About CCIM 

Course Objective

The course aims at providing a better understanding of the investment decision making process and strategies for investment, with emphasis on equities and equity derivatives. The course helps to develop fundamental skills for successful investment by providing insights into how the strategies can be applied in the real world dynamic environment with the objective of maximizing returns and minimizing risk. It also provides an exposure to trading simulations through the NISM Algo and Trading Analytics Lab.

Eligibility

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 enroll directly into Advanced Level.

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

Course Fees
Sl. No. Particulars Video Lecture (Hrs.) Instructor Led Online Session (Hrs.) Course Fees* (₹)
1 Online Certificate Course in Investment Management (Basic Level) 20 20 10,000
2 Online Certificate Course in Investment Management (Advanced Level) 10 30 20,000

*GST at the current applicable rate of 18% to be added to the above basic rate.

Timelines
Particulars Date
Start Date for Expression of Interest for Basic Level September 05, 2022
Last Date for Expression of Interest for Basic Level September 30, 2022
Start Date for Payment for Basic Level October 3, 2022
Last Date of Payment for Basic Level October 10, 2022
Date for Commencement of Basic Level October 15, 2022
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
  • Lab based sessions on order execution, order and trade management and reports and queries
  • 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 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 familiarizing the participants to online trading offered by different broking entities.

 

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.

 

Certificate of Participation
  • 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 have to fill up the form of Expression of Interest with all the required details and CV and proof of eligibility for Basic Level.
  • The fees will be payable only by candidates selected to participate in the program. Selection will be on Eligibility and first come and first serve basis. NISM has only limited seats for the program.
  • On confirmation & selection, the program fees to be paid through online by specified due date.
Timelines
Particulars Date
Start Date for Expression of Interest for Basic Level September 05, 2022
Last Date for Expression of Interest for Basic Level September 30, 2022
Start Date for Payment for Basic Level October 3, 2022
Last Date of Payment for Basic Level October 10, 2022
Date for Commencement of Basic Level October 15, 2022

Candidates interested in taking the NISM Online Certificate Course in Investment Management, Click Here for Basic Level form.

You will be intimated about your selection for the program by October 3, 2022. Payment Link for fees will be shared in the selection mail. NISM reserves the right to reject the admission anytime and changing the timelines of the course.

 

Download CCIM Prospectus

    Contact Us

    Dr. Latha Chari, HOD, SSIR & Professor, NISM
    Email: latha.chari@nism.ac.in

     

    Mr. Ashutosh Kumar, Assistant Manager, NISM
    Tel.: 02192-668457
    Email: ssir@nism.ac.in
    Mob: 9326022370
    WhatsApp: 7506581992