M. Com, C.A., C.S., CMA, NET, SET
COURSE OBJECTIVES:
Understand various terminologies used in stock market
How to evaluate companies on its fundamentals
Understand basics of technical analysis
Know various participants in market like Hedgers, speculators and arbitragers
Introduction to futures and options
Trade settlement, risk management and margin system
COURSE CONTENT:
Unit 1 - No. of Hours: 10
Various investments avenues and their benefits and flip side of each one
Equity investments vis a vis various other investment opportunities
What are the various types of shares
What is primary market (IPO) and what is secondary market
What is DMAT and physical form of shares and DMAT account opening formalities
Unit 2 - No. of Hours: 10
What is the role of stock exchange and why exchanges are necessary
Explanation for various indices like Nifty, Sensex, bank nifty etc.
Explaining various terminologies used in stock market
Unit 3 - No. of Hours: 15
Fundamental analysis of equity-theory
Study of live Balance sheet from web sites and evaluation of companies
Introduction of live trading platform and understanding actual trading.
Unit 4 - No. of Hours: 15
Teaching of technical analysis with respect to live charts and EOD charts
Different charting patterns
Explanation of various participants in market like Hedgers, speculators and arbitragers
Introduction to Live trading platform
Unit 5 - No. of Hours: 10
Explaining various types of margins collected by stock exchanges
Explaining the trade settlements system
Risk management and margin system
Introduction to futures and options
COURSE OUTCOMES:
CO1. Evaluate the companies on its Fundamental outlook
CO2. Initiate buying and selling on live trading platform
CO3. Can become active participant in stock market
CO4. Manage family portfolio of investments
CO5. Can Make career in Financial markets
Topics:
Pre-read:
https://smartasset.com/investing/types-of-investment
Learning Outcomes:
Students will come to know Various Investment avenues available in the Financial market
Topics:
What are the various types of shares
What is the role of stock exchange and why exchanges are necessary
Pre-read:
https://finance.zacks.com/need-stock-market-3706.html
Topics:
What is primary market (IPO) and what is secondary market
What is DMAT and physical form of shares and DMAT account opening formalities
Pre-read:
https://www.investopedia.com/ask/answers/012615/whats-difference-between-primary-and-secondary-capital-markets.asp
Learning Outcomes:
Initiate buying and selling on live trading platform
Topic:
Explanation for various indices like Nifty, Sensex, bank nifty etc.
Pre-read:
https://www.moneycontrol.com/news/business/earnings/adani-ports-q4-profit-zooms-285-to-rs-1288-crore-on-strong-operating-performance-6854811.html
Learning Outcomes:
Can become an active participant in the stock market
Topic:
Explaining various terminologies used in the stock market
Pre-read:
https://cleartax.in/s/stock-market-india
Learning Outcomes:
Can become active participant in stock market
Topic:
Explanation of various participants in the market like Hedgers, speculators, and arbitragers
Pre-read:
https://corporatefinanceinstitute.com/resources/knowledge/trading-investing/derivatives-market/
Learning Outcome:
Can become an active participant in the stock market
Topic:
Fundamental analysis of equity-theory
Learning Resources:
PPT
YouTube Video
Split Class room
Pre-read:
https://www.kotaksecurities.com/ksweb/Research/Investment-Knowledge-Bank/how-to-perform-fundamental-analysis-of-stocks
Learning Outcome:
Evaluate the companies on its Fundamental outlook
Topic:
Fundamental analysis of equity-theory
Learning Resource:
PPT
YouTube Video
Split Classroom
Pre-read:
https://www.kotaksecurities.com/ksweb/Research/Investment-Knowledge-Bank/how-to-perform-fundamental-analysis-of-stocks
Learning Outcome:
Evaluate the companies on its Fundamental outlook
Topic:
Fundamental analysis of equity-theory
Learning Resource:
PPT
YouTube Video
Split Classroom
Pre-read:
https://www.kotaksecurities.com/ksweb/Research/Investment-Knowledge-Bank/how-to-perform-fundamental-analysis-of-stocks
Learning Outcome:
Evaluate the companies on its Fundamental outlook
Topic:
Introduction of the live trading platform and understanding of actual trading.
> Live trading platform will be used to teach various functions to be performed while trading
Learning Outcome:
Can become an active participant in the stock market
Topic:
Teaching of technical analysis with respect to live charts and EOD charts
Pre-read:
https://www.investopedia.com/terms/t/technicalanalysis.asp
Learning Resource:
Technical Analysis of Financial market, by John J Murphy
Learning Outcome:
Can Make career in Financial markets
Topic:
Different charting patterns
Pre-read:
https://www.investopedia.com/terms/t/technicalanalysis.asp
Learning Resource:
Technical Analysis of Financial market, by John J Murphy
Learning Outcome:
Can Make a career in Financial markets
Topic:
Introduction to Futures and Options
Pre-Watch:
https://www.youtube.com/watch?v=dOaA38OJehc
Learning Outcome:
Can make a career in Financial markets
Topic:
Discussion of various strategies on F&O
Learning Outcome:
Can become an active participant in the stock market
Topics:
Explaining the trade settlements system
Risk management and margin system
Pre-read:
https://www.investor.gov/introduction-investing/investing-basics/how-stock-markets-work/market-participants
Learning Outcome:
Can become an active participant in stock mark
McQs: 25-30 questions of 1 or 2 marks each
Split class room activity. Students will be given industry evaluation and individual company evaluation on fundamentals.
A group of 4-5 students will present PPT on company evaluations. Evaluation will be on the Nifty companies list, which will be provided to them. Analysis should be based on fundamental as well as technical. Equal marks distribution on presentation, PPT, and VIVAs