Be Job Ready In Financial Market

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About iPLAN Education

Nothing can replace your knowledge & Skills

iPlan Education started in 2010. It was founded by a team of CFA,

FRM, MBA and CA, having average work ex of 10+ years with

multinational companies.

We won 7 awards in last 8 years with different prestigious

organizations including Big Research Media Partner ET NOW.

We are Auth. Exam Prep Provider with GARP, USA and Also, offer

International Programs like CFA, CMT, ACCA, FRM and Others

Our Credentials

Roles &

Responsibilities of an

Investment

Professional

An Investment professional in

Financial market shares more

responsibility; it’s not just

towards the company but also

towards the investors.

It’s a highly responsible job,

you may have to be high on

professional ethics and

standards.

You can work as an equity

advisor, Wealth manager,

Financial Planner Equity

Analyst, Portfolio Manager

and operations. In every role

you have high rewards.

However, it comes with great

responsibility.

We at iPlan Education are the trend setter

among the education institutes providing

classes in Investment & Finance in Delhi Since

2010.

8000+ Student and Professionals from 20+

states, 30+ countries and 100+ MNCs have

already joined our programs.

We have been awarded with 7 awards from 5

different organizations.

We are Auth. Exam Prep Provider from

GARP, USA. We also offer international

programs like CFA, FRM, ACCA, CMT and

others.

We are training in IMT-Ghaziabad, BITS-

Pilani, IMS, BVP, IIM-R and 20+ other

colleges.

We developed around 200 hours of video

tutorials, 8000 lecture notes, 3000 questions,

60+ case studies and 8 printed books for our

students.

ADICM Curriculum

The curriculum is very well designed and fulfills the

need of Financial Services and Wealth Management industry and

professionals. The program covers part of CFA, FRM, MBA, CMT,

CFP and NCFM/NISM curriculum. So, it is also, well suited for people who want to go for

higher studies.

Basic Certifications (Five)

Capital Market Module (NSE): This is a written exam taken by National Stock Exchange; it covers broadly trading,

mechanism, settlement and operations in stock market.

Derivative Market Module (NISM-SEBI): It gives you knowledge of trading in derivates, mostly required for a

dealer profile.

MCX Certified Commodity Professional (MCX-MCCP): It gives you knowledge of commodity trading and trading

mechanism on MCX.

Currency Certificate (NISM-SEBI): It’s again an exam for people who want to work as currency dealers and traders.

Personality Development & Interview Preparation: Finally, Get ready for Job Interviews and work on personality.

Advance Certifications (Eight)

Option Strategy Module (NSE): Become expert into option strategies and generate guaranteed profits from

market.

Technical Analysis Certification (NSE): The certification is awarded after a tough written and practical exam.

Advance Technical Analysis (iPlan Education): Unique Advance Technical analysis strategies to achieve maximum

profits for yourself.

Fundamental Analysis Certification ( NSE): Good for fundamental analyst and people want to become an financial

analyst.

Portfolio Management (NSE): Good for People looking for a careering Portfolio Management.

Advance Excel and Equity Valuations using Financial modeling (iPlan Education): Get Certified by iPlan Education

of Basic and Advance Excel and learn valuation models using advance excel.

Algo Trading and Arbitrage (NSE): Learn to trade using advance algo softwares, design your own strategies for

Algo and arbitrage.

Money Management and Behavioral Finance: Learn to control your emotion and manage money for wealth

creation.

Module 1: BASIC OF STOCK MARKET

AIM 1

Learn What is share and Share Trading

Capital structure and cost of capital

Indian and Global Stock Exchanges

Understanding NIFTY and Sensex

Market Capitalization

OTC Trading and Online Trading Mechanism

Initial Public Offering – IPO

Rules to buy an IPO

Understanding Bond Market

Due diligence of a Broker

Market Regulators and Participants

How to protect your trade and complaint forums

AIM 2

Learn Intraday Trading

Training of software Terminal

Trading in Deliveries/Cash Market

Putting Right Stop Loss order

Avoiding common mistakes

Understanding Brokerage and taxations

Trading on Stock and Indices

How to confidently speculate

Intraday trading risk factors

AIM 3

Assessing your Risk and Return

4 major Emotions to Control

How to avoid FII, DII and Television Traps

Thumb rules for Beginners in Stock Market.

Live Intraday

Trading with Real

Money in Real

Account.

Module 2 & 3: NISM-Derivative Module and NSE- Option Strategies Module

AIM 4

What are derivatives? Why derivatives were introduced?

Understanding Forward Contracts

Understanding Future Contracts

Valuation and Hedging strategies

Basic Arbitrage Techniques

Open Interest & Volume Correlation and using them for trading

Understanding Options

o Call Options

o Put Options

Learn Option Valuation, Premium, Strike Price and Time Value Concept

AIM 5

Trade using Binary options*

Understanding Option Pricing

Understanding Option Greeks

Using Greeks in Hedging and choosing right strikes & premium

Using Option calculators for right pricing

AIM 6

Bullish strategies

o Synthetic Long Stock

o Long synthetic split strike

o Bull Spread

Bearish Strategies

o Synthetic Put Stock

o Short synthetic split strike

o Bear Spread

Neutral Strategies

o Covered Call

o Protective Put

o Collar

o BOX Spread

o Short Straddle and Long Straddle

o Short Strangle and Long Strangle

o Long Butterfly and Short Butterfly

o Long Condor and Short Condor

o Ratio Call Spread and Ratio Put Spread

Use option

calculator in live

market and

develop your

own strategies.

Learn to use

Derivatives for

risk management

in real world.

Module 4: NSE- Fundamental Analysis Module and Equity Valuation Using Excel

AIM 7: Analysis and Interpretation of Economy and Industry data

Understanding Key Economic Indicators

Global economic factors

Monetary and Fiscal policy

Foreign Exchange Rate

Effect of Demand & supply

Major Industry or sectors in India

Analysis major sectors and its performance

Comparative analysis

Data Mining and snooping from various website

Dollar Index usages in trading

Biased and Non-Biased Trading

Trading on News

AIM 8: Company Analysis

Overview of the Financial statements of a company

Understanding of Income Statement

Cash Flow Analysis

Comparative Ratio Analysis

Understanding Balance Sheet

Analysis Directors report of the company

Peer Analysis

AIM 9: Fundamental Analysis

Analyzing Key Fundamental Ratio

P/E, PB, Dividend Yield

Using fundamental values in decision making

13 parameters to buy a company not just the price

Thumb Rules to follow by investment Gurus (Benjamin Graham/Phillip Fisher/Warren Buffet/Jim Roger

AIM 9.1: Equity Valuation using Advance Excel and Financial Models

Equity Valuation Models

Cash Flow Models/Asset based Model/Relative Valuation

Forecasting EPS, Forward PE, Multiplier, DCF, DDM, Gordan, Graham and More

Data Mining, News Evaluations, Web Recourses, Print Recourses

Learn Data Mining &

data crunching.

Use them for live

trading and research

report writing.

Module 6: MCCP - Trading in Commodities

Major Agro commodities

Yield, Season, growth and market share

Analysis of Effects of weather on prices

Major commodity Mandies & States in India

Major Importer and Exporters

Module 7: NSE- Currency Derivative | Trading in International Forex Market

How to Trade the Carry Trade Strategy

Currency SWAPNew

How Interest rate moves Forex Market

Effect of Export & import

The balance of payments (BOP)

Global economic factors

Data sourcing, mining and usages

Correlation between different Currency Pairs

Using Dollar Index for trading

Why Choosing a Forex Broker is so Confusing

Examining Regulation and Financial Stability

How to Evaluate Transaction Costs

Live Trading in

24x7 Forex

Market

Learn Foreign

Exchange and

Risk

Management

Module 8: Basic Technical Analysis

AIM 17: Basic of Technical Analysis

Understanding the origin and history of Technical Analysis.

Various charts: Learn various charts like Line chart, candle and bar to understand current

market sentiments.

