Epim Brochure

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Executive Program in

Investment ManagementDistance Education

(EPIM- 2013-14)

Prospectus & Application

Toll Free No.: 1800 22 9030 Email: [email protected] http://epim.bsebti.com



Content

Introduction

About BSE Institute Limited

Program Details

Program Benets

Fees

Payment Options

How to Apply?

Course Content

Contact Us

Application Form

Executive Program in Investment Management - Distance Education



Introduction

Do you know how to manage your personal nances and investments? Personal Financial Management is

mandatory in today’s world. It provides the means of keeping track of personal expenses, personal debt and

investments. Subsequently it helps you calculate your personal net worth and work on building it.

Why is this important? Ination eats away the value of money; a Rupee today is worth more than a Rupee

tomorrow and therefore one needs to plan suitably for the future. There many expected and unexpected

additional expenses which can come up like children’s education, medical emergencies, holiday travel expenses

etc. Even more importantly you also need to build a kitty for your post retirement life so that you can maintain

your lifestyle. For all this to be achieved you need to understand how to examine your personal nances and

also save and invest your savings so that your money multiplies.

The Executive Program in Investment Management (EPIM) talks about the latest investment techniques

with cutting-edge academic research to help you develop a sound foundation in investment strategy to maximize

your portfolio’s performance. As a student of the institute you will have access to BSE data of SENSEX, stock

markets, company performance etc. This will help you analyze and work on your investments and take a well-informed decision to build your wealth.

Other benets of being a part of the program are:

• It will help you understand recent and likely future developments in investment management

• It will help you employ better evaluation of performance measurements and risk management reporting

• It will help you deliver condent decision-making based on a broader and more comprehensive understanding

of the entire investment process

• It will cover all right from basics of time value of money to investment planning, leading to various investment

avenues like equity, FOREX, commodities

• It will help you learn the tools and techniques to identify potential investment opportunities and take decisions

on what and when to invest




However, the risk involved in these asset classes on investment also occurs in the same order. To exploit the

opportunity to earn the highest returns on investment, while reducing your risk, you must be aware of the

nancial market’s nuances. EPIM will help you in developing these skills.

BSE Institute Limited’s programs develop the participants in the following three areas:

Our faculty follows a long tradition of practice-oriented research

and teaching that has a profound and far-reaching impact on

business and management education. They help our learners

build innovation in business practice, progressive thinking and

the opportunity to inuence as well as use these concepts.

BSE Institute Ltd. has the distinct advantage of being part of

the industry for 23 years and is an organization of international

repute with a global presence.

The return on investment in a ten year span for xed deposit, gold, stock market and mutual funds as asset

classes is given below.

(Figures in Rupees)

Returns on an investment of Rs. 10,000 at the end of 10 years [Reference : Internet Sources]


The return on investment in a ten year span for xed deposit, gold, stock market and mutual funds as asset

classes is given below.

Gold Fixed Deposit Mutual Funds Stock Market

Rate of Return 5% 8% 15% 17%



About BSE Institute Limited

BSE Institute Limited is a wholly owned subsidiary of the BSE Ltd. BSE is the World’s biggest stock exchange

in terms of the number of listed companies and BSE Institute Limited inherits from BSE the knowledge and

insights into the capital markets industry garnered over the past 137 years. BSE Institute Limited has the

distinct advantage of being at the center of action – the nancial hub of India, one of the world’s most rapidemerging markets. This has helped us provide insights into the unique functions of this world. The rst hand

experience of our faculty and subject matter experts in dealing with the realities of the market enables us

to appreciate how organizations, entrepreneurs and investors identify and respond to new challenges and

opportunities.

www.bsebti.com




Program Details

Semester I Semester II

Basics of Investments

Equity Markets

Derivatives

Commodity Markets

Forex Markets

Technical Analysis

Advanced Derivatives

Advanced Commodity Markets

Advanced Forex Markets

Advanced Technical Analysis

Advanced Fundamental Analysis

Eligibility

Graduates OR Diploma holders (10+2+3) from recognized University

Certifcation

There will be examination at the end of each semester.

EPIM is an industry designed autonomous program and not afliated to any recognized University / AICTE approved. BSE

Institute Limited reserves all the rights to change / cancel / postpone the commencement date of program.

Fundamental AnalysisStrategies & Techniques for Managing Investment

Exploring Mutual Fund Investments

Program Duration

• 2 semesters

• 1 Year Program




Program Benefits

Executive program in Investment Management (EPIM) is a 1 year executive program in distance learning

mode.

