Training Workshops


Corporate Training Workshops

Corporate training and development can really enhance the skillset of individuals working in the BFSI sectors. It helps diversify their skillsets which in turn aids the move up the career ladders.

Our corporate training programs span a number of different roles in the Banking and financial services industry. They also enable corporates to ensure that their employees can learn to best use all the tools of financial planning available to provide the best possible service to their clients.

CIEL conducts the following classroom training programs for corporates.

  • 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.