Course Outline: Market Internals (Level 3)
Course Objective
This Level 3 course is designed to equip participants with the skills needed to excel in client servicing within the financial markets. The program integrates advanced fundamental, technical, and quantitative analyses with desk analysis, focusing on building the expertise necessary for effective client portfolio management and advisory services. Emphasis on practical application and mind modulation ensures participants can deliver professional, data-driven insights while maintaining composure under high-pressure scenarios.
Modules Covered
1) Fundamental Analysis
- Focus: Assessing intrinsic stock value for informed client recommendations.
- Topics: Company analysis, macroeconomic trends, sector performance, and earnings strategies tailored for client portfolios.
2)Technical Analysis
- Focus: Charting and timing techniques for optimal entry and exit points.
- Topics: Advanced price action, trend analysis, momentum indicators, and risk-reward planning for client accounts.
3)Quantitative Analysis
- Focus: Data-driven strategies to enhance portfolio performance.
- Topics: Statistical modeling, strategy backtesting, quantitative tools for client-specific goals, and risk management optimization.
4)Desk Analysis (Integration of all three modules)
- Focus: Real-time market monitoring and client-centric strategies.
- Topics: Portfolio construction, trade monitoring, real-time market sentiment analysis, and client report preparation.
Learning Model: Flipped Classroom
1) Self-Study
- Format: Structured video and audio lectures focusing on client-centric market strategies.
- Structure: Guided modules to prepare participants for in-class application.
2)Doubt-Solving Sessions
- Format: 45-minute Zoom sessions (Monday to Friday).
- Purpose: Resolve advanced queries, refine strategies, and ensure clarity on client servicing techniques.
3)In-Class Activities (Practical Sessions)
- Format: Hands-on sessions every Saturday afternoon.
- Duration: 3 hours.
- Focus: Simulated client scenarios, portfolio building, and practice in live market conditions.
- Alternative for Weekday-Busy Students: Self-study quizzes prepare participants for weekend practical sessions.
Course Features
- Practice & Mind Modulation: Intensive focus on client engagement, communication skills, and emotional discipline to excel in high-stakes financial environments.
- Flipped Classroom Benefits: Combines independent learning for theory with in-class collaboration for applied skills in client servicing and advisory.
Who Should Enroll?
This course is ideal for individuals who:
- Aspire to manage client portfolios and provide professional financial advisory services.
- Seek expertise in advanced market analysis and strategy development for client-centric solutions.
- Aim to master real-time market monitoring, risk management, and personalized client reporting.
- Can commit to a structured, practical learning schedule with a focus on client servicing.
Learning Outcomes
By the end of this course, participants will:
- Deliver informed stock and portfolio recommendations based on advanced analyses.
- Construct and manage client portfolios using fundamental, technical, and quantitative insights.
- Optimize strategies for diverse client goals, leveraging market data and real-time insights.
- Build confidence and emotional resilience to maintain professionalism in high-pressure client interactions.
Assessment and Certification
- Quizzes & Assignments: Module-wise assessments to evaluate understanding and application of client servicing strategies.
- Final Project: A comprehensive client servicing project showcasing skills in portfolio construction and advisory.
- Certificate: A completion certificate validating expertise in client-centric market analysis and servicing.
Additional Resources
- Advanced Course Workbook: Exercises and templates for client engagement and strategy building.
- Supplementary Study Materials: Access to case studies, research articles, and curated readings for client servicing excellence.
- Community Support: Membership in an exclusive online forum for peer networking and continued learning.
Batch Information and Enrollment Process
- Batch Start Date: To be announced (quarterly rolling start dates).
- Enrollment Deadline: Two weeks before batch commencement.
- Enrollment Process: Complete registration and deposit payment. Full fees must be cleared prior to starting the course.
Course Duration: 4 months
Class Timings
- Doubt-Solving Sessions: 45 minutes on weekday evenings (via Zoom).
- Practical Class Activities: Saturdays, 3 hours (in-person).
Basic Program (2 Years Part-Time)
- Total Fee: ₹1,80,000
- Duration: 2 years (24 months)
- Fee Breakdown (4 Levels): ₹45,000 per level
- Level 1: ₹45,000
- Level 2: ₹45,000
- Level 3: ₹45,000
- Level 4: ₹45,000
Advanced Program (4 Years Full-Time)
- Total Fee: ₹5,40,000
- Duration: 4 years (48 months)
- Fee Breakdown (4 Levels): ₹1,35,000 per level
- Level 1: ₹1,35,000
- Level 2: ₹1,35,000
- Level 3: ₹1,35,000
- Level 4: ₹1,35,000
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