Post Graduate Diploma in Investment Banking and Equity Research (PGD IB & ER) With comprehensive preparation for CFA Level 1 The official learning provider of CFA Institute
Agenda Career Prospects with PGD IB & ER and CFA PGD IB & ER Your gateway to CFA PGD IB & ER Overview CFA Qualification CFA Advantage IMS Proschool
Investment Banking Investment Bankers need to decrypt complex financial data and act as a consultant for taking smart investment decisions. Their expertise can be applied in various arenas such as mergers and acquisitions, equity market, credit and IPO analysis, etc. Who requires Investment Bankers - Lenders - Investors - Suppliers - Customers - Employees
Role of Investment Banking & Equity Research Analyst Evaluate an investment option, manage portfolios, consult clients, analysis of credibility and risks. Understanding Investment Tools Investment & Quantitative tools, financial modeling, excel and macros Asset/Portfolio Management Advisory to investors/management Risk Management Analysis, Measurement and Mitigation
Profiles Equity Research Analyst Credit Analyst Financial Analyst Fund Manager Financial Advisor Relationship Manager Wealth Manager Corporate Finance Portfolio Manager Specialist M& A Investment Analyst/Banker Risk Managers
The Industry Need Volatile market environments make it mandatory for businesses to build robust systems. Need for integrative skills and knowledge. Major Investment Banks, Hedge Funds, Private Equity Funds, Insurance Companies and Mutual funds setting up fully fledged operations in India, has resulted into increase in demand of expert professionals Lack of availability of trained professionals (job ready from day 1) Thanks to the huge proficient talent pool available at affordable rates in India, many MNCs outsource their work to KPO or Shared Services Centres (SSC). These KPOs and SSCs need globally qualified professionals like CFA who can understand the dynamics and nuances of the global environment.
PGD IB & ER Advantage Comprehensive coverage and extensive prep of CFA level I syllabus Govt. Approved PG Diploma in Investment Banking & Equity Research * NSE Certification on Financial Modelling Expert trainers (CFA Charter Holders) from the industry Practical approach to learn Investment Banking: Using spreadsheet for analysis & valuation Reporting and Presentation techniques Language and report writing skills Knowledge of Financial software tools * Approved by MSTB
PGD IB & ER pathway of success Get Placed in Quality Jobs @ Complete CFA Charter holder Continue to grow as Finance Functional Expert through superior on the job performance PGP in Investment Banking & Equity Research SG Analytics, CRISIL, ICRA, WNS, COPAL PARTNERS, E-Value Search, BNY Mellon, ASK, Allegro, Financial KPOs
Teaching Methodology Build Knowledge Practical hands-on training Assessments Live projects
PGD IB & ER Syllabus - Overview Module Investment Tools 1: Investment Tools 2: Assets Classes: Equity Research - Financial Modeling: *Investment Banking: * Training of this module will be conducted through Live Virtual Classroom Topics Financial Reporting & Analysis Corporate Finance Economics Ethics Quantitative Techniques Equity Market Fixed income Derivatives Alternate Investments Portfolio Management Financial Modeling Excel Credit Analysis IPO Analysis Mergers and Acquisitions VBA, Macros, SQL
Placement Assistance CRISIL JP MORGAN SG ANALYTICS KOTAK SECURITIES BNY MELLON FUTURE GROUP VALUE SERVE KARVY GROUP COPAL AMBA VALUE NOTES WNS SUNDARAM FINANCE
CFA at a glance Chartered Financial Analyst (CFA ) established in 1963 is an international professional designation offered by the CFA Institute to financial analysts Measures and certifies the competence and integrity of financial analysts The Economist ranked the CFA Program as the gold standard among investment analysis designations and is one of the highest awards conferred in the investment industry. The CFA designation represents the definitive mark of a competent financial analyst bound to the highest standards of ethical behavior. There are approximately 100000 charter holders worldwide.
