Do Read This Note, Prior To Starting The Finance & Banking Fundamentals Masterclass Program
Do Read This Note, Prior To Starting The Finance & Banking Fundamentals Masterclass Program
Do Read This Note, Prior To Starting The Finance & Banking Fundamentals Masterclass Program
1 The entire program will be conducted via live online sessions. You WILL need a laptop with Excel - and a bas
2 The program assumes that you are, at least a graduate/in your final year of graduation.
3 This program needs you also, to be involved – read, ask questions and complete the assignments. Do NOT h
4 A WhatsApp group for queries will be formed; all queries regarding the Program, not covered in the session
5 You must attend all, or at least 14 of the 16 sessions; this includes all the Quiz sessions; and clear the evalua
Class Program.
FLIP has discontinued its online courses. However, the promoters of FLIP - www.learnwithflip.com – are offering this live, o
Finance & Banking Fundamentals E.Learning course , it will be conducted by:
Anjali Mullatti: IIML ’93, Bank of America, FLIP: https://www.linkedin.com/in/anjalimullatti/
H. Jaishankar: IIMB ’91, Citibank, Deutsche Bank, FLIP: https://www.linkedin.com/in/hjaishankar/
Interactive and practical , it builds a strong foundation to the world of finance and banking. A completion certificate will be g
successfully complete the program. See next sheet 'Evaluation Details'. A WA group for query support will be created, for th
Enrolment details:
• Each batch is for 10-15 participants.
• The fee is INR 7,000 plus 18% GST, payable to Catalyst Consulting.
• The first ten participants who respond, will be sent the schedule and payment details. There will be a waitlist.
Upon payment, you will receive a receipt , login details to the Web class platform and a preliminary prep note. For any quer
# Topic
1 What is Money?
Accounting overview
and Financial
Statements
3
It's Quiz Time. Live. This Quiz carries 20% weightage in
4
5 Understanding RISK
Financial Markets:
8 Equity
Financial Markets:
9 Bonds
Financial Markets:
10 Currencies
It's Quiz Time. Live. This Quiz carries 25% weightage in your ove
13 Structure of a Bank
14 Retail Banking
15 Corporate Banking
16 Other Divisions
17 Summary, Final Quiz and Wrap up Discussion. This Quiz carries 20% weig
Catalyst Consulting is a high end Corporate Training firm, founded by H. Jaishankar (IIMB '91) & A
www.learnwithflip.com. Catalyst Consulting offers live online and offline training mainly to corporate clients
Studies.
FINANCE & BANKING FUNDAMENTALS
A LIVE ONLINE MASTERCLASS PROGRAM, BY CATALYST CONSULTING
ued its online courses. However, the promoters of FLIP - www.learnwithflip.com – are offering this live, online Masterclass program. Wit
Fundamentals E.Learning course , it will be conducted by:
’93, Bank of America, FLIP: https://www.linkedin.com/in/anjalimullatti/
B ’91, Citibank, Deutsche Bank, FLIP: https://www.linkedin.com/in/hjaishankar/
ctical , it builds a strong foundation to the world of finance and banking. A completion certificate will be given by Catalyst Consulting (m
ete the program. See next sheet 'Evaluation Details'. A WA group for query support will be created, for the program duration.
u will receive a receipt , login details to the Web class platform and a preliminary prep note. For any queries, you can call 90192.89040
Details
In which we understand the concept of Money, what 'Interest' is; Simple and Compound Interest.
And a relevant economic concept - Inflation! - The Nominal Rate and Real Rate.
Money changes value with time. Understanding NPV, IRR and its applications; calculating both on Excel
With money, comes the need to account for it. A quick overview, of key Generally Accepted Accounting
Principles, with examples:
Accrual, Conservatism. The concepts of Depreciation and Amortisation. How accounts are recorded - and
that's it! No debit/credit stuff.
Key Terms, Financial Statements - What perspectives do the P&L, Balance Sheet and Cash Flow
statements give./done in next session
Discussion of your observations; The cash flow statement explained, with examples, The Balance sheet
explained - assets
It's Quiz Time. Live. This Quiz carries 20% weightage in your overall grade
Risk is inevitable in the world of finance; the different types of risk for a financial institution. The concept of
risk-return; how an FI manages risk and the role of the regulator- a quick understanding of the Basel Norms
Bond Markets: Various participants & their roles: Government/corporation, commercial banks, investment
managers/mutual funds, depository & clearing corporation, regulators.
Bond pricing and valuation of bonds: Based on Present Value. Understanding Coupon, bond price and yield.
Money markets - Bank rate and repo rate: Money Market Instruments - the difference from Bonds.
What are the broad divisions of a bank? What are the roles and functions of front, back and middle office
Brief overview on overall structure of a bank.
Support Functions: Audit, HR, Marketing, IT etc.
An overview of banking channels
Classification of Products: Fund and Non-Fund based products, basis Purpose, Maturity, Revolving and
One-Off etc.
Funded & Non Funded Facilities: Types of Funded Facilities such as Working Capital Loans, Long Term
Loans; Non funded facilities such as LCs & Cash Management.
International Trade - Overview of the process , Role of Banks
The concept of the ALM function in a bank
Investment Banking: An introduction to Investment Banking, its purpose and its functions - Mergers &
Acquisitions, Loan Syndication, Issue Management, etc.
Financial Markets and Treasury: An overview of the Financial Markets and Treasury division.
Private Banking and Wealth Management: An introduction to Private Banking and Wealth Management; the
typical Private Banking workflow.
Rural and Agricultural Banking: A discussion on Rural Banking; agricultural credit across the value chain.
Summary, Final Quiz and Wrap up Discussion. This Quiz carries 20% weightage in your final grade/S
atalyst Consulting is a high end Corporate Training firm, founded by H. Jaishankar (IIMB '91) & Anjali Mullatti (IIMB '93) - wh
withflip.com. Catalyst Consulting offers live online and offline training mainly to corporate clients globally, including the Cent
Studies.
LS
CONSULTING
1.5
Enjoy.
1.5
1.5
List down the RBI policy rates. What was the
last change made and why?
Preread: List down the exchange rates of
1.5 USD/JPY , USD/CHF,GBP/USD , USD/INR,
be ready to answer questions during the
session
grade/Thursday 23Jul2020
1.5
1.5 Find out the NIM and CASA ratios for one
PSB and one Pvt Sec Bank
1.5
How do you think COVID 19 has affected
retail lending and why?
2
1.5
Assignments 20%
Quizzes 1-3 65%
Class participation 15%
Total 100%