Certification in Financial Markets

TERM I Introduction (Basic)

Investment Basic
Overview of Securities Market
Debt Market
Primary Market
Secondary Market
Depository
Detailed Knowledge of Financial Products & Services
Interest Based Financial Product
Bank Products
Company Deposits
Government Deposits etc
Non- Interest Based Financial Product
IPO/FPO
Equities
Commodity
Currency
Derivatives (Future & Options)
Mutual Fund etc
Investment Opportunities
Time Value of Money
Mechanism of Securities Market
Demat Account
Online Simulated games
Trading Psychology
Software Training
Trading Strategies
Online Mock Test

TERM II (CERTIFICATION)

NCFM Beginner Module in Financial Market

Project & Assignment (Evaluation of any one financial Product)

Duration: 40 Hours

Objective of the Certificate Course

This is a basic level programme for those who wish to either begin a career in the financial
markets in India or simply learn the fundamentals of capital markets. The certificate course is
structured to help understand the basic concepts relating to different avenues of investment,
the primary and the secondary market, the derivatives market and financial statement analysis.

Understand implication of all investment alternatives

In-depth knowledge of financial Product & Services
Understanding of the mechanism of financial market in India
Knowledge of the Procedure involved in making Investment
Software training & trading strategies make more practical
Exposure to the student
Industrial Oriented Certification by NSE

What Student get from PTA?

Relevant education to fulfill industry requirements

Access to an exclusive in-house finance library
Internship for corporate exposure
Creating Advance job profile solutions
Training by Industry Expert
Online Mock Test

All study material Access through online

How to Start Batch?

For starting of the batch following steps are required.
1) First PTA will conduct free of cost Seminar on the specified fields in the college campus.
a) For that college administration has to inform PTA via email, or by a letter to us
b) The date for the seminar will be decided after the discussion with college
administration
2) For the seminar there must be proper information to the students from the college side.
There must be required number of student in the seminar.
3) The requirement for the seminar are following :
a) LCD Projector
b) Micro phone if required
c) Seminar Room
d) Administration person present in the seminar
4) Content of the Seminar :
a) Introduction of the Concerned Field
b) Detailed Description of the Field
c) Market Prospectus of the selected Field
d) Q&A sessions
5) After the seminar college administration get the feedback from the interested students
and ascertain the student details those ready for admission. After student finalization of
student the college send the student list with details to the PTA via email or by a letter.
6) Finally dates & timing of the certificate program will be decided after the discussion with
the college administration and the PTA will start the certificate program.

Schedule of the Certificate Program in Financial Market

S. No

Content

Estimated Hours

Investment Basics & Securities

4 Hours

Primary & Secondary Market

6 Hours

Equity, Commodity & Currency Derivatives

6 Hours

Mutual Funds

4 Hours

Time Value of Money & Ratio Analysis

4 Hours

Mechanism of Stock Market

2 Hours

Software Training & Demat Account

4 Hours

Trading Strategies & Trading Pshychology

2 Hours

Online Simulated Trading & Stock Trading

Game

2 Hours

Online Mock Test

6 Hours

1.

2.

3.

4.

5.

6.

7.

8.

9.

10.
Time devoted to each topic is vary

Examination & Certifications

National Stock Exchange introduced in 1998 a facility for testing and certification by launching
NSE's Certification in Financial Markets (NCFM). NCFM is an Online Testing and Certification
Programme. It tests the practical knowledge and skills required to operate in the financial
markets. Tests are conducted in a secure and unbiased manner and certificates awarded based
on merit of the candidate to qualify the on-line test. The entire process of testing, assessing and
scores reporting in the NCFM is fully automated. The system is operated through an intranet
facility by using a central World Wide Web server with terminals located at each of the
designated test centers to be used as an examination front end. Communication between the
central server and the test centers is achieved through VSAT/leased line network. The easy
accessibility as well as flexibility involved in the NCFM Programme has resulted in its wider
acceptance among market intermediaries, professionals and students.

Modules by NCFM

Financial Markets: A Beginner's Module

Mutual Funds: A Beginner's Module
Currency Derivatives: A Beginner's
Module
Equity Derivatives: A Beginner's Module
Interest Rate Derivatives: A Beginner's
Module
Commercial Banking in India :
A Beginner's Module
Securities Market (Basic) Module
Capital Market (Dealers) Module
(CMDM)
Derivatives Market (Dealers) Module
(DMDM)
FIMMDA-NSE Debt Market (Basic)
Module
Compliance
Officers
(Corporates)
Module
Surveillance in Stock Exchanges Module
Corporate Governance Module

NSDL-Depository Operations Module

Investment Analysis and Portfolio
Management
Fundamental Analysis Module
Financial Markets (Advanced) Module
Securities Market (Advanced) Module
Mutual Funds (Advanced) Module
Banking Sector Module
Insurance Module
Macroeconomics for Financial Markets
Module
Mergers and Acquisitions Module
Options Trading Strategies Module
Options Trading (Advanced) Module
Commodities Market Module
Compliance Officers (Brokers) Module

NCFM - A Beginner Module in Financial Markets

This is a basic level programme for those who wish to either begin a career in the financial
markets in India or simply learn the fundamentals of capital markets. The course is structured
to help understand the basic concepts relating to different avenues of investment, the primary
and the secondary market, the derivatives market and financial statement analysis.

