Training Calendar


All our upcoming guest sessions and training sessions for various certifications and executive education programs are listed here. We update this page on a weekly basis and hence recommend you to keep visiting it regularly.

Guest Sessions are exclusively meant for AIWMI Students & Exqualifi Members and have no charges. For Tutorial Sessions, candidates can either sign up for individual programs to attend the respective sessions or become an Exqualifi Member to attend all the sessions in a year completely free of cost. In addition to training sessions, Exqualifi Members also get complimentary access to all AIWMI virtual conferences,knowledge sessions and several other benefits.

For complete details on Exqualifi Membership and the registration process, please visit www.exqualifi.com

Guest Sessions

Day/Date Topic Speakers Time

Certificate in Wealth Management

Day/Date Topic Coverage Faculty Time
September 5, 2021 Session 1 - Wealth Management ; Wealth Planning Framework Jharna Agarwal 2 pm - 4 pm
September 11, 2021 Session 2 - Asset Classes Jharna Agarwal 10 am- 12 pm
September 12, 2021 Session 3 - Products; Financial Mathematics Jharna Agarwal 10 am- 12 pm
September 18, 2021 Session 4 - Risk Jharna Agarwal 10 am- 12 pm
September 19, 2021 Session 5 - Economics ; Behavioral Finance Jharna Agarwal 10 am- 12 pm
September 25, 2021 Session 6 - Succession Planning Jharna Agarwal 10 am- 12 pm
September 26, 2021 Session 7 - Investment Taxation; Regulations (Legal & Compliance) Jharna Agarwal 10 am- 12 pm

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Certification in Risk & Compliance

Day/Date Topic Coverage Faculty Time
August 23, 2021 Session 1 - Risk Management
- Concept of Risk
- Risk-Return Trade-off
- Risk Management Process. Challenges in Risk Management
- Risk Taking as compared to Risk Management
- Different Classes and Types of Risk and their Impact on an Organization/Investor
Ramakar 7pm - 9pm
August 24, 2021 Session 2 - Risk Measurement - Correlation and Correlation Coefficient - Standard Deviation - Beta Versus Standard Deviation - Sharpe Ratio - Duration - Monte Carlo Simulations Ramakar 7pm - 9pm
August 25, 2021 Session 3 - Introduction to Financial Markets
- Products in Financial Markets
- Equity, Commodity, Fixed Income, Forex
Himanshu Arora 7pm - 9pm
August 26, 2021 Session 4 - Financial Derivatives and Risks Involved
- Margins to avoid Risks
- Futures, Options
- Key Issues in Financial Markets
Himanshu Arora 7pm - 9pm
August 27, 2021 Session 5 - Risk Avoidance using Derivatives Strategies
- Futures Risk Free strategies and Option Strategies
- Mutual Funds and types, Risks involved
Himanshu Arora 7pm - 9pm
August 28, 2021 Session 6 - Regulatory Framework - General View - Introduction to Compliance
- SEBI Act, 1992
- Securities Contracts (Regulation) Act, 1956 and Securities Contracts (Regulations) Rules, 1957
- SEBI (Intermediaries) Regulations, 1992
- SEBI (Prohibition of Insider Trading) Regulations, 1992
- SEBI (Prohibition of Fraudulent and Unfair Trade Practices Relating to Securities Market) Regulations, 2015
- Prevention of Money Laundering Act, 2002
- SEBI (KYC Registration Agency) Regulations, 2011
Himanshu Arora 7pm - 9pm7pm - 9pm
August 29, 2021 Session 7 - Understanding the Financial and Regulatory Structure in India
- Regulatory Framework - General View
- Introduction to Compliance
- SEBI Act, 1992
- Securities Contracts (Regulation) Act, 1956 and Securities Contracts (Regulations) Rules, 1957
- SEBI (Intermediaries) Regulations, 1992
- SEBI (Prohibition of Insider Trading) Regulations, 1992
- SEBI (Prohibition of Fraudulent and Unfair Trade Practices Relating to Securities Market) Regulations, 2015
- Prevention of Money Laundering Act, 2002
- SEBI (KYC Registration Agency) Regulations, 2011
Himanshu Arora 7pm - 9pm
August 30, 2021 Session 8 - Understanding Intermediary Specific Regulations Himanshu Arora 7pm - 9pm

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Certified Investment Research Analyst (CIRA)

