Weekend Programs

Start-up Valuation

Identify the difference in Valuation methods used to arrive at the the intrinsic value of a Start-up, as compared to valuation methods used to determine the intrinsic value of a large conglomerate.

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Duration:

Range of:
2 hours to 24 hours

Choice of Topics:

Business Segmentation based on Revenue, Geography, Customer

Feasibility Report to Validate Business Model

Valuation of Intangibles

Determining the Appropriate Method of Valuation - Income Approach, Asset Approach or Market Approach

Forecasting Future Cash Flows - When cash flows are not Stable

Valuation of ESOPs and Stock-based Options

Ideal for:

Registered Valuers

Finance Executives and Accountants

Compliance

Financial Analysts

Research Analysts

Lawyers and Tax Advisors

Freshers

Finance Students

Real Estate & Infrastructure

Identify the key growth drivers in Real Assets and how this asset class can be used to diversify your portfolio. Understand the liquid forms of investments in Real Estate and Infrastructure, through REIT and InvIT structures, and how it allows retail investors to get the such assets

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Duration:

Range of:
2 hours to 24 hours

Choice of Topics:

Equity Forms and Debt Forms of Real Estate

REITs and its Role in Diversification of Investment Portfolio

Types of REITs

Historical Returns and Risks of Real Estate and REITs

Real Estate Indices and Real Estate Mutual Funds

Infrastructure Investments and Inherent Risks

Valuation of Infrastructure and Market Participants

Structure of Infrastructure Investment Trusts (InvITs)

SEBI Regulations on REITs and InvITs

Ideal for:

Asset Managers and Portfolio Managers

Investors

Real Estate Consultants

Financial Analysts

Research Analysts

Compliance Personnel

Freshers

Finance Students

Credit Risk and Credit Derivatives

Identify the key risks involved in OTC markets and how it impacts return on investments. Discuss different forms of Credit Risk and Settlement Risk and ways to ascertain the impact of such risks. Understand the applicability of Credit Risk Mitigation techniques, across different types of investments.

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Duration:

Range of:
2 hours to 48 hours

Choice of Topics:

Types of Credit Risks and its Difference from Risks in Derivative Trading

Risks in OTC Markets v/s Risks in Exchange Traded Markets

Margin Requirements and Mark-to-Market Adjustment

Pre-settlement Risk (PSR) and PSR Limits

Peak Exposure and Loan Equivalent Exposure

Credit Valuation Adjustment (CVA)

Credit Risk in Currency Derivatives and Interst Rate Derivatives

Warning Signals and Wrong Way Trades

Credit Risk in Repo and Reverse repo

Credit Risk Mitigation Techniques

ISDA Documentation and CSA

Ideal for:

Bank OTC Desks

Credit Evaluation Teams

Credit Operations

Financial Analysts

Research Analysts

Compliance Personnel

Freshers

Finance Students

Commodities and Commodity Derivatives

Understand the different ways to getting exposure in Commodities and identify the investment approach of Hedgers and Speculators, in different market scenarios. Get exposure to global strategies implemented to seek exposure in different types of Commodities, across geographies

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Duration:

Range of:
2 hours to 24 hours

Choice of Topics:

Types of Commodities and its Role in Portfolio Diversification

Commodity Forwards and Futures

Rolling Contracts

Commodity Options

Commodities Forward Prices and Term Structure

Contango and Backwardation

Commodity Futures Indices

Strategic and Tactical Valuation of Commodity Futures

Case Studies on Commodity Futures

Managed Futures Strategies and Commodity Trading Advisors

Ideal for:

Asset Managers and Portfolio Managers

Speculators and Hedgers

Fund Managers

Financial Analysts

Research Analysts

Compliance Personnel

Freshers

Finance Students

Due Diligence

Discuss the investment process and understand the importance of Due Diligence, using various factors which can impact an investment decisions. Get in depth knowledge in various kind of Due Diligence done to determine the intrinsic value of a large conglomerate or a new start-up

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Duration:

Range of:
2 hours to 24 hours

Choice of Topics:

Investment Process and Fund-raising

Operational Due Diligence

Investment Due Diligence

Historical Performance

Legal and Compliance Due Diligence

Importance of Technology Due Diligence

Red Flags and DDQ

Fund Documentation

Human Resources Due Diligence

Ideal for:

Legal Personnel and Due Diligence Professionals

HNI Investors and Institutional Investors

Fund Managers

Financial Analysts

Research Analysts

Compliance Personnel

Freshers

Finance Students

Term Sheet Negotiations

Get an in-depth analysis of the key clauses in a Term Sheet, which are important from Investors' point of view as well as Founders' point of view. Analyse the common binding and non-binding clauses and identfy which clauses are important to negotiate on

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Duration:

Range of:
2 hours to 24 hours

Choice of Topics:

Important Contents of Term Sheet

Zeroing in on Capital Structure - ESOPs, Vesting Rights, etc

Clauses to Pay Attention To!

Negotiation of Control Rights

Liquidation Preference - How can it be used as a Trap?

