Investment Banking & Finance Ops Program

Structure and Components of the Financial System

Financial Market Intermediaries and Their Roles

Macroeconomic Factors Impacting the Economy

Investment Banking: Concept, Scope, Terms and and Instruments

Fundamentals of Finance and Accounting

Interpreting Financial Statements

Introduction to Excel for Financial Applications

Advanced Excel Skills for Finance

Equity & Preference Share

Depository Receipts, Primary & Secondary Market

Issuance/Trading, IPO Process

Stock Exchanges & Financial Centre’s of the World

Derivatives, Forwards Contracts, Futures Contract

Futures price determination, Margins, Settlement, Payoffs

Options, Types of Options, Trade Economics of Options

Option Premiums, Pricing, Styles of Exercising Options

Swaps - Types, Interest Rate Swap, Terminologies, IRS application – Hedging, Speculation

Types Equity Swap, Terminology associated with EQS, EQS application – Hedging, Speculation

FX Swap – Terminologies, Examples of Hedging and Speculation in FX Swaps

Credit Default Swap, Settlements, Credit Events, Types, Terminologies

Client Onboarding Processes

AML and KYC Process

Simulation-Based Learning Activity

Interactive In-Class Activity

KYC and AML Policies & Process , SEBI regulations For IB

Monitoring Financial Transactions for Compliance

Case Study Analysis and Discussion

Collateral Management Overview ,Collateral Types, Role of Collateral Management Team

ISDA Framework, Securities Lending and Borrowing

Market participants of SBL, Sorts of securities traded in SBL

Triplicate SBL, Benefits and disadvantages of trading in SBL

Trade Life Cycle, Fair Trade Management Buy-in and Sell-out

Introduction to reconciliation - Process & Steps

Corporate Action - Purpose, Types, Important Dates

Processing of Corporate Action (Life Cycle)

Introduction To Asset Management

Collect Investment Schemes (CIS) Overview

Mutual Funds- Type, Structure & Schemes

Alternative Investment - Types, Structure & Strategies

Hedge Fund - Features, functions, structure & Regulatory Environment

Hedge Fund Investment Strategies

Mutual Funds- Type, Structure & ScheHurdle Rate, Performance & Management Fee Calculation

Overview of Wealth Management - Products & Strategies

EU Regulations

AML Regulations

Introduction to Introduction to Accounting concepts using PPT

NAV - LC, Fund Accounting Entries & Calculation

Crafting an impressive resume and excelling in interviews are essential steps toward landing your dream job. This sessions helps youto learn key strategies to prepare for interviews, present your skills confidently, and leave a lasting positive impression on potential employers.

Under the much needed awareness of learning in today's world, we delve into the art of effective learning. Discover the science behind efficient study techniques, information retention, and continuous skill acquisition. Gain the edge in your career by mastering the skill of learning itself.

Confidence is the cornerstone of success. Our confidence-building session explores practical strategies to boost self-assurance, enhance your communication skills, and project a strong, professional image in any situation.

Emotional intelligence is a key driver of effective leadership and teamwork. Explore the depths of self-awareness, empathy, and interpersonal skills in this session, enabling you to navigate professional relationships with finesse.

Time is a precious resource, and mastering its management is vital. Our time management session equips you with strategies to prioritize tasks, set achievable goals, and maintain a healthy work-life balance.

Innovation is at the heart of success. Develop problem-solving prowess and foster creativity through design thinking methodologies. Learn how to tackle challenges with a systematic and innovative approach.