Prepare for success
in the real world
with practical learning.
Presenting
‘Certification in Equity
Trading and Investment’.
About ICICIdirect Centre for Financial Learning:
ICICIdirect Centre for Financial Learning is an educational initiative of ICICI Securities Ltd. ICFL is
committed to enhance financial literacy amongst all existing and prospective stakeholders in the
society by empowering them to make better and more informed decisions. ICFL is also committed
to lead the path to create next generation leaders who would catalyse the growth of financial
markets in India by expanding the pool of qualified and certified professionals for the industry.
ICFL operates under the broad segments of investment education and professional certification
and development. Over the period, ICFL has trained more than 1.5 Lakh students and investors
across India through one or more programmes. The repository of domain knowledge includes
host of in-house developed seminars, workshops, certifications and training programmes leading
to reputed certifications. ICFL has offices and training facilities across India aided by technological
capabilities to deliver trainings through eLearning, virtual classroom and satellite classrooms.
About National Institute of Securities Markets:
National Institute of Securities Markets (NISM) is a society and public trust, established
by the Securities and Exchange Board of India (SEBI), the regulator for securities markets
in India, to improve the quality of the securities markets through sustained capacity building
and knowledge dissemination.
NISM develops and conducts certification examinations and continuing professional
educational programmes to enhance the quality and standards of professionals employed
in various segments of the financial industry. NISM also works closely with all financial
regulators in the area of financial education.
NISM caters to the educational needs of various constituencies such as investors, issuers,
intermediaries, regulatory staff, policy makers, academia and future professionals in the
financial sector through its schools of excellence.
About the Programme:
With the financial markets having grown in depth and sophistication during the last decade,
Indian corporations need to meet the enhanced expectations of various stakeholders, which
necessitates acquiring of human resources with a wide repertoire of knowledge and skills.
Thus, more and more companies are looking for ‘job ready’ candidates. Hence, colleges
must look at avenues to enhance the value offered to their students along with the regular
curriculum. Giving students additional skill sets will help them be better prepared for their
internship or placement interviews.
NISM along with ICICIdirect Centre for Financial Learning seeks to educate and empower
individuals with financial knowledge and acumen, thus, creating professionals who would
catalyse the next wave of financial proficiency in India.
This 'Certification in Equity Trading and Investment' establishes the credibility of the students’
skills on basic working of stock markets, process of placing and tracking orders or trades,
and basic equity portfolio construction along with exposure to real time
derivatives trading. The certification should be seen as the first but
a firm step towards building practical skills and expertise in
stocks and capital markets. This certification provides students a
strong platform for a career in any segment in the banking and
financial services domain.
Objectives of the Programme:
This certification seeks to:
3URYLGHHVVHQWLDOVNLOOVRQHTXLW\WUDGLQJDQGLQYHVWPHQWVLQYDULRXVDVVHWFODVVHVOLNH
equities, ETFs and equity derivatives.
*LYHKDQGVRQH[SHULHQFHRILQYHVWLQJDQGWUDGLQJLQHTXLW\PDUNHWLQVWUXPHQWVXVLQJYLUWXDO
stock market platform.
,QFUHDVHILQDQFLDOOLWHUDF\DPRQJFROOHJHVWXGHQWVDQG\RXQJZRUNLQJSURIHVVLRQDOVLQ
relation to securities market.
Help the participants consider stock markets a genuine place for wealth creation and also
demonstrate their knowledge to potential employers in the broad domains of financial markets.
Highlights of the Programme:
,WLVFXUUHQWO\WKHRQO\FHUWLILFDWLRQZKLFKIRFXVHVRQHQKDQFLQJSUDFWLFDOVNLOOV
along with conceptual understanding.
7KHVWXGHQWZRXOGJHWDKROLVWLFYLHZRISURFHVVHVDQGVHWWOHPHQWVLQVWRFN
markets, having placed orders in live market and tracked the entire process
end-to-end.
&UHGLELOLW\RIDMRLQWFHUWLILFDWLRQIURP1,606(%,SURPRWHGHGXFDWLRQDO
CICIdirect.
institution and ICFL - an educational initiative from industry leaders, ICICIdirect.
NISM and ICFL Advantage:
-RLQWO\GHYHORSHGDQGPDQDJHGE\,&)/DQG1,60
&RQWHQWVGUDZQIURPWKHH[SHULHQFHRIPRUHWKDQ\HDUVRIOHDGHUVKLSLQUHWDLOHTXLW\
markets of ICICIdirect and the expertise of NISM in understanding the learning
requirements of students along with the certification.
Programme Offerings:
KRXUVRIEOHQGHGOHDUQLQJFRPSULVLQJRIFODVVURRPOHFWXUHV
and hands-on experience of trading and investing in live markets.
2. Internal and ongoing assessment during the programme delivery
based on virtual platform.
3. Assessment exam of 2 hours at the end of the programme
leading to NISM and ICFL -RLQW&HUWLILFDWLRQ
Key Takeaways:
1. Continued access to virtual stocks trading platform..
2. Copies of presentations used in classroom.
3. Workbook of NISM Series - XII: Securities Markets
Foundation Certification Examination.
