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Investment Analysis and Portfolio Management

Investment Analysis and Portfolio Management

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Published by Pankaj Bhasin

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Published by: Pankaj Bhasin on May 09, 2010
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11/24/2014

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Test Details
Sr.Name of ModuleFeesTestNo. ofMaximumPassCertificateNo.(Rs.)DurationQuestionsMarksMarksValidity(in(%)(in years)minutes)
1Financial Markets:A Beginners' Module1500120601005052Mutual Funds : A Beginners' Module1500120601005053Currency Derivatives: A Beginner's7506050100505Module ###4Equity Derivatives: A Beginner's7506050100505Module ###5Interest Rate Derivatives: A Beginner's150012060100505Module6Securities Market (Basic) Module1500105601006057Capital Market (Dealers) Module *1500105601005058Derivatives Market (Dealers) Module **1500120601006039FIMMDA-NSE Debt Market (Basic) Module15001206010060510Investment Analysis and Portfolio150012060100605Management Module11NISM-Series-I: Currency Derivatives100012060100603Certification Examination12NISM-Series-II-A: Registrars to an Issue1000120100100503and Share Transfer Agents -Corporate Certification Examination13NISM-Series-II-B: Registrars to an Issue1000120100100503and Share Transfer Agents - Mutual FundCertification Examination14NSDL-Depository Operations Module1500756010060 #515Commodities Market Module18001206010050316AMFI-Mutual Fund (Basic) Module1000906210050No limit17AMFI-Mutual Fund (Advisors) Module ##10001207210050518Surveillance in Stock Exchanges Module15001205010060519Corporate Governance Module15009010010060520Compliance Officers (Brokers) Module15001206010060521Compliance Officers (Corporates) Module15001206010060522Information Security Auditors Module225012090100602(Part-1)Information Security Auditors Module22501209010060(Part-2)23FPSB India Exam 1 to 4***20001207514060NAperexam24Options Trading Strategies Module150012060100605*Candidates have the option to take the CMDM test in English, Gujarati or Hindi language. The workbook for themodule is presently available in ENGLISH.**Candidates have the option to take the DMDM test in English, Gujarati or Hindi language. The workbook for themodule is also available in ENGLISH, GUJARATI and HINDI languages.#Candidates securing 80% or more marks in NSDL-Depository Operations Module ONLY will be certified as 'Trainers'.##Candidates have the option to take the AMFI (Adv) test in English, Gujarati or Hindi languages. The workbook forthe module, which is available for a fee at AMFI, remains in ENGLISH.###Revision in test fees and test parameters with effect from April 01, 2010. Please refer to circular NSE/NCFM/13815 dated 01-Jan-2010 for details.***Modules of Financial Planning Standards Board India (Certified Financial Planner Certification) i.e. (i) Risk Analysis& Insurance Planning (ii) Retirement Planning & Employee Benefits (iii) Investment Planning and (iv) Tax Planning& Estate Planning.The curriculum for each of the module (except FPSB India Exam 1 to 4) is available on our website:www.nseindia.com> NCFM > Curriculum & Study Material.
 
1
CONTENTS
CHAPTER 1: OBJECTIVES OF INVESTMENT DECISIONS.........................................1
1.1Introduction...............................................................................................11.2Types of investors.......................................................................................11.2.1
Individuals.............................................................................................
11.2.2
Institutions ............................................................................................
21.2.2.1
Mutual funds .................................................................................
21.2.2.2
Pension funds................................................................................
21.2.2.3
Endowment funds ..........................................................................
31.2.2.4
Insurance companies (Life and Non-life) .............................................
31.2.2.5
Banks .............................................................................................
31.3Constraints.................................................................................................41.3.1
Liquidity ................................................................................................
41.3.2
Investment horizons ...............................................................................
41.3.3
Taxation................................................................................................
51.4Goals of Investors.......................................................................................5
CHAPTER 2: FINANCIAL MARKETS........................................................................6
2.1Introduction...............................................................................................62.2Primary and Secondary Markets....................................................................62.3Trading in Secondary Markets.......................................................................72.3.1
Types of Orders......................................................................................
72.3.2
Matching of Orders .................................................................................
82.4The Money Market.......................................................................................92.4.1
T-Bills
...................................................................................................92.4.2
Commercial Paper ..................................................................................
92.4.3
Certificates of Deposit ...........................................................................
102.5Repos and Reverses...................................................................................102.6The Bond Market.......................................................................................112.6.1
Treasury Notes (T-Notes) and T-Bonds....................................................
112.6.2
State and Municipal Government bonds...................................................
112.6.3
Corporate Bonds ..................................................................................
112.6.4
International Bonds ..............................................................................
12

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