Exit Options for Investors - Negotiating a Put Option Clause

Practical Case Study with Actual Term Sheets

Ideal for:

Registered Valuers

Finance Executives and Accountants

Compliance

Financial Analysts

Research Analysts

Lawyers and Tax Advisors

Freshers

Finance Students

Collateralized Debt Obligations (CDOs)

Discuss the methods used to structure the cash-flows for loans disbursed by bank, or other lenders, and identify the inherent risks in the structure of a CDO. Identify common methods used to minimize credit risk

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Duration:

Range of:
2 hours to 24 hours

Choice of Topics:

Overview of CDO and CDO Variations

Types of CDOs

Balance Sheet CDOs

Funded and Unfunded CDOs

Synthetic CDOs

What are Credit Enhancements?

Risks Involved in CDO Markets

Development of CDO Market in India and Global Market

Ideal for:

Investment Managers

Structured Products Teams

Credit Operations

Financial Analysts

Research Analysts

Compliance Personnel

Freshers

Finance Students

Credit Default Swaps (CDS) and Total Return Swaps (TRS)

Discuss how a potential lender can safeguard the returns from an investment, or a loan given to a borrower, in the event of a credit downgrade or default. Identify the use cases of such typs of products for fund managers, insurance companies and asset managers

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Duration:

Range of:
2 hours to 24 hours

Choice of Topics:

Concept and Structure of Credit Default Swap (CDS)

Inherent Risks and Market Participants

Unwinding Issues

Credit Enhancements

Total Return Swap (TRS) - Product Structure and Inherent Risks

Difference between CDS and TRS

Credit Spread Derivative Products

Ideal for:

Investment Managers

Structured Products Teams

Fund Managers

Financial Analysts

Research Analysts

Compliance Personnel

Freshers

Finance Students

Investors

Mutual Fund Investments

"Understand the investment management process for mutual funds and the complexities of mutual fund investments. Get the knowledge of risks and rewards of investing in mutual funds"

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Duration:

Range of:
2 hours to 48 hours

Choice of Topics:

Mutual Funds as Pooled Investment Vehicles

What is AUM and NAV?

What is the ideal Asset Mix for a Mutual Fund?

Dividend Schemes v/s Growth Schemes

What are Debt Funds, Equity Funds and Hybrid Funds?

What Fees are paid to Mutual Fund Manager?

What Types of Fees do Mutual Funds charge?

Mutual Fund Distributors and Distribution Platforms

SEBI (Mutual Fund) Regulations

Mutual Funds v/s Collective Investment Schemes

Ideal for:

Asset Managers and Portfolio Managers

Finance Executives and Accountants

Financial Analysts

Research Analysts

Lawyers and Tax Advisors

Freshers

Finance Students

Portfolio Management

Spruce up your portfolio management skills, suggest right investment options, and manage portfolios as per the client need. Get practical training in investment management

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Duration:

Range of:
2 hours to 24 hours

Choice of Topics:

Institutional v/s Private Wealth Management

Understanding the Client - Suitability

Return and Risk v/s Portfolio Constraints

Asset Allocation and Risk Management

Compounding - The Eighth Wonder of the World

Ideal for:

Asset Managers and Portfolio Managers

Finance Executives and Accountants

Financial Analysts

Research Analysts

Lawyers and Tax Advisors

Freshers

Finance Students

Risk Management

Get equipped with problem-solving techniques and critical thinking, to make informed financial and investment decisions. Candidates will apply quantitative and analytical skills to understand the inherent risks within an Organization and ascertain the importance of Enterprise Risk Management and risk reporting standards

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Duration:

Range of:
2 hours to 48 hours

Choice of Topics:

Types of Risk

What is Risk Management?

Enterprise Risk Management

Value at Risk (VaR) and Calculation of VaR

Operational Risk Management

Credit Risk Management

Global Standards for Risk Reporting

Decomposing Risk and setting Risk Appettite and Risk Limits

Corporate Governance in Risk Budgeting

Risk Budgeting for - Banks, Mutual Funds, Private Equity Funds and Hedge Funds

Ideal for:

Bank OTC Desks

Credit Evaluation Teams

Credit Operations

Insurance and Actuaries

Chief Risk Officers

Financial Analysts

Research Analysts

Compliance Personnel

Freshers

Finance Students

Start-ups and SMEs - Business and Regulatory Landscape

Understand how your Organization is impacted by recent Government Initiatives and how to get tax benefits for your start-up or business enterprise.

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Duration:

Range of:
2 hours to 24 hours

Choice of Topics:

Business Segmentation based on Revenue, Geography, Customer

Feasibility Report to Validate Business Model

Eligibility for Start-up India Plan

Tax Benefits for Start-ups

Regulatory Incentives for Startups

Non-Financial Incentives taken by Government

Road-ahead for Start-ups Incentives

SME Listing - Benefits

Ideal for:

Registered Valuers

Finance Executives and Accountants

Compliance

Financial Analysts

Research Analysts

Start-ups and SME Owners

Lawyers and Tax Advisors

Freshers

Finance Students

Finance for Non-finance Managers

Understand how your financial decisions would affect the unit economics and performance of your company and its profitability and of your organization.

