Certificate Course on “Introduction to Investment Management”

Certificate Course on “Introduction to Investment Management”


The Certificate Programme in Introduction to Investment Management (IIM) is designed to offer the required knowledge for young investors to handle the various aspects of investment including wealth management, security selection, like stocks, bonds, mutual funds and others to meet specified investment goals for the benefit of the investors. This course aims to provide real time knowledge and skills pertaining to Investment. The objective of the programme is to educate the participants who are aspired to join the investment management with or without prior exposure experience in the field. In short the programme will enable participants in taking informed and effective decisions in the areas of financial planning, retirement planning, and wealth creation.


This course has been designed to bridge the knowledge gap of knowledge amongst youngsters about intricacies of equity market, mutual fund investment financial planning and retirement planning for wealth creation. The course has been created to equip the learners with the latest science and techniques in investment management, retirement planning and financial planning.


By the end of the Course, participants will be equipped with the knowledge and understanding related to:

  • Formulate the objectives of investment and managing a portfolio
  • Illustrate the basic of financial analysis for investment purposes.
  • Evaluate various investment products to create and personal investment policy.


  • Ability to investment management Wise retirement planning
  • Application of this knowledge to relate to personal financial planning and wealth management
  • Resources (E-Books & Articles) on investment management. Links to video and audio lectures
  • A one day seminar on for effective investment at the end of the course with Experts






(Evening Hours: 4.00 to 6.00)

(Evening Hours: 4.00 to 6.00)


Introduction to Investment

• Investment Evaluation Framework
• Basics of Investing
• Investment Attributes

• Understand the various types of small savings instruments


Investment Products: Saving and Investment Opportunities

• Understand the various types of fixed income / debt instruments
• Know the various types of alternate investments

• Know the concept of direct equity as an investment option


Equity Investment: Asset Allocation and Investment Strategies

• Introduction to Equity market
•Trading mechanism of Equity market

• Know the various Asset classes
•Basics of Portfolio construction


Measuring Investment Returns

• Understand the concept of return
• Understand the various return concepts



Mutual Funds Investment

• Basics of Mutual funds: Understand the meaning and features of a mutual fund. 
•Key terms and concepts associated with mutual funds.
•The benefits and limitation of investing with mutual funds

• Know the regulatory framework for mutual funds
• Know the various types of mutual fund products
• Know the investment options in mutual funds
• Know the processes associated with investing in mutual funds


Retirement Planning

•Understand the retirement planning process
  •Understand and estimate retirement corpus

• Determine the retirement corpus
 •Learn about the various retirement products and their features


Financial Planning

• Introduction of financial planning
• Basics of personal finance,
•Financial planning, and budgeting

• Understand assets, liabilities and net worth
•Life Cycle and wealth cycle
•Systematic Approach to Investing


Managing Investment Risk

• Know the concept of Risk
 • Know the Common Types of Risk
•Understand the ways of measuring risk




  • During the whole course, total 3 assignments will be given i.e. 1 assignment at the end of each month. The participants have to compulsorily complete and submit all assignments which will be graded.
  • At the end of course, a MCQ test will be conducted (30 questions in 1 hour). This is also compulsory for all participants.


Dr. Chetna R Makwana

MBA (Finance), Ph.D. (Management), FDP (IIMA) Contact No.:   9924865756,

 Dr. Chetna R Makwana is a PhD (Management, Behavioual Finance), MBA (Financial Management), FDP (IIMA), and CS (Inter) qualified. She also has multiple certification in area of management and Finance from IIMA., IIMK, SMF,IIFT etc. she is certified for Behavioral finance from Duke University. She is IIMA alumni (FDP).

Areas of Specialization: Corporate Finance, Investment Management, Security Analysis and Portfolio Management, Behavioural Finance , Corporate Valuation, Financial Derivatives, strategic management  etc.

She has over 16 years of experience in Academics, Research, Corporate training and investor training. She has done more than nine FDP from various IIMs. She has worked with many organizations of repute like CED, EDII, ICAI, SEBI, and some Industries and AMC etc. She is appointed as Resource person by SEBI for Investor Education Programme in India.


Who can participate?

The Programme is intended to be offered to:


·         Any Under-graduate and Post-graduate students from any discipline Commerce, Management, Engineering etc .

·         Working Professionals from Industry.

·         Others


8 weeks of teaching-learning with 32 contact hours, from 16th October to 31st December, 2021.

Online classes will be held on Wednesday and Saturday – 04 hours per day (Evening hours).

Programme Fee:

Rs. 1500/- for students,

Rs. 2000 for Industry Professionals & for others



Certificate from NCM (Narmada college of Management) will be provided upon successful completion of the Programme

(Minimum 80% attendance and a qualifying score of 60% required)


Last Date of Application

Last Date for Fee Payment

Commencement Date

7th October 2021

10th October 2021

16th October 2021



  • The duration of this course is 3- months of teaching-learning with 32 contact hours, from 16th October to 31st December, 2021. Online classes will be held on Wednesday and Saturday – 04 hours per day (Evening hours).
  • Classes will be conducted online via Google Meet. The participants will have to ensure the availability of proper device (Laptop/Desktop) and internet connectivity for attending the live sessions.
  • The online session recordings will be made available. Additional reading material in E-book format, Power point presentations developed for this course will be shared.
  • If all the participants has attended 80% of total sessions, submitted all 3 assignments and appeared for MCQ test, then only they will be issued a completion certificate.
  • Interested candidates can apply by registering at the link given below:

  • Fees payment can be made through NEFT using below mentioned details.


Bank Name:               BANK OF BARODA

Bank Account No.:   13140200000037

IFSC Code:                BARB0GNFCOM

  • Fees will be accepted through online mode only. No cash payments will be accepted. Fees once paid will not be refundable.
  • For any clarifications/details please feel free to contact: