Course Content

Day-01
Lecture-01 : Introduction Duration 90 Min

People who can invest to capital market, How money is created, Saving and Investment, Importance of Saving and investment, Asset Allocation, Investment channels- Money Market, Capital market, Others (life insurance, alternative investment, real asset), Difference between Lending (bank deposit or any type of lending) and partnering (sharing equity and risk) Tea Break Lecture-02: Financial Market & its instruments and Different Indicators Duration: 90 Min

Money Market- Bond (Traditional bond, Zero coupon bond, Perpetual bond, Conversion and Redemption option), Debenture, Government Bond and Treasury Bills, Capital Market- Primary Market, Secondary Market, , Preferred Stock, Mutual Fund- Open End and Close End. Market Indicators- Index Graph, Chart, DSE20, Company Indicator- Stock Category, Credit rating, Disclosures- Price sensitive disclosures, Stock buy/sell declarations by Directors and sponsors, other news.

Day-02
Lecture-03 : Capital Market framework Duration 90 Min

Regulatory framework- Parliamentary law, Judicial power (Court), Quasi-judicial body (SEC), Exchanges- DSE, CSE, Depository- CDBL, ParticipantsBrokerage House, Depository Participant, Stock Dealer, Merchant Banks, Portfolio Managers, Issue Manager, Underwriter, Issue Register, Issuer Company, Individual Investors, Institutional Investors, Asset Manager, Custodian, Trustee, Rating Agency etc. Tea Break Lecture-04: Market Terminologies Duration: 90 Min

Accounts- BO Account, Customer account/trading account (Margin/Non-margin, NRB, Discretionary, Non-discretionary) IPO- IPO process, RPO, Right Issue, IPO methods- Traditional IPO, Direct Listing, Book building, Secondary market- Secondary market and type of markets, Trade process- How securities are traded and settled, Face value, market lot, Odd lot, Trade volume, Trade Value, Number of trades, Howla, Laga, Trading Platforms- TESA, CHITRA, Settlement- Settlement period and Maturity, Settlement in relation to category and market, CDBL function in settlement, Pricing- Open, High, Low, Close, Yesterday close, 52 weeks range, market capitalization, Last trade, Average price, Change in price, Circuit breaker, Days Range, Listing- Category- A, B, G, N, Z, Listing Industry, Trading Code, Company No, Electronic/Paper, Shareholding structure, Benefits- Dividend, Interim Dividend, Stock Split, Right Issue, Record Date, AGM, EGM, Voting Power, Ownership, Stock buyback, Capital gain calculation Day-03
Lecture-05: Understanding Financial statements (Part-1) Duration 90 Min

Reading the statements- Balance Sheet, Income Statement, Cash Flow Statement and Statement of Owners Equity. Tea Break Lecture-06: Understanding Financial statements (Part-2) Basic Ratio Calculations- Profitability ratios, Efficiency ratios (Turnovers), Liquidity ratios, Solvency ratios Basic Ratio analysis- Cross check, Cross section comparison, Time series comparison Duration: 90 Min

Day-04
Lecture-07: Basics of analysis Duration 120 Min

Economic analysis- Economic outlook, country risk, economic prospect and threats, Judgment on Economy Industry Analysis in view of porters five forces, Judgment on the industry Company Analysis based on SWOT, Judgment on the company s future profitability Basic valuation based on DCF and Relative valuation Tea Break Lecture-08: Money Management & Review Class Duration: 120 Min

Risk and Return, Relationship Between Risk & Return, Risk & Return Measurement, Building Portfolio and its Management, Management Analysis, Price Sensitive Information, This class will be designed based on participants response, Examination, Certification.