epim brochure
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Executive Program in
Investment ManagementDistance Education
(EPIM- 2013-14)
Prospectus & Application
Toll Free No.: 1800 22 9030 Email: [email protected] http://epim.bsebti.com
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Content
Introduction
About BSE Institute Limited
Program Details
Program Benets
Fees
Payment Options
How to Apply?
Course Content
Contact Us
Application Form
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Introduction
Do you know how to manage your personal nances and investments? Personal Financial Management is
mandatory in today’s 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? Ination 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 children’s 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 nances 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 portfolio’s 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 well-informed decision to build your wealth.
Other benets 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 condent 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
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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
nancial market’s nuances. EPIM will help you in developing these skills.
BSE Institute Limited’s 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 inuence 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.
The return on investment in a ten year span for xed 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]
Executive Program in Investment Management - Distance Education
The return on investment in a ten year span for xed deposit, gold, stock market and mutual funds as asset
classes is given below.
Gold Fixed Deposit Mutual Funds Stock Market
Rate of Return 5% 8% 15% 17%
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About BSE Institute Limited
BSE Institute Limited is a wholly owned subsidiary of the BSE Ltd. BSE is the World’s 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 nancial hub of India, one of the world’s most rapidemerging markets. This has helped us provide insights into the unique functions of this world. The rst 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
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Program Details
Semester I Semester II
Basics of Investments
Equity Markets
Derivatives
Commodity Markets
Forex Markets
Technical Analysis
Advanced Derivatives
Advanced Commodity Markets
Advanced Forex Markets
Advanced Technical Analysis
Advanced Fundamental Analysis
Eligibility
Graduates OR Diploma holders (10+2+3) from recognized University
Certifcation
There will be examination at the end of each semester.
EPIM is an industry designed autonomous program and not afliated to any recognized University / AICTE approved. BSE
Institute Limited reserves all the rights to change / cancel / postpone the commencement date of program.
Fundamental AnalysisStrategies & Techniques for Managing Investment
Exploring Mutual Fund Investments
Program Duration
• 2 semesters
• 1 Year Program
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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?
Don’t worry! Audio visual lecture series by our
subject experts are available on the EPIM website!
During exams, rather than rife through pages
to nd 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 ctional
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
Get set for the Market linked
industry certifcation
All beginners in the Indian stock market must
clear the basic certications like the BSE
Certication on Stock market (BCSM) and
the BSE Certication 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.
It is highly essential for stock market
professionals to have international exposurebecause 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.
1 week international visit for
participants*
Executive Program in Investment Management - Distance Education
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 greatplatform for learning and discussions, but also
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Industry visits *
Curious to know what a trader does in his ofce?
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 student’s academic performance
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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: $3,500 + 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 Amount By Date
Initial Payment Rs. 6,200 + 12.36% (Service Tax + Education Cess) With Application
First Installment Rs. 18,000 + 12.36% (Service Tax + Education Cess)Before the course
commencement
Second Installment Rs. 24,000+ 12.36% (Service Tax + Education Cess) 30th March, 2013
Installment option for fees is not available for international participants.
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How to Apply?
The application process for the program is as described below:
l Download the EPIM application form for the academic year 2013 - 14 from the website:
http://epim.bsebti.coml Take a print of the application
l Fill the application using Black / Blue ball point pen
l Along with the completely lled in application, attach the following documents:
t Photocopies of all the years mark sheets of graduation
t 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)
(OR)
Demand Draft of Rs. 6,200** + 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)
l 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: 31st January, 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.
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Semester I
Basics of Investments Equity Markets
Course Content
l Time value of money applications
l Personal nancial statements
l Cash ow and debt management
l Asset acquisition
l Education planning
l Overview of risk management
l Various Insurance policies & strategies:
l Investment planning
• Tax Planning
• Retirement planning
• Special circumstances
l 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 andAnalytics
• Basic strategies in Bullish and Bearish
Markets
l Insights of Equity Markets/Stock Markets
• Understanding Sensex, NIFTY and other
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
Derivatives – I
l 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
Forex Markets – I
l 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
Technical Analysis – I
l The range of commodities
• Exchanges
• Regulations and laws
• Commodity pricing
Commodity Markets – I
Fundamental Analysis – I
l 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
• Analyst’s Approach to Fundamental Analysis
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Semester I I
Derivatives – II
l 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
Commodity Markets – II
l Factors that dominate uctuations in the
commodity market - Utility of commodity
futures
• Implications of sales tax
• Trading strategies to manage risk
• Trading procedures
Technical Analysis – II
l 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
Strategies & Techniques for
Managing Investment
l Principles of modern portfolio management
• Asset allocation decisions
• Investor characteristics & qualities
• Asset pricing models and equity valuation
• Equity indexing• Alternative investment management &
Fundamental Analysis – II
l Indepth Analysis to arrive at an Investment
Decision through:
• Price Multiple Approach
• Dividend Discount Model Valuation approach
Forex Markets – II
l Forecasting Exchange Rates
• Foreign Exchange Risks
• Value at Risk (VaR)
• Forward/Futures/Swaps/FRA
• Options
• Product Structuring
• Hedging in Forex Market
Exploring Mutual Fund Investments
l 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
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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: [email protected]
Website: http://epim.bsebti.com
EPIM is an industry designed autonomous program and not
afliated to any recognized University / AICTE approved.
BSE Institute Limited reserves all the rights to change / cancel /
postpone the commencement date of program.