Curriculum:
Day 1
Theory Overview of the Securities Market in India
Theory Understanding the Basics of the Investing Process
Theory Basics of the Primary Market
Theory Secondary Markets
Day 2
Theory Ratio Analysis and Understanding Financial Statements
Theory Step by Step Guide to Company Research
Day 3
Theory Technical Analysis
Practical How Shares are Traded?
Practical Demo of Cash and Margin Trades
Practical Trading Stocks on Virtual Platform
Practical At least 5 Trades in Margin and 5 in Cash
Practical Reasons for Trades Submitted by Student in Writing
Theory Forming of Groups for Subsequent Activities
Day 4
Theory Common Mistakes to be Avoided while Investing / Trading
Theory Guided Presentation of given company by Students
Theory Faculty Feedback after every Presentation
Day 5
Theory Futures & Options Theory
Theory Derivative Strategies
Practical Futures & Options Trading
Examination 100 marks Examination
Certification Criteria:
Certificate of Participation
&DQGLGDWHVQHHGWRVFRUHDPLQLPXPRILQWKHFODVVURRPDVVHVVPHQWDORQJZLWK
satisfactory classroom participation.
‘Certification in Equity Trading and Investment’ would be awarded to candidates who
6FRUHDPLQLPXPRILQWKHFODVVURRPDVVHVVPHQW
6FRUHDPLQLPXPRILQWKHJUDGHGRQOLQHDVVHVVPHQW
Management Thoughts
Mr. Sandip Ghose, Director, NISM
"NISM is pleased to announce the ‘Certificate in Equity Trading and Investment’,
in partnership with ICICIdirect Centre of Financial Learning. I believe that this
certification will provide participants a unique opportunity to learn about equity
investing through a blend of academic knowledge and its practical
real life applications."
Mr. Anup Bagchi, MD & CEO, ICICI Securities Ltd.
io
on
"The 'Certification on Equity Trading and Investment' is conceptualised in association
with NISM to offer a real time practical experience in equity investments
to students. Knowledge about investments is an important life skill for all of us.
-XVWOLNHVZLPPLQJRUF\FOLQJLIZHOHDUQLQYHVWPHQWVDWWKHULJKWDJHLW·VPRVW
likely that this skill will stay with us for the rest of our lives. One can then
choose to continuously improve on this skill and chart higher paths. You may
choose to use it for your personal investments or further add skills to build a
career out of it. This certification would help you build a foundation for both."
Our Regional Offices
BENGALURU DELHI MUMBAI
Address: ICICIdirect Centre for Financial Address: ICICIdirect Centre for Financial Address: ICICIdirect Centre for Financial
Learning, 2nd Floor, No. 50, Little Plaza, Learning, 2E / 22, Ground Floor, Learning, 2nd Floor, Patel Complex,
Cunningham Road, Bengaluru - 560095 Jhandewalan Extension, New Delhi - 110055 Liberty Garden Rd., Off S. V. Road,
Phone: 080 49228916 / 17 Phone: 011 43251018 / 26 Malad West, Mumbai - 400064
Phone: 022 65900141 / 168 / 169
PUNE HYDERABAD KOLKATA
Address: ICICIdirect Centre for Financial Address: ICICIdirect Centre for Financial Address: ICICIdirect Centre for Financial
Learning, Ground floor, SANAS Memories, Learning, 1st Floor, 6-3-111, Amrutha Mall, Learning, Flat no 21, 2nd Floor, Parijath Building,
Fergusson College Road, Somajiguda, Hyderabad - 500082 24A Shakespeare Sarani, Kolkata - 700017
Near Deendayal Hospital, Pune - 411004 Phone: 040 60020036 / 37 / 38 / 39 Phone: 9230700996 / 97
Phone: 020 40009246 / 48
For more information about this programme, contact us at:
Email: learning@icicisecurities.com
Website: learning.icicidirect.com | SMS 'EDU NISM' to 5676766
Emerging Brand Award A
Award for Innovation in Learning BBest Online Learning Solution
(4th CMO Asia Awards for Excellence ((Best-in-class Learning & ((Best-in-class Learning &
in Branding & Marketing, 2013 - 14) D
Development Awards, 2013 - 14) DDevelopment Awards, 2013 - 14)
Our Recent Accolades
ICICI Securities Ltd.( I-Sec). Registered office of I-Sec is at ICICI Securities Ltd. - ICICI Centre, H. T. Parekh Marg, Churchgate, Mumbai - 400020, India, Tel No : 022 - 2288 2460, 022 - 2288 2470. The contents herein above shall not be
considered as an invitation or persuasion to trade or invest. These programmes do not guarantee any job or placements with ICICI Group or any other organization. Participants should make independent judgment with regard suitability,
profitability, and fitness of any program offered herein above. I-Sec and affiliates accept no liabilities for any loss or damage of any kind arising out of any actions taken in reliance thereon.This is not directed or intended for distribution to, or
use by, any person or entity who is a citizen or resident of or located in any locality, state, country or other jurisdiction, where such distribution, publication, availability or use would be contrary to law, regulation or which would subject I-Sec
and affiliates to any registration or licensing requirement within such jurisdiction.