Executive Program in Investment Management

Distance Education
(EPIM- 2013-14) Prospectus & Application

Toll Free No.: 1800 22 9030

Email: admissions@bseindia.com

http://epim.bsebti.com

Content
Introduction About BSE Institute Limited Program Details Program Benefits Fees Payment Options How to Apply? Course Content Contact Us Application Form

Executive Program in Investment Management - Distance Education

2013 BSE Institute Limited. All rights reserved.

Introduction

Do you know how to manage your personal finances and investments? Personal Financial Management is mandatory in todays world. It provides the means of keeping track of personal expenses, personal debt and investments. Subsequently it helps you calculate your personal net worth and work on building it. Why is this important? Inflation eats away the value of money; a Rupee today is worth more than a Rupee tomorrow and therefore one needs to plan suitably for the future. There many expected and unexpected additional expenses which can come up like childrens education, medical emergencies, holiday travel expenses etc. Even more importantly you also need to build a kitty for your post retirement life so that you can maintain your lifestyle. For all this to be achieved you need to understand how to examine your personal finances and also save and invest your savings so that your money multiplies. The Executive Program in Investment Management (EPIM) talks about the latest investment techniques with cutting-edge academic research to help you develop a sound foundation in investment strategy to maximize your portfolios performance. As a student of the institute you will have access to BSE data of SENSEX, stock markets, company performance etc. This will help you analyze and work on your investments and take a wellinformed decision to build your wealth. Other benefits of being a part of the program are: It will help you understand recent and likely future developments in investment management It will help you employ better evaluation of performance measurements and risk management reporting It will help you deliver confident decision-making based on a broader and more comprehensive understanding of the entire investment process It will cover all right from basics of time value of money to investment planning, leading to various investment avenues like equity, FOREX, commodities It will help you learn the tools and techniques to identify potential investment opportunities and take decisions on what and when to invest

Executive Program in Investment Management - Distance Education

2013 BSE Institute Limited. All rights reserved.

The return on investment in a ten year span for fixed deposit, gold, stock market and mutual funds as asset classes is given below.

Gold Rate of Return 5%

Fixed Deposit 8%

Mutual Funds 15%

Stock Market 17%

The return on investment in a ten year span for fixed deposit, gold, stock market and mutual funds as asset classes is given below.

(Figures in Rupees)

Returns on an investment of Rs. 10,000 at the end of 10 years [Reference : Internet Sources]

However, the risk involved in these asset classes on investment also occurs in the same order. To exploit the opportunity to earn the highest returns on investment, while reducing your risk, you must be aware of the financial markets nuances. EPIM will help you in developing these skills.

BSE Institute Limiteds programs develop the participants in the following three areas: Our faculty follows a long tradition of practice-oriented research and teaching that has a profound and far-reaching impact on business and management education. They help our learners build innovation in business practice, progressive thinking and the opportunity to influence as well as use these concepts. BSE Institute Ltd. has the distinct advantage of being part of the industry for 23 years and is an organization of international repute with a global presence.

Executive Program in Investment Management - Distance Education

2013 BSE Institute Limited. All rights reserved.

About BSE Institute Limited

BSE Institute Limited is a wholly owned subsidiary of the BSE Ltd. BSE is the Worlds biggest stock exchange in terms of the number of listed companies and BSE Institute Limited inherits from BSE the knowledge and insights into the capital markets industry garnered over the past 137 years. BSE Institute Limited has the distinct advantage of being at the center of action the financial hub of India, one of the worlds most rapid emerging markets. This has helped us provide insights into the unique functions of this world. The first hand experience of our faculty and subject matter experts in dealing with the realities of the market enables us to appreciate how organizations, entrepreneurs and investors identify and respond to new challenges and opportunities. www.bsebti.com

Executive Program in Investment Management - Distance Education

2013 BSE Institute Limited. All rights reserved.

Program Details
Semester I Basics of Investments Equity Markets Derivatives Commodity Markets Forex Markets Technical Analysis Fundamental Analysis Semester II Exploring Mutual Fund Investments Advanced Derivatives Advanced Commodity Markets Advanced Forex Markets Advanced Technical Analysis Advanced Fundamental Analysis Strategies & Techniques for Managing Investment

Eligibility
Graduates OR Diploma holders (10+2+3) from recognized University

Program Duration
2 semesters 1 Year Program

Certification
There will be examination at the end of each semester.
EPIM is an industry designed autonomous program and not affiliated to any recognized University / AICTE approved. BSE Institute Limited reserves all the rights to change / cancel / postpone the commencement date of program.

