Training Workshops

CIEL conducts the following classroom training programs for corporates or as open programs as per calendar announced from time to time.

  • Fiscal Policy and Budget Documents
  • Monetary Policy Review and Statistics
  • Currency Policy and CAD
  • Analysing the Numbers and Understanding Implications for Investments
  • Risks of Intestate Wealth and Succession Laws
  • Nominations, Gifts, HUFs and Family Settlements
  • Wills and Trusts - Processes and Taxation
  • Workshop Format
  • Templatised Framework for Analysis of a Real-life Financial Statement
  • Group Work
  • Analysing and Interpreting Yields and Spreads
  • Accrual and Duration Components of Return Across Various Yield Scenarios
  • Return Expectations and Risk Under Alternate Scenarios
  • Understanding Differences in Debt Fund Performance
  • Review, Monitoring and Rebalancing
  • Commonly Used Derivative Strategies and Pay offs
  • Collars, Covered Call and Put, Long Strangle and Straddle
  • Interpreting Return, Risk, Market View and Pricing Based on Underlying Strategy
  • Client Suitability Assessment of Structured Products
  • Taxation of Income: Differences in Structures, Deductions and Tax Incidence
  • Tax processes - TDS, Refunds, Set-off, Tax Audit, Returns, Penalties and Enquiries
  • Tax planning Aspects in Wealth Management, Including Capital Gains and Wealth Taxes
  • Charts, Trends and Patterns
  • Technical Indicators
  • Exercises in Technical Analysis
  • Developed Market Trends
  • Emerging Market Trends
  • Global Flows, Allocations and Risks
  • Relative Position of Indian Markets and Assets
  • Primary Issuance of Equity – IPO, FPO
  • Primary Issuance of Debt – Auctions and Book Building
  • Trading and Settlement – Currency, Commodity, Derivatives
  • Market Indicators – Debt, Equity, Derivatives, Currency and Commodity
  • Difference Between Traditional Economics and BehavioralEconomics
  • Detailed Look at 8 Different Biases
  • 'Small Nudges, Big Bridges’ – Using BehavioralEconomics to Build Better Investor Relief Mindset
  • Categorising Funds and Choosing Peer Groups
  • Rolling Returns, Common-sizing, Excess Returns and Upside/Downside Risks
  • Comparing and Ranking Based on Performance Indicators
  • Testing Qualitative Aspects with Numbers – Size, Manager, Age, and Consistency
  • Client Assets, Allocation and Evaluation
  • Income, Cash Flows and Surplus
  • Financial Goals – Posting, Priority and Funding
  • Consolidated Financial Plan
  • Review, Monitoring and Rebalancing
  • Risk, Return and Asset Allocation
  • Return Needs, Risk Preference and Construction
  • Portfolio Optimization and Rebalancing Techniques
  • Exercises in Asset Allocation and Tactical Rebalancing
  • Price, Yield, and Yield Curve
  • Duration and its Applications
  • Short and Long Term Debt Markets
  • Debt Funds and their Positioning
  • Performance and Suitability of Debt Funds Across Market Cycles
  • GDP and its Components
  • Aggregate Demand
  • Inflation and Interest Rates
  • Money Supply and Liquidity
  • External Account and Indicators
  • Valuation Methods – Cash Flow Based and Market Indicator Based Tools
  • Industry and Sector Differences in Valuation Models
  • Examples and Exercises in Valuation
  • Taxation of PMS/AIF
  • Impact of GST
  • NRI Investments
  • Outbound Investments
  • GAAR
  • Equity Market Indicators – Valuations, Indices, Market Cap, Turnover, Investment
  • Debt Market Indicators – Policy Rates, Benchmark Yield, Yield Curve, Market Rates, Indices
  • Forex Market Indicators - Determinants of Exchange Rate, Factors Affecting Forex Markets
  • Commodities Market Indicators - Commodity Indices, Relation Between US Dollar and Commodity Prices, Commodity Exchanges in India
  • Derivatives Market Indicators - Open Index, Put Call Ratio, Volatility Index
  • Market Structure and Indicators
  • Option Strategies and Applications
  • Futures Positions for Hedging and Speculation
  • Structured Products and Techniques
  • Financial Statement Analysis
  • Understanding Financial Ratios and their Application
  • Interpreting Ratios in Forming a View About the Company

Contact us to know more.