CFA program Level I Knowledge and comprehension of fundamental investment tools and concepts. Level II Application and analysis Focused on asset valuation Advanced Evaluation tools Level III Synthesis and evaluation of client needs Portfolio management issues.
Steps to Success Level I Multiple Choices Level II Item Set (Objective) Exam Format Level III Constructed Response 4 yrs Work Experience Charter Award
Change of Perspective At Every Level 5% 10% 5% 15% 10% 40% 35% 50% 50% 30% 40% Level I Level II Level III 10% Investment Tools Asset Valuation Portfolio Management Ethics & Professional Standards 15
Study modes - Features Classroom Training Face-to-face training by industry expert faculty Access online study resources and mock assessments Get your queries/doubts resolved in real time Networking opportunity with varied experienced professionals Knowledge sharing among peers and motivation due to interactivity Interview grooming Fees Rs.60,000/- Live Virtual Class Audio Video enabled Live & Interactive training program on CISCO Platform Clear your subject doubts face-to-face with experts Get recorded sessions for future reference and missed sessions. Access Online study resources and Mock assessments Interact with your peers virtually while learning No travel, save time - Study in the comfort of your home with a broadband connectivity Fees Rs.55,000/-
Admission Process Eligibility Commerce/Business Management graduate with a min. of 50% Final year candidates with a min. of 60% or above in 12 th. Selection process Submit the duly filled in Application form Candidates will be shortlisted on the basis of their application and will be called for an interview. Candidates selected in the interviews will be intimated by email and can confirm their admission by paying Exam fee. How to Apply Download and fill the application form available at www.proschoolonline.com Attach 2 Passport size photo and self attested copy of highest qualification till date Send it by post / Courier to IMS Proschool Centres Step 4: Schedule your interviews.
About Proschool IMS Proschool is an initiative of IMS learning Resources Pvt. Ltd an organization engaged in training students for last 37 years. Proschool was launched in 2006 with the objective of equipping graduates and young professionals, with relevant and current skills through standards-based and thoroughly tested certification programs to enable them to perform in a wide spectrum of business environs. Ranked #4 Trusted Brand in Education and 44 th amongst Most Trusted Service Brands across India (AC-Nielsen & Brand Equity Study). IMS Proschool along with parent organization has trained more than 3 lakhs candidates for different competitive exams and professional courses. 90 centers across India for Management Training and 7 centers of Proschool for Financial Training. Proschool has also trained over 20000 professionals from well known organizations like State Bank of India, Bank of India, UTI, Kotak Group, ICICI Group, Sundaram BNP Paribas, Citibank etc.
Partnerships Funded by National Skill Development Corporation, a PPP promoted by the Union Ministry of Finance, Govt of India to offer skills based education Tie-up with National Stock Exchange's NCFM for Certification test administration Approved learning partner of CIMA (UK) for management accounting qualification Approved prep provider of CFA Institute, USA for CFA Program Partner with NISM (National Institute of Securities Market - an Initiative of SEBI) to spread Financial Literacy and Awareness across 135,000 schools in the country.
Corporate Clients Trained & Certified employees of following Organizations State Owned Banks Foreign Banks Security Houses Mutual Fund Companies Insurance Companies IT/ITES
Our other industry oriented programs Certification Programs Post Graduate Program (6 Month 9 months) Chartered Financial Analyst Financial Modeling Certified Financial Planner Certification Financial Services Foundation Chartered Institute Management Accountant Business Analytics Business Analytics Banking & Financial Planning Management Accounting
To Know more visit us at www.proschoolonline.com Follow us on www.facebook.com/proschoolonline Or call your nearest IMS Proschool centre City Contact no Bangalore 9900799981 Mumbai 9619207323 Navi Mumbai 9769162050 / 7710012857 Pune 020-65004735/36 New Delhi 011-43658144 Hyderabad 9701233472 Other cities 9769162050