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Certification in Financial Markets

TERM – I Introduction (Basic) Investment Basic Overview of Securities Market - Debt Market - Primary Market - Secondary Market - Depository Detailed Knowledge of Financial Products & Services - Interest Based Financial Product

Bank Products

Company Deposits

Government Deposits etc - Non- Interest Based Financial Product

IPO/FPO

Equities

Commodity

Currency

Derivatives (Future & Options)

Mutual Fund etc Investment Opportunities Time Value of Money Mechanism of Securities Market Demat Account Online Simulated games Trading Psychology Software Training Trading Strategies Online Mock Test

TERM –II (CERTIFICATION) NCFM – Beginner Module in Financial Market Project & Assignment (Evaluation of any one financial Product)

Duration: 40 Hours

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Objective of the Certificate Course

This is a basic level programme for those who wish to either begin a career in the financial

markets in India or simply learn the fundamentals of capital markets. The certificate course is

structured to help understand the basic concepts relating to different avenues of investment,

the primary and the secondary market, the derivatives market and financial statement analysis.

Understand implication of all investment alternatives

In-depth knowledge of financial Product & Services

Understanding of the mechanism of financial market in India

Knowledge of the Procedure involved in making Investment

Software training & trading strategies make more practical

Exposure to the student

Industrial Oriented Certification by NSE

What Student get from PTA?

• Relevant education to fulfill industry requirements

• Access to an exclusive in-house finance library

• Internship for corporate exposure

• Creating Advance job profile solutions

• Training by Industry Expert

• Online Mock Test

• All study material Access through online

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How to Start Batch?

For starting of the batch following steps are required.

1) First PTA will conduct free of cost Seminar on the specified fields in the college campus.

a) For that college administration has to inform PTA via email, or by a letter to us

b) The date for the seminar will be decided after the discussion with college

administration

2) For the seminar there must be proper information to the students from the college side.

There must be required number of student in the seminar.

3) The requirement for the seminar are following :

a) LCD Projector

b) Micro phone if required

c) Seminar Room

d) Administration person present in the seminar

4) Content of the Seminar :

a) Introduction of the Concerned Field

b) Detailed Description of the Field

c) Market Prospectus of the selected Field

d) Q&A sessions

5) After the seminar college administration get the feedback from the interested students

and ascertain the student details those ready for admission. After student finalization of

student the college send the student list with details to the PTA via email or by a letter.

6) Finally dates & timing of the certificate program will be decided after the discussion with

the college administration and the PTA will start the certificate program.

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Schedule of the Certificate Program in Financial Market

S. No

Content Estimated Hours

1.

Investment Basics & Securities 4 Hours

2.

Primary & Secondary Market 6 Hours

3.

Equity, Commodity & Currency Derivatives 6 Hours

4.

Mutual Funds 4 Hours

5.

Time Value of Money & Ratio Analysis 4 Hours

6.

Mechanism of Stock Market 2 Hours

7.

Software Training & Demat Account 4 Hours

8.

Trading Strategies & Trading Pshychology 2 Hours

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Online Simulated Trading & Stock Trading Game

2 Hours

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Online Mock Test 6 Hours

Time devoted to each topic is vary

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Examination & Certifications

National Stock Exchange introduced in 1998 a facility for testing and certification by launching NSE's Certification in Financial Markets (NCFM). NCFM is an Online Testing and Certification Programme. It tests the practical knowledge and skills required to operate in the financial markets. Tests are conducted in a secure and unbiased manner and certificates awarded based on merit of the candidate to qualify the on-line test. The entire process of testing, assessing and scores reporting in the NCFM is fully automated. The system is operated through an intranet facility by using a central World Wide Web server with terminals located at each of the designated test centers to be used as an examination front end. Communication between the central server and the test centers is achieved through VSAT/leased line network. The easy accessibility as well as flexibility involved in the NCFM Programme has resulted in its wider acceptance among market intermediaries, professionals and students.

Modules by NCFM

Financial Markets: A Beginner's Module

Mutual Funds: A Beginner's Module

Currency Derivatives: A Beginner's Module

Equity Derivatives: A Beginner's Module

Interest Rate Derivatives: A Beginner's Module

Commercial Banking in India : A Beginner's Module

Securities Market (Basic) Module

Capital Market (Dealers) Module (CMDM)

Derivatives Market (Dealers) Module (DMDM)

FIMMDA-NSE Debt Market (Basic) Module

Compliance Officers (Corporates) Module

Surveillance in Stock Exchanges Module

Corporate Governance Module

NSDL-Depository Operations Module

Investment Analysis and Portfolio Management

Fundamental Analysis Module

Financial Markets (Advanced) Module

Securities Market (Advanced) Module

Mutual Funds (Advanced) Module

Banking Sector Module

Insurance Module

Macroeconomics for Financial Markets Module

Mergers and Acquisitions Module

Options Trading Strategies Module

Options Trading (Advanced) Module

Commodities Market Module

Compliance Officers (Brokers) Module

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NCFM - A Beginner Module in Financial Markets

This is a basic level programme for those who wish to either begin a career in the financial markets in India or simply learn the fundamentals of capital markets. The course is structured to help understand the basic concepts relating to different avenues of investment, the primary and the secondary market, the derivatives market and financial statement analysis.