Day/Date Topic Coverage Faculty Time
September 27, 2021 Session 1 - Indian Capital Markets
- Introduction to Asset Classes- equity, Commodity, Bonds
- Financial Exchanges in India
- Index and Types
- Classification of Securities- Equity, Debt, Fx, Commodities
Himanshu Arora 7 pm- 9 pm
September 28, 2021 Session 2 - Introduction to Derivatives- Basic understanding, Types and Examples
- Forwards, Futures & Options
- Contract Specs & Valuation
Himanshu Arora 7 pm- 9 pm
September 29, 2021 Session 3 - Margin Calculation on Futures
- Options, Premium Calculation
- Payoff Diagrams
- Options Strategies
Himanshu Arora 7 pm- 9 pm
September 30, 2021 Session 4 - Company Valuation
- Valuation Terminology
Himanshu Arora 7 pm- 9 pm
October 1, 2021 Session 5 - Fundamental Analysis- Understanding Annual Reports
- Financial Analysis
- Management Analysis
Himanshu Arora 7 pm- 9 pm
October 4, 2021 Session 6 - Bonds- Basics
- Bond Valuation
- Bond Value Theorems
- Bond Amortization Schedule
Himanshu Arora 7 pm- 9 pm
October 5, 2021 Session 7 - Technical Analysis
- Basic Principles
- Dow Theory
Himanshu Arora 7 pm- 9 pm
October 6, 2021 Session 8 - Candlestick Patterns
- Technical Indicators
- Chart patterns
- Trading Setups
Himanshu Arora 7 pm- 9 pm
October 7, 2021 Session 9 - Portfolio Management
- Traditional & Modern Approahces
- Role & Calculation of Beta
Himanshu Arora 7 pm- 9 pm

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Certification in Integrated Treasury Management

Day/Date Topic Coverage Faculty Time
September 6, 2021 Treasury Management in Corporates, Working Capital, Cash and Liquidity Management Ramakar 7 pm - 9 pm
September 7, 2021 Capital Structure Decisions and Corporate Finance Ramakar 7 pm - 9 pm
September 8, 2021 Financial Markets Himanshu Arora 7 pm - 9 pm
September 9, 2021 Fixed Income Portfolio Management Himanshu Arora 7pm - 9 pm
September 10, 2021 Global Commodity Market Products Himanshu Arora 7 pm - 9 pm
September 13, 2021 Application of Derivatives as Hedging tool Himanshu Arora 7 pm - 9 pm
September 14, 2021 Foreign Exchange Management Himanshu Arora 7 pm - 9 pm
September 15, 2021 Technical Analysis for Foreign Exchange Himanshu Arora 7 pm - 9 pm
September 16, 2021 Economy Analysis- Interpreting Global Economic Scenario Himanshu Arora 7 pm - 9 pm
September 17, 2021 Treasury Risk Management Ramakar 7 pm - 9 pm
September 20, 2021 Treasury Operations and Control Ramakar 7 pm - 9 pm
September 21, 2021 Bank Treasury Management DD Srivastava 7 pm - 9 pm
September 23, 2021 Market Risk Management for Banks DD Srivastava 7 pm - 9 pm
September 24, 2021 Regulations, Accounting and Auditing DD Srivastava 7 pm - 9 pm

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Certificate in Project Finance

Day/Date Topic Coverage Faculty Time
September 5, 2021 Session 1 Introduction to project finance
a. Understanding project models: EPC, BOOT, Annuity, HAM
b. Challenges in funding projects vs other lending
c. Project finance in PPP space and project finance in private markets
Structure of project finance
a. Understanding the concept of SPV
b. Players in project finance: Sponsor, developers, operators, contractors etc
c. Types of investors in a project
Viswanathan M B 2 pm - 4 pm
September 12, 2021 Session 2 Source of funding and transaction structuring
Understanding instruments available
i. Strategic equity, financial equity
ii. Participatory preferred shares
iii. Convertible debt / junk bonds
iv. Senior debt

