Library of FLIP courses
| FLIP Course Library | 260+ hours and 30+ courses - Finance and Banking Training | Please use Ctrl + F and input your search keywords to find any course/topic you are looking for. F = Foundation Level, I = Intermediate Level and E = Expert Level | | | Area | Course | Course Content | No. of hours | Finance and Banking Fundamentals (India - F) | | | | A basic course that will help you manage data, do calculations, use formulae, and present data using MS Excel. | | 4.0 | | Finance and Banking Fundamentals (India - F) | | | | A course for individuals using MS Excel for any financial purpose.The course covers concepts like simple interest, compound interest, PV, NPV, IRR, Loan repayment schedules and loan amortisation in context of MS Excel. | | 3.0 | | Finance and Banking Fundamentals (India - F) | | | A course that covers the basics of macro economic concepts like GDP, inflation, fiscal policy,exchange rate, other key concepts Application of macro economics concepts to the Indian context An understanding of the budget. | | 4.5 | | Finance and Banking Fundamentals (India - F) | | | This course includes topics like time value of money, inflation, risk, risk-return framework lay a foundation. It also covers basics of accounting and a section on understanding financial statements. | | 6 | | Finance and Banking Fundamentals (India - F) | | | Financial Markets - Understanding and Raising Money. | | This course starts with a section on understanding of the capital structure of any firm and financial instruments. It then delves into the investment cycle and takes the learner through the entire trade lifecycle. This is followed by an overview of equity, bond and currency markets. | | 8.5 | | Finance and Banking Fundamentals (India - F) | | | Banking Process, Compliance and Technology | | Generic concepts related to the payments systems and a detailed view of the payments systems Risk management in banks and NBFCs Banking compliance and regulations like KYC, UCPDC, SARFAESI and Negotiable Instruments act, Banking technology - overview of Core Banking Solution and cheque truncation. | | 6.5 | | Finance and Banking Fundamentals (India - F) | | | Financial Institutions - Business Overview | | Overview of the financial framework, its components and key concepts. Understanding of the business of banking - WACC, NII, NIM, Spread, structure of a bank and different channels Overview of retail banking - liability products and asset products Overview of Corporate Banking - fund and non fund based facilities like working capital, LCs, BGs, trade finance and CMS Specialized divisions - investment banking, treasury and financial markets, private banking, wealth management, agricultural banking, NBFCs - categorization, access to funds, business offerings and comparison with banks. | | 10.5 | Finance and Banking Fundamentals (International - F) | | | This course includes topics like time value of money, inflation, risk, risk-return framework lay a foundation. It also covers basics of accounting and a section on understanding financial statements. | | 6 | | Finance and Banking Fundamentals (International - F) | | | Financial Markets - Understanding and Raising Money. | | This course starts with a section on understanding of the capital structure of any firm and financial instruments. It then delves into the investment cycle and takes the learner through the entire trade lifecycle. This is followed by an overview of equity, bond and currency markets. | | 8.5 | | Finance and Banking Fundamentals (International - F) | | | Banking Process, Compliance and Technology | | Generic concepts related to the payments systems and a detailed view of the payments systems in India, US and UK. Risk management in banks and NBFCs. It covers the banking regulations and laws in India (KYC, UCPDC, SARFAESI and Negotiable Instruments act) and US (Lending laws - TILA, ECOA; Deposit Laws - GLB, TISA, Privacy Policy etc). Banking technology - overview of Core Banking Solution and cheque truncation. | | 7.5 | | Finance and Banking Fundamentals (International - F) | | | Financial Institutions - Business Overview | | Overview of the financial framework, its components and key concepts. Understanding of the business of banking - WACC, NII, NIM, Spread, structure of a bank and different channels Overview of retail banking - liability products and asset products in India, US and UK. It also covers NRI products which are specific to India - NRE & NRO accounts, FCNR deposits Overview of Corporate Banking - fund and non fund based facilities like working capital, LCs, BGs, trade finance and CMS Specialized divisions - investment banking, treasury and financial markets, private banking, wealth management, agricultural banking. | | 9.5 | | | | Debt Products - Working capital, term loans, project finance, priority sector lending, real estate exposure Liability Products - current accounts, term deposits, salary accounts Trade products - trade finance, LCs, BGs, CMS Treasury Products - LEV, Forwards, Swaps, Options, Combinations, Project finance - types of structures, characteristics, debt syndication, securitization, distressed debt. Relationship Process - segmentation, prospecting, RAROC. Relationship Strategy - value of a deal, product penetration index. | | 11.0 | | | | International trade, why do countries trade? Risks in trade, trade documents and incoterms. Types of transactions - open account, documentary collections, Letter of Credit, LC clauses, discrepant documents, amendments, issuance and settlement, LC Case Study. Bank Guarantees - Performance and Financial Guarantees