Prepare for success

in the real world

with practical learning.

Presenting
‘Certification in Equity
Trading and Investment’.
About ICICIdirect Centre for Financial Learning:
ICICIdirect Centre for Financial Learning is an educational initiative of ICICI Securities Ltd. ICFL is
committed to enhance financial literacy amongst all existing and prospective stakeholders in the
society by empowering them to make better and more informed decisions. ICFL is also committed
to lead the path to create next generation leaders who would catalyse the growth of financial
markets in India by expanding the pool of qualified and certified professionals for the industry.

ICFL operates under the broad segments of investment education and professional certification
and development. Over the period, ICFL has trained more than 1.5 Lakh students and investors
across India through one or more programmes. The repository of domain knowledge includes
host of in-house developed seminars, workshops, certifications and training programmes leading
to reputed certifications. ICFL has offices and training facilities across India aided by technological
capabilities to deliver trainings through eLearning, virtual classroom and satellite classrooms.
About National Institute of Securities Markets:
National Institute of Securities Markets (NISM) is a society and public trust, established
by the Securities and Exchange Board of India (SEBI), the regulator for securities markets
in India, to improve the quality of the securities markets through sustained capacity building
and knowledge dissemination.
NISM develops and conducts certification examinations and continuing professional
educational programmes to enhance the quality and standards of professionals employed
in various segments of the financial industry. NISM also works closely with all financial
regulators in the area of financial education.
NISM caters to the educational needs of various constituencies such as investors, issuers,
intermediaries, regulatory staff, policy makers, academia and future professionals in the
financial sector through its schools of excellence.
About the Programme:
With the financial markets having grown in depth and sophistication during the last decade,
Indian corporations need to meet the enhanced expectations of various stakeholders, which
necessitates acquiring of human resources with a wide repertoire of knowledge and skills.
Thus, more and more companies are looking for ‘job ready’ candidates. Hence, colleges
must look at avenues to enhance the value offered to their students along with the regular
curriculum. Giving students additional skill sets will help them be better prepared for their
internship or placement interviews.
NISM along with ICICIdirect Centre for Financial Learning seeks to educate and empower
individuals with financial knowledge and acumen, thus, creating professionals who would
catalyse the next wave of financial proficiency in India.
This 'Certification in Equity Trading and Investment' establishes the credibility of the students’
skills on basic working of stock markets, process of placing and tracking orders or trades,
and basic equity portfolio construction along with exposure to real time
derivatives trading. The certification should be seen as the first but
a firm step towards building practical skills and expertise in
stocks and capital markets. This certification provides students a
strong platform for a career in any segment in the banking and
financial services domain.
Objectives of the Programme:
This certification seeks to:

• Provide essential skills on equity trading and investments in various asset classes like
equities, ETFs and equity derivatives.

• Give hands-on experience of investing and trading in equity market instruments using virtual
stock market platform.

• Increase financial literacy among college students and young working professionals in
relation to securities market.

• Help the participants consider stock markets a genuine place for wealth creation and also
demonstrate their knowledge to potential employers in the broad domains of financial markets.
Highlights of the Programme:
• It is currently the only certification, which focuses on enhancing practical skills
along with conceptual understanding.

• The student would get a holistic view of processes and settlements in stock
markets, having placed orders in live market and tracked the entire process
end-to-end.

• Credibility of a joint certification from NISM - SEBI promoted educational

CICIdirect.
institution and ICFL - an educational initiative from industry leaders, ICICIdirect.
NISM and ICFL Advantage:
• Jointly developed and managed by ICFL and NISM.

• Contents drawn from the experience of more than 10 years of leadership in retail equity
markets of ICICIdirect and the expertise of NISM in understanding the learning
requirements of students along with the certification.
Programme Offerings:

1. 30 hours of blended learning comprising of classroom lectures

and hands-on experience of trading and investing in live markets.

2. Internal and ongoing assessment during the programme delivery

based on virtual platform.

3. Assessment exam of 2 hours at the end of the programme

leading to NISM and ICFL Joint Certification.

Key Takeaways:
1. Continued access to virtual stocks trading platform..

2. Copies of presentations used in classroom.

3. Workbook of NISM Series - XII: Securities Markets

Foundation Certification Examination.
Curriculum:
Day 1
Theory Overview of the Securities Market in India
Theory Understanding the Basics of the Investing Process
Theory Basics of the Primary Market
Theory Secondary Markets

Day 2
Theory Ratio Analysis and Understanding Financial Statements
Theory Step by Step Guide to Company Research

Day 3
Theory Technical Analysis
Practical How Shares are Traded?
Practical Demo of Cash and Margin Trades
Practical Trading Stocks on Virtual Platform
Practical At least 5 Trades in Margin and 5 in Cash
Practical Reasons for Trades Submitted by Student in Writing
Theory Forming of Groups for Subsequent Activities

Day 4
Theory Common Mistakes to be Avoided while Investing / Trading
Theory Guided Presentation of given company by Students
Theory Faculty Feedback after every Presentation

Day 5
Theory Futures & Options Theory
Theory Derivative Strategies
Practical Futures & Options Trading
Examination 100 marks Examination
Certification Criteria:
Certificate of Participation
Candidates need to score a minimum of 50% in the classroom assessment along with
satisfactory classroom participation.

‘Certification in Equity Trading and Investment’ would be awarded to candidates who

• Score a minimum of 50% in the classroom assessment.
• Score a minimum of 50% in the graded online assessment.
Management Thoughts
Mr. Sandip Ghose, Director, NISM
"NISM is pleased to announce the ‘Certificate in Equity Trading and Investment’,
in partnership with ICICIdirect Centre of Financial Learning. I believe that this certification will
provide participants a unique opportunity to learn about equity investing through a blend of
academic knowledge and its practical
real life applications."
 For more details call to ICFL Team

West +91 8588816146 +91 7838352716

North +91 9999560943 +91 7838352716

South +91 9739830119 +91 7838352716

East +91 9999346802 +91 7838352716

Email: learning@icicisecurities.com | Website: learning.icicidirect.com

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ICICI Securities Ltd. (I-Sec). Registered office of I-Sec is at ICICI Securities Ltd. - ICICI Centre, H. T. Parekh Marg, Churchgate, Mumbai - 400020, India, Tel No: 022 - 2288 2460, 022 - 2288 2470. The contents herein above shall not be
considered as an invitation or persuasion to trade or invest. These programmes do not guarantee any job or placements with ICICI Group or any other organization. Participants should make independent judgment with regard suitability,
profitability, and fitness of any program offered herein above. I-Sec and affiliates accept no liabilities for any loss or damage of any kind arising out of any actions taken in reliance thereon.This is not directed or intended for distribution to, or
use by, any person or entity who is a citizen or resident of or located in any locality, state, country or other jurisdiction, where such distribution, publication, availability or use would be contrary to law, regulation or which would subject I-Sec
and affiliates to any registration or licensing requirement within such jurisdiction.