Source of funding
i. Strategic investors
ii. PE players and other financial investors
iii. Banks, and multilateral institutions
Viswanathan M B 2 pm - 4 pm
September 16, 2021 Session 3 Source of funding and transaction structuring
Transaction structuring
i. Using multiple class of equity shares
ii. Using participatory preferred shares
iii. Senior subordinate structures in debt
iv. Debt components (project funding, interest refinance, principal refinance)
v. Understanding cash flow waterfall and debt disbursement accounts
vi. Other covenants including opex reserve and debt service reserve
Viswanathan M B 2 pm - 4 pm
September 26, 2021 Session 4 Financial appraisal of projects
a. Profit vs Value
b. Understand NPV
Viswanathan M B 2 pm - 4 pm
October 3, 2021 Session 5 Financial appraisal of projects
c. IRR, limitations of IRR and MIRR
d. Pricing of bids for level or incremental pricing
Viswanathan M B 2 pm - 4 pm
October 10, 2021 Session 6 Financial appraisal of projects
Modelling timelines
Forecasting capex
Viswanathan M B 2 pm - 4 pm
October 17, 2021 Session 7 Financial modelling for project finance
Modelling revenue, opex, taxes
Viswanathan M B 2 pm - 4 pm
October 24, 2021 Session 8 Financial modelling for project finance
Modelling funding, cash flow waterfall, cash flow distribution
Viswanathan M B 2 pm - 4 pm
October 31, 2021 Session 9 Financial modelling for project finance
Calculating project IRR and equity IRR
Viswanathan M B 2 pm - 4 pm
November 7, 2021 Session 10 Financial modelling for project finance
Performing scenario analysis and sensitivity analysis
Viswanathan M B 2 pm - 4 pm

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Chartered Debt Advisor

Day/Date Topic Coverage Faculty Time
TBA Liability & Credit Overview - A peek into history and How liability affects an individuals Net Worth Milind Kohmaria TBA
TBA Types of Loans & Borrowings - Various options available in the market & their features Milind Kohmaria TBA
TBA Computations for Loans - Mathematics around Loans, Borrowings & Interest rates Milind Kohmaria TBA
TBA Loans Documents & Management - Applying for loans, healthy practices for loan management, closing Milind Kohmaria TBA
TBA Rectifying Credit Score - Client Management, counselling & improving credit profile Milind Kohmaria TBA

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Certificate in Investment Banking

Day/Date Topic Coverage Faculty Time
September 4, 2021 Session 1 - Investment Banking Basics Viswanathan M B 2 pm - 4 pm
September 11, 2021 Session 2 - Financial Statement Analysis - Overview Viswanathan M B 2 pm - 4 pm
September 18, 2021 Session 3 - Financial Statement Analysis - Interpreting financial statements Viswanathan M B 2 pm - 4 pm
September 26, 2021 Session 4 - Financial Statement Analysis - Interpreting ratios Viswanathan M B 2 pm - 4 pm
October 2, 2021 Session 5 - Fundamentals of valuation Viswanathan M B 2 pm - 4 pm
October 9, 2021 Session 6 - DCF Valuation Viswanathan M B 2 pm - 4 pm
October 16, 2021 Session 7 - Corporate actions and restructuring Viswanathan M B 2 pm - 4 pm
October 23, 2021 Session 8 - IPO, Listing and fund raising Viswanathan M B 2 pm - 4 pm
October 30, 2021 Session 9 - Mergers and Acquisitions Viswanathan M B 2 pm - 4 pm
November 6, 2021 Session 10 - Transaction Analysis Viswanathan M B 2 pm - 4 pm
November 13, 2021 Session 11 - Leveraged Buyouts Viswanathan M B 2 pm - 4 pm
November 20, 2021 Session 12 - Open session Viswanathan M B 2 pm - 4 pm

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Chartered Retirement Advisor

Day/Date Topic Coverage Faculty Time
July 5, 2021 Financial Planning Overview - How financial markets evolved? Why is financial planning important? Milind Kohmaria 7.30 pm - 9.30 pm
July 6, 2021 Financial Mathematics - I - Time Value of Money Milind Kohmaria 7.30 pm - 9.30 pm
July 7, 2021 Financial Mathematics - II - Calculating Financial Ratios & Goals Milind Kohmaria 7.30 pm - 9.30 pm
July 8, 2021 Understanding Asset Classes - Real Estate, Equity, Debt, Cash, Alternative Investments Milind Kohmaria 7.30 pm - 9.30 pm
July 9, 2021 Insurance Planning - Types of Insurance, Need, Client Servicing Milind Kohmaria 7.30 pm - 9.30 pm
July 12, 2021 Investment Planning - Financial Products - Bank, Mutual Funds, Post Office, Govt. Schemes Milind Kohmaria 7.30 pm - 9.30 pm
July 13, 2021 Retirement & Estate Planning - Understanding & Computing Retirement Needs, Succession Planning Milind Kohmaria 7.30 pm - 9.30 pm
July 14, 2021 Risk, Return, Tax & Liquidity - Financial Ratios, Tax Rules, Portfolio Liquidity Milind Kohmaria 7.30 pm - 9.30 pm
July 15, 2021 Technology in Financial Planning - Handy Tools and Technology for Financial Planning Professionals Milind Kohmaria 7.30 pm - 9.30 pm
July 16, 2021 Client Servicing - Accumulated, Planning, Distribution (Case Studies) Milind Kohmaria 7.30 pm - 9.30 pm

