Level 2 · Advanced Certificate

Investment Analysis Course in Hyderabad: Champion Track

Learn wealth management on top of everything in the Pro Track, and prepare for the four NCFM exams that lead to NSE Academy’s Certified Investment Analyst Champion.

  • Duration60 days
  • ModeClassroom
  • LevelBeginner to advanced
  • Prepares you for4 NCFM exams, leading to Certified Investment Analyst Champion

Who this course is for

Investors

You want to manage your family’s investments with a complete plan.

Finance professionals

You want to add financial planning and wealth skills to your work.

Job seekers

You want a higher-level certification for wealth or research roles.

Planners

You prefer one structured track over separate short courses.

What you’ll learn

4 modules, 30 topics. Each module prepares you for its own NCFM exam.

Module 1

Investment Analysis and Portfolio Management

6 topics · NCFM exam
  1. The investment environment and instrument universe
  2. Measuring risk and return
  3. Modern portfolio theory fundamentals
  4. Capital Asset Pricing Model (CAPM)
  5. Portfolio construction and diversification
  6. Evaluating portfolio performance
Module 2

Technical Analysis

10 topics · NCFM exam
  1. Dow Theory and market structure
  2. Support and resistance in practice
  3. Trend lines, channels and price action
  4. Chart patterns: Western classical and Japanese candlesticks
  5. Moving averages as trend indicators
  6. Momentum indicators: RSI and MACD
  7. Volatility indicator: Bollinger Bands
  8. Volume-based tools: OBV and volume profile
  9. Heikin Ashi patterns
  10. Swing trading strategy and money management rules
Module 3

Fundamental Analysis

8 topics · NCFM exam
  1. Basics of equity fundamentals and research terminology
  2. Industry and economic analysis
  3. Reading the profit and loss statement
  4. Reading the balance sheet and cash flow statement
  5. Ratio analysis and interpretation
  6. Valuation parameters and methods
  7. Company, business and management quality analysis
  8. Stock shortlisting and selection for investment
Module 4

Wealth Management

6 topics · NCFM exam
  1. The financial planning process and life-cycle needs
  2. Risk profiling of investors
  3. Retirement and goal-based planning
  4. Insurance as part of a financial plan
  5. Tax-efficient investing basics
  6. An overview of estate planning

Skills you’ll walk away with

  • Everything in the Pro Track
  • Follow the financial planning process
  • Profile an investor’s risk
  • Plan for retirement and other goals
  • Use insurance and tax-efficient investing in a plan
  • Understand the basics of estate planning

Your certification path

  1. 1

    Complete the course

    Attend at least 75% of classes to receive the Be Financially Literate course certificate.

  2. 2

    Pass the NCFM exams

    Book the 4 NCFM module exams with NSE Academy. We guide you through registration. The exam fee is paid directly to NSE Academy.

  3. 3

    Build on it

    When you hold valid NCFM certificates for all four modules at the same time, NSE Academy issues the Certified Investment Analyst Champion (NCIAC) certificate.

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 80 days (60 days + 20 buffer days). Missed classes are covered through notes and doubt-clearing sessions.

Read the Training & Attendance Policy

Questions about this course

How many NCFM exams does this course prepare me for?

Four, one for each module. You book each exam with NSE Academy, and we guide you through registration.

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 80-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 Investment Analysis — Champion Track?

₹48,000 + GST. Classroom batches in Hyderabad.

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