P600 - INVESTMENT AWARENESS PROGRAMME (LIFE)

 Background

 Today, the investors have different investment opportunities. However, all investments carry certain risks. The investors are required to understand and, simultaneously, compare the risks and the expected yields after adjustment of tax on various instruments while taking investment decisions. They may not be familiar with the market mechanism and the practices as well as their rights and obligations. To make the executives aware of various investment opportunities available, the risk and return attached to them and the dynamics of various financial markets, the training of executives is essential from individual and organisational perspectives.

 

Learning Objectives:

   To learn basics of equity analysis of various aspects of the company and industry like financial analysis, business analysis, understanding of corporate governance issues, valuation and reporting so as to enable decision making.

  To learn about the intricacies of primary and secondary equity market operations.

  To understand broad investment objectives and policies of the organization.

  To learn about the Risk Management and ALM strategies related to the organization.

  To learn about various regulations related to insurance investments.

  To understand basics of IPO and the concept of embedded value etc.

  Contents: 

   Overview of Investments

  Short term & long-term investment products

  IRDAI Regulations relating to investment of Insurance funds.

  Relation between risk and return

  Discounted Cash Flow & Time value of Money

  Securities Market Overview

  Financial & Economic Environment

  Securities market & financial system

  Study of Financial Statements including common ratios e.g. Operating & Net Margins, EPS, Dividend Yield, ROCE, ROE, Inventory & Debtors Turnover, Debt Equity Ratio (Leverage)

  Insurance Accounting, Capital Adequacy, Solvency

  IPO and Embedded value etc.

 Participants Profile:     ADM/DM to be nominated by the respective HRDs.

 Duration:        2 days.

 Dates:              29.11.2021 - 30.11.2021