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Duration:

Range of:
2 hours to 12 hours

Choice of Topics:

Basic Terms used in Business and Finance

Understanding Balance Sheet - Assets and Liabilities

Understanding Profit and Loss Account - Incomes and Expenses

Analysis of Performance of Company - Using basic Financial Ratios

Ideal for:

Start-up Founders and Business Owners

Finance Accountants

Compliance Teams

Freelancers in Technology space

Consultants

Sales and Marketing Teams

Freshers

Finance Students

Project Finance

Develop core competencies in analysis of economic market conidtions, suitable for an upcoming project. Perform capital budgeting process to understand the viability of a Project

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Duration:

Range of:
2 hours to 12 hours

Choice of Topics:

Projection of Cash-flows

Cost-Benefit Analysis and Trade-off

Capital Allocation

Ideal for:

Start-up Founders and Business Owners

Finance Accountants

Compliance Teams

Project Management Teams

Consultants

Operations Personnel

Freshers

Finance Students

Basics of Financial Modelling

Acquire financial modeling & valuation skills, based on complexities of the investments. Master analyzing financial statements and learn to create your own quantitative models.

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Duration:

Range of:
2 hours to 24 hours

Choice of Topics:

Single-factor and Multi-factor Models

Arbitrage-free Models

Fama-french Models

CAPM Model

Option Pricing Model

Ideal for:

Registered Valuers

Finance Executives and Accountants

Financial Analysts

Research Analysts

Lawyers and Tax Advisors

Freshers

Finance Students

Investments in Equity Markets

Get an overview of the equity markets and its functioning in various geographies. Become familiar with basic concepts of equity securities, stock exchanges, funds, valuation, and trade-offs of different investment strategies.

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Duration:

Range of:
2 hours to 48 hours

Choice of Topics:

Overview of Equity Markets - Global Markets and Indian Market

Financial Statement Analysis and Ratio Analysis

Stock Picking - Top-down and Bottom-up Approach

Equity Valuation

CAPM Theory

Performance Evaluation of Schemes and Stocks

Ideal for:

Asset Managers and Portfolio Managers

Finance Executives and Accountants

Financial Analysts

Research Analysts

Lawyers and Tax Advisors

Investors

Freshers

Finance Students

Investments in Debt Markets

Get conceptual, analytical and practical inputs for understanding debt instruments and functioning of debt markets in various geographies. Apply tools and techniques of fixed income analytics of the debt markets.

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Duration:

Range of:
2 hours to 48 hours

Choice of Topics:

Debt and Government Securities Market

Valuation in Fixed Income Market

Interest Rate Risk Management

Yield Spreads

Duration, Modified Duration, Effective Duration and Macaulay Duration

Duration and Scheme Maturity

Use of Excel Functions

Ideal for:

Asset Managers and Portfolio Managers

Finance Executives and Accountants

Financial Analysts

Research Analysts

Lawyers and Tax Advisors

Investors

Freshers

Finance Students

Derivatives

Analyse various derivative parameters and understand the inherent risks in derivative contracts. Discuss various derivative criterions like Open Interest, Price OI relationship, Roll Over statistics etc and get confirmation for the market movements.

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Duration:

Range of:
2 hours to 48 hours

Choice of Topics:

Forwards, Futures, Options and Swaps - Payoffs

Plain-vanilla Instruments

Margins, Open Interest and Mark-to-Market

Types of Options and Option Spreads

Difference between Forward and Future Contract

Hedging using Derivatives

Put-call Parity

Binomial Model

Ideal for:

Asset Managers and Portfolio Managers

Finance Executives and Accountants

Financial Analysts

Research Analysts

Lawyers and Tax Advisors

Investors

Freshers

Finance Students

Technical Analysis

Learn how to use technical analysis profitably in trading. Discuss the basics of technical analysis and learn how to read a stock chart effectively. You will be able to use some popular technical indicators and oscillators to predict upcoming market trends and directions.

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Duration:

Range of:
2 hours to 24 hours

Choice of Topics:

Stock Charts

Understanding Support & Resistance

Exponential Moving Averages (EMA)

Moving Average Convergence Divergence (MACD)

Relative Strength Index (RSI)

Reversal Patterns and Trend-following charts

Ideal for:

Asset Managers and Portfolio Managers

Finance Executives and Accountants

Financial Analysts

Research Analysts

Lawyers and Tax Advisors

Investors

Freshers

Finance Students

Fundamental Analysis

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Duration:

Range of:
2 hours to 24 hours

Choice of Topics:

Introduction to the Fundamental analysis

Stock Investing and its Approaches

Company Analysis

Understanding Balance sheet and Financial Statements

Financial Statement Analysis

Ratio Analysis

Key to Fundamental Analysis

How to Track Market

Ideal for:

Asset Managers and Portfolio Managers

Finance Executives and Accountants

Financial Analysts

Research Analysts

Lawyers and Tax Advisors

Investors

Freshers

Finance Students

Programs

Careers

Contact Us

525, Arun Chambers, 5th Floor, Tardeo, Mumbai - 400034. Maharashtra, India.

info@careertopper.com

+91 932 130 6866