Program Overview

This 2-day MDP on Fixed Income Securities is designed to provide a comprehensive understanding of Overview or fixed income Market concept, including their Categories. Participants will gain knowledge for analysing and managing fixed income investments, risk, and strategies. By the end of the program, participants will be equipped to analyse, implement strategies, and adapt to market trends, ultimately advancing their careers in the fixed income sector and contributing effectively to their organizations.

Program Objective

The objective of this program is to enhance professionals’ capacities in the fixed income securities market by building analytical skills and improving risk management. The program targets professionals working in banks, brokerage houses, asset management companies, primary and secondary dealers, as well as students aspiring to enter the financial sector. Whether you’re involved in fixed income investments or seeking to deepen your understanding of this market, this program will be valuable.

Topics to be covered

• Overview of fixed income market

• Concepts e.g. yield, yield curve, duration, credit rating

• Categories of bonds

• Risks in bond investing

• Credit rating details

• Pricing of bonds

• NAV valuation, cut-off time

• Current scenario of bond yields

• Macro scenario – inflation, GDP growth, fiscal deficit

• View on interest rate movement

• Excel computation of bond XIRR

• Strategies followed by fund managers

Program Speaker:

Mr. Joydeep Sen Corporate Trainer, Author, Columnist

Joydeep had worked in the financial services industry for 25 years, till 2016. Of this, the last 13 years were with BNP Paribas in the Wealth Management department as Senior Vice President – Advisory Desk. Prior to BNP, he worked with various companies in the private sector. Since 2017, Joydeep is on his own, pursuing his passion. Joydeep writes columns regularly in various financial publications. Since January 2017 till date, he has published 530 articles in publications like Mint, Moneycontrol, Financial Express, ET Markets/ET Online, Outlook Money, Cafemutual, The Hindu, Hindu Business Line, etc. He appears on CNBC Mutual Fund show approx. once in few months.

He has authored four books (1) “Fixed Income Markets in India – Investment Opportunities for You”, (2) “Mutual Funds in India – Vehicle for Fixed Income Investments” which has been recommended as a reference book by Mumbai University for MMS course (3) “Open Your Eyes – to Management Lessons Around Us” and (4) (a) “Wealth Management – a Guidance for Affluent and Middle Income Classes” and a variant as per university syllabus (4) (b) Financial Planning and Wealth Management – Concepts and Practice, used as a textbook in certain undergrad courses.

He has done trainings for CRISIL, FPSB, NISM, CIEL and certain Mutual Funds and NBFCs, and content work for NISM. He is a visiting faculty at two business schools. Joydeep is a Certified Financial Planner. He did his MBA from Jadavpur University, Kolkata, in 1991. He has been awarded “100 Most Influential BFSI Leaders” by BFSI Congress in Feb 2019 and Feb 2023, “50 Most Influential Financial Services Marketing Professional” at the Financial Services Marketing Summit in Nov 2019, Nov 2021 and Nov 2022 and “Most Admired BFSI Professionals” in February 2024.

Program Schedule:

Dates: October 19-20, 2024

Timings:

October 19, 2024 (Saturday), 03:00 PM to 06:00 PM

October 20, 2024 (Sunday), 03:00 PM to 06:00 PM

Mode of Program- Online (Zoom)

Fee- ` 4500/- plus 18% GST

Group Enrolment Benefits:

• 20% discount on bulk registration for 3 or more participants from the same organisation

• 20% discount on participant fee exclusive for students from Partner Institutions

In case of any query, you may contact: