Course Content

The course is divided into 2 levels. Each Level can be taken separately and completed based on the needs and priorities of the participants. The total session hours including hands on practice time for each level will be 40 hours. Basic and Advanced levels put together aim at providing a holistic view of investment management and help in preparing for different roles offered by capital market intermediaries.

Bridge Course

The bridge course is meant to introduce the securities markets basics to participants who are not conversant with the same. The bridge course will provide an overview of Financial Markets, investible assets, the concept of risk and return and financial ratios for investment evaluation. The duration of the bridge course will be about 6 hours.

Videos with Viewing rights will be provided along with reading materials. Candidates need to be prepared for the same before the Basic Level starts. A Self-Assessment Quiz will be shared for assess yourself before the program commences.

Basic Level

Module 1 – Stock Selection and Trading in Equity

• Stock picking and investing styles
• Equity market operations and concepts – Market Architecture and Trade Execution Systems.
• Lab based sessions on order execution, order and trade management and reports and queries in the online trading platforms (using Algo trading and Analytics lab of NISM)
• Exclusive sessions on types of orders, linking order types to order execution and investment strategy.
• Risk Management framework and client level investment risk management

Module 2- Technical Analysis

• Chart types and chart construction
• Patterns and indicators- trend, momentum, volatility, oscillators
• Strategy building and back testing – reading back testing reports
• Hands on session covering above concepts

Advanced Level

Module 1- Basic Derivatives and Derivatives Trading Strategies

• Introduction, derivative products and options
• Equity futures- pricing, trading strategies, hedging using futures
• Equity options- strategies for option buyers and use of options Greeks
• Strategies for option writer and use of option Greeks
• Hands on session- building derivative strategies for bull, bear and consolidating market phases and execution

Module 2- Integrated Technical Analysis and Advanced Derivatives

• News based Technical Setup
• Breakout and positional trade Setup
• Option trading strategies
• Swing trading strategies
• Option writing
• Option Greeks setup and strategies

Course Takeaways

Basic Level enables the participant to pick stocks for Investment and also execute those decisions efficiently through online trading terminals provides inputs related to timing the execution of investment decisions using technical analysis tools. Understand major patterns, indicators and predict trends. The participant can also understand risk and capital required for trading in equity cash markets. This level helps in familiarising the participants to online trading offered by different broking entities using NISM’s simulated trading lab.

Advanced Level helps to build basic understanding of derivatives and also help in understanding and applying strategies for different market regimes like bull markets, bear markets and markets in consolidation mode. The sessions will focus on portfolio hedging strategies. It will cover concepts like Trade setup using technical analysis tools and derivatives during different phases of markets like consolidating, bull and bear market phases. Options and option writing – Understanding the use of Greeks for options strategies, meaningfully combine Technical Analysis with derivatives to better understand market pulse, Understand and manage the impact of events on stock prices.

Course Timing

The course will be offered in online mode on weekends especially on Saturday/Sunday (any one day every week end) except one or two days Live Market Sessions on Weekdays during market hours. However, at each level there will be instructor led online sessions up to 6 hours on working days to help understand and track live market movements and online terminals.

Lab Access

Online Access to NISM’s Algo trading and Analytics Lab will be provided during the program and for a limited period of one month after course ends, to apply the strategies learnt in the Classroom and assimilate the same. Lab Access System requirements are as follows:

• Should have a laptop/desktop with windows version 7 and above
• Good Internet access to attend the Classes without Interruption

Key Features

• Deliver online through Zoom or Google Meet platform by experienced faculty from NISM
• Zoom or Google meet offers opportunity for participant interaction and Q & A through chat box, questions etc.
• Google Classroom Facility will be available for the participants
• Exposes the participants to the dynamic trading environment through lab based sessions
• Brings real world experimental learning to the classroom
• Course offers unique hands on trading and investment experience through the Algo and Trading Analytics Lab
• Access to the Algo and Trading Analytics Lab for a period of 4 weeks for self-study, assignment and hands on practice sessions as per market working hours on working days and Saturdays
• Basic and Advanced Levels will be on Saturdays and Sundays except one or two days Live Market Sessions on Weekdays during market hours.
• Rigour maintained through periodic assessment – online quiz and lab based assignments.

Assessment for Each level

• Quiz- Online Multiple Choice Questions (MCQ) Quiz with weightage of 60% (In case of Advanced Level 100%)
• Hands on Assignment- With Weightage of 40% (In case of Advanced Level, no assignment)

Certificate of Completion & Certificate of Participation

• Certification of Completion will be issued to those participants, who will clear the exams with 50% of marks.
• Certificate of Participation will be issued to all the participants, who attend 75% of the lectures and hands on sessions.

