• Aims to explain ecology of Indian financial markets
• Provides risk-returns of Indian markets
• Helps design and develop products for investors
• Equip with skills to market products appropriately

Contents:

• Understand investors’ needs, objectives and risks
• Design and develop suitable product for investors
• Understand stock, bond and derivatives markets
• Financial arithmetic
• Risk and returns of Indian equity and fixed income markets (long-term series)
• Understanding, analyzing and recommending insurance products (ULIP, Endowments, Term and other policies)
• Financial planning and wealth management processes and strategies
• Construction of financial plans
• Planning for retirement
• Tax planning
• Case studies and Exercises

Duration :

           Four days

Dates :

           July 10 - 11, 2009 & July 17 – 18, 2009 (Fridays and Saturdays)

Who should attend?

Marketing and product design executives from mutual funds, insurance companies, banks, distributing companies, financial advisors, brokerage firms, independent financial planners.

Fees :

Non-residential : Rs. 8,000/-
Residential : Rs. 16,000/-

Note: For registration please send the details along with a Cheque /DD in favour of “Indian Institute of Capital Markets” payable at Mumbai at the following address: