examination and one NCFM examination. Please note that the participant will get the Certificate of Completion after successfully clearing both the examinations.

Certificates 

The students enrolling in the course gets the following certificates: 

1. Certificate of Completion for the Course “ Certification in Foundation in Capital Markets “ jointly certified by NSE Academy & Kredent Academy having a life time validity
2. Certificate of Completion for the Course “ Certification in Financial Planning and Wealth Management  “ jointly certified by NSE Academy & Kredent Academy having a life time validity
3. Certificate of Completion for the Course “Personal Financial Management “certified by Kredent Academy having a life time validity. 
4. Certificate of NCFM Financial Market: Beginner’s Module having validity of 5 years. 

Procedure

The procedure for the examinations are:

Internal Examination: This is an online examination hosted on the website of Elearnmarkets.com. 

Note:  The certification test can be appeared by the candidate only once.

Other Details:

Duration: 1.5 hours.
Pattern of questions: 50 multiple choice based question of 2 marks each.
Qualifying marks: 50

NSE Academy certification in Financial Market (NCFM) Examination: This examination is hosted by NSE for which you need to go to the NSE approved test centre. The participants have to appear for the NCFM Financial Market: Beginner’s Module, preferably within 45 days after the completion of the module/ course.

Other details:

Duration: 2 hours.
Pattern of questions: 60 multiple choice based question of 2 marks each.
Qualifying marks: 50% , There is no negative marking in this module
Course Outline: Click here

Exam Fees:
The exam fees for the NCFM Beginner’s Module are Rs 2,006 (two thousands six only) inclusive of GST to be paid by the student. 
 

• I don't know anything about the financial markets or financial planning. Can I take up this course? What will i learn in this course?

• Yes, you can take up this course as this will help you to build your foundation or base of capital markets. This course will help you to learn basics about every segment of financial markets which would include Capital markets, Mutual Funds, Technical analysis, Derivatives, Options Strategies, equity fundamental analysis, currency and commodities market. 

  Also, it covers aspects on Personal financial planning, Mutual Funds, SIPs, life and health Insurance, personal taxation and succession planning. 

  This course also informs you how to balance risk and reward in your investment portfolio is to diversify your assets. Even if your basics about the financial markets are not that clear, this course can be done by you. This course will give you a great overview of how to do your financial planning as well as creation and management of your wealth.

  If you want to know in details about each and every topic, then you could check it on our course page where all the details relating to our Personal Financial Management is available.

• Are there any additional study materials apart from the videos. If so how can I access them?

• The study material includes various PPTs, books, others PDFs. All of these will be provided to you by us once the classes commence. Our support team is there to assist you for the same.

• If I miss any of the live classes, are the recordings available for me?

• Yes, if you have missed the live session or class then you will get the recordings for it once the class is completed.

• How can we contact the faculty to solve our queries?

• You will be added to a WhatsApp group where the faculty and the support team will be available to solve all your doubts and queries regarding the course content, class timings, access to the Elearnmarkets Dashboard, etc.

• What kind of support will I get after the completion of the course?

• You will have access to the recorded classes for 3 years. You can contact the faculty for clearing your doubts even after the course completion. The WhatsApp group will be there for a month after the completion of the course.

• If I don’t understand the concepts and how to apply it in the live market the first time, then can I attend the classes again?

• Student’s satisfaction is our main motive and if you are unable to cope up with the classes, then you can surely attend the classes again and our support team will assist you whenever you require help. The faculty is also very supportive and they would also solve your queries even after the classes.

• How long will I have access to the recording of these classes?

• You will have the access to all the recorded classes for 3 years. You can use it anytime even after the completion of the course.

  Mr. Siddhartha Goenka has market experience of over 11 years and will share his life instances and the difficult situations related to the financial markets and how he got through it. He will also teach you about money management, the discipline required and the principles of life.

• Can I pay the course fee in installments or I need to make the full payment?

• You need to pay the full amount before the classes commence. We do not have any installment facility for this course.

• Which course should be done after this course?

• After completing this course, you can do the following courses as per your interest.

  • Certification in Technical Analysis
  • Certification Equity Research Analysis 

• After completing this course, will I be able to trade and manage my finances on my own?

• Yes, once you complete this course you will be able to trade in the market on your own with a small amount of money. Also, you will be able to manage your own finances and do your financial planning as well as manage your wealth.

• Which software will be used by the faculty? Will it be chargeable for us? Will we get access to this software for a lifetime?

• Softwares used by the faculty are: 

  • Trading View and Investing - free softwares
  • StockEdge - you will have free access to this software during your training period only (30 days). Once the training is completed, you would have to pay for this software for personal use.
  • Websites like valueresearchonline.com, policybazaar.com – these will be covered as per the flow of the course. You will be taught how to use these websites for your benefit in certain aspects .These are free websites so access is for lifetime.

• Do we have an internship also with this course?

• Yes, at the end of this course we offer an internship for 2 days (2 hour session each), where you will be taught the financial planning calculations in MS-Excel through case studies.