Skill Development in Finance

Vertical Grass is a leading training providers in industry focused finance modules. These courses help graduates land up better jobs, professionals refine their skills, investors earn above average returns on their investment, and institutions build a formidable offerings to its students. Some of the industry specific courses are as follows:

Business Analytics

Equity Research (Fundamental Analysis)

Financial Modelling

Finance Interviews Preparation

Selling Financial Products

Technical Analysis

NCFM Certification courses

CFA Chartered Financial Analyst (American / Indian)

Course name – Business Analytics

"I believe in God but everyone bring the data". We all have heard about this. Let's make an addition here. Everyone bring the data and find the business value in it.

Finding the business value, using data to increase shareholders' wealth, and create core competitive advantage are some of the objectives that business analytics strive to achieve. Business analytics has turned a major business driver in last few years with firms relying heavily on data and its interpretation. Naturally, this has opened up new career options for business graduates and professionals.

The course covers theoretical and practical aspect of business analytics. Graduates and professionals will benefit in the following way.

Professional development and career progression
Business knowledge and data analysis
Opening entry into top firms

At the end of the course, graduates will be able to –

Understand the importance of business analytics in creating value for stakeholders
Understand and use various techniques to make sense of numbers
Use excel for data manipulation and analysis
Clear tough interviews conducted by KPO and many business & financial services firms

Course Duration

10 Weeks/20 sessions, each session for 3 hours (Can be customized as per requirement)

Price

For individuals: Rs 12,000 + service tax

For institutions: Please call Surjit @ 9090465369 or email This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Content of the course

Session 1 – Descriptive Statistics

A brief introduction to statistical concepts, mean, median, mode, standard deviation, importance of statistical concepts

Session 2 – Probability

Probability theory, Conditional probability, and Baye's theorem of probability

Session 3 – Test of Hypothesis

Hypothesis testing, Type and size of error, General and confidence approaches to hypothesis testing

Session 4 – Correlation

Methods of studying correlation, coefficient of determination and correlation, Rank correlation, least square methods

Session 5 – Regression

Regression Analysis, Scatter Diagram, Regression line, fitting data, standard error, least square method

Session 6 to 8 – Working with EXCEL

Excel functions, Mathematical functions, financial functions

Session 9 to 10 – Data management with Excel

Data sorting, pivot table, statistical operations on data, graphs, histograms in Excel

Session 11 – Introduction to RDBMS

A brief introduction of databases and how they are organized

Session 12 – SAS Introduction (Statistical Analysis System)

Introduction to Statistical Analysis System, use of SAS

Session 13 to 15 – Analysis of tools and techniques

Multivariate analysis, Discriminant analysis, Principal Component analysis, Factor Analysis, Cluster analysis, Correspondence Analysis

Session 16 – Time Series Analysis

Secular trend, semi averages and least square methods, Cyclical variations, Residual methods, Moving averages, Seasonal variation, Multiplicative and additive methods

Session 17 – Sampling theory and distribution

Types of sampling, Sampling distribution, merits and demerits, Central limit theorem, Sampling distribution of medians and standard deviation

Session 18 to 20 – Predictive analytics

Statistical techniques of predictive modelling, game theory, data mining

Course name – Equity Research (Fundamental Analysis)

Equity research is a very challenging and rewarding profession for finance and business graduates. It involves going deeper into a company’s performance, management quality, area of operations, and projection in future. The objective of this course is to provide the attendees the knowledge and tools of equity research used in most equity research firms, brokerage firms, and investment banking.

The course covers theoretical and practical aspect of business equity research. Graduates and professionals will benefit in the following way.

Professional development and career progression
Better prepared to handle finance interviews
Opening entry into top financial firms

At the end of the course, graduates will be able to –

Understand the importance of equity research in creating value for investors
Understand and use various techniques to value a stock
Use excel for valuation and analysis
Clear tough interviews conducted by financial services firms

Course Duration

8 Weeks/16 sessions, each session for 3 hours (Can be customized as per requirement)

Price

For individuals: Rs 15,000 + service tax

For institutions: Please call Surjit @ 9090465369 or email This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Content of the course

Session 1 – Basic concepts

Time value of money, Concept of discounting, NPV, IRR, WACC, beta, book value, fair value, market cap, volatility, and many more market and equity related terms

Session 2 to 4 – Financial Statements analysis

Income Statement analysis – Gross profit, operating profit, net profit, other income, exceptional items, cost structure of a firm, extraordinary items, EPS, Minority holdings, Dividends, Retained earnings etc.

