Project Work-Advanced Diploma

Paper Code: 
25BIE333
Credits: 
02
Contact Hours: 
30.00
Max. Marks: 
100.00
Objective: 

This course will enable students to gain practical knowledge of derivatives trading, market analysis, investment portfolio design, EMI calculation, and Tally software.

Course Outcomes: 

 

Course outcome (at course level)

Learning and teaching strategies

Assessment Strategies

Course Title

 

 

 

 

 

 

 

Project Work- Advanced

On completion of this course, the students will be able to

  1. Develop a comprehensive personal financial plan, incorporating budgeting, tax planning, and credit management to enhance financial decision-making..
  2. Analyze derivatives trading and settlement processes on NSE to track market movements and assess risk management strategies.
  3. Construct and evaluate a diversified investment portfolio using risk-return analysis and asset allocation strategies for optimal financial growth.
  4.  Compare and design insurance and retirement plans to ensure financial security and long-term wealth management.
  5. Conduct fundamental and technical analysis to evaluate market trends and make informed investment decisions.
  6. Contribute effectively in course-specific interaction

Approach in teaching: Interactive Lectures, Discussion, Tutorials, Reading assignments, White board teaching, Demonstration of Fundamental Analysis and Technical Analysis, Calculation of investment amount using MS EXCEL and construction of portfolio thereafter

 

Learning activities for the students: Role-Playing Exercises, Online Banking Simulation, Case Analysis, Derivative strategies

Analysis & Comparison Projects

Class activity, Semester end examinations, Quiz, Solving problems in tutorials, Assignments, Presentation, Individual and group projects

 

Diploma

 

 

 

6.00
Unit I: 
Project work/Role Play/ Case Study :

• Preparing a personal financial plan, including income, expenses, savings, and budgeting.
• Role Play: Financial advisor and client discussion on budgeting, tax planning, and credit management.
• Filing a simulated income tax return (ITR) and reporting on common tax-saving instruments.

6.00
Unit II: 
Project work/Role Play/ Case Study :

• Derivatives trading and settlement on NSE; using daily news papers to track futures and options.

6.00
Unit III: 
Case study/ group discussion/ role play :

• Developing a diversified investment portfolio based on risk-return analysis.
• Case Study on Evaluating an investor’s portfolio performance and suggesting improvements.
• Report on investment trends, risk factors, and asset allocation strategies in various market conditions.

6.00
Unit IV: 
Presentation / role play/ group discussion/ case study on :

• Preparation of a comprehensive insurance and retirement plan for an individual.
• Comparison of life, health, and property insurance policies based on needs and benefits.
• Discussion/Comparison: Pension Plans vs. Market-Linked Retirement Schemes.

6.00
Unit V: 
Project work/Role Play/ Case Study :

• Fundamental analysis of a company
• Study of market trends on the basis of various tools and techniques of technical Analysis

Essential Readings: 

• Alexander, J. (2018). Financial planning & analysis and performance management: The finance professional's guide to financial planning and analysis. Wiley.
• Williams, Michacls, Fundamentals of Option Markets, Mc Graw Hill, New Delhi
• Schwager, J. D. (2017). A complete guide to the futures market: Technical analysis, trading systems, fundamental analysis, options, spreads, and trading principles. Wiley.

References: 

Suggested Readings:
• Hull, John, Introduction to Futures, Option market, Prentice Hall of India, New Delhi
• Redhead, Keith, Financial Derivatives- An Introduction to futures, forwards,option and swaps, Prentice Hall of India, New Delhi
E-Resources
• P Chandra, Investment Analysis and Portfolio Management , McGraw Hill Education, https://www.expresslibrary.mheducation.com/bookshelf
• Sasidharan ,Security Analysis & Portfolio Mgt., McGraw Hill Education, https://www.expresslibrary.mheducation.com/bookshelf

Journals:
• Journal of Portfolio Management. (n.d.). Retrieved from https://www.pm-research.com.
• Journal of Financial Planning. (n.d.). Retrieved from https://www.financialplanningassociation.org
• Financial Analysts Journal. (n.d.). Retrieved from https://www.cfainstitute.org/en/research/financial-analysts-journal
• Journal of Emerging Market Finance, http:// sagepub.com
• Directory OF Open Access Journals (OA)
• ProQuest

Academic Year: 
2025-2026
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