Contact Sessions *

The contact sessions are an opportunity to

clear any doubts or queries from subject

experts, interact with fellow participants and

have discussions. The focus here will be to

understand the application of concepts studied.

These sessions will be conducted across select

cities.

Video Based Expert Lecture Series *

Does your job keep you away from classrooms?

Or do you stay far from our study centers? Or

have you missed a quarterly contact session?

Don’t worry! Audio visual lecture series by our

subject experts are available on the EPIM website!

During exams, rather than rife through pages

to nd that one point, you can fast forward to

the chapter in your lecture series and hear what

the professor has to say!

Simulation Based Training *

Are you unable to picture the scenario where a

theory will be applied? Simulation exercises are

generally used for training participants through

experiencing the scenario by creating ctional

situations. The online Stock market game by

BSE Institute Limited is famous across the

country with a large following. Using simulations

in a training program allows for the application

of theory into something akin to real life. You

will be given an opportunity to use virtual funds

for investing and apply your strategies to test

Get set for the Market linked

industry certifcation

All beginners in the Indian stock market must

clear the basic certications like the BSE

Certication on Stock market (BCSM) and

the BSE Certication on Derivatives Exchange

(BCDE). These exams are highly competitive

and are the stepping stones to the world of

stock market. EPIM will prepare aspirants for

these exams.

It is highly essential for stock market

professionals to have international exposurebecause the market is always open in some part

of the World! With globalization, it is essential

to understand global market interactions. The

international visit will be a rare opportunity for

you to get more than a glimpse of the stock

markets internationally.

1 week international visit for

participants*


Eligibility to alumni membership **

BSE Institute Ltd. takes a lot of pride in its

alumnus! To be a member of the BSE Institute

Ltd. Alumni Association is to be on platform with

some of the greatest achievers of the industry.

On successful completion of the course, you

become eligible for membership with the BSE

Institute Ltd. Alumni Association. The Alumni

Association activities are not only a greatplatform for learning and discussions, but also



Industry visits *

Curious to know what a trader does in his ofce?

Or who operates the trading terminals? How do

experts make those forecasts? What roles do

all those people in the industry play? Industry

visits are a way to view theory in practice.

It helps participants understand the various

roles and the functions performed within an

organization.

* Conditions Apply

* Participation is subject to seat availability and additional fees (wherever applicable)

** Subject to student’s academic performance




Fees

The program fee for the EPIM program is as follows:

For Indian participants: Rs. 45,200 + 12.36% (Service Tax + Education Cess)

For International Participants: $3,500 + 12.36% (Service Tax + Education Cess)

Payment Options

1. Full down payment of fees of Rs. 45,200 + 12.36% (Service Tax + Education Cess)

2. Installment Option:

Type Amount By Date

Initial Payment Rs. 6,200 + 12.36% (Service Tax + Education Cess) With Application

First Installment Rs. 18,000 + 12.36% (Service Tax + Education Cess)Before the course

commencement

Second Installment Rs. 24,000+ 12.36% (Service Tax + Education Cess) 30th March, 2013

Installment option for fees is not available for international participants.




How to Apply?

The application process for the program is as described below:

l Download the EPIM application form for the academic year 2013 - 14 from the website:

http://epim.bsebti.coml Take a print of the application

l Fill the application using Black / Blue ball point pen

l Along with the completely lled in application, attach the following documents:

t Photocopies of all the years mark sheets of graduation

t Demand Draft of Rs. 45,200* + 12.36% (Service Tax + Education Cess) drawn in favor of BSE

Institute limited, payable at Mumbai (name and program applied for to be written at the

backside of the draft)

(OR)

Demand Draft of Rs. 6,200** + 12.36% (Service Tax + Education Cess) drawn in favor of BSE

Institute limited, payable at Mumbai (name and program applied for to be written at the

backside of the draft)

l Post the complete set of documents to the following address: Admissions In-Charge - EPIM, BSE

Institute Limited, 18th Floor, P. J. Towers, Dalal Street, Mumbai – 400 001.

Last date for receiving applications: 31st January, 2013

Fees once paid to BSE Institute Limited will not be refunded or adjusted. The Application form is not transferable.

Forms for this program issued by BSE Institute Limited only should be used. You are advised to keep a photocopy

of the application form submitted to BSE Institute Limited.




