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CERTIFICATE COURSE ON FUNDAMENTAL ANALYSIS & TECHNICAL ANALYSIS INCLUDING EQUITY RESEARCH (FATA)

1st Online Batch of Certificate Course on Fundamental Analysis & Technical Analysis Including Equity

About The Course

This course is meant for the young brigade of upcoming analysts in the industry of share market, stock market and includes technical and basic of fundamental analysis. Fundamental analysis is a stock valuation methodology that uses financial and economic analysis to envisage the movement of Stock prices. The fundamental data that is analyzed could include a Company’s Financial Reports and Non-Financial information Such as estimates of its growth, demand for products sold by the Company, Industry Comparisons, Economy-wide changes, Changes in Government Policies etc.

Fundamental Analysis focuses on the economic forces of Demand & Supply that causes prices to move Higher, Lower or Stay the same. Technical Analysis is the Study of Market Action, primarily through the use of charts, for the purpose of forecasting Future price trends.

Technical analysis is all about studying stock price graphs and a few momentum oscillators derived thereof. It must be understood that technical Studies are based entirely on prices and do not include balance sheets, P & L accounts (fundamental analysis), the assumption being that the markets are efficient, and all possible price sensitive information is built into the price Graph of a security/index.

Therefore, technical analysis (crowd analysis) supports the efficient market theory as against the random walk theory which supports the belief that stocks can be bought/sold on random events like flipping a coin!!! Technical analysis is more dynamic as compared to fundamental analysis based on one simple argument fundament alanalysts depend on corporate events like quarterly results, annual results and special announcements like earnings guidance and policy changes in operations to generate a buy/sell recommendation.

Eligibility

Only the Members of ICAI are eligible to pursue this course.

Course Duration

Classes will be for eighteen days online virtual classes - 3 Hours each day

Attendance

A candidate will have to attend 90% of classes, i.e., 17 days’ classes, failing which, he/ she will not be entitled to appear in the exams. 90% attendance in classes is mandatory for appearing in the exams.

Professional Credit

The participants to this course will be given 30 CPE Hrs wherein credit of 25 CPE hours will be given after completion of classes and remaining 5 hours will be given after qualifying the exam as per CPE guidelines.

Course Contents

Sl. no Chapter/Topic
1 Module 1: What is Fundamental Analysis, Macro Economics, Global Economics
2 Module 2: Industry Analysis, Company Analysis
3 Module 3: Critical Analysis of Financial Statements, Ratio Analysis and Cash Flow Statements
4 Module 4: Valuation, Case Studies
5 Module 5: Introduction to Technical Analysis - Basic Principles, Philosophy, Scope & Objective, Dow Theory
6 Module 6: Important Reversal & Continuation Patterns, Gaps, Trend lines and Trend channels
7 Module 7: Volume Observation, Support & Resistance, Moving Averages & MACD, Momentum Indicators
8 Module 8: Fibonacci Studies, Principles of W.D.Gann, Japanese Candlesticks, Trading Methods and Systems
9 Module 9: Introduction to Futures & Options, Option Pricing and Option Greeks, Options Strategies
10 Module 10: Understanding Basic Concepts, Methods of Research
11 Module 11: Research - Macro: Economy and Industry, Research Micro: Company
12 Module 12: Analysis - Macros: Industry, Analysis - Micro: Company
13 Module 13: Growth-Industry and Company, Fundamentals Concepts for Valuation, Valuations Methodologies
14 Module 14: Financial Modelling, Financials
15 Module 15: Arbitrage and Hedging: Futures - Futures and Cash Futures; Options Arbitrage, Hedge Funds
16 Module 16: Bond Markets, Mutual Fund Industry
17 Module 17: Accounting and taxation
18 Module 18: Regulations Governing Financial Markets


Evaluation Pattern

There will be 2 papers of 100 marks each for three hours at the end of the course. The examination will consist of 100% MCQs. A Passing grade is awarded if the candidate obtains 40% marks in each paper & Project and 50% in the aggregate.

Paper-1 Module1 to 9 100 Marks
Paper-2 Module10 to18 100 Marks
Total   200 Marks


Course Fee

Course fee of Certificate course on Fundamental Analysis & Technical Analysis Including Equity Research Rs.8,850/- [Rs. 7,500/- (Course fee) + Rs. 1350/- (18% GST)]

For details-contact

To Secretary,
Committee on Capital Market and Investors’ Protection
The Institute of Chartered Accountants of India
Third Floor, Main Building
ICAI Bhawan, New Delhi 110002
E-mail: fata@icai.in
Contact Details: 8130527979/011-30110437


With Regards,
Chairman to the Committee,
Committee on Capital Market and Investors’ Protection


Note: Committee reserves the right to change the venue, time, date, pattern and course curriculum.

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