Trade Finance - pre and post shipment finance, LC bill discounting, buyers and suppliers credit. CMS and pricing of trade products. | | 11.0 | | | | Basic Credit Risk Model, rating and nomenclature, economic cycles, industry risk, company risk - management, supplier/customer concentration, Financial analysis of profit and loss, balance sheet statements, financial ratios. Comprehensive exercise on financial ratios. Product structures - security, interest rate, repayment schedule. Credit note - comprehensive view on how to write, different sections like borrower profile, financial profile and data. | | 19.5 | | | | Wealth Management - Business Overview | | | HNI segmentation, spectrum of services, types of mandates, World Wealth Report - 2009. Market regulators, KYC, Anti Money Laundering. | | 1.0 | | | | Client Acquisition and Financial Planning | | Wealth management process, key roles, client engagement, understanding client requirements,client life cycle, time horizon goals, building relationships. Financial planning - asset allocation, risk profile, asset allocation | | 2.5 | | | | Investment Products - Equity & Derivatives | | Types of markets,participants. Trade Life-cycle - issuance to trading. Issuance - investor categories, process, private placement, FPO and foreign currency. Pre-trade analysis - Fundamental and technical analysis. Trading mechanism, order placement, workflow of a trade. Financial derivatives - futures, options, portfolio, margins. | | 6.5 | | | | Investment Products - Bonds | | Key terms - yield, coupon, interest rates, rating. Bond arithmetic - Day Count Conventions, bond pricing, accrued interest, clean & dirty price, valuation. Debt Instruments and classification. Money market instruments - overview. Pre-trade analysis - Fundamentals, impact of US data and other domestic markets. Trading G-secs, corporate bonds, FX-MM arbitrage, OIS. | | 7.0 | | | | Investment Products - Others | | Alternate investment products - tax planning, tax calculation, capital gains, wealth tax, PMS. General Insurance - Health and disability insurance, property and liability insurance products, insurance sector in India, types of annuities. Life Insurance - key terms, identification of needs, products, term insurance, permanent plans, Unit Linked Insurance Plans, ULIP charges. Mutual Funds - Structure, NAV, expenses, fees and loads, classification, ETFs, hedge funds. | | 7.5 | | | | | Performance measurement parameters, Global Investment Performance Reporting Standard (GIPS), risk adjusted returns and performance attribution. | | 2.0 | | Treasury and Capital Markets (I) | | | Equity Markets - Trading and Operations | | Types of markets,participants. Trade Lifecycle - issuance to trading. Issuance - investor categories, process, private placement, FPO and foreign currency. Pretrade analysis - Fundamental and technical analysis. Trading mechanism, order placement, workflow of a trade. Trading strategies in practise, beta, margin trading. Post Trade - clearing & settlement, settlement failure, and Security Lending & Borrowing Scheme (SLBS). Asset Servicing - Income collection, generic work flow for a custodian, corporate actions, reporting. Risk management - market limits and margins. | | 9.5 | | Treasury and Capital Markets (I) | | | Bond Markets - Trading and Operations | | Key terms - yield, coupon, interest rates, rating. Bond arithmetic - Day Count Conventions, bond pricing, accrued interest, clean & dirty price, valuation. Indian bond markets,debt Instruments and classification. Money market instruments - overview. Issuance of bonds Pre-trade analysis - Fundamentals, impact of US data and other domestic markets. Trading G-secs, corporate bonds, FX-MM arbitrage, OIS. | | 10.5 | | Treasury and Capital Markets (I) | | | Currency Markets - Trading and Operations | | Forex markets - features, market participants and segments,exchange rate-economics, Purchasing Power Parity (PPP), balance of payments. Spot Arithmetic - quoting conventions, cross rates, margins, spot rate – movements, quoting strategy, trading position. Pre-trade Analysis -Factors affecting forex markets, the Indian rupee market, features affecting the rupee spot market. FX trading, trading vocabulary, global conventions, asking etiquette, examples and conversations. calculation of forward rates, swap markets. Calculating the swap rate, swap - bid/offer, swap trading, swap market conventions, margins, cross currency forward transactions. Factors affecting the Indian swap market, features, market factors unique to Indian market, swap market dynamics, customer transactions in the swap market, FII hedging, FCNR conversions, Non Deliverable Forwards (NDFs). Risk management, market risk limits, credit risk limits, continuous linked settlement, Back office: settlement & delivery, other functions. live quotes, margins, settlement. | | 10.5 | | Treasury and Capital Markets (I) | | | Futures contract, options, exotics - weather derivatives, benefits of derivatives. Financial products, credit extension products, price fixing products, price insurance products, pricing of a convertible bond. | | 2 | | | | Fund Management Investment Products | | Mutual Funds- structure, calculation of NAV, expenses, fees and loads of mutual funds, classification of mutual funds based on: structure, investment objective, investment plan, key features of ETF, ten commandments for an investment advisor, Types of markets,participants. Equities: Trade Life-cycle - issuance to trading. Issuance - investor categories, process, private placement, FPO and foreign currency. Pre-trade analysis - Fundamental and technical analysis. Trading mechanism, order placement, workflow of a trade. Financial derivatives - futures, options, portfolio, margins. Bonds: Key terms - yield, coupon, interest rates, rating. Bond arithmetic - Day Count Conventions, bond pricing, accrued interest, clean & dirty price, valuation. Debt Instruments and classification. Money market instruments - overview. Pre-trade analysis - Fundamentals, impact of US data and other domestic markets. Trading G-secs, corporate bonds, FX-MM arbitrage, OIS. | | 16 | | | | Fund sales process, key roles, client engagement, understanding client requirements,client life cycle, time horizon goals, building relationships.Financial planning - asset allocation, risk profile, asset allocation. Performance measurement parameters, Global Investment Performance Reporting Standard (GIPS), risk adjusted returns and performance attribution. Funds - issuance process, trading and post trade process, investors administration, Portfolio administration, custodian and its functions. Industry outlook and regulatory framework of the Mutual Fund Industry. | | 7.5 | | Retail Banking (I) | Branch Banking, Alternate Channels & Payments | A course that covers the overview of retail banking division of a bank and it's advantages. Branch Banking - Introduction, front office or customer facing roles, back office or operational roles. Alternate Channels - ATMs, mobile banking, phone banking and internet banking. Clearing & Settlement System - Players, concepts and terms, categorization of payments and cheque clearing & settlement. | 8 | | Retail Banking (I) | Liability and Fee Based Products & Processes | Types of Accounts - individual accounts, non-invidual accounts; account status and right of set-off and lien on deposit accounts. Domestic liability products - Savings accounts, current accounts, fixed deposits and recurring deposits. NRI liability products - NRO, NRE, FCNR and RFC accounts. Liability Product Processes - Supply chain in liability products, profitability, CASA and term deposit processes. Fee based Products - overview, bancassurance, life&health insurance, property insurance and mutual funds. Proprietary Products - Trade transactions, trade products - bank guarantees, LCs, factoring. Cash Management Services (CMS)- receivables, payables & liquidity management, payment cards - debit, credit, stored value/prepaid cards. | 14 | | Investment Banking (I) | Private Equity | What is private equity? Classification of PE investments, Private Equity - Venture capital and Mid size finance; Private Debt - Leverage Buy Outs (LBOs), growth capital and turn around investments. Mark To Market of PE investments, PE fees, Investors Profile, Portfolio Construction, Key Functions, Investment focus, PE deal cycle and Fund raising. Investment phase - Investment management team, partner, principal, associate/analyst; key responsibilities of investment manager, business plan analysis, business valuation, Discounted Cash Flow (DCF) method, term sheet, investor rights, promoters rights and Due diligence. Post investment monitoring & exit, SEBI guidelines and income and profit sharing methods. | 11 | | Investment Banking (I) | Merchant Banking | Overview of an Initial Public Offer (IPO), issuance process, pricing of the issue, pre-issue obligations, green shoe option and role of merchant banker. Drafting the offer document, marketing the issue, launch & completion, Qualified Institutional Buyer (QIB) issue, rights issue and bonus issue. What are depository receipts? Types of depository receipts, American Depository Receipts (ADRs), Global Depository Receipts (GDRs), types of ADRs, tax treatment, ADR issuance process, participants, ADR norms, Indian Depository Receipts (IDRs) and SEBI guidelines for issuance of IDRs. What are Commercial Papers (CPs)? Issuance process of CPs, participants, role of Issuing and Paying Agent (IPA) or merchant banker, redemption process and live case on CP issuance. | 9 | | Currency and Interest Rate Derivatives (E) | | | Why do people use Derivatives? Interest rate refresher, floating interest rates. Benchmarks swaps, Interest Rate Swaps (IRS), Forward Rate Agreements (FRAs) Overnight Index Swaps (OIS), Bond-OIS Hedge, Trading the OIS, Benefits of OIS, MITOR/MIFOR swaps, INBMK swaps. Interest Rate Futures - Trading margins, settlement procedure, IRF Hedging, IRF Trading. Parallel loan structure, Currency swap structure, Variants of currency swaps, Hedging of currency swaps. | | 7.5 | | Currency and Interest Rate Derivatives (E) | | | Forwards, FRAs and Swaps - Pricing and Hedging | | Pricing a Derivative , Pricing a forward contract.Pricing of swap, Pricing of LTFX contracts, Pricing of currency swaps, Pricing of Arrears swap Hedging a swap portfolio Operational steps, Risk management - Middle Office. Comprehensive cradle to grave illustration of a currency swap | | 6.5 | | Currency and Interest Rate Derivatives (E) | | | Options - Pricing and Hedging | | Features of option contract, options terminology, types of option, put – call parity, applications of options Categories of option strategies, trading classification,option strategies, exotic options. Pricing models, determinants of option pricing, pricing a stock option, currency option. Pricing Strategies using a live Black-Scholes Spreadsheet Finding the various embedded options in a complex structure, Pricing exotic options using Binomial trees and sample pricer from John Hull Option greeks, Hedging Options, Operational aspects of an Option Deal | | 7.5 | To download library of FLIP courses, click here.
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