(10 Ratings)

23092_Stock market starter Pack – A beginner’s roadmap for investments

By mahammad_thauseef Categories: Commerce and Management

About Course

Objective:

The course objective is to empower beginners with a solid foundation in investment planning, stock market dynamics, and risk management, enabling them to make informed investment decisions, set and pursue financial goals, and navigate the stock market effectively.

Course Outcomes: On the successful completion of this course, participants will be able to:

Acquire foundational skills in financial planning, enabling goal setting and the creation of basic investment strategies.
Gain a beginner’s understanding of how the stock market operates, including its historical background and key driving factors.
Develop basic risk assessment abilities and learn to recognize common behavioural biases that affect investment decisions.
Build confidence in making informed investment choices as a beginner, allowing participants to navigate the stock market while working toward your financial goals.

Pedagogy: Online sessions, discussion, case analysis and assignments.

Course Content

Unit 1: Investment Planning – A Beginner’s Rules of Market
Introduction to Investment Planning-The importance of financial planning, setting financial goals and objectives, Basics of creating an investment plan. Understanding Market Engagement - Different investment vehicles (stocks, bonds, real estate), Risk and return in investment, Diversification and its role in a portfolio. Investment Accounts and Tools - Types of investment accounts (e.g., brokerage, retirement), Investment tools and resources

Introduction to Investment Planning

09:16
Investment Objectives

00:00
Importance of Investment Planning

00:00
Investment Avenues

00:00

Unit 2: The Stock Market – Drivers and Mechanisms
Introduction to the Stock Market, Definition and purpose of stock markets, Historical overview of stock markets, Role of stock exchanges, Market Participants and Mechanisms - Players in the stock market (investors, brokers, institutions), How stocks are bought and sold, Stock market order types, Factors Driving Stock Market Movements and stock market indices

Unit 3: – Market Gains for Staying Invested in Stocks
Advantages of Stock Investing-Potential for capital appreciation, Dividend income, Liquidity and flexibility. Historical Stock Market Performance - Historical returns on stocks, Long-term market trends, Compounding and wealth building, Investment Time Horizon -Short-term vs. long-term investing, Impact of time on investment outcomes

Stock Market Jargons

06:52
Stock Market Jargons-2

12:04
Stock Market Analysis and Terminologies

00:00
Investing in Stock

00:00
Case study on stock market crash on may 9, 2024

00:00
Fundamental analysis Part 1

00:00
Fundamental analysis Part 2

00:00
Technical Analysis Part 1

00:00
Technical Analysis Part 1

00:00
Technical Analysis Part 3

00:00

Unit 4: Derivatives for beginners- Introduction to derivatives market, types of derivatives
Classification based on product- Forwards, Futures, Options, Swaps, Warrants, Baskets, LEAPs and Swaptions, Classification based on underlying asset, Classification based on trading. Hedging using Futures: Long Hedging Strategy & Short Hedging Strategy, Arbitrage Strategies, Option Hedging Strategies, Commodity Exchanges, Derivatives trading- Marked to Market Concept

Lecture 1: Introduction

00:00
Lecture 2: Forwards

00:00
Lecture 3-Futures

00:00
Lecture 3-Options

00:00
Lecture 4: Moneyness of Options Contract

00:00
Lecture 5: Intrinsic and Time Value of Options

00:00
Lecture 6: Factors affecting options

00:00
Lecture 7: Classification based on underlying Asset

00:00
Lesson 9 Swaps

00:00
Lecture 8: Derivatives based on trading

00:00

Unit 5: Learning from Stock Market History- Case studies
Navigating Bubbles and Hype- The Dot-Com Bubble case (2000), Surviving Financial Crises-The 2008 Financial Crisis case, The Apple Turnaround Story- Apple Inc. (AAPL) Turnaround, Mastering the Buffett Approach- Warren Buffett and Berkshire Hathaway.

About Course

Course Content

Introduction to Investment Planning

Investment Objectives

Importance of Investment Planning

Investment Avenues

Introduction to stock market

Historical overview of stock market

Historical overview of stock market in India

Stock Market Participants

Stock Market Jargons

Stock Market Jargons-2

Stock Market Analysis and Terminologies

Investing in Stock

Case study on stock market crash on may 9, 2024

Fundamental analysis Part 1

Fundamental analysis Part 2

Technical Analysis Part 1

Technical Analysis Part 1

Technical Analysis Part 3

Lecture 1: Introduction

Lecture 2: Forwards

Lecture 3-Futures

Lecture 3-Options

Lecture 4: Moneyness of Options Contract

Lecture 5: Intrinsic and Time Value of Options

Lecture 6: Factors affecting options

Lecture 7: Classification based on underlying Asset

Lesson 9 Swaps

Lecture 8: Derivatives based on trading

The Dot-Com Bubble Case (2000)

2008 Financial Crisis

Apple Turnaround Story

Mastering the Buffett Approach: Warren Buffett and Berkshire Hathaway

Assignments and Test

Assignments on stock spilt and bonus issues

Internal Assessment I

Quiz 2: Internal Assessment II

Assignments on fundamental analysis

Quiz 3

Final Exam

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