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Fundamentals of Investment syllabus

FIN 2068 units · 36 topicsAcademic year 2083/84
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Fundamentals of Investment

8 units

1. Investment Environment (4 LHs)

  1. Investment Concepts and Asset Classes
  2. Financial Markets and the Economy
  3. Investment Process and Market Participants
  4. Investment Environment in Nepal

2. Securities Markets (10 LHs)

  1. Organization of Securities Markets
  2. Primary and Secondary Markets
  3. Market Structure, Orders, and Trading Mechanisms
  4. NEPSE Trading Mechanism
  5. Stock Indexes and Bond Indicators
  6. Trading Costs, Margin, and Short Sales
  7. Securities Regulation and SEBON

3. Investment Companies (6 LHs)

  1. Concept, Organization, and Types of Investment Companies
  2. Mutual Fund Policies, Costs, and Performance
  3. ETFs, SIFs, and Hedge Funds
  4. Mutual Funds in Nepal

4. Introduction to Portfolio Theory (12 LHs)

  1. Risk and Return Measurement
  2. Asset Allocation and Capital Allocation Line
  3. Passive Strategies and Capital Market Line
  4. Efficient Diversification
  5. Capital Asset Pricing Model

5. Bond Prices and Yields (5 LHs)

  1. Bond Characteristics and Pricing
  2. Bond Yields and Returns
  3. Default Risk and Bond Safety
  4. Yield Curve and Interest Rate Risk

6. Equity Valuation (5 LHs)

  1. Comparable and Intrinsic Valuation
  2. Dividend Discount Models
  3. Price-earnings and Other Valuation Ratios
  4. Free Cash Flow Valuation
  5. Comparison and Limitations of Valuation Models

7. Investors and the Investment Process (4 LHs)

  1. Investment Management Process
  2. Investor Objectives and Constraints
  3. Investment Policies
  4. Portfolio Monitoring and Revision

8. Ethical and Professional Standards (2 LHs)

  1. Ethics in the Investment Industry
  2. Code of Ethics
  3. Standards of Professional Conduct