Finance Training Course Syllabus
Module 1: Fundamentals of Finance
Introduction to Finance
- Overview of Finance: Definition, Scope, and Importance
- Financial Systems and Markets
- Review case studies on different financial systems and markets
Financial Statements and Analysis
- Balance Sheet, Income Statement, and Cash Flow Statement
- Financial Ratios and Analysis Techniques
- Analyzing real-world financial statements from various companies
Time Value of Money
- Present Value, Future Value, and Discounting
- Applications in Finance
- Calculating PV, FV for different financial scenarios using Excel
Module 2: Accounting Software and Taxation
Tally Prime
- Introduction to Tally Prime
- Accounting Vouchers, Inventory Management
- Hands-on exercises with Tally Prime software, creating financial reports
Goods and Services Tax (GST)
- GST Laws and Compliance
- GST Return Filing
- GST calculations and filing returns using GST software
- Filing GST Returns
Employee State Insurance (ESI)
- Overview of ESI Scheme
- ESI Compliance and Reporting
- Calculating ESI contributions and preparing ESI reports
- Filing ESI Returns
Employee Provident Fund(EPF)
- EPF Laws and Regulations
- EPF Return Filing
- Managing EPF accounts and filing returns
- Filing EPF Returns
Tax Deducted at Source(TDS)
- TDS Rules and Compliance
- TDS Return Filing
- TDS calculations and filing returns
- Filing TDS Returns
Module 3: Corporate Finance
Capital Budgeting
- Investment Appraisal Techniques (NPV, IRR, Payback Period)
- Risk Analysis in Capital Budgeting
- Evaluating investment projects using financial models
Financing Decisions
- Sources of Finance: Equity vs Debt
- Capital Structure and Cost of Capital
- Structuring financial plans for real-world companies
Dividend Policy
- Theories and Determinants of Dividend Policy
- Analysis of dividend policies of listed companies
Module 4: Financial Markets and Instruments
Overview of Financial Markets
- Types of Financial Markets: Stock, Bond, and Money Markets
- Role of Financial Institutions
- Exploring the structure and functioning of different financial markets
Financial Instruments
- Stocks, Bonds, Derivatives, and Mutual Funds
- Valuation and Characteristics of Financial Instruments
- Valuing financial instruments using market data
Regulation of Financial Markets
- Regulatory Bodies and their Functions
- Ethical Issues in Financial Markets
- Examining regulatory frameworks and their impact on the market
Module 5: Investment Analysis and Portfolio Management
Investment Theories and Concepts
- Efficient Market Hypothesis
- Modern Portfolio Theory
- Evaluating the validity of investment theories in current markets
Asset Allocation and Portfolio Construction
- Diversification and Risk Management
- Techniques for Portfolio Optimization
- Building and managing investment portfolios with real-time data
Security Analysis
- Fundamental Analysis: Economic, Industry, and Company Analysis
- Technical Analysis: Charts, Trends, and Indicators
- Conducting security analysis and making investment recommendations
Module 6: Risk Management and Insurance
Understanding Risk
- Types of Risk: Market, Credit, Operational, and Liquidity Risk
- Measuring and Managing Risk
- Risk management strategies in various industries
Derivatives for Risk Management
- Futures, Options, and Swaps
- Hedging Strategies using Derivatives
- Implementing hedging techniques using derivatives
Insurance and Risk Transfer
- Principles of Insurance
- Types of Insurance and their Applications
- Designing insurance policies and assessing risk transfer mechanisms
Module 7: Advanced Topics and Industry Applications
Mergers and Acquisitions (M&A)
- Process and Valuation of M&A
- Strategic and Financial Implications
- Analysis of M&A transactions and their impact on companies
Financial Modeling and Forecasting
- Building Financial Models
- Forecasting Techniques and Applications
- Developing financial models and forecasts using Excel and financial software
Industry-Specific Finance
- Banking and Financial Services
- Real Estate Finance
- International Finance
- Exploring finance applications in different industries
Practical Exposure and Assessments
Case Studies and Real-World Applications)
- Analyzing real-world financial statements and investment decisions
- Industry Projects: Working on projects with financial firms to gain practical experience