Semester I

Basics of Investments Equity Markets

Course Content

l Time value of money applications

l Personal nancial statements

l Cash ow and debt management

l Asset acquisition

l Education planning

l Overview of risk management

l Various Insurance policies & strategies:

l Investment planning

• Tax Planning

• Retirement planning

• Special circumstances

l Building the concepts of Derivatives: Futures

& Options Trading

• Application of Derivatives: Arbitrage,

Hedging, Speculation

• Understanding concepts of Margins, Mark to

Market & settlement for Effective Trading

• Option payoff diagrams, Pricing andAnalytics

• Basic strategies in Bullish and Bearish

Markets

l Insights of Equity Markets/Stock Markets

• Understanding Sensex, NIFTY and other

indices

• Analysis of Corporate Actions

• Risk Management, Risk Mitigation Techniques

• Valuations using Price Multiples Approach

• Capturing Market Opportunities

• Tax implications on Short-term Earnings

• Introduction to Fundamental and Technical

analysis

• Understanding Online Platforms for Trading

Derivatives – I

l Fundamentals of forex markets, key players

and their roles

• Trading mechanism, forecasting and

speculation• Risks involved in forex markets and their

evaluation

• Role of hedging in managing forex risk and

applying trigger signals

• Cash & Spot Exchange

• Market Players, Inter bank ,Corporates

• Mechanism of making a foreign payment

• Forex and Interest Rate markets

• Factors affecting Exchange Rates

• Trading in Foreign Exchange Markets

• Management of International Trade

Transaction

• Speculation

• Concept of Volatility in Forex Markets

Forex Markets – I

l Conceptual understanding of Technical

Analysis

• Components of Technical Analysis

• In-depth Market Trend Analysis &

Interpretation of Chart Patterns

• Application of Moving Averages, MACD,

RSI, Indicators for prompt Buy/Sell Decision

making

Technical Analysis – I

l The range of commodities

• Exchanges

• Regulations and laws

• Commodity pricing

Commodity Markets – I

Fundamental Analysis – I

l Understanding basics of Fundamental

Analysis, importance & various approaches

to Fundamental Analysis

• Understanding the difference between

Fundamental Analysis and Technical Analysis

• Application of Fundamental Analysis in Stock

Markets

• Analyst’s Approach to Fundamental Analysis



Semester I I

Derivatives – II

l Interpretation of Option Greeks Delta,

Gamma, Vega & Theta

• Strategies based Risk Appetite in Volatile

Markets & Range-Bound Markets, Strangles &

Straddles

• Strategies based on a combination of Risk

Appetite & Market View, Spreads, Covered

Option Strategies

• Unleashing Trading Strategies under different

market conditions

Commodity Markets – II

l Factors that dominate uctuations in the

commodity market - Utility of commodity

futures

• Implications of sales tax

• Trading strategies to manage risk

• Trading procedures

Technical Analysis – II

l Entry, Exit and Holding in various Market

conditions for appropriate decision making

• Steps to apply Technical Analysis in Capital

Markets

• Practical exposure to Technical Analysis tools

Strategies & Techniques for

Managing Investment

l Principles of modern portfolio management

• Asset allocation decisions

• Investor characteristics & qualities

• Asset pricing models and equity valuation

• Equity indexing• Alternative investment management &

Fundamental Analysis – II

l Indepth Analysis to arrive at an Investment

Decision through:

• Price Multiple Approach

• Dividend Discount Model Valuation approach

Forex Markets – II

l Forecasting Exchange Rates

• Foreign Exchange Risks

• Value at Risk (VaR)

• Forward/Futures/Swaps/FRA

• Options

• Product Structuring

• Hedging in Forex Market

Exploring Mutual Fund Investments

l Evolution and Regulatory Framework

Governing the Mutual Funds Industry

• Investing in Mutual Funds

• Portfolio Management using Comparative

Analysis

• NAV, Pricing, Valuation, Accounting & Taxation

• Measuring and Evaluating Mutual Fund

Performance

• Financial Planning using Mutual Funds

• SIP (Systematic Investment Plan) &

Developing Model Portfolio using Product Mix

• Risk Management Associated with Mutual

Funds• Marketing, Distribution, Sales & Investor

Services related to Mutual Funds




Contact Us

BSE Institute Limited,

18th Floor, P. J. Towers,

Dalal Street, Mumbai – 400 001

Toll Free No: 1800 22 9030,

Fax: 022 2272 3250,

E-mail: [email protected]

Website: http://epim.bsebti.com

EPIM is an industry designed autonomous program and not

afliated to any recognized University / AICTE approved.

BSE Institute Limited reserves all the rights to change / cancel /

postpone the commencement date of program.

Epim Brochure

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