Why should one take this course? To get a basic understanding of the products, players and functioning of financial

markets, particularly the capital market. To understand the terms and jargons used in the financial newspapers and periodicals.

Test details Duration: 120 minutes

No. of questions: 60

Maximum marks: 100

Passing marks: 50 (50%); There is no negative marking in this module.

Certificate validity: Certificates are valid for 5 years from the test date.

Note:

a) Student fills the offline form

b) Student provide the 2 Photograph

c) Student provide one identity proof (Pan Card, Driving license or any other)

d) All documents duly filled and submitted to PTA.

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Project & Assignment

S. No. Topics 1

Primary Market

2

Bank Deposits

3

Saving Account

4

Equity

5

Secondary Market

6

Commodity

7

Currency

8

Equity Derivatives

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Mechanism of Stock Market

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Depository

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Demat Accounts in India

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Mutual Fund

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Stock Exchanges

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Securities Exchange Board of India

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Index in India

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Intermediaries in Market

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Software in Exchanges

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Analysis of a company

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Ratio Analysis

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Clearing & Settlement

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Certifications

NCFM CERTIFICATION (SAMPLE)

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(SAMPLE) COMPLETION CERTIFICATE FROM COLLEGE WITH PTA

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PTA Profile

About PTA

• PTA introduced a unique concept where student develop their skills and sector knowledge in their area of expertise through our industry experts and practical mode of imparting training.

• Our training module help the undergraduates, graduates, professionals, MBA's etc. to start their career in financial markets and become the market professionals.

• PTA’s program design according to job demands in the sector.

Why PTA

• Relevant education to fulfill industry requirements • Access to an exclusive in-house finance library • Internship for corporate exposure • Creating Advance job profile solutions • Training by Industry Expert • Online Mock Test • All study material Access through online

Vision & Mission

To maintain quality service in the field of capital market education To create new sector oriented courses which help corporate as well as students To become benchmark training centre across India To develop more interactive study material related to sector needs. To develop more and more stock market professionals for the growth of capital

markets in India

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Study Methodology

Achievements

• Development of practical content which suited corporate requirements • Trained more than 600+ student & corporate employees within 5 Year • Excellent placement for both MBA and Graduates & get excellent feedback from

corporate • Started other professional course like CFP,CMT (Both are USA Professional Degrees) • Development of all study material (More than 250 + presentation on all topics) &

Collection of Books online (More than 350 + books on technical and different topics of all international writers)

• Accreditation institute by the Bombay Stock Exchange Of India • Approved Corporate Partner for the NCFM • Recently get Rajasthan first ISO 9001:2008 Certified Financial Market Training Institute

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PARTNERS

Courses Offered by the PTA

• Certified Stock Market Professionals • Certified Commodity & Currency Market Professionals • Certified Financial Planner (CFPcm) • Charted Market Technician (CMT) • Advance Technical Analysis • Knowledge Base Program (Investors)

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Faculty

1) Rohan Sharma

Qualification

ACS, M.com, LL.B, CPM, CFP, NCFM Qualified

Specialization

Expertise Knowledge on stock market, Technical Analysis, Option strategies, Portfolio

management Services etc

Experience

He is start career as a Training Instructor with Share khan Ltd, Mumbai. Technical analysis

training from Dr C.K Naraiyanan (Well knowed frequent guest in CNBC Awaaz, run a special

program in ETNOW named as Talking sTechnical. Now servicing branch of share khan limited

from last 5 years & running stock market Institute from 5 years .He trained more than 600

students and corporate employees.

2) Mr. Chindrup Jain CFP

Qualification

M.COM, CFP

Experience: Core experience in Financial Sector from last 5 years.

3) Mr. Pradeep Sharma

Qualification

MBA in Finance M.COM, CFP

Experience: As a Training Head in Max New York from last 6 years.

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Visiting Faculty

Hemang Jani (Chief Economist of Sharekhan Ltd)

Sushash Sawant (Fund Manager in PMS of Sharekhan Ltd)

Nidhi Tickoo (Cluster Head & HR North Division of Sharekhan LTD)

John (International Instructor of renowned Technical Analysis called Online

Training Academy USA)

Sandeep Jain ( Fundamental Analyst Trade Swift)

Manish Kothiwal ( Resourse person of SEBI)

Atul Bhargava ( Head of Viratech Technical Software)

Vinod Nair ( Content Developer –BSE training Institute for MBA Program)

Rajat Sharma (VP of India Bulls Securities)

Rakesh Yadav( Research head in Ganagapur Commodities)

PTA also includes the college faculty which provides the supervision and

feedback from the students and faculty learn on the new things.

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Placements

Training Programme @ Colleges ……….

Institute of Company Secretaries of India (ICSI)

Institute of Chartered Accountants of India (ICAI)

Indian Instittue of Learning Management (IILM)

IIPM Jaipur

Saint Xavier’s College, Jaipur

Gyan Vihar University

Subodh Management Institute

Taxila Business School

Jagan Modi Institute

Indian Insitute of Rural Management (IIRM)

Apex College

VIT (Vivekanand Institute of Technology)

Om Kothari Institute

Asia Pacific College Udaipur

Jaganath Managment Institute and Studies And & many more………..

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