Executive Program in Investment Management - Distance Education

2013 BSE Institute Limited. All rights reserved.

Program Benefits
Executive program in Investment Management (EPIM) is a 1 year executive program in distance learning mode.

Contact Sessions * The contact sessions are an opportunity to clear any doubts or queries from subject experts, interact with fellow participants and have discussions. The focus here will be to understand the application of concepts studied. These sessions will be conducted across select cities.

Video Based Expert Lecture Series * Does your job keep you away from classrooms? Or do you stay far from our study centers? Or have you missed a quarterly contact session? Dont worry! Audio visual lecture series by our subject experts are available on the EPIM website! During exams, rather than riffle through pages to find that one point, you can fast forward to the chapter in your lecture series and hear what the professor has to say!

Simulation Based Training * Are you unable to picture the scenario where a theory will be applied? Simulation exercises are generally used for training participants through experiencing the scenario by creating fictional situations. The online Stock market game by BSE Institute Limited is famous across the country with a large following. Using simulations in a training program allows for the application of theory into something akin to real life. You will be given an opportunity to use virtual funds for investing and apply your strategies to test

1 week international visit for participants* It is highly essential for stock market

professionals to have international exposure because the market is always open in some part of the World! With globalization, it is essential to understand global market interactions. The international visit will be a rare opportunity for you to get more than a glimpse of the stock markets internationally.

Get set for the Market linked industry certification All beginners in the Indian stock market must clear the basic certifications like the BSE Certification on Stock market (BCSM) and the BSE Certification on Derivatives Exchange (BCDE). These exams are highly competitive and are the stepping stones to the world of stock market. EPIM will prepare aspirants for these exams.

Eligibility to alumni membership ** BSE Institute Ltd. takes a lot of pride in its alumnus! To be a member of the BSE Institute Ltd. Alumni Association is to be on platform with some of the greatest achievers of the industry. On successful completion of the course, you become eligible for membership with the BSE Institute Ltd. Alumni Association. The Alumni Association activities are not only a great platform for learning and discussions, but also

Executive Program in Investment Management - Distance Education

2013 BSE Institute Limited. All rights reserved.

Industry visits * Curious to know what a trader does in his office? Or who operates the trading terminals? How do experts make those forecasts? What roles do all those people in the industry play? Industry visits are a way to view theory in practice. It helps participants understand the various roles and the functions performed within an organization.

* Conditions Apply * Participation is subject to seat availability and additional fees (wherever applicable) ** Subject to students academic performance

Executive Program in Investment Management - Distance Education

2013 BSE Institute Limited. All rights reserved.

Fees
The program fee for the EPIM program is as follows: For Indian Participants: Rs. 45,200 + 12.36% (Service Tax + Education Cess) For International Participants: $1,500 + 12.36% (Service Tax + Education Cess)

Payment Options
1. Full down payment of fees of Rs. 45,200 + 12.36% (Service Tax + Education Cess) 2. Installment Option: Type Initial Payment First Installment Second Installment Amount Rs. 6,200 + 12.36% (Service Tax + Education Cess) Rs. 18,000 + 12.36% (Service Tax + Education Cess) Rs. 24,000+ 12.36% (Service Tax + Education Cess) By Date With Application Before the course commencement 30th May, 2013

Installment option for fees is not available for international participants.

Executive Program in Investment Management - Distance Education

2013 BSE Institute Limited. All rights reserved.

How to Apply?
The application process for the program is as described below:
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Download the EPIM application form for the academic year 2013 - 14 from the website: http://epim.bsebti.com Take a print of the application Fill the application using Black / Blue ball point pen Along with the completely filled in application, attach the following documents:
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Photocopies of all the years mark sheets of graduation Demand Draft of Rs. 45,200* + 12.36% (Service Tax + Education Cess) drawn in favor of BSE Institute limited, payable at Mumbai (name and program applied for to be written at the backside of the draft)

To know more about installment payment scheme please contact our program co-ordinator

Post the complete set of documents to the following address: Admissions In-Charge - EPIM, BSE Institute Limited, 18th Floor, P. J. Towers, Dalal Street, Mumbai 400 001.

Last date for receiving applications: 30th March, 2013 Fees once paid to BSE Institute Limited will not be refunded or adjusted. The Application form is not transferable. Forms for this program issued by BSE Institute Limited only should be used. You are advised to keep a photocopy of the application form submitted to BSE Institute Limited.

