Course Description

Lead Trainers

Amit Parakh/ Ankur Kulshrestha

Amit Parakh, CFA FRMAmit, is one of the most qualified global trainers in the CFA- FRM space. He has a B-Com from Calcutta University and an MBA from IIMA. Having aced Chartered Accountancy (a national rank), FRM, CS, CFA exams all in first attempt , he knows what it takes. Amit has been with ICICI Bank in the structured finance division. He has also been a sell side equity analyst with JP Morgan. He carries an extensive experience of teaching specialised courses in derivative and fixed income.Ankur Kulshrestha, CFAAnkur is one of the most experienced CFA trainers in Asia having coached nearly 75 batches over the last 8 years. He has a B-Com from Delhi University and has also done his Chartered Accountancy earning national ranks across levels. Ankur has worked with Suzuki India in the corporate strategy divisions and with Ernst&Young in the management consulting space. He is also an empanelled trainer with NIBSCOM, Reserve Bank of India

Course curriculum

  • 1

    Equity Portfolio Management

    • How to identify Active Investment Style

    • Managing a portfolio of Portfolio Manager
  • 2

    Fixed Income Portfolio Management

    • Role of Fixed Income

    • Components of Fixed Income Return

    • Credit Strategy Approaches - 1

    • Credit Strategy Approaches - 2

    • Credit Strategy Approaches - 3
  • 3

    The Behavioral Finance Perspective

    • Traditional Finance vs Behavioral Finance

    • Decision Theory vs Bounded Rationality
  • 4

    Risk Management

    • Measuring Credit Risk

    • Managing Equity Risk

    • Strategies and Applications for Exchange Rate Risk
  • 5

    Managing Institutional Investor Portfolios

    • IPS for Foundations

    • IPS for Endowments
  • 6

    Trading, Monitoring and Rebalancing

    • Trading: Market Microstructure - 1

    • Trading: Market Microstructure - 1
  • 7

    Private Wealth Management

    • Investor Characteristics: Situational and Psychological Profiling

    • Seven Financial Stages of Life

    • Asset Allocation Concepts_The Process of Elimination

    • After Tax Accumulations and Returns for Taxable Accounts
  • 8

    Economic Analysis

    • Economic Analysis: Economic Growth Trends, Exogenous Shocks, and International Interactions

    • Economic Analysis: Economic Forecasting

    • Economic Analysis: Asset Class Returns and Foreign Exchange Forecasting -1
  • 9

    Overview of the Global Investment Performance Standards

    • Fundamentals of Compliance

    • Input Data