Certification in Security Analysis and Portfolio Management

Certification in Security Analysis and Portfolio Management, Learn the art of security analysis and portfolio management with process design, resources and case study.

Course Description


Take the next step in your career! Whether you’re an up-and-coming professional, an experienced executive, aspiring manager, budding Professional. This course is an opportunity to sharpen your security and portfolio management capabilities, increase your efficiency for professional growth and make a positive and lasting impact in the business or organization.

With this course as your guide, you learn how to:

  • All the basic functions and skills required for security analysis and portfolio management.
  • Transform capital market, new issue market, stock exchanges and stock market in India. Risk and Return. Introduction to the security analysis, efficient market theory.
  • Get access to recommended templates and formats for the detail’s information related to Portfolio management.
  • Learn useful case studies, understanding derivatives, portfolio analysis, capital market theory, models, Portfolio performance analysis and portfolio revision.
  • Invest in yourself today and reap the benefits for years to come.

The Frameworks of the Course

Engaging video lectures, case studies, assessment, downloadable resources and interactive exercises. This course is created to Learn about security analysis and portfolio management, introduction to capital market, risk and return. Introduction to security analysis, fundamental analysis. Equity valuation models, technical analysis. Efficient market theory, derivatives.

Portfolio management, portfolio analysis and the capital market theory will help you to understand the details about the modern portfolio theory. Two factor model. Portfolio performance evaluation and the portfolio revision.

The course includes multiple Case studies, resources like formats-templates-worksheets-reading materials, quizzes, self-assessment, film study and assignments to nurture and upgrade your Security analysis and portfolio management.

In the first part of the course, you’ll learn the details of the Security analysis and portfolio management, introduction to capital market, risk and return, introduction to security analysis, fundamental analysis, equity valuation models.

In the middle part of the course, you’ll learn how to develop a knowledge of technical analysis, efficient market theory, derivatives, portfolio management and portfolio analysis.

In the final part of the course, you’ll develop the knowledge related to the capital market theory, models, portfolio performance evaluation and portfolio revision. You will get full support and all your quarries would be answered guaranteed within 48 hours.

Course Content:

