Financial Markets, Wealth & Risk Management Program in Hyderabad
Learn the full market ecosystem over eleven modules, including wealth management, economics and risk, and prepare for the NCFM exams that lead up to NSE Academy’s Certified Market Professional Level 5.
Who this course is for
Career builders
You want the most complete course we offer, for a long career in finance.
Wealth and advisory-support roles
You want markets, wealth management and economics in one program.
Risk and operations roles
You want to understand back-office operations and operational risk.
Graduates
You want the widest set of NCFM certificates from one program.
What you’ll learn
11 modules, 71 topics. Each module prepares you for its own NCFM exam.
Capital Market (Dealers)
- Overview of the Indian securities market
- Trading membership and market participants
- Primary market mechanics (IPOs, listing)
- Secondary market trading system and order types
- Clearing, settlement and margin requirements
- Risk management framework at the exchange
- Regulatory and compliance essentials
- Investor grievance and protection mechanism
Derivatives Market (Dealers)
- Introduction to forwards, futures and options
- Futures pricing and payoff diagrams
- Options basics and payoff diagrams
- Trading mechanism of equity derivatives
- Clearing, settlement and margining of derivatives
- Regulatory, accounting and taxation aspects
Equity Derivatives: A Beginner’s Module
- Concept and need for derivative instruments
- Types of derivative products traded in India
- How derivatives are traded on stock exchanges
- Basic terminology: lot size, expiry, strike price
Technical Analysis
- Dow Theory and market structure
- Support and resistance in practice
- Trend lines, channels and price action
- Chart patterns: Western classical and Japanese candlesticks
- Moving averages as trend indicators
- Momentum indicators: RSI and MACD
- Volatility indicator: Bollinger Bands
- Volume-based tools: OBV and volume profile
- Heikin Ashi patterns
- Swing trading strategy and money management rules
Fundamental Analysis
- Basics of equity fundamentals and research terminology
- Industry and economic analysis
- Reading the profit and loss statement
- Reading the balance sheet and cash flow statement
- Ratio analysis and interpretation
- Valuation parameters and methods
- Company, business and management quality analysis
- Stock shortlisting and selection for investment
Options Trading Strategies
- Options basics recap: calls, puts and moneyness
- Single-leg strategies: covered call, protective put
- Spread strategies: bull call, bear put and their reverse
- Straddles and strangles
- Butterfly and condor strategies
- Using options to hedge an existing position
- Introduction to the Greeks: Delta, Gamma, Theta, Vega
Options Trading (Advanced)
- Volatility models: ARCH, EWMA and GARCH
- Implied volatility and the volatility smile
- Option pricing models, including Black-Scholes
- Advanced strategies: ratio spreads, synthetic positions, collars
- Open interest and max pain analysis
- Applying the full set of Greeks to strategy selection
Investment Analysis and Portfolio Management
- The investment environment and instrument universe
- Measuring risk and return
- Modern portfolio theory fundamentals
- Capital Asset Pricing Model (CAPM)
- Portfolio construction and diversification
- Evaluating portfolio performance
Wealth Management
- The financial planning process and life-cycle needs
- Risk profiling of investors
- Retirement and goal-based planning
- Insurance as part of a financial plan
- Tax-efficient investing basics
- An overview of estate planning
Macroeconomics for Financial Markets
- GDP, inflation and the business cycle
- Monetary and fiscal policy and their market impact
- Interest rates and bond yield relationships
- Currency markets and balance of payments basics
- Reading macro data releases
Operations Risk Management
- Back-office operations overview
- Types of operational risk in broking and trading firms
- Risk control frameworks and internal audit
- Regulatory reporting and compliance basics
- Business continuity and fraud prevention
Skills you’ll walk away with
- Everything in the Trading & Investment Analysis Program
- Build a financial plan for different life stages
- Read macro data and its market impact
- Understand interest rates and bond yields
- Identify operational risks in a broking firm
- Understand risk controls and compliance basics
Your certification path
- 1
Complete the course
Attend at least 75% of classes to receive the Be Financially Literate course certificate.
- 2
Pass the NCFM exams
Book the 11 NCFM module exams with NSE Academy. We guide you through registration. The exam fee is paid directly to NSE Academy.
- 3
Build on it
With the required valid NCFM module certificates, NSE Academy issues certificates such as Certified Derivatives Pro and Champion, Certified Investment Analyst Pro and Champion, and Certified Market Professional up to Level 5.
NCFM certificates are issued by NSE Academy after you pass the exam, not by Be Financially Literate.
Course validity and attendance
Start within 3 months of payment. Once classes begin, complete the course within 9 months + 45 days (9 months + 45 buffer days). Missed classes are covered through notes and doubt-clearing sessions.
Read the Training & Attendance PolicyQuestions about this course
Do I learn everything from the basics?
Yes. The program starts with the Capital Market and Derivatives Market modules and builds up step by step.
Are the NCFM exam fees included?
No. You pay each exam fee directly to NSE Academy when you book that exam. We guide you through registration.
Can I take this course online?
No. This course runs as a classroom batch at our centre in Bandlaguda Jagir, Hyderabad.
What if I miss some classes?
The batch continues as scheduled. You can cover missed topics through notes and doubt-clearing sessions within your 9-month + 45-day validity.
Will you give me stock tips?
No. This is an education course. We teach you how to analyse the market yourself; we don’t give tips or investment advice.
Ready to learn Financial Markets, Wealth & Risk Management Program?
₹95,000 + GST. Classroom batches in Hyderabad.