Friday, May 18, 2012

Instructions to workshop participants

  1. All participants are expected to carry their laptops
  2. All participants are required to send their scanned copy of passport size photograph to saisiaf@gmail.com 3 days prior to the date of workshop along with their full name, organisation/college name, designation/course pursued.
  3. All payments must be in the form of cash only. In case of sponsorship, cheques issued by the sponsors must be cleared ONE day prior to the workshop
  4. Participants are expected to arrange their own commutation means.

Workshop on Financial Modeling

Financial modeling is the art and science of preparing a mathematical model representing the performance of a financial asset or a portfolio or investment. It enables the person to convert a given market situation into logical number flow and thereby reduce the possibility of a wrong financial decision making.

Who should attend financial modeling course?
         CFPCM, MBA, CFA, CA and other students
         Finance Managers
         Finance Analysts/ Business Analysts
         Research Analysts
         Risk Mangers and Credit Analysts
         Investment Bankers
         M & A Specilist
         Strategist in Corporate Finance
         Managers from Different Industries
         Working professionals from:
             IFAs, Insurance Advisors, MF Advisors
             Project Financing
             Budgeting
             Operations
             Financial Forecasting
             Real estate
         Investors

Who all require expertise in Financial Modeling?
Managers exposed to these models
Professionals making a career transition into finance, or new area of finance industry
Graduates (freshers) aspiring career growth in finance industry
Students who are new to finance or modeling.

Learning Objectives
Use and Understand the Tools & Techniques required to build a Financial Model in excel.
Understanding the Client vis-à-vis his needs.
Analysis of data and evaluating feasibilities.
Will be able to develop Financial Models.

Pedagogy of the Program
  The concept of Financial Modeling.
  Assumptions to be considered for Financial model construction.
  A brief primer on the use of Excel in Financial modeling.
  Real Life case study based approach.
  Guide to build your own Templates.
  Actual implementation of financial modeling concepts.
  Interpretations of the model and preparation of feasibility reports
  and presentations.

Trainers’ Profile
Abhiramula Moksha Kalyanram
Licentiate(Life Insurance),  NCMP(L4), CFPCM
Chief Financial Planner at Meticulous Financial Planners, fee-based professional financial planning services in India.

LinkedIn: http://in.linkedin.com/in/mokshakalyanramabhiramula/
Facebook: http://www.facebook.com/MokshaKalyanRamAbhiramula

Date
June 2nd & 3rd 2012, Saturday & Sunday

Venue
Begumpet, Hyderabad, AP, India

For registration and other information contact 099515 39814 or saisiaf@gmail.com or abhiramula@gmail.com

Friday, January 14, 2011

FRM certification GARP

  • Recognized across the globe as a leader in financial risk management
  • Desirable to executive recruiters and hiring managers since they are now seeking FRM holders for senior risk management jobs more than ever before
  • Studying the broad concepts underlying risk management in today's dynamic market environment will give you a holistic view and appreciation for the role risk management plays in an enterprise
  • Provides the feeling of personal achievement and the satisfaction of conquering an exam developed by the best risk management practitioners in the world
  • Objectively benchmarks knowledge of the major strategic disciplines of financial risk management:
    • Market Risk
    • Credit Risk
    • Operational Risk
    • Risk Management in Investment Management
  • An elite group of 17,673 FRMs across the globe with the only risk management certification recognized worldwide

Monday, January 10, 2011

CFA (Level 1, Level 2 & Level 3) knowledge imparting sessions

Enhance your skills in targeting

CFA (Level 1, Level 2 & Level 3)

 knowledge imparting sessions

June 2011 batch in Hyderabad 

What's In For You?
Live sessions based on well research methodlogy.
12 Mock tests to enhance time management.
Knowledge imparting based on prescribed Learning Outcome Statements (LOS).
100% examination oriented focus Study Material


Registration Fee = Rs. 15,000/-  (Fifteen thousand only)
Join the elite group of investment professionals


Sai Saraswati Institute of Analytical Finance 
at

Near IBS Hyderabad, Dontanpalli, Ranga Reddy District
&

Indian Airlines Colony, Begumpet, Secunderabad


Get clarity on your career aspirations & opportunities call
99515 39814

What's next after recovery? Global experts discuss

CNBC Video: Watch Goldman, Sachs & Co. senior investment strategist Abby Joseph Cohen, CFA, who presented her views on the global economic outlook at the India Investment Management Conference in Mumbai earlier today.

http://www.moneycontrol.com/news/fii-view/whats-next-after-recovery-global-experts-discuss_511247.html

Why do CFA?

Any individual aspiring to be an investment professional believes to be a part of class of members following high ethical standards, dedicated and recoginised professional entity.

The vision of CFA institute mentioned below clearly matches the thoughts of the aspirants.
...
"Our Vision: Fair and efficient global financial markets

Our vision builds on our beliefs that:

Financial markets should be equitable, free, and efficient so that every investor has a chance to earn a fair return
The interests of the ultimate investor must take precedence over the interests of all other market participants
High ethical principles and self-regulatory standards are as important to market efficiency and fairness as rules and regulations."

http://www.cfainstitute.org/about/strategy/mission/Pages/index.aspx

CFA Strategy for the Future

Strategy for the Future
To build CFA Institute global leadership in professional ethics, education, and excellence of practice in the investment management community by developing and delivering quality products and services that leverage the CFA brand to our expanding membership constituency.

Strategic Objectives
  • Enhance the CFA Program
    Enhance the CFA charter's position as the global gold standard by providing a curriculum and examination program that reflects the increasingly complex nature of the global investment environment, and promote broad understanding of that dynamic.
  • Create and Source Relevant Lifelong Learning for Members
    Create and source quality educational content aligned with the Global Body of Knowledge to provide sufficient depth and breadth to help our members maintain and improve their lifelong professional competence.
  • Connect with Members through Technology
    Create an active relationship with members through technology by providing convenient, personalized access to relevant, dynamic resources and services that meet their professional needs.
  • Advocate Effectively for Members and Ethical MarketsRefine our structure and process to be an increasingly effective member advocate and proponent of ethical and professional standards for global capital markets.
  • Solidify and Extend Our Global CapabilitiesFurther our development as a truly global organization by ensuring cultural understanding and a sustainable market presence, cultivating meaningful relationships with industry leaders and influencers, and developing leadership globally.
Source: http://www.cfainstitute.org/about/strategy/future/Pages/index.aspx