Dows Theory: It’s concept developed by Charls Dows and it is widely used to identify price

trends in the market.

Support & Resistance: These are point where you take an entry or exit. Create stoploss or take

profit.

Chart Patterns: A chart pattern can be used to identify saturation points, breakouts or changes

in market sentiments to buy or sell. There are various chart patterns like cup and handle, double

top & bottom and many more.

Trend Line: Price often travels in trend and if you can draw correct trend line you can easily find

out accurate breakout points.

Candlestick Charts: Developed by Japanese and you can use it to find out price reversals.

GAP Analysis: Price gaps show momentums in the market use it to identify fake signals.

Fibonacci Retracement: It’s a great tool to identify price retracements in the market.

AIM 18: Using Indicators

Indicators are based on price and volume movements. Normally, if price changes an indicator

will also change.

o Advance decline line

o ATR

o Moving Averages

o MACD

o Relative Strength Index (RSI)

o Stochastic oscillator

o Trix

o William’s % R, MFI

o Momentum

o Accumulation/distribution index

o Money Flow

o On-balance volume

o Bollinger Bands

o Envelopes

Live Intraday

Trading with

Faculty and

Traders.

Module 9: Advance Technical Analysis

Multi-time Analysis: Charts can be seen in various time frames like 5 Min, 1 hour, daily, weekly.

A multi-time frame analysis gives you a better view of bull and bear market and trend reversals.

Open Interest Analysis: Open interest in relation with price and volume can give you better idea

of liquidity in the market. It can help you in understanding major market moves.

Multi-Moving Averages: Applying multi time averages can give you amazing turning point.

Combining Indicators: Various indicators can be combined to get more accurate entry and exit

points. You’ll learn how to create your own indicators using various other indicators.

Creating trading system: You’ll learn how to create your own trading system based on various

indicators and time frame.

Demand & Supply Zone: Improvise your trading by demand and supply zones.

Various trading styles:

o Scalping

o Intraday Trading techniques

o Swing Trading system

o Positional Trading

Training on advance Software like:

o MT4

o Metastock

o Falcon

o Spider

Module 10: Trading Psychology and Money Management

Understanding our emotional behavior: It helps in understanding our own trading styles and

helps in controlling our emotions.

Risk Management: These tools can be used to limit your risk in the market.

Money management: Traders lose their capital due to lack of knowledge of effective money

management in their trade.

Developing you own trading plan: Most people lose money in the market because you don’t

have a trading plan. They trade just like that.

Major Mistakes committed by traders

Module 11 and 12 : Advance Excel | NSE-Investment Analysis & Portfolio Management

Basic Excel | Advance MS Excel | Formulas and functions

Scenario Builder, Pivot tables, Data validation

Introduction to different forms of investments

Risk & Return theory

Capital asset pricing model

Alternative Investments Management

Investment Analysis

Portfolio theory & management

Creating basic portfolio using excel

Forecasting Stock Price and Different Valuation Models

Module 13: SEBI, NISM - Investment Advisor Module

Introduction to Indian Financial Market

Securities Market Segments

Mutual Funds

Investment Products

Managing Investment Risk

Measuring Investment Returns

Concept of Financial Planning

Asset Allocation and Investment Strategies

Insurance Planning

Retirement Planning

Tax and Estate Planning

Regulatory Environment and Ethical Issues

Module 14 and 15: Algo Trading and Arbitrage Techniques

Normally, you can settle multiple trades using an Algo software which is not possible using normal trading

softwares. You software will do it automatically for you and you can buy and sell at a better price.

Software Used: SYMPHONY PRESTO/OmniSYS/Greeksoft

ALGO Trading Strategies

Advanced Options Strategies

Futures’ Calendar Strategies

Implied Volatility Based Strategies

Technical Chart Based Algo

Understanding Arbitrage

Cash Arbitrage in NSE to BSE

Futures Arbitrage based on Calendar Spreads

Cash to Future Arbitrage

Options Arbitrage

Automated Arbitrage

2 Month

Industry

Internship*

Not available in This Program

Concepts

Practical

Mock Test

Mentoring

Internship

Placement

Teaching Methodology

The training is highly crisp and easy to understand.

