Training Module for students training on BFSI & Fintech Track Course

Day 1

Introduction, Basics, and Fund Management

  • 9:00 – 10:00: Introduction to Mutual Funds
  • 10:00 – 11:00: Concept and Types of Mutual Funds
  • 11:00 – 12:00: Benefits and Risks of Mutual Funds
  • 12:00 – 13:00: Break
  • 13:00 – 14:00: Understanding Fund Management
  • 14:00 – 15:00: Role of a Fund Manager
  • 15:00 – 16:00: Asset Allocation and Diversification
  • 16:00 – 17:00: Recap and Q&A

Legal Aspects, Accounting, and Mutual Fund Services

  • 9:00 – 10:00: Regulatory Framework and Role of SEBI in Mutual Funds
  • 10:00 – 11:00: Understanding AMFI
  • 11:00 – 12:00: Accounting for Mutual Funds
  • 12:00 – 13:00: Break
  • 13:00 – 14:00: Valuation of Mutual Funds
  • 14:00 – 15:00: Taxation Aspects
  • 15:00 – 16:00: Different Services Offered by Mutual Funds
  • 16:00 – 17:00: Understanding NAV, How to Buy and Sell Mutual Funds, Recap and Q&A

Ethics, Code of Conduct, and Revision

  • 9:00 – 10:00: Ethics in Mutual Fund Industry
  • 10:00 – 11:00: Code of Conduct for Intermediaries
  • 11:00 – 12:00: Investor Rights and Obligations
  • 12:00 – 13:00: Break
  • 13:00 – 14:30: Revision of Key Topics
  • 14:30 – 15:30: Mock Test for Practice
  • 15:30 – 17:00: Doubt Clearing Session, Recap and Q&A

Introduction, Basics, and Securities Operations

  • 9:00 – 10:00: Introduction to Securities Operations and Risk Management
  • 10:00 – 11:00: Basics of the Indian Securities Market
  • 11:00 – 12:00: Understanding the Trading, Clearing, and Settlement Process
  • 12:00 – 13:00: Break
  • 13:00 – 14:00: Role and Functions of Depositories
  • 14:00 – 15:00: Understanding Corporate Actions
  • 15:00 – 16:00: Fund Accounting and Valuation
  • 16:00 – 17:00: Recap and Q&A

Risk Management and Compliance

  • 9:00 – 10:00: Basics of Risk Management
  • 10:00 – 11:00: Understanding Market Risk, Credit Risk, and Operational Risk
  • 11:00 – 12:00: Compliance and Regulatory Requirements
  • 12:00 – 13:00: Break
  • 13:00 – 14:00: Investor Protection and Role of Regulatory Bodies
  • 14:00 – 15:00: Anti-Money Laundering (AML) and Know Your Customer (KYC) Norms
  • 15:00 – 16:00: Ethics and Code of Conduct in Securities Operations
  • 16:00 – 17:00: Recap and Q&A

Revision and Mock Test

  • 9:00 – 11:00: Revision of Key Topics
  • 11:00 – 12:00: Mock Test for Practice
  • 12:00 – 13:00: Break
  • 13:00 – 15:00: Doubt Clearing Session
  • 15:00 – 17:00: Recap, Q&A, and Closing Remarks

Introduction, Basics, and Understanding Derivatives

  • 9:00 – 10:00: Introduction to Equity Derivatives
  • 10:00 – 11:00: Basics of Derivatives
  • 11:00 – 12:00: Understanding Forwards and Futures
  • 12:00 – 13:00: Break
  • 13:00 – 14:00: Understanding Options
  • 14:00 – 15:00: Pricing of Derivatives
  • 15:00 – 16:00: Understanding Index
  • 16:00 – 17:00: Recap and Q&A

Trading, Clearing, and Settlement

  • 9:00 – 10:00: Trading of Equity Derivatives
  • 10:00 – 11:00: Clearing and Settlement Systems
  • 11:00 – 12:00: Risk Management in Derivative Markets
  • 12:00 – 13:00: Break
  • 13:00 – 14:00: Regulatory Environment
  • 14:00 – 15:00: Taxation for Equity Derivatives
  • 15:00 – 16:00: Compliance and Reporting Requirements
  • 16:00 – 17:00: Recap and Q&A

Revision and Mock Test

  • 9:00 – 11:00: Revision of Key Topics
  • 11:00 – 12:00: Mock Test for Practice
  • 12:00 – 13:00: Break
  • 13:00 – 15:00: Doubt Clearing Session
  • 15:00 – 17:00: Recap, Q&A, and Closing Remarks

Introduction to Communication Skills and Basic English Proficiency

  • 9:00 – 10:00: Importance of Communication Skills in the Corporate World
  • 10:00 – 11:00: Basics of English – Grammar, Vocabulary, and Pronunciation
  • 11:00 – 12:00: Practice Session: Simple Conversations in English
  • 12:00 – 13:00: Break
  • 13:00 – 14:00: Reading and Understanding English Texts
  • 14:00 – 15:00: Writing Basic English Sentences
  • 15:00 – 16:00: Listening Skills and Understanding Spoken English
  • 16:00 – 17:00: Recap and Q&A

Interpersonal Skills and Confidence Building

  • 9:00 – 10:00: Importance of Body Language in Communication
  • 10:00 – 11:00: Building Confidence for Public Speaking
  • 11:00 – 12:00: Practice Session: Public Speaking
  • 12:00 – 13:00: Break
  • 13:00 – 14:00: Understanding and Expressing Emotions in Communication
  • 14:00 – 15:00: Active Listening and Responding Skills
  • 15:00 – 16:00: Practice Session: Role-Play in a Corporate Setting
  • 16:00 – 17:00: Recap and Q&A

Professional Communication and Etiquette

  • 9:00 – 10:00: Introduction to Professional Communication
  • 10:00 – 11:00: Email Etiquette and Writing Professional Emails
  • 11:00 – 12:00: Telephone Etiquette and Conference Call Etiquette
  • 12:00 – 13:00: Break
  • 13:00 – 14:00: Networking Skills and Building Professional Relationships
  • 14:00 – 15:00: Practice Session: Mock Interviews
  • 15:00 – 16:00: Recap of Key Learning Points
  • 16:00 – 17:00: Q&A, Feedback, and Closing Remarks