www.pacegurus.com announces a workshop on "Understanding Investments" for the corporate covering the following attached topics. If your organization has requirement, please do get in touch with us at +91-98480 12123. Any customizations also can be accommodated.
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Theme
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Topics Covered
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Investment
Choices
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Ownership Investments (Stock Markets, Real Estate,
Business), Lending Investments, Options and Futures, Precious Metals,
Collectibles
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Risk
vs. Return
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Understanding Risks – Market value, Individual
Investment risk, Purchasing power risk
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Analyzing Return – Components, Money market returns,
Bond, Stock, Real Estate, Small Business Returns
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Goal Setting
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Planning
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Emergency Reserve, Debt Evaluation, Financial Goals,
Savings rate and Investments rate, Retirement Plan, Tax Plan, Right
Investment Mix (Age, Investment Options), SIP
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Stocks
and Bonds
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Modes of raising capital, IPO, Understanding
Financial Markets and Economics, Market Efficiency, Drivers of Movement,
Brokerage firms
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Stocks
in Depth
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Market, Stock Market Indices, Stock buying methods,
Mutual Funds, Right time to buy and sell, P/E, Speculative excess,
Problematic stock buying practices
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External Research (Independent brokerage, Financial
Publications, websites, Fund manager picks)
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Annual reports and other useful corporate reports
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Bonds
in Depth
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Types of Bonds – Maturity, Probability of Default,
Credit Rating
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Buying bonds – Pricing, Other lending instruments
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Mutual
Funds and Exchange Traded Funds
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Benefits of Best Funds, Successful fund investing
drivers
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Fund portfolio with asset allocation, Best Stock
funds and Bond funds, Balanced Funds, Money Market Funds
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Real
Estate
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Invest in Home – Ownership, Amount to spend, Property
type, Location etc.
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Attractions for real estate investment, Direct vs.
Indirect property investments,
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Financing – Types of mortgages, Closing the deal,
Selling real estate
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