It focuses on basic to advance level usages of

investment tools.

Students get regular LIVE trading sessions and mock

trading sessions. Also, visiting faculties from

industry give them practical insight of the industry.

Training is projector and presentation based,

student also receive training on various analysis

software like MetaStock, Spider, Falcon, vertex and

many more.

CFA, MBA, CA, CMT qualified faculties and Study

materials helps student prepare very well.

Student also, receive time to time Industry visit and

live projects.

We focus more on conceptual clarity of every topic,

we believe in providing repetitive classes to student

so that a student do not make mistakes in Investing.

Module 16: FIMMDA – NSE Debt Market Module

Debt Instrument

Indian Debt Market | Central Govt. Securities | State Govt. Bond

Call Money Markets | Corporate Bonds

Bond Market Indices and Benchmarks

Trading Mechanism on NSE-WDM

Bond Valuation | Yield Curve | Duration

Module 17: Report writing, Personality Development and soft skills

Sales, Marketing & Presentation Skills

Documentation and forms fill ups

Resume writing & interview Skills

Personality Development Session

Not available in This Program

Study Material

Expertise

Books

LectureNotes

Videos

Trading Tools

Excel

Templates

Case Studies

Hundreds of Excel Templates for

trading, strategies, valuations

and financial models.

2000+ Lecture Notes

developed by Industry

Experts.

40 Video Titles

covering entire syllabus.

14 Books covering entire

syllabus. Access to hundreds

of book in library.

Case studies which changed

the financial markets.

Latest Live Trading tools and Mock trading

softwares.

Job Profiles

Entry level Middle level Entrepreneurship

Associate Analyst Derivative Strategist

Equity Advisor Fundamental Analyst Broker / Sub-Broker

Relationship Manger Technical Analyst Advisory Services

Trader / Dealer Portfolio Management

Services Self Investment

Accounts / Compliance Sr. Relationship Manger Portfolio Management Service

Branch Manager

Our Students Working With

Career Prospects Financial Services sector is one of the highest recruiting sector in India and capital market is one of

them. There is a huge demand of professional in Investment sector. The biggest problem is there are

very less such program which actually focuses on theoretical and practical both the concept of

Financial analysis and wealth management.

It’s time where industry is demanding quality professionals, who are more specialized in a particular

sector.

It’s not just a High School or graduate can attend this program, this program is very well suited to

MBAs and professionals who are already working in the industry for years. According to the reports

every year there is demand of 200,000 fresher in Financial Services industry.

Eligibility Minimum: 10+2

Recommended: Final Year Graduate or Masters

Admission Admission can be done by walking in to the

center. Going for an assessment and

interview, and apply for an admission

Duration Generally program is designed for 8 months

but it may take Extra time if student miss the classes.

Fee Rs. 60,000/- (+ GST)

Exams Exams are conducted by iPlan

Education, SEBI, NSE and MCX.

Placement Guarantee Placement is guaranteed for Graduate

students maintaining 80% attendance

and Passing at least 6 exams out of 13

exams. Also, students need to appear

in the job interviews offered by iPlan

Education. Failing to pass 5 interviews,

iPlan Education holds no responsibility.

www.iplaneducation.com

Registered Office:

Head office: W-8, 2nd Floor, West Patel Nagar, Opp: Metro Pillar 232, New Delhi-110008.

Call: 9811500659 | 9811500397 | 011-49879623

Email: info@iplanedcuation.com

Website: www.iplaneducation.com

Study Centers:

2nd Floor, Block E, Building-157 Kalkaji , New Delhi – 110019

Mobile: +91-9999616222

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Toppers Tutorials 304, Thakur Niwas Building Near ashok taukies / Tiptop sweets, Station Road, Thane (W), Mumbai – 400601

Mobile: +91-9999616222

Branch: 27A, The Strand, Mawson Lakes, South Australia 5095

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