Why should one take this course?

To get a basic understanding of the products, players and functioning of financial

markets, particularly the capital market.
To understand the terms and jargons used in the financial newspapers and periodicals .

Test details
Duration: 120 minutes
No. of questions: 60
Maximum marks: 100
Passing marks: 50 (50%); There is no negative marking in this module.
Certificate validity: Certificates are valid for 5 years from the test date.
Note:
a) Student fills the offline form
b) Student provide the 2 Photograph
c) Student provide one identity proof (Pan Card, Driving license or any other)
d) All documents duly filled and submitted to PTA.

Project & Assignment

S. No.

Topics

Primary Market

Bank Deposits

Saving Account

Equity

Secondary Market

Commodity

Currency

Equity Derivatives

Mechanism of Stock Market

10

Depository

11

Demat Accounts in India

12

Mutual Fund

13

Stock Exchanges

14

Securities Exchange Board of India

15

Index in India

16

Intermediaries in Market

17

Software in Exchanges

18

Analysis of a company

19

Ratio Analysis

20

Clearing & Settlement

Certifications
NCFM CERTIFICATION

(SAMPLE)

(SAMPLE) COMPLETION CERTIFICATE FROM COLLEGE WITH PTA

PTA Profile
About PTA

PTA introduced a unique concept where student develop their skills and sector
knowledge in their area of expertise through our industry experts and practical mode of
imparting training.
Our training module help the undergraduates, graduates, professionals, MBA's etc. to
start their career in financial markets and become the market professionals.
PTAs program design according to job demands in the sector.

Why PTA

Relevant education to fulfill industry requirements

Access to an exclusive in-house finance library
Internship for corporate exposure
Creating Advance job profile solutions
Training by Industry Expert
Online Mock Test
All study material Access through online

Vision & Mission

To maintain quality service in the field of capital market education

To create new sector oriented courses which help corporate as well as students
To become benchmark training centre across India
To develop more interactive study material related to sector needs.
To develop more and more stock market professionals for the growth of capital
markets in India

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Study Methodology

Achievements

Development of practical content which suited corporate requirements

Trained more than 600+ student & corporate employees within 5 Year
Excellent placement for both MBA and Graduates & get excellent feedback from
corporate
Started other professional course like CFP,CMT (Both are USA Professional Degrees)
Development of all study material (More than 250 + presentation on all topics) &
Collection of Books online (More than 350 + books on technical and different topics of
all international writers)
Accreditation institute by the Bombay Stock Exchange Of India
Approved Corporate Partner for the NCFM
Recently get Rajasthan first ISO 9001:2008 Certified Financial Market Training Institute

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PARTNERS

Courses Offered by the PTA

Certified Stock Market Professionals

Certified Commodity & Currency Market Professionals
Certified Financial Planner (CFPcm)
Charted Market Technician (CMT)
Advance Technical Analysis
Knowledge Base Program (Investors)

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Faculty
1) Rohan Sharma
Qualification
ACS, M.com, LL.B, CPM, CFP, NCFM Qualified

Specialization
Expertise Knowledge on stock market, Technical Analysis, Option strategies, Portfolio
management Services etc

Experience
He is start career as a Training Instructor with Share khan Ltd, Mumbai. Technical analysis
training from Dr C.K Naraiyanan (Well knowed frequent guest in CNBC Awaaz, run a special
program in ETNOW named as Talking sTechnical. Now servicing branch of share khan limited
from last 5 years & running stock market Institute from 5 years .He trained more than 600
students and corporate employees.

2) Mr. Chindrup Jain CFP

Qualification
M.COM, CFP

Experience: Core experience in Financial Sector from last 5 years.

3) Mr. Pradeep Sharma
Qualification
MBA in Finance M.COM, CFP

Experience: As a Training Head in Max New York from last 6 years.

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Visiting Faculty

Hemang Jani (Chief Economist of Sharekhan Ltd)

Sushash Sawant (Fund Manager in PMS of Sharekhan Ltd)

Nidhi Tickoo (Cluster Head & HR North Division of Sharekhan LTD)

John (International Instructor of renowned Technical Analysis called Online

Training Academy USA)

Sandeep Jain ( Fundamental Analyst Trade Swift)

Manish Kothiwal ( Resourse person of SEBI)

Atul Bhargava ( Head of Viratech Technical Software)

Vinod Nair ( Content Developer BSE training Institute for MBA Program)

Rajat Sharma (VP of India Bulls Securities)

Rakesh Yadav( Research head in Ganagapur Commodities)

PTA also includes the college faculty which provides the supervision and
feedback from the students and faculty learn on the new things.

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Placements

Training Programme @ Colleges .

Institute of Company Secretaries of India (ICSI)

Institute of Chartered Accountants of India (ICAI)
Indian Instittue of Learning Management (IILM)
IIPM Jaipur
Saint Xaviers College, Jaipur
Gyan Vihar University
Subodh Management Institute
Taxila Business School
Jagan Modi Institute
Indian Insitute of Rural Management (IIRM)
Apex College
VIT (Vivekanand Institute of Technology)
Om Kothari Institute
Asia Pacific College Udaipur
Jaganath Managment Institute and Studies

And & many more..

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Contact Us

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