Balance sheet analysis – Assets and liabilities, shareholders’ equity, working capital, short term assets and liabilities, importance of cash & cash equivalents, intangible assets, Debt and its implication, Reserves and its implications etc.

Cash flow analysis – Operating, investing, and financing cash flows, why cash flow statement, what to look for in cash flow statement

Session 5 to 6 – Ratio analysis

Profitability Ratio - NPM, ROA, ROE,

Liquidity Ratio - Current Ratio, Quick Ratio, NWC to Asset,

Leverage Ratio - Total Debt Asset Ratio, Debt Equity Ratio, Equity Multiplier, Long Term Debt Asset Ratio, Interest Coverage Ratio

Asset Utilization Ratio - Inventory Turnover, Days Sales in Inventory, Receivable Turnover, Days Sales in Receivables, WC Turnover, Fixed Asset Turnover, Total Asset Turnover

Session 7 – Trend analysis

Trend analysis, fluctuations, growth analysis, projections

Session 8 to 10 – Valuation

DCF analysis, Multiple analysis, Transaction analysis

Session 11 – Annual Report

Understanding the main features of annual report, Management discussion & analysis

Session 12 to 14 – Annual Report

Stock analysis workshop – 3 stocks from different sectors

Session 15 to 16 – Analysis Report writing (Optional)

Important aspects of report writing, main features, study of comparable reports and style, Write 2 reports on the findings

Course name – Financial Modelling

Financial Modelling is essentially building a model for real life situation which gives indicative solution. Recently there has been great emphasis in financial modelling to assist organizations in their decision making processes.

This course covers various aspects of financial modelling as well as practical step-by-step examples on valuation, scenario planning, sensitivity analysis, pricing, capital budgeting, and other financial model. At the end of the course, graduates and professionals will be able to –

Create model for various financial situations
Work with excel with speed and accuracy
Understand financial concepts and terms more clearly

Course Duration

18 Weeks/35 sessions, each session for 3 hours (Can be customized as per requirement)

Price

For individuals: Rs 15,000 + service tax

For institutions: Please call Surjit @ 9090465369 or email This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Content of the course

Session 1 to 5 – Excel functions in finance

Functions used in finance: Excel provides immense functionality from finance which can be used to do complex calculations with easy command and function.

Session 6 – Time Value of Money

Present value, future value, annuity, perpetuity, net present value, real rate and nominal rate, loan amortization

Session 7 to 11 – Valuation modelling in excel

Bond Valuation – APR and EAR, Yield to maturity, Dynamic Chart, Pricing of bonds

Stock Valuation – Two stage model, discounted cash flow method, multiple methods, and Dynamic chart

Yield Curve – Using yield curve to price coupon bond and finding forward rates

Session 12 to 15 – Case studies on Valuation

Case study: Valuation of 2 companies

Session 16 to 18 – Capital budgeting in excel

Project NPV, Forecasting cash flow, working capital, sensitivity analysis, Break-even analysis, projection valuation methods and their working

Session 19 to 21 – Case studies on Capital Budgeting

Case study:

Session 22 to 24 – Financial Planning Models in excel

Corporate financial planning, actual & forecast, cash flow, ratios, sensitivity analysis, Du Pont system of ratio analysis

Session 25 to 27 – Case studies on Financial Planning

Case study

Session 28 to 31 – Option Pricing in excel

Binomial option pricing, black Scholes

Session 32 to 35 – Mock interview sessions

Course name – Finance Interviews Preparation

A whopping 90% of candidates fail in the interviews because they cannot give clear answer to simplest of questions in finance. Almost all of them had scored excellent grade in their subjects. What explains the failure of intelligent and studious students in the finance interviews? We will, in this course, not only find out the reason for interview failures but also solution to much of the problems faced in the interviews.

The course covers theoretical and practical aspect of interviews. Graduates and professionals will benefit in the following way.

