Corporate Finance, Bond Markets, Banking, Investment & Wealth Management Course- NSE Academy
Knowledge Partners



About the Course Set
Understand the essentials of time value money, its applications and capital budgeting decisions in the corporate finance module. Understand the importance & method of valuation of fixed-income securities from capital structure decisions.
Leverage the concepts of the time value of money for understanding the DCF approach to business valuations under the business valuation module. Get a 360-degree approach to valuations by learning Fundamental Analysis to technical analysis (Analysis of Investment).
Get an in-depth and deeper understanding of valuations and company analysis by learning how to read key financial statements along with Generally accepted accounting principles GAAP & Audits under the Financial Management module. Learn to forecast and build financial statements under the financial modelling track. Use concepts of Modern Portfolio Theory and risk and return measures to evaluate elements of financial planning.
The Data Analytics module enables participants with many essential Data analytics tools and techniques.
To better analyse the banking sector companies understand the fundamentals of Banking and the function of banking (Banking Fundamental). Develop an understanding of evolving sectors/ domains such as Kiosk Banking, Digital Banking & MSME lending.

Certification in Electronic Payment Systems empowers you in digital banking by offering basic information on electronic and digital payment systems. Moreover, it creates an understanding of concepts like alternate delivery channels for banking, digital payment methods, channels available for remittances, platforms for digital banking solutions, and transaction workflow of digital banking channels. The Course is curated and offered by SBI, with a great blend of theory and operational aspects for deeper understanding.
- Introduction to Electronic Payment System
- What are Digital Transaction and their importance
- Digital transformation vis-à-vis Currency in Circulation
- What are the channels for Digital Payments?
- What are the payment channels instrumental for digital migration in terms of value?
- What are the payment channels instrumental for digital migration in terms of volume?
- What are the most common models of e-payment in India?
- How NPCI is instrumental in digital transformation in India
- NPCI products for electronic payments
- What are the emerging trends in Digital Payments?
Today, banking has undergone a sea change in terms of products, services, delivery platforms, customer education & expectations. Notwithstanding this rapid and sometimes overwhelming change ushered in through technology, an individual who would like to pursue a career in banking needs to understand the fundamentals of banking. The course combines the principles of banking with real-life applications.
- Fundamentals of Banking
- Functions of the Bank
- Compliance and Customer Service
- Digital Banking
- Stressed Assets Management


Certification in Kiosk Banking Channel empowers you to understand the features of Kiosk Banking channel to achieve the goal of financial inclusion. Moreover, it provides an understanding of important components of Kiosk Banking i.e., Financial Inclusion, Business Correspondents (BC), Customer Service Points and Kiosks (Kiosk Booth), and Kiosk Banking. This course also provides information about establishing the Kiosk Booths, technology requirements, services offered, etc. The Course is curated and offered by the State Bank Institute of Innovation & Technology (SBIIT), with a great blend of theory and operational aspects for deeper understanding.
- This course has 7 modules as mentioned below.
- Introduction to Kiosk Banking Channel
- Concept of Financial Inclusion
- Business Correspondent (BC) model for Financial Inclusion
- Customer Service Points (CSPs)
- Establishing Kiosk & Kiosk Banking
- Use-case of SBI Kiosk Banking
- Conclusion
Banking as a subject of study includes a wide range of knowledge fields like Accounting, Law, Management, Finance, Economics, and Mathematics, to name a few. Many more ancillary knowledge sectors impinge upon the Banking arena. However, a general awareness of Banking and its importance in the economy is essential for any citizen, not only from a customer’s point of view but also for an entrepreneur, economist, finance expert, industrialist, etc. This course is an effort in keeping with this idea of spreading banking awareness. This course is designed especially for undergraduate and graduate students at colleges and universities, SME entrepreneurs, and Banking professionals. The State Bank Institute of Credit & Risk Management (SBICRM) is bringing out this Course on SME Finance, designed to be a resource of utmost relevance to the learners mentioned.
- Setting up of MSME
- MSME policy, regulatory and legal framework
- Institutional framework
- Financing options & Modes
- MSME business development service [BDS] providers
- Clusters & cluster development and SME Products
- MSME rehabilitation
- Future of MSMEs


This newly revised and updated introductory course draws upon both finance theory and practical applications to help managers understand key concepts that underlie the analysis and execution of financial decisions.
- Introduction to corporate finance
- The time value of Money Techniques
- More time Value applications
- Capital Budgeting
- Factors affecting financial decisions
This introductory curriculum provides managers with a basic understanding of financial management. It demonstrates how to read and understand key elements of financial statements and reports, such as balance sheets, income statements and cash flow statements.
- Introduction to financial statements
- Key financial statements
- Recording Financial Information
- Budgeting for Non-Financial Managers
- Generally accepted accounting principles GAAP& Audits
- Analysing and Benchmarking financial information


