Module 1: Financial Markets Overview

Financial System Different Financial Markets and Participants and their function Capital Market- Primary and Secondary Market Broker/Dealer and their role

Role of Custodian, Depository, Exchanges Buy Side and Sell Side Financial Regulator (SEBI, SEC, FCA) Investment Bank vs Commercial bank Exchanges and Clearing Agents

Module 2: Excel and Advance Excel

Excel Fundamental VLOOKUP, PivotTables, Logical Function Data Cleaning & Formatting Technique Conditional Formatting & Data Validation Hands-on Exercise: Sales Data Analysis Advanced Excel Technique INDEX-MATCH, Array Formula: Dynamic Charts & Data Visualization Power Query & Power Pivotƒ Case Study: Financial Data Visualization Financial Modelling Basic Ratio Analysis Revenue Forecasting Sensitivity & Scenario Analysis LBO and M&A Modelling Buyout Modelling Basic Building Financial Statements (Balance Sheet, P&L, Cash Flow Case Study: Financial Modelling for a Retail Companies Case Study: Valuation of a Real-World M&A Deal

Module 3: Equity Markets

Ordinary Shares vs Preference shares

Different types of preference shares

Share Capital and Types of Share Capital

Issued and Authorized share capital

Different Financial Ratios (EPS, P/E, ROCE, ROE etc.) 

Process of IPO, Private Placement, OFS, FPO

Depository Receipts and Types of ADR, GDR and IDR 

Order driven and Quote Drive markets

Module 4: Fixed Income Securities

What is Fixed Income? Types of Fixed Income (Corporate Bonds,Government Bonds, Zero Coupon Bonds, Junk bond, Convertible bonds, Callable Bond, Puttable bond, Deferred bond, Foreign Currency Bond etc) Issuers of Fixed Income Securities Difference b/w Equity and Bond Bonds and its Risk Current Yield and YTM (Yield to Maturity) Dirty Price and Clean Price Rates associated to a bonds and accrued Interest Trade Economics in Fixed Income

Module 5: Money Markets

What is a money Market?

Features of the Money Market 

Interbank Lending 

Advantages and Disadvantage of Interbank Lending 

Treasury Bill, T notes and T Bonds 

T-Bills- Primary Market 

Investment Instruments- CDs, REPO, Commercial Paper 

REPO and Reverse REPO Deals 

Capital Markets vs Money Markets 

Pros and Cons of Money Markets

Module 6: Derivatives Forward and Futures

Introduction Derivatives 

Speculating and Hedging 

Features of Derivatives 

Value of Derivative Contract 

Role of speculators and Hedgers 

Types of Derivatives- OTC, ETD 

Characteristics of Forwards and Futures

Risks involved in Futures and Forwards 

Future Contract Margin 

Settlement Mode in Futures Contract

Module 7: Derivatives Options

Options Contract.

Types of Options .

Long and short call.

Options Pricing.

Options Styles.

Options Premiums.

Option Payoffs.

Factors Affecting Premiums

Module 8: Derivatives Swaps

Introduction to Swaps Types of Swaps Interest Rate Swap Types of IRS- Fixed vs Floating, Fixed vs Fixed etc. Equity Swap FX Swaps Risks in Swaps Credit Default Swap Risks involved in CDS Trading Credit Events in CDS CDS Settlements Types of CDS

Module 9: Foreign Exchange Market

Elements of FX Trade 

Types of FX Rate 

Fixed Exchange Rate

Reserve Currency Board 

Features of FX Market 

Market Participants Market Makers 

PIPs

FX Quotations and types

Types of FX Trades

Non-deliverable Forwards

Currency Nick Names

Difference b/w Gross and Net Settlement 

Rules of Netting

Module 10: Trade Life Cycle and Reference Data Management

Introduction to TLC

Difference b/w OTC and Exchange TLC

Different offices in Investment Bank (Front/Middle and 

Back office)

Trade Execution and Capture

Trade Enrichment 

Trade Validation

Trade affirmation and Confirmation

Trade Settlement

Trade Reporting and Reconciliation

Role of the Custodian

SSIs

CUSIP, SEDOL and ISIN

BIC codes and IBAN

Market data and Static Data

SWIFTA

Systems-Bloomberg, Reuters, Markit

Module 11: Reconciliation and Corporate Actions

What is Reconciliation?

What is Nostro and Vostro account?

What risks does reconciliation address?

Types of Reconciliation

Brokers Reconciliation

Cash management

Interest Claims

Depot/Position Reconciliation

What are Corporate Actions?

Examples of Corporate Action

Types of Corporate Actions? Mandatory and Voluntary Corporate action

Module 12: Collateral Management and ISDA

What is Collateral management.??

Advantage and disadvantage of collateral mgmt.?

Terms used in collateral mgmt.?

Mark to Market, MTA, Threshold and Rounding?

Uncleared Margin Rules?

Collateral structure post financial crisis 2008?

Risk involved in collateral mgmt.?

What is ISDA??

What is Master agreement, schedule, 

confirmation and Credit Support Annex??

Paragraph 11 & 13

Module 13: Asset Management and AML & KYC

What is Asset mgmt.?

Difference b/w mutual and hedge fund.

Wealth mgmt. vs asset mgmt.

Types of Mutual fund

Hedge fund Operation

Types of Hedge Funds

What is Money Laundering?

Anti-Money Laundering and its objective

Three stages of Money Laundering

Methods of Money Laundering

AML- Risk Based Approach

What is KYC?

PEPs (Politically Exposed Persons)

Customer Identification Procedure and Customer 

Acceptance Policy

Module 14: Regulations and Risk Management

Basel Norms I, II, II

DODD Frank Regulation

Volcker Rule

EMIR Regulation

MIFID I and II (Markets in Financial Instruments Directive)

FATCA

What is Risk?

Types Risks

Market Risk

Credit Risk

Liquidity Risk

Legal and Regulatory Risk

Business Risk & Strategic Risk

Reputation Risk • Systemic Risk • Operational Risk

Module 15: Time Value of Money

Present value and Future Value

Using Time Value of Money concepts for cash flow calculation

Single cash flow

Multiple cash flow Annuity 

Perpetual cash flow 

Amortization 

Retirement Planning

Module 16: Financial Statements Analysis

What is financial statement Analysis? .

Types of financial statements .

Balance Sheet.

Income statement .

The statement of comprehensive Income .

The statement of cash flows.

Footnotes.

Management discussion and Analysis .

Audit

Module 17: Prompt Engineering

Introduction to Language Model

Different Types of Models

Best Practices for Prompt Writing

AI and Microsoft Office 365 Tools

Presentations using AI Tool

AI Tools for Investment Banking and Finance

AI Tools for Start-ups

AI Tools for Venture Capital Funds

Module 18: Python

Python and its Applications in Finance

Data Types in Python

Basic Operations in Python

Operators in Python

Control Flow Statements in Python

Introduction to Functions in Python

Practical Exercise

Data Acquisition Manipulation

Statistics

Pandas Data frame

Basic Data Exploration​ and Cleaning and Preparing Financial Data​

Data Manipulation Techniques

Practical Exercise

Module 19: Mastering Data Visualization

Overview of Tableau Prep

Data Connections, Cleaning and Transformation

Introduction to Tableau Desktop

Data Source Connection and Navigation

Visual Analytics – Sorting and Filtering Data Interactivity

Working with Calculated Fields

Aggregations and Level of Detail (LOD) Expressions

Creating Charts and Dashboards in Tableau

1. Hands-on Activity

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"A Game-Changer for My Career!"
– Aditi Mehra, Finance Graduate
Completing the Investment Banking course from SkillExpress gave me a solid foundation in M&A, valuation, and financial modeling. The content was concise, practical, and easy to understand—even for someone just entering the field.