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Published by: api-3814557 on Oct 17, 2008
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03/18/2014

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Investment Planning
CFP \u2013 Module IV
Copyright \u00a9 2003 Accenture. All rights reserved.
Accenture, its logo, and Accenture Innovation Delivered are trademarks of Accenture.
\u00a9 2003 Accenture. All Ri hts Reserved.
2
Session I
\u00a9 2003 Accenture. All Ri hts Reserved.
3
Syllabus overview

\u2022Risk
\u2013Definition
\u2013Measurement \u2013 standard deviation, beta
\u2013Management \u2013 diversification, hedging
\u2013Portfolio risk and effect of diversification \u2013 CAPM, Treynor / Jensen\u2019s measure

\u2022Financial instruments
\u2013Pricing of equity shares, bonds
\u2013NSC, PPF, mutual funds, government securities
\u2013Futures and options
\u2013Case studies on applicability to various categories of individuals

\u2022Investment strategies
\u2013Active and passive strategies
\u2013Asset allocation and revision

\u2022Regulatory environment
\u2013AMFI code for MFs, SEBI guidelines, etc.

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