| SESSION No. |
Lesson Name |
Concepts covered |
| 1 | Introduction to Investing instruments and its benefits | Investments and return on investment, Importance of investment, Instruments of Investments |
| 2 | Learn about the basics of equity | Equities, shares, stock market, Introduction to virtual simulator |
| 3 | Lets learn some crucial topics under equity | Indexes, IPO, Blue chip stocks, ETFs |
| 4 | Discover the secrets of bonds | Bonds and its features, types of bonds, how to buy bonds |
| 5 | Mutual funds: An Introduction | Mutual funds, Types of mutual funds, Advantages and disadvantages, Real life Mutual fund example |
| 6 | Exploring mutual funds - part 2 | SIP, How to buy mutual funds, Choosing a mutual fund |
| 7 | Real estate and portfolio management | Real estate investments, REITs, Portfolio management |
| 8 | Companies : An Introduction | Company, private and public companies, listed and unlisted companies, source of finance |
| 9 | Lets explore about shares and its different types | What are shares? Types of shares, partly paid up and fully paid up shares |
| 10 | Explore about Primary and secondary markets | Primary market, IPO & FPO, Secondary market |
| 11 | Gain insights into market capitalisation | Recap of stock markets, market cap- large, small, mid, participants- QIBs |
| 12 | Basics of investing- Fundamental and technical analysis | Retail investing 101, What is fundamental and technical analysis |
| 13 | F.I.R.E | What is Financial Indepedence and financial tools? Learn about F.I.R.E plan and healthy financial habits |
| 14 | Learn the essential principles of fundamental analysis | Finance, Revenue, and PAT trend detection, should you buy loss making company or not? |
| 15 | Dive deeper into the world of financial analysis | Important ratios and 52 week high and low |
| 16 | Advanced techniques in fundamental analysis | EPS & CAGR, Debt and debt to equity, promoter and institution holding |
| 17 | Technical Analysis : Part 1 | What is technical analysis, bullish and bearish trend, graphs, candles, sticks and volumes |
| 18 | Technical Analysis : Part 2 | Indicators and RSI, Fear and greed index |
| 19 | Practice session : TESLA Inc. | Tesla, Elon musk, Their business model, Fundamental analysis and Technical analysis |
| 20 | Understanding Rights, ESOPs and splits | Rights, ESOPs, Bonus shares, Split shares |
| 21 | Macroeconomic factors in play | Impact of macroeconomic factors, 10k vs 10Q, Street estimates |
| 22 | Acquisitions uncovered | Acquisition, merger and amalgamation, Challenges with M&A and demerger |
| 23 | Amazon case study : An Analysis | About Amazon, recent happenings, Fundamental analysis of amazon, Technical analysis of amazon |
| 24 | Futures, Forwards and Options | What are derivatives, forwards, futures, and options? |
| 25 | Portfolio and wealth management | Portfolio management, wealth management |
| 26 | Commodity training : A primer | Commodity trading, Crude, Gold and other metals |
| 27 | Investing in unlisted shares | Unlisted shares investing, International investing |
| 28 | Mutual funds: An Introduction | What is mutual Fund? Who manages mutual fund? Types of mutual funds, debt based, equity based, hybrid and crypto exposure. |
| 29 | MFs: Management style explored | MF management style (active / passive), Mutual funds schemes, types of mutual fund schemes, M- cap based (large, mid, small, flexi), sectoral (FMCG/IT/BANKING), BOND MARKET, INDEX FUNDS |
| 30 | Expense ratio, NAV | Mutual fund expense ratio, NAV, Lock-in period - open ended and close ended, Risk factor, Insitutional holdings |
| 31 | Cut off times and taxation | Investing in mutual fund (cut off time, price etc.), NFO, Profit types (dividend, interest, cap appreciation), taxation , ELSS AND tax saver fund - 401k |
| 32 | Exploring ETFs | Meaning of ETFs, ETFs managers/ institutions, ETFs vs. Mutual funds, Funds of funds |
| 33 | SIP vs Lumpsum : A Comparison | SIP, Redemption of mutual funds, SWP, Reshuffle of mutual funds, Mutual funds vs Equity |
| 34 | Importance of documents | Factors to consider before MF investment, SID, SAI, KIM and fact sheets, Regular, direct growth, purpose of investment, age of investment, equity holdings |
| 35 | CASE STUDY ANALYSIS | How to select mutual fund, exp ratio, lock in period, fund manager, historical returns, future prospect, fact sheet, entry load and exit load, Example case study |
| 36 | Recap & Refresh | Revision |
