Welcome to Scribd, the world's digital library. Read, publish, and share books and documents. See more
Download
Standard view
Full view
of .
Look up keyword
Like this
18Activity
0 of .
Results for:
No results containing your search query
P. 1
Investment Analysis and Portfolio Management

Investment Analysis and Portfolio Management

Ratings: (0)|Views: 313|Likes:
Published by SRIRAM
A guide to investment analysis and portfolio management
A guide to investment analysis and portfolio management

More info:

Published by: SRIRAM on Jul 13, 2010
Copyright:Attribution Non-commercial

Availability:

Read on Scribd mobile: iPhone, iPad and Android.
download as PDF, TXT or read online from Scribd
See more
See less

06/06/2013

pdf

text

original

 
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

Activity (18)

You've already reviewed this. Edit your review.
1 hundred reads
1 thousand reads
Idris Alfassi liked this
Neeraj Naman liked this
mohuna liked this
solo66 liked this
Vinson Vaz liked this
Vinson Vaz liked this
kapil arora 09 liked this
vvamsi liked this

You're Reading a Free Preview

Download
scribd
/*********** DO NOT ALTER ANYTHING BELOW THIS LINE ! ************/ var s_code=s.t();if(s_code)document.write(s_code)//-->