This curriculum teaches the fundamentals of valuing public and private companies through a case study approach. It covers the different methodologies and focuses on the Discounted Cash Flow (DCF) method as participants build a DCF analysis for an actual acquisition, using each component of the DCF model: projected free cash flows, Weighted Average Cost of Capital (WACC) and terminal value. The program concludes with an introduction to sensitivity and scenario analysis, which is used to improve the base case valuation.
- Introduction of Business Valuation
- The Foundations of free cash flow
- The weighted average cost of capital
- Terminal Value
- THE DCF approach to business valuation
- The limitations of the DCF approach
This course explores how the analysis of financial information can be used to identify current and potential risks, measure and evaluate financial trends, prepare financial documents, manage cash flow, and monitor performance against financial plans. By the end of this course, participants will be able to use a range of analytical tools to evaluate business operations and strategy in the context of profitability and cash flow and identify current and potential risks.
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Module 1 Financial
analysis
- Understanding risk in the global market
- Using financial models for critical analysis
- Using budgeting to measure and analyse Module 2 Chesapeake energy case study
- The collapse of Chesapeake Energy Module 3 Beyond Meat case study
- Beyond Meat financial reporting


Fixed-income securities (Bond Market and Money Market) constitute a significant portion of the capital market and represent the entire money market. A student of Finance must get adequate exposure to this topic, from the perspective of a future career in Finance. The course assumes a basic understanding of mathematics and mathematical applications. It deals with bond valuation, risk measures, interest rates, and the valuation of money market securities. The course will involve extensive use of EXCEL.
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Module 1 Data analytics
tools and techniques
- Data analysis
- Building blocks of data analysis
- Models, techniques and tools Module 2 Conquering complex data
- Big Data and NoSQL
- Data architecture
- Data ecosystems Module 3 Good data management
- Data governance
- Data ethics
- Data privacy
10Wealth Management
Course Duration: 20 Hours
This course explains investment strategies and performance evaluation. It will help you to manage your wealth and plan your portfolio. It will also help in tax and estate planning and give various financial planning strategies. This will help you allocate wealth through a systematic understanding of risk and reward and planning specific goals.
- Introduction to Financial Planning
- Asset Classes
- Financial Planning Tools
- Asset Allocation
- Modern Portfolio Theory
- Measuring Risk and Return
- Elements of the Financial Plan
- Tax Planning
- Customer Relationship Management


11Analysis of Investment
Course Duration: 20 Hours
This course demystifies the concept of investments and their analysis. It covers both fundamental and technical analysis to make informed investment decisions. It also covers asset allocation and how to make investments based on such analysis. This comprehensively covers both company and market analysis. By end of the Course you will learn to:
- Understand the concept of fundamental analysis
- Analyse companies
- Understand the concept of technical analysis
- Analyse share prices
- Invest based on such analysis
- Introduction to Fundamental Analysis
- Understanding Financial Statements
- Valuation Methodologies
- Introduction to Technical Analysis
- Candle Charts
- Pattern Study
- Asset Allocation
12Bond Markets
Course Duration: 4 Hours
Fixed-income securities (Bond Market and Money Market) constitute a significant portion of the capital market and represent the entire money market. A student of Finance must get adequate exposure to this topic, from the perspective of a future career in Finance. The course assumes a basic understanding of mathematics and mathematical applications. It deals with bond valuation, risk measures, interest rates, and the valuation of money market securities. The course will involve extensive use of EXCEL.
- Fundamentals of Bond and Bond Markets
- Introduction to Bond Market
- Bond Valuation
- Zero Coupon Bond - capital gain or loss
- Types of Risk


13Financial Markets and Services
Course Duration: 15 Hours
This course begins by exploring the various market segment and their products. The content covers the various terminologies used in the capital markets, various intermediaries, products, investments, the stock exchanged, regulators and regulations. It also covers miscellaneous items and various mathematical methods to evaluate investments.
- Investment Basics
- Overview of Indian Securities Markets
- Securities Primary Markets
- Secondary Markets
- Debt markets
- Derivatives
- Depository
- Fundamentals of Bond and Bond Markets
- Introduction to Bond Market
- Bond Valuation
- Zero Coupon Bond - capital gain or loss
- Types of Risk
- Mutual Funds Concepts and Modes of Analysis Legal Framework
14Investment Analysis and Portfolio Management
Course Duration: 3.5 Hours
Investments are common among all investors from individuals to fund managers and institutions. However, analysis and investments based on such analysis are carried out by trained managers and informed investors. This course helps the learner understand all types of investments and analyze them with a need to invest effectively and efficiently. It covers all investments including equity, debt, and derivatives. Investing in markets that are not at the same efficiency level, analyzing individual investments and handling portfolios are some of the skills that this course covers.
- Objectives of Investment Decisions
- Financial markets
- Capital market Efficiency
- Financial markets
- Fixed Income Securities
- Capital market Efficiency
- Financial Analysis and Evaluation
- Modern Portfolio Theory
- Valuation of Derivatives
- Investment Management


15Financial Statements
Course Duration: 4 Hours
This course helps in understanding the fundamentals of the company. Understanding them from the financial statements along with the reports published in the annual reports is always a challenge. There are a plethora of things related to the figures in financial statements which makes it difficult for the investor to analyze. This course helps in understanding what the financial statement comprises and what should an investor choose for his analysis. By completing this course, you can evaluate the overall health of any company, and its business value along with understanding companies’ future risks and potential.
- Profit & Loss (P&L) Statement: The components of a P&L
- Cash Flow Statement: The concept of a Cash Flow Statement and its break-down into Financing, Investing and Operational Cash flows
- Statement: Measures of profitability, and items of expense.
- Balance Sheet: A detailed discussion on various components of a Balance Sheet, such as Current Assets, Owner's Equity, Contingent Assets & Liabilities etc
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