Executive Program in Investment Management - Distance Education

2013 BSE Institute Limited. All rights reserved.

Course Content
Semester I
Basics of Investments Time value of money applications Personal financial statements Cash flow and debt management Asset acquisition Education planning Overview of risk management Various Insurance policies & strategies: Investment planning Equity Markets Insights of Equity Markets/Stock Markets indices Analysis of Corporate Actions Risk Management, Risk Mitigation Techniques Valuations using Price Multiples Approach Capturing Market Opportunities Tax implications on Short-term Earnings Introduction to Fundamental and Technical analysis Understanding Online Platforms for Trading Commodity Markets The range of commodities

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Understanding Sensex, NIFTY and other

Tax Planning Retirement planning Special circumstances Derivatives Building the concepts of Derivatives: Futures & Options Trading Application of Derivatives: Arbitrage, Hedging, Speculation Understanding concepts of Margins, Mark to Market & settlement for Effective Trading Option payoff diagrams, Pricing and Analytics Basic strategies in Bullish and Bearish Markets Forex Markets

Exchanges Regulations and laws Commodity pricing

Technical Analysis Conceptual understanding of Technical Analysis Components of Technical Analysis In-depth Market Trend Analysis & Interpretation of Chart Patterns Application of Moving Averages, MACD, RSI, Indicators for prompt Buy/Sell Decision making Fundamental Analysis Understanding basics of Fundamental Analysis, importance & various approaches to Fundamental Analysis Understanding the difference between Fundamental Analysis and Technical Analysis Application of Fundamental Analysis in Stock Markets Analysts Approach to Fundamental Analysis
2013 BSE Institute Limited. All rights reserved.

Fundamentals of forex markets, key players and their roles

Trading mechanism, forecasting and speculation Risks involved in forex markets and their evaluation Role of hedging in managing forex risk and applying trigger signals Cash & Spot Exchange Market Players, Inter bank ,Corporates Mechanism of making a foreign payment Forex and Interest Rate markets Factors affecting Exchange Rates Trading in Foreign Exchange Markets Management of International Trade Transaction Speculation Concept of Volatility in Forex Markets

Semester I I
Exploring Mutual Fund Investments Evolution and Regulatory Framework Governing the Mutual Funds Industry Investing in Mutual Funds Portfolio Management using Comparative Analysis NAV, Pricing, Valuation, Accounting & Taxation Measuring and Evaluating Mutual Fund Performance Financial Planning using Mutual Funds SIP (Systematic Investment Plan) & Developing Model Portfolio using Product Mix Risk Management Associated with Mutual Funds Marketing, Distribution, Sales & Investor Services related to Mutual Funds Advanced Derivatives
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Interpretation of Option Greeks Delta, Gamma, Vega & Theta

Strategies based Risk Appetite in Volatile Markets & Range-Bound Markets, Strangles & Straddles Strategies based on a combination of Risk Appetite & Market View, Spreads, Covered Option Strategies Unleashing Trading Strategies under different market conditions

Advanced Commodity Markets Factors that dominate fluctuations in the commodity market - Utility of commodity futures Implications of sales tax Trading strategies to manage risk Trading procedures

Advanced Forex Markets Forecasting Exchange Rates

Foreign Exchange Risks Value at Risk (VaR) Forward/Futures/Swaps/FRA Options Product Structuring Hedging in Forex Market

Advanced Technical Analysis Entry, Exit and Holding in various Market conditions for appropriate decision making Steps to apply Technical Analysis in Capital Markets Practical exposure to Technical Analysis tools

Advanced Fundamental Analysis Indepth Analysis to arrive at an Investment Decision through: Price Multiple Approach Dividend Discount Model Valuation approach

Strategies & Techniques for Managing Investment

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Principles of modern portfolio management

Asset allocation decisions Investor characteristics & qualities Asset pricing models and equity valuation Equity indexing Alternative investment management & strategies Performance measurement, evaluation and attribution
Executive Program in Investment Management - Distance Education

2013 BSE Institute Limited. All rights reserved.

 2013 BSE Institute Limited. All rights reserved.

Contact Us
BSE Institute Limited, 18th Floor, P. J. Towers, Dalal Street, Mumbai 400 001 Toll Free No: 1800 22 9030, Fax: 022 2272 3250, E-mail: admissions@bseindia.com Website: http://epim.bsebti.com

EPIM is an industry designed autonomous program and not affiliated to any recognized University / AICTE approved. BSE Institute Limited reserves all the rights to change / cancel / postpone the commencement date of program.