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About ICICIdirect CENTRE FOR FINANCIAL LEARING ( ICFL)

ICICIdirect Centre for Financial Learning (ICFL) is an initiative of ICICI Securities Ltd. set up with an objective of simplifying financial knowledge and increasing financial literacy. ICFL is committed to enhance financial literacy amongst all existing and prospective stakeholders in society by empowering them to make better and more informed decisions.ICFL is also committed to lead the path to create next generation leaders who could catalyse the growth of financial markets in India by expanding the pool of qualified and certified professionals for the industry.

ICFL

ICFL training programmes are categorised under Investment Education Programmes and Professional Certification & Development Programmes. The repository of domain knowledge includes a host of in-house developed seminars, workshops, certifications and training programmes leading to reputed certifications. These programmes are in the area of Stock Investing, Derivatives, Mutual Funds, Financial Planning, Wealth Management, Corporate Finance, etc.

ICICIdirect Centre for Financial Learning has been conferred with the Award for Innovation in Learning and Best Online Learning Solution at the World Education Congress.

It also won the Emerging Brand Award at CMO Asia in Singapore.

More than 2,50,000 students, professionals and investors have acquired practical knowledge through various ICFL programmes over the years.


ABOUT FRANKFURT SCHOOL OF FINANCE & MANAGEMENT (FS)

Frankfurt School of Finance & Management is a leading private business school based in Frankfurt am Main, Germany. FS has 86 regional education centres throughout Germany and various joint ventures and programmes ab

Frankfurt School of Finance & Management offers top-class degree courses and continuing education options in seven different programme divisions. FS maintains four specialist research centres and runs numerous international consulting projects. All educational research and consulting activities are

ICFL

focused on finance and management. By finance they mean cross-functional financial activities at all companies that deal with financial management. And by management, they mean classical corporate leadership, were managers deploy employees and resources in such a way that the company’s goals are met as cost-effectively as possible.


ABOUT CERTIFIED FINANCE EXPERT (CFE)

The Certified Finance Expert programme offers a comprehensive understanding of research in Finance in general and in particular aims at equipping the candidates with extensive knowledge in the area of Financial Research and Financial Modelling thereby aiming to create highly skilled professionals in the area of Finance.


COMPOSITION

The programme provides extensive knowledge to the graduate participants in the area of Finance with a special focus on Financial Modelling and Research so that they should become industry-ready to increase employability. It also provides extensive knowledge to a working professional in the area of finance for a quick and smooth career progression.

The proposed programme is divided into two levels with the first level focusing on offering extensive learning on Finance in general and the second level focusing on Financial Research, Equity Research Modelling and Applied Accounting in particular.

ICFL

focused on finance and management. By finance they mean cross-functional financial activities at all companies that deal with financial management. And by management, they mean classical corporate leadership, were managers deploy employees and resources in such a way that the company’s goals are met as cost-effectively as possible.


TYPE OF JOB PROFILES

The certification may help increasing job prospects in the following areas.
  • Valuations and Financial Modelling as required in research firms, KPOs, Brokerage Firms, etc.
  • Mid and back-office in banks, AMCs and different BFSI companies.

EVALUATION PROCESS AND WEIGHTAGE

Weightage:
  • Attendance: 25%
  • Assignments: 25%
  • Term End Examinations: 50%

WHO SHOULD ENROLL

  • Any Graduate (10+2+3) with or without experience
  • Any Post Graduate/Professional Course Student/working professional and those working at the entry level roles and aspire to make a career in finance
  • CA, CS, MBA (Finance), etc and those intending to gain deep insights in the application aspects of finance.

ASSIGNMENTS

The assignments and tests conducted during the training could be in the nature of class end, tests, classroom and online assignments, etc.The nature of tests could be objective or subjective and could be conducted in bothclassroom and online mode.

The Advanced Diploma in Wealth Management offers a systematic approach towards empowering candidates with in-depth domain knowledge relevant for the Financial Services Industry.

DURATION

The programme would be taught in two parts spread over six months. Each part would be structured as below:
  • Part 1: CFA level 1 course curriculum with training of approx 245 hours.
  • Part 2: Market Related contemporary courses with training of approx 55 hours.
ICFL

TERM END EXAMINATION

Frankfurt School wil conduct the examination for both the parts of the program at the designated locations. The exam format would be online and the question paper would be in the MCQ format. The list of the designated centres could be published at all relevant places relates to the program information.

CERTIFICATION

On successfull completion of the programme, a student would be awarded “Certified Finance Expert” certification offered by the Frankfurt School of Finance & Management in association with ICFL as a Strategic Partner.

ICFL CERTIFICATION

PROGRAMME DELIVERY

The entire programme would be delivered through virtual classrooms. ICFL virtual classrooms would be enabled with the technology whereby programme faculty or trainers will deliver the lectures from one or more studios and the students enrolled in the programme could attend it from different points. e.g. ICFL classrooms (owned and franchisees) and even from their locations through any device like desktop, laptop, tablet or mobile. However, for a better learning experience, a student is advised to attend the programme at the ICFL classroom

ICFL certification

focused on finance and management. By finance they mean cross-functional financial activities at all companies that deal with financial management. And by management, they mean classical corporate leadership, were managers deploy employees and resources in such a way that the company’s goals are met as cost-effectively as possible.

DETAILED PROGRAMME SYLLABUS

All the courses will be delivered in English and the learning and teaching method will be Virtual Classroom and Online Recording.
  • Reading Material for all courses:
  • CFA Institute Level 1 book
  • Printed Material
  • Printout of the training presentations
  • Course Notes
  • Work Books
  • Printed Assignments, Mock Tests, etc.
  • Access to the LMS for:
  • Online Mock Tests
  • E-learn content.

PART 1: CFA LEVEL 1 COURSE CURRICULUM

CFA level1 course CFA level2 course

PART 2 COURSES

Course 1: Financial Modelling

Learning Objective: To make the candidate learn how to develop and use computer-based models and understand the power and flexibility of Financial Modelling and role in Financial Planning and Analysis.

Content:
  1. Introduction to Financial Modelling
    • Definition of a model
    • Characteristics of a model
    • Modelling framework
    • Types of Models and Excel Basics
  2. Financial Statement Modelling
    • Definition of a model
    • Income statement
    • Balance sheet
    • Cash Flow statement
    • Funds Flow statement
    • Application Case Study (Duo Pont Analysis)
  3. Investment Valuation Models
    • Value of Non-Dividend Paying firms
    • Constant Growth Model
    • Cost of Equity with Changing Capital Structure
  4. Modelling Security Prices
    • Binomial Model of Stock Price Movement
    • Stock Prices as a random walk in continuous price process
    • Returns for a portfolio of securities
    • The Mean-Variance problem for two Assets
    • The Efficient Frontier with Multiple Assets
    • Extensions of Modern Portfolio Theory
  1. Modelling the 'Options'
    • Introduction to Calls and Puts
    • Payoffs from Options
    • Binomial Option Pricing Model
    • Put-Call Parity
    • Multi-step Binomial Option Model
    • The Black-Scholes Model
  2. Modelling Debt
    • Optimal Capital Structure-Monte Simulation
    • Duration as Average Life of Cash flows
    • Duration as Interest Rate Sensitivity
    • Duration and Immunisation
  3. Optimisation Models
    • Introduction to Optimisation
    • Decision Variables
    • Objective Function
    • Constraints
    • Lending and Borrowing
    • Simulation

Hours of Preparation: Contact Hours 30 hrs and Self Study Hours: 50 hrs