Professional development and career progression
Cracking the tough finance interviews
Learn the end to end aspects of finance

At the end of the course, graduates will be able to –

Clear finance interviews
Choose their career path
Understand the companies better

Course Duration

10 Weeks/20 sessions, each session for 3 hours (Can be customized as per requirement)

Price

For individuals: Rs 10,000 + service tax

For institutions: Please call Surjit @ 9090465369 or email This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Content of the course

Session 1 – The Finance Services Industry

A brief introduction to financial industry, key players, areas of business, Commonly asked questions and the right answers

Session 2 to 4 – Interview Prep: Valuation Techniques

How Much is it Worth?, Basic Accounting Concepts, Market Valuation, Discounted Cash Flow (DCF), Comparable Transactions, Multiple Analysis or Comparable Company Analysis, Commonly asked questions and the right answers

Session 5 to 7 – Interview Prep: Equity Analysis and Portfolio Management

Investment Management and Portfolio Theory, Stock Analysis and Stock Picking, Commonly asked questions and the right answers

Session 8 – Interview Prep: Investment assets

Equities, bonds, Equity vs. bonds, stocks terminology, Commonly asked questions and the right answers

Session 9 – Interview Prep: Bond and interest rates

Bond Terminology, Pricing Bonds, The central bank and Interest, The central bank and Inflation, Effect of Inflation on Bond Prices, Leading Economic Indicators, Commonly asked questions and the right answers

Session 10 – Interview Prep: Currencies

Exchange Rates, Influence of Interest Rates on Foreign Exchange, Influence of Inflation on Foreign Exchange, Capital Market Equilibrium, Exchange Rate Effects on Earnings, Effect of Exchange Rates on Interest Rates and Inflation, Commonly asked questions and the right answers

Session 11 – Interview Prep: Derivatives

Options, Writing Options, Options Pricing, Forwards, Futures, Swaps, Commonly asked questions and the right answers

Session 12 to 13 – Interview Prep: Mergers & Acquisition

Rationale behind M&A, Stock Swaps vs. Cash, Tender, Mergers vs. Acquisitions, Cash or Stock, Accretive vs. Dilutive Mergers, Synergy value, commonly asked questions and the right answers

Session 14 to 20 – Interview Prep: Final touch

Mock interviews, Presentation, Concept Check

Course name – Selling Financial Products

Selling financial products is the most rewarding sales career option available to commerce and business graduates. There are elite clubs, MDRT (million dollar round table) clubs, and various incentive structures that make selling financial products the most lucrative profession.

However, the problems most of sales professionals face is fear of rejection of products. This fear is partly because of the clients’ ignorance of the products but mostly because of the ignorance displayed by the sales professionals while explaining the product. This course is intended to give you strong foundation of knowledge that will help you build a successful career in financial industry in the area of sales.

After attending the course, you will be able to –

Understand the complete end to end financial planning process
Understand the risk reward pay offs of financial products
Understand the portfolio management process for individuals
Sell financial products to individuals and institutions

Course Duration

5-8 Weeks/10-15 sessions, each session for 3 hours

Price

For individuals: Rs 10,000 + service tax

For institutions: Please call Surjit @ 9090465369 or email This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Content of the course

Session 1 to 2 – Stock market and investors

Market, Bulls and Bears, Brokers and Investors, Risk return trade off, Investors and their strategies, Pros and Cons of stock market, How do you make money - Dividends, capital appreciation, bonus shares, rights shares, How do you lose money - day trading, tips, no research, quick money schemes, Typical client questions and answers on the market

Session 2 to 5 – Equity Investing

Basics of Equities – Equity, Types of equities - market cap based, Type of Equities - Blue chip, growth, defensive, cyclical, turnaround, PSU, MNCs

Investing in Equities – Why to invest in equities, Long term versus short term investing, Equity investing analysis - Fundamental & Technical, Risk in equity investing

Equity investing techniques – Equity investing techniques - Bargain hunting, formula based plan, Rupee cost averaging plan, SIP, Contrarian investing, Pros and Cons, How to identify which plan suits individuals

Customer handling in equity investing – Equity recommendation, understanding risks and time horizon, matching customers’ profile with equity recommendation, Typical questions by clients, Question on returns, Question on risks, Question on assured returns, Question on historical returns, Question on market crash

Session 6 to 8 – Mutual Funds Investing

Basics of Mutual Funds – What are mutual funds, Advantage of investing in mutual funds, Drawbacks of mutual funds, Understanding jargon of mutual funds - NAV, Entry and exit load, Expense ratio, nature of fund, Fund manager, fund house, trust, Asset management company (AMC)

Mutual Fund Types – Types of mutual funds - Open ended & closed ended, Equity fund, debt fund, balanced fund, Sectoral funds. Tax savings funds, Gilt funds, exchange traded funds, Money market funds, Risk reward trade-off

Evaluation of mutual funds – How to evaluate a mutual fund (PE ratio, PB ratio, expense ratio, fund performance, sharpe’s ratio, objective of the fund, investment structure etc.)