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Certificate In Derivatives Trading (CDT)

Day/Date Topic Coverage Faculty Time
July 19, 2021 Session 1 - Introduction to Asset Classes
- Financial Market & Derivatives Market Jargons
- Underlying assets for derivatives, Exchanges, Brokers
- Index and its Application
7.30 pm - 9.30 pm
July 20, 2021 Session 2 - Order Management for Derivatives Market
- Introduction to Financial Derivatives
7.30 pm - 9.30 pm
July 21, 2021 Session 3 - Derivatives Market Products and Participants
- Types of Derivatives and their features (Equity, Commodity, Forex)
- Introduction to Futures
7.30 pm - 9.30 pm
July 22, 2021 Session 4 - Valuation of Futures. Margin calculations
- Introduction to options and Terminology
- Types of options
7.30 pm - 9.30 pm
July 23, 2021 Session 5 - Moneyness of Options
- Option Greeks
- Payoff Diagrams
7.30 pm - 9.30 pm
July 24, 2021 Session 6 - Introduction to Strategies
- Unidirectional Option Strategies
- Option Strategies for Hedging
- Option Strategies to manage Volatility
7.30 pm - 9.30 pm

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Certificate in Banking

Day/Date Topic Coverage Faculty Time
July 19, 2021 - Introduction to Banking, Banking Products Shashwati Choudhury 4 pm - 6 pm
July 20, 2021 - Banking Operations Shashwati Choudhury 4 pm - 6 pm
July 21, 2021 - Risk Management Shashwati Choudhury 4 pm - 6 pm
July 22, 2021 - Client Segmentation; Relationship Management Shashwati Choudhury 4 pm - 6 pm
July 24, 2021 - Advisory Services; Case Studies Shashwati Choudhury 4 pm - 6 pm

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Certificate in Financial Planning & Advisory

Day/Date Topic Coverage Faculty Time
July 5, 2021 Financial Planning Overview - How financial markets evolved? Why is financial planning important? Milind Kohmaria 7.30 pm - 9.30 pm
July 6, 2021 Financial Mathematics - I - Time Value of Money Milind Kohmaria 7.30 pm - 9.30 pm
July 7, 2021 Financial Mathematics - II - Calculating Financial Ratios & Goals Milind Kohmaria 7.30 pm - 9.30 pm
July 8, 2021 Understanding Asset Classes - Real Estate, Equity, Debt, Cash, Alternative Investments Milind Kohmaria 7.30 pm - 9.30 pm
July 9, 2021 Insurance Planning - Types of Insurance, Need, Client Servicing Milind Kohmaria 7.30 pm - 9.30 pm
July 12, 2021 Investment Planning - Financial Products - Bank, Mutual Funds, Post Office, Govt. Schemes Milind Kohmaria 7.30 pm - 9.30 pm
July 13, 2021 Retirement & Estate Planning - Understanding & Computing Retirement Needs, Succession Planning Milind Kohmaria 7.30 pm - 9.30 pm
July 14, 2021 Risk, Return, Tax & Liquidity - Financial Ratios, Tax Rules, Portfolio Liquidity Milind Kohmaria 7.30 pm - 9.30 pm
July 15, 2021 Technology in Financial Planning - Handy Tools and Technology for Financial Planning Professionals Milind Kohmaria 7.30 pm - 9.30 pm
July 16, 2021 Client Servicing - Accumulated, Planning, Distribution (Case Studies) Milind Kohmaria 7.30 pm - 9.30 pm

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Disclaimer: The Association of International Wealth Management of India (AIWMI) is an independent entity/brand and has no relation, whatsoever, with AIWM