F-EDP Schedule Sl.No. Date Topics Faculty Business Opportunities Search & Scanning Share/Mutual Fund: Share/Mutual Fund: Basics of Share Market

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1 F-EDP Schedule Sl.No. Date Topics Faculty 1 Day 1 Who is an Entrepreneur? Competencies need to be developed What is goal? How to set goal? How to achieve goals? 2 Day 2 Types of Business - types of Firms Types of Taxes Types of Loans Formalities to be completed How to achieve goals? Day 3 Business Opportunities Search & Scanning Product Life Cycle Linking Competencies with opportunities Maslow s Theory CREATIVITY a tool for product development Brain Storming Day 4 Share/Mutual Fund: Fundamental & Ratio Analysis How to read balance sheet? How to select company for Investment? Awareness about ETF, Commodities, Mutual Fund, Forex Trading Day 5 Share/Mutual Fund: General Knowledge Part Information about all sectors in Share Market Factors Affecting their price change Trading & Investment Planning, How to read NewsPaper & Information Sources Mindset building for profit making initiatives in Share Market Day 6 Basics of Share Market Basic Concept & Terminologies of Share Market Introduction to shares, Indian Share Market NSC,BSE Basic Requirements for share trading/investment What is an IPO? Factors influencing Shares prices Corporate Actions, Dividend, Stock split

2 No delivery period portfolio Management D-Mat A/c Formalities Day 7 Online Share Trading, Types of Trading Ways to trade: Cash, Margin, Intra day,buytoday-sell Tomorrow Short Selling, How to buy/sell Shares- Practical Training Derivaties Futures: What is future trading?, How to trade futures? Options : An introduction to option - Call & Put Option strategies Index trading: What is Index? Why trade index Nifty the Surest way of making continued Profit Day 8 Practicals:- Online trading practical s 2days online Job Trading on live Terminal Day 9 Share Market Fundamentals. Taxation & Ratios Ratio Analysis (EPS, EBITDA, PE-RATIO etc) How to Calculate Sensex/Nifty Break even point, Brokerage Cost Financial Planning & Taxation Impact Day 10 Share Market Fundamentals. Taxation & Ratios Careers in Share Market. Motivation, Maintenance of Portfolio Trading Tips & Maintenance of Books, Hedging,Bita Value etc GDP,FII,DII,Dollar Rate etc.qualitative Analys Day 11 Day 12 Share Market Technical Analysis Candlestick analysis, support and resistance lines Head and Shoulders, Double top and double bottom Dow Theory and Elliott Wave Theory Continuation & reversal patterns, Indicators & Oscillators Financial Planning (1)Financial Management: Introduction, Meanings and Definitions, Goals of Financial Management, Finance Functions, Interface between Finance and Other Business Functions (2) Financial Planning: Introduction, Objectives, Benefits, Guidelines, Steps in Financial Planning, Factors Affecting Financial Planning, Estimation of Financial Requirements of a Firm, Capitalisation 3) Time Value of Money: Introduction, Rationale, Future Value, Present Value, Valuation of Bonds and

3 Shares: Introduction, intrinsic value, book value, Valuation of Bonds, Valuation of Shares (4) Cost of Capital: Introduction, Meaning of Cost of Capital, Cost of Different Sources of Finance, Weighted Average Cost of Capital Day 13 Day 14 Day 15 Day 16 Investment Planning (1) What is investment planning? (2) Setting your investment goals (3 )How We Make Investment Decisions+A15 (4) Understanding your investment personality (5) Managing and monitoring the portfolio (6) Mutual Funds & Related Products (7) Retirement Planning Marketing of Financial Products Steps for a Marketing Plan for a New Financial Product (2) Marketing of Financial and Banking Product & Selling Skills Banking and Various Products Loans/Lending (1)Commercial - Consumer - Leases (2)Home - Vehicle - Personal loan (3) Loan against Property Business Commercial etc v) Credit Card & Letters of Credit Deposits (i) Time (e.g., CDs, savings account) (ii) Demand (e.g., checking account) Electronic Services (i) Wire Transfer (ii) Automated Clearing House (iii) Online Banking (iv) Credit Card/Merchant Services (v) Other Electronic Services Banking and Various Products C. Processes (P) (i) Risk Management (ii) Credit and Operational Risk (iii) Allowance for Loan and Lease Losses (iv) Reserves (v) Asset/Liability Management (e.g., pricing, liquidity) (vi) Trading Market D. Money and Banking (i) Role of Money and Banking (ii) Effect of Interest Rate Movements iii) Monetary Management Theories

4 E. RBI Tools i) BankRate (ii) CRR (iii) SLR (iv) Reporate (v) Rev. Repo Rate Day 17 Insurance General Insurance Legislation The Insurance Market Fire and Marine Coverage Miscellaneous Coverage s Life o Life Insurance Organization o Annuities o Group Insurance o Assignment, Nomination, Loans, Surrenders, Foreclosure Policy Claims Insurance Regulatory and Development Authority of India (IRDAI) o Main functions of IRDA o IRDA (Licensing of Insurance Agents) Regulations, 2000 (c) Mechanisms for dispute resolution Day 18 Estate Planning & Tax Planning Short Term & Long Term Capital Gain Tax Various Tax Exemptions in Estate Industries (3) Selling Property & Cost Inflation Index Day 19 Taxation and Other Financial Services Short Term & Long Term Capital Gain Tax Various Tax Exemptions in Estate Industries (3) Selling Property & Cost Inflation Index Day 20 Taxation and Other Financial Services Managing Funds under Tax Laws Taxation on Income from Housing Property How to Save Income Tax, Short-term/Long-term Capital gain Tax Project Selection Tool Can I do it Can I sell it Can I make profit of it Can I implement it Day 21 Market Survey Techniques Day 22 Preliminary Project Report Preparation Financial Management

5 Day 23 Day 24 Achievement Motivation Training Digital marketing for promotion business Day 25 Financial Management Individual Business Plan Presentation For further details please contact : Mrs. Sunitha