Case Study:
Client: A top private bank.
Requirement: Training through online mediums on various financial concepts to maximize the reach across India.
Time frame: One year.
Job Execution:
- IIFM consultants identified the training requirements through surveying the banking system.
- IIFM Research and Development team created content which was to be delivered across the 5000 odd employees at the bank.
- IIFM trainers and content team delivered the training programs through online medium.
- IIFM trainers also developed digital content and provided digitized videos in cases where the training was more specialized in nature and required a standardized delivery system.
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For further information on the content delivered, kindly provide your name, email id and phone number.
Content Delivered:
- 1. Economic Indicators-1
- 2. Economic Indicators-2
- 3. Basic Financial Concepts-1
- 4. Basic Financial Concepts-2
- 5. Indian Banking Primer
- 6. Indian Financial System
- 7. Personal Financial Planning
- 8. Sales Skill Builder
- 9. Understanding Budget
- 10. Health Insurance
- 11. Mutual Funds
- 12. Online Banking
- 13. Indian Debt Market
- 14. Group Healthcare Insurance
- 15. "TRAP"- Financial Planning for Clients
- 16. Understanding "IPO"
- 17. Tax Planning
- 18. Indian Capital Market
- 19. Indian Capital Market-Pt II
We could also provide you with snippet of the video based training program which was developed for the client. For the link of the video kindly mail us at info@iifm.co.in
Case Study:
Client: Exchange
Requirement: A primer for Currency Trading
Time Frame: 1 month
Job Execution:
- IIFM consultants surveyed the trading population to understand the knowledge level on the currency market.
- On the basis of the report submitted, IIFM Research and Development Team created the currency primer for the exchange.
- The primer was then supported by research reports on currency trading. These were presented twice a day as Morning Session Updates and Evening Session Updates.
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To order the primer or to read the table of content for the primer, kindly provide us with your email id and phone number.
Table Of Content:
Part I
- 1.1 Introduction.
- 1.2 Why do people trade in foreign exchange.
- 1.3 Currency pairs and Major currencies.
- 1.3.1 Currency Pairs.
- 1.3.2 Major Currencies-Characteristics.
- 1.3.3 Cross Currency.
- 1.4 A Round the Clock Market.
- 1.5 What determines Forex rates.
Part II
- 2.1 Forex Market.
- 2.2 Over The Counter instruments - Spot Transactions.
- 2.2.1 Mechanics of the Spot Market.
- 2.2.2 Quoting Spot Exchange Rates.
- 2.2.3 Pips.
- 2.3 Over the Counter Instruments - Forwards
- 2.3.1 The need for a forward market
- 2.3.1 Covered Interest Rate Parity- Relating forward rates to spot rates.
- 2.3.3 Forward Rates-Quotation
- 2.4 Over the Counter Instruments - Swaps
- 2.5 Over the Counter Instruments - Currency Options
- 2.5.1 Call Option
- 2.5.2 Put Option
- 2.5.3 Calculating Option prices
- 2.5.4 In The Money (ITM), At The Money (ATM), and Out Of Money (OTM), categorization of Options
- Review Questions
Part III
- 3.1 Exchange Traded Futures.
- 3.1.1 Introduction.
- 3.1.2 Double-sided risk.
- 3.1.3 offsetting.
- 3.1.4 The Clearing Corporation.
- 3.1.5 Specilizations of a Future contract.
- 3.2 Case Studies.
- 3.3 Hedging.
- 3.3.1 Introduction.
- 3.3.2 Hedging with derivatives.
- 3.3.3 The Perfect Hedge.
- 3.3.4 Hedging with futures contracts.
- 3.3.5 The Long Hedge.
- 3.3.6 Hedge Ratio.
- Review Questions
Part IV
- 4.1 Mechanics of Forex Trading.
- 4.1.1 Eligibility Criteria.
- 4.1.2 Basic Order Type.
- 4.1.3 Exchange Specifications of a futures contract.
- 4.1.4 Trading Parameters.
- 4.1.5 Margining System and Requirements
- Review Questions
Part V
- 5.1 Fundamental Analysis.
- 5.2 Technical Analysis.
- 5.2.1 Introduction.
- 5.2.2 Candelstick Charts.
- 5.2.3 Commonly Employed Tools.
- Review Questions.
Part VI
- 6.1 Regultory Framework.
- 6.1.1 Securities Contracts (Regulation) Act, 1956.
- 6.1.2 Accounting Practices.
- 6.1.3 Tax Issues.
- Review Questions.
- Appendix I: Basic Calculations.
- Appendix II: Review Test.
- Glossary
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Refresh Finance Citizen (RFC)
Refresh Finance Citizen (RFC) is a finance conscious, community oriented go-getter, who not only wants to exude financial sense but also create a platform for others to understand the nuances of the green buck.
What we provide is a platform for you to write your opinions, facts and learn from other's experience and knowledge.
What you need to do is simply write a 350-400 page report, essay, opinion sheet or let us just say anything that you want to share in the great field of finance and we would love to publish it (after it is verified by our team of researchers) with your name.
The jury would decide the best article and would dedicate one complete micro-site to the winner every month. Well that's just a way from our side to say THANK YOU.
Let us share knowledge. Let us Refresh Finance.
Team IIFM.
Watch out RFC coming soon.
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