How to Apply

Admission Procedure

• All interested candidates shall check the eligibility criteria carefully.
• Those meeting the eligibility shall register for the Basic Level and make the payment.
• There are limited seats for the program, hence admission will be on first come first serve basis.
• NISM / Program Director reserves the right to reject the candidature of any candidate.

Timelines

Candidates interested in enrolling for the CCIM Basic / Advanced Level may fill in their details and download the course prospectus. NISM will reach out to you when the admissions open.

NISM reserves the right to reject the admission anytime and changing the timelines of the course.

Q1. What is CCIM?

Ans: This is a hybrid Online weekend Certificate Course in Investment Management. Hybrid means combination of video sessions with instructor led online sessions.

Q2. What is the Eligibility of this Course?

Ans: It is advisable to take both levels in progression. However, in exceptional cases the following direct criteria will be applied and candidates may be allowed to enrol directly into Advanced Level.

• For Basic Level: Graduate Students/Professionals; Student with non-commerce or non- accounting bachelor’s degree will have to enroll for bridge course
• For Advanced Level: Either attended the Basic Level or Cleared NISM-Series-VII: Securities Operations and Risk Management (SORM) Certification or equity derivatives certification.

Q3. How can I apply for this Course?

Ans: You can  click on the registration link given below

We have Announced dates for the Basic Level. We will announce the dates for advanced level of course soon on our website.

Q4. What is the duration of this Course?

Ans: 2 months each for Basic and Advanced Level.

Note: NISM reserves the right to reject the admission anytime and change the timelines of the course.

Q5. How many Levels are there in this course?

Ans: Two Levels – Basic Level & Advanced Level

Q6. What are the fees for both Levels?

Ans: You need to do this course one by one. ₹10,000 + applicable GST for Basic Level and ₹20,000 + applicable GST for Advanced Level.

Q7. Is this course available offline?

Ans: No, this course is available online only. You can pursue this course from anywhere around the globe.

Q8. What is pre requisite for this course?

Ans: a.) Should have a laptop/desktop with windows version 7 and above.

• Good Internet access to attend the Classes without Interruption.
• Mac operating system is not compatible for the online hands on sessions using the Algo trading and analytics lab.

Q9. When the class will be conducted?

Ans: The second batch of CCIM Advance Level will tentatively start from September 30, 2023 (last date of application September 28, 2023). Generally, we keep classes on Saturdays/Sundays and 2- 3 weekdays for Live Market Sessions. The session schedule for the complete program will be shared just before the batch begins, so that the participants can accordingly plan for the program.

Q10. Will Professors teach during this course?

Ans. Yes, professors will take 20 hours in basic Level and 30 hours in advanced level. Video Lectures will be for 20 hours and 10 hours for basic and advanced levels respectively.

Q11. How can it be helpful for professionals already in the securities markets domain?

Ans:  The program is a good blend of theory with practice delivered in a online hybrid environment. The key highlights include

• Equity market operations and concepts – Market Architecture and Trade Execution Systems.
• Lab based sessions on order execution, order and trade management and reports and queries in the online trading platforms (using Algo trading and Analytics lab of NISM)
• Exclusive sessions on types of orders, linking order types to order execution and investment strategy
• Timing market investments using technical indicators and hands on modelling and back testing of the indicators.
• Exclusive session on basic derivatives and combining derivatives with technical analysis for trading strategy in the advanced level.

Q12. Can students do this course? If we are not the finance students, how it will be helpful?

Ans: Yes, of course. Students can pursue this course. The course will supplement finance and non -finance students with requisite hands on experience and better understanding of Trading and Investment in Equities, thereby enhance employability.

Q13. Will participants get placement opportunity after completing this course successfully?

Ans: NISM will not support for placements after completion of the program. However, the program is structured to provide essential inputs that help in managing personal finance, bridging the gaps in investment management (equities) in existing graduate programs and thereby enhance employability prospects for roles like “dealer”/ “ “relationship manager” in Broking and securities markets firms. The program is one of its kind that blends the theory with execution and hands on investment.

Q14. What is the maximum age criteria for this course?

Ans: There is no age criteria for this course. 60 + age group participants also come to learn how to manage and invest their retirement money. We successfully completed many batches of this course in collaboration with The Institute of Cost Accountants of India.

Q15. I am working in Equity markets/ Trading/Brokers having 5-8 years of experience. How can I get benefited from this course?

Ans: Please refer Ans to Q12.

Q16. How this course is different from the other courses of Security Markets Domain?

Ans: This will give you the perspective of securities markets in a unique way. NISM has Algo and Trading Analytics Lab which is unique across the globe with real market data of NSE. You can use this lab online from your home by using simple software installation process having user ID and Password. This course will bring you the right way to come into the securities markets and learning of how to manage personal finance together. This course is blend of career growth and personal growth irrespective of category of participants.