Part 1

Introduction and Study Plan

· Introduction and know your Instructor

· Study Plan and Structure of the Course

1. Introduction to Capital Market

1.1. Introduction

1.2. Capital Market

1.3. New Issue Market

1.4. Non-voting Shares(Advantages).

1.5. Disadvantages

1.6. Stock Exchanges

1.7. Stock Market in India

1.8. Trading System

1.9. Principal Weaknesses of Indian Stock Market

1.10. National Stock Exchange of India Ltd.

1.11. Over the Counter Exchange of India (OTCEI)

1.12. Inter-connected Stock Exchange of India

1.13. Demutualisation of Stock Exchanges

1.14. Investment alternatives

1.15. Dematerialization

2. Risk and Return

2.1. Introduction

2.2. Financial Analysis, Economic Analysis and Capital Market Analysis

2.3. Risk Defined

2.4. Risk and Expected Return

2.5. Risk-Return Relationship

2.6. Portfolio Diversification and Risk

2.7. Benefits of Diversification

3. Introduction to Security Analysis

3.1. Introduction

3.2. Free Cash Flow Calculation

3.3. Project Valuation

3.4. Warrant Valuation

3.5. Treatment of Goodwill

4. Fundamental Analysis

4.1. Introduction

4.2. Fundamental Analysis and Efficient Market

4.3. Economy Analysis

4.4. Investment-making Process

4.5. Economic Forecasting

4.6. Anticipatory Surveys

4.7. Barometric or Indian Approach

4.8. Geometric Model Building Approach

4.9. Economy and Industry Analysis

4.10. Classification of Industries

4.11. Conditions and Profitability

4.12. Technology and Research

4.13. Company Analysis

5. . Equity Valuation Models

5.1. Introduction

5.2. Balance Sheet Valuation

5.3. Free Cash Flow Models, Free Cash Flows to Equity

5.4. Calculating EBIDTA

6. Technical Analysis

6.1. . Introduction

6.2. Basic Technical Assumptions

6.3. Technical vs Fundamental Analysis

6.4. Neutral Networks

6.5. Dow Theory

6.6. Technical Indicators

7. Efficient Market Theory

7.1. Introduction.

7.2. Efficient Market Hypotheses

7.3. Benefits of an Efficient Market (Investors Utility)

8. Derivatives

8.1. Introduction

8.2. Hedging

8.3. Important Features of Futures Contract

8.4. Mechanism in Futures Contracts:

8.5. Differences between Futures and Options

9. Portfolio Management

9.1. Introduction

9.2. Turning your Goals into a Strategy

9.3. Risk-reward Concept

9.4. Investment Risk Pyramid

9.5. Value Investing

Part 2

10. Portfolio Analysis

10.1. Introduction

10.2. Inputs to Portfolio Analysis

11. Capital Market Theory

11.1. Introduction

11.2. Introduction to CAPM

11.3. Security Market Line (SML)

11.4. Capital Market Line (CML)

12. Models

12.1. Introduction

12.2. Two Factor Model

13. Portfolio Performance Evaluation

13.1. Introduction

13.2. Methods of Calculating Portfolio Returns

13.3. Market Timing

14. Portfolio Revision

14.1. Introduction

14.2. Portfolio Revision Strategies

Part 3

15. Assignments

16. What do you mean by capital market? Explain security analysis.

17. Define project valuation and warrant valuation.

18. What do you mean my portfolio management? What do mean by portfolio revision strategies?

19. Practice Test 1

20. Practice Test 2

Downloadable Resources and Templates

1. Project portfolio summary

2. Project portfolio scorecard.

Security Analysis and Portfolio Management process design

Security Analysis and Portfolio Management case studies

Security Analysis and Portfolio Management templates

Security Analysis and Portfolio Management in business

Security analysis and portfolio management are critical components of investment management within the field of finance. They involve assessing the risk and return characteristics of securities and constructing portfolios that align with investors’ objectives. Here’s an overview of these concepts in a business context:

Security Analysis:

Definition: Security analysis is the process of evaluating the financial instruments, such as stocks and bonds, to make informed investment decisions. It involves assessing the intrinsic value of a security, considering both quantitative and qualitative factors.

Key Components:

1. Fundamental Analysis:

Examines the financial health of a company by analyzing its financial statements, management, industry position, and economic conditions.

Seeks to determine the intrinsic value of a security based on its underlying fundamentals.

2. Technical Analysis:

Analyzes historical price and volume data to identify trends and patterns.

Aims to predict future price movements based on past market behavior.

3. Quantitative Analysis:

Involves mathematical models and statistical techniques to analyze financial data.

Utilizes metrics such as ratios, statistical measures, and financial modeling.

4. Economic Analysis:

Examines macroeconomic factors, including interest rates, inflation, and overall economic conditions.

Considers the impact of economic indicators on investment decisions.

Business Implications:

  • Helps businesses make informed investment decisions by assessing the financial health of potential investments.
  • Supports strategic decision-making by providing insights into the economic environment and industry trends.

Portfolio Management:

Definition: Portfolio management involves the creation and maintenance of an investment portfolio that aligns with an investor’s risk tolerance, return objectives, and investment horizon. It aims to optimize the risk-return trade-off by diversifying investments across different asset classes.

Key Components:

1. Asset Allocation:

Determines the mix of asset classes (stocks, bonds, cash) in a portfolio.

Aims to balance risk and return by diversifying across different types of assets.

2. Diversification:

Spreads investments across different securities and sectors to reduce the impact of individual security or sector risks.

Aims to enhance portfolio stability and reduce volatility.

3. Risk Management:

Involves assessing and managing the risk associated with the portfolio.

Includes strategies such as setting stop-loss orders, using derivatives, and employing risk models.

4. Performance Evaluation:

Regularly reviews and evaluates the performance of the portfolio against its objectives.

Adjusts the portfolio based on changes in market conditions or shifts in the investor’s risk profile.

Business Implications:

  • Businesses can use portfolio management principles to manage their own investment portfolios or pension funds.
  • Helps optimize the allocation of financial resources and maximize returns while managing risk.

Integration in Business Decision-Making:

1. Capital Budgeting:

Security analysis supports capital budgeting decisions by assessing the financial viability of potential investments.

Portfolio management principles guide the allocation of capital across different projects.

2. Risk Management:

Security analysis assists in evaluating the risk associated with financial instruments.

Portfolio management principles contribute to overall risk management strategies by diversifying investments.

3. Strategic Planning:

Both security analysis and portfolio management contribute to strategic planning by providing insights into financial market conditions, industry trends, and potential investment opportunities.

4. Resource Allocation:

Portfolio management principles can be applied to allocate financial resources effectively, optimizing the risk-return trade-off.

In summary, security analysis and portfolio management are integral components of financial decision-making for businesses. They provide a systematic approach to evaluating and managing financial assets, contributing to the achievement of business objectives and financial goals.

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