Customer handling in mutual funds investing – How to suggest right fund to investors, understanding risks and time horizon, matching customers’ profile with equity recommendation, Typical questions by clients, how to handle customer queries

Session 9 to 10 – Insurance

What is insurance, Types of insurance, Why insurance, Insurance planning process, Insurance claim process, How to evaluate an insurance company, Typical questions by clients, Responding to customers’ queries on mutual funds

Session 11 to 15 – Equity analysis (Optional)

Cash flow analysis – Operating, investing, and financing cash flows, why cash flow statement, what to look for in cash flow statement

Ratios and Trends – Ratio analysis, Trend analysis, fluctuations, growth analysis, projections

Valuation – DCF analysis, Multiple analysis, how to judge if a stock is undervalued or overvalued

Course name – Technical Analysis

Learn Technical Analysis of stocks in real life environment using Vertical Grass platform.

For a stock market investor relevant and applicable knowledge gives an edge and increases the chance of profit. We at Vertical Grass provide class room programmes at every proficiency level. Conducted by professionals we take into consideration the dynamics of stock market and focus on imparting practical knowledge as compared to theoretical. This training is designed for retail investors keeping their trading requirement and constraints in mind

After attending the course, you will be able to –

Understand the charts, candlelight, and many other concepts of technical analysis
Judge and pick right stock at right time
Make more money out of stock market

Course Duration

8 Weeks/15 sessions, each session for 3 hours (Can be customized as per requirement)

Price

For individuals: Rs 12,000 + service tax

For institutions: Please call Surjit @ 9090465369 or email This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Content of the course

Session 1 – Introduction to Technical Analysis

Basic Principles, Assumptions/ Limitations of Technical Analysis, Comparison to Fundamental Analysis, Tools for Technical Analysis

Session 2 – Theories

Dow and Elliot Wave Theory, Why Technical Analysis

Session 3 to 4 – Trend lines and Channels

Support Resistance - Understanding market direction and key levels, case studies

Session 5 to 6 - Types of chart (line, bars, candles)

Psychology behind a pattern and its formation, Interpretation of Chart patterns and the significance of volume, trading strategy based on patterns, case studies

Session 7 to 8 – Patterns recognition

Continuation patterns (flags, pennants, triangles) and Reversal patterns (head and shoulders, double tops and bottoms) - Recognising patterns and identifying targets, identifying the market’s turning points, case studies

Session 9 to 10 – Key Indicators

Moving Averages (exponential, simple and weighted), MACD, RSI, Stochastic, and many more, case studies

Session 11 - Retracements (Fibonacci)

An examination of 'wave theory, Setting Price Targets using Fibonacci

Session 12 - Trading System

Determination of entry & exit and holding period with the help of charts

Session 13 to 14 – Futures and Options

Trading with Futures & Options, Day Trading - Real life examples

Session 15 – Important points to consider

Good trading strategies, bad habits of technical traders and how to avoid them, what works and what doesn’t

Course name – NCFM Certification courses

NCFM certification is most sought after certificates for graduates seeking career as dealer in a broking company. An NCFM certificate gives you an edge over the dealers without it. We train you on the most important modules needed to become a successful dealer in equity, derivatives, and mutual funds.

The content of the course includes all materials provided by NSE. We also include questions for practice which will help you hone your skills and clear the test.

After attending the course, you will be able to –

Clear NCFM certification tests
Enhance your employability
Be ahead of your peers

Course Duration

Depends on course

Price

Depends on course

For institutions: Please call Surjit @ 9090465369 or email This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Content of the course

Course contents are different for different certifications and as per the NSE guidelines.

Course name – CFA Chartered Financial Analyst (American / Indian)

CFA, also known as Chartered Financial Analyst is one of the most respected and recognized programs for finance and investment professionals around the world. The CFA charter will give you the competitive edge to succeed in finance and investment industry.

The number of CFA charter holder is about 100,000 in 135 countries around the world. This number is too low to serve the burgeoning demand for quality finance and investment professionals. With India growing at 8% in next 2 decades, the demand for quality finance professionals will only go up. As an estimate, India will need 100,000 finance professionals in next 5-10 years.

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After attending the course, you will be able to –