Search
Search

 

Understanding Asset Classes

 

In this eLearning module on Understanding Asset Classes, we will look at different asset classes like equity instruments, fixed income securities, commodities, mutual funds and insurance products. We will also focus on mapping asset allocation with investor's risk profile.

 

Coverage and structure for eLearning module

 

Topic

Sub-topic

Why Invest?
  • Broad Overview of Asset Classes

Equity and Equity Market
  • Overview of Equities
  • Types of Equity Securities
  • Types of Corporate action
  • Overview of Stock Market in India

Debt Market
  • An Overview
  • Elements of Fixed Income Securities
  • Value of a bond
  • How a Bond is Valued
  • Valuing an Annual Bond
  • Factors affecting Valuation
  • Factors affecting Bond Price
  • Bond Pricing and Yield for Debt Securities
  • Yield Curve
  • Bond Portfolio Yield
  • Price vs. Yield

Bond Duration and Convexity
  • Bond Duration and its Types
  • Deriving Macaulay Duration
  • Calculating Macaulay Duration of a Bond
  • Deriving Modified Duration
  • Calculating Modified Duration of a Bond
  • Relationship of Bond Duration and Parameters
  • Volatility in Prices and Fixed Income Instruments
  • Calculating Duration of Portfolio
  • What is Convexity?
  • Convexity for Different types of Bonds
  • Properties of Convexity
  • Use of Convexity
  • Calculating Convexity of a Bond
  • Types of Fixed Income Securities

Introduction to Debt Market
  • Introduction to the Debt Market
  • Types of Bonds in the Debt Market
  • Types of Capital Market Securities
  • Money Market Securities
  • Foreign Market Securities
  • Risk associated with Fixed Income Instruments
  • Credit Rating
  • Primary Rating Scales
  • What is a Default?
  • The Indian Debt Market

Commodities
  • An Overview
  • Sectoral Classification of Commodities
  • Commodity Market
  • Gold as a Commodity
  • Dynamic Performance of Asset Classes
  • Gold as an Effective Portfolio Diversifier

Real Estate
  • An Overview
  • Features of Real Estate

 

 

Module Fees: Rs. 2500/-                                  Access period: 3 months                                 Learning time: 3 hours

 

 

Steps to purchase

 

  • Go to CRISIL Learning platform https://training.crisil.com/
  • On https://training.crisil.com/ (CRISIL Learning platform) – sign up to create your unique login ID and password
  • Once your account is set up, search for "Understanding Asset Classes" from the search bar
  • Select the e-learning module - Understanding Asset Classes, and click on buy now; it will get added to your cart
  • Click on 'Cart' and purchase the module(s) with your debit or credit card
Detailed steps

Features of eLearning modules:

 

 

Real life case studies

 

Real life case studies built leveraging our expertise in research, ratings & risk solutions

 

Expert Speak

 

Insights incorporated in eLearning, based on 15+ years of classroom training experience

 

Glossary & Resources

 

End to end structure comprising basic definitions to advanced readings

 

Visuals for workflows

 

Use of visuals to show a complex process or workflow

 

Interactive examples

 

Interspersed with practice exercises and interactive examples to help apply concepts

 

Knowledge checks

 

Knowledge checks at the end of each topic to ensure absorption of concepts

 

Animations

 

Animations & Characters to make complex concepts easy to learn

 

Gamification

 

Final assessment questions & gamification at the end of the module to ensure learning objectives are met