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Admissions

It is a University which is committed to excellence and overall development of the student and one where talent is nurtured and honed in the best possible manner. Come, be a part of our never-ending journey of accomplishments and accolades.

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Excellent education not only imparts knowledge, but also paves the way for a promising and successful career. The Placement Cell at The IIS University has numerous success stories to narrate in this regard...

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Taking the age-old tradition of enlightenment through education forward, The IIS University - in its continuous pursuit of excellence - firmly believes that an institution’s academic profile determines its worth and value. Therefore, on offer are a wide variety of both conventional and contemporary programmes of study.

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To stimulate curiosity and cater to the global needs of a dynamic education, The IIS University - since inception - has been promoting and encouraging research-based experiential learning among all its students.

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The IIS University, with its perfect amalgamation of innovation, inspiration and synergy, aims to be a model institution for students across disciplines and programmes.

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Financial Studies - Advance Diploma https://finance.iisuniv.ac.in/semester/advance-diploma en Project Work-Advanced Diploma https://finance.iisuniv.ac.in/courses/subjects/project-work-advanced-diploma <div class="field field-name-field-paper-code field-type-text field-label-inline clearfix"><div class="field-label">Paper Code:&nbsp;</div><div class="field-items"><div class="field-item even">25BIE333</div></div></div><div class="field field-name-field-credits field-type-text field-label-inline clearfix"><div class="field-label">Credits:&nbsp;</div><div class="field-items"><div class="field-item even">02</div></div></div><div class="field field-name-field-periods field-type-number-decimal field-label-inline clearfix"><div class="field-label">Contact Hours:&nbsp;</div><div class="field-items"><div class="field-item even">30.00</div></div></div><div class="field field-name-field-maxmarks field-type-number-decimal field-label-inline clearfix"><div class="field-label">Max. Marks:&nbsp;</div><div class="field-items"><div class="field-item even">100.00</div></div></div><div class="field field-name-field-objective field-type-text-long field-label-above"><div class="field-label">Objective:&nbsp;</div><div class="field-items"><div class="field-item even"><p>This course will enable students to gain practical knowledge of derivatives trading, market analysis, investment portfolio design, EMI calculation, and Tally software.</p> </div></div></div><div class="field field-name-field-course-outcomes field-type-text-with-summary field-label-above"><div class="field-label">Course Outcomes:&nbsp;</div><div class="field-items"><div class="field-item even"><table border="1" cellpadding="0" cellspacing="0" id="tab" style="width: 200px" width="690"> <tbody> <tr> <td colspan="2" style="width:184px;height:22px;"> <p>&nbsp;</p> </td> <td colspan="2" style="width:236px;height:22px;"> <p style="margin-left:41.35pt;"><strong>Course outcome (at course level)</strong></p> </td> <td colspan="2" style="width:150px;height:22px;"> <p style="margin-left:11.65pt;"><strong>Learning and teaching strategies</strong></p> </td> <td style="width:119px;height:22px;"> <p style="margin-left:9.5pt;"><strong>Assessment Strategies</strong></p> </td> </tr> <tr> <td style="width:104px;height:42px;"> <p style="margin-left:24.8pt;"><strong>Course </strong><strong>Title</strong></p> </td> <td> <p>&nbsp;</p> </td> </tr> <tr> <td style="width:104px;height:75px;"> <p>&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p> <p align="center" style="margin-left:11.1pt;"><strong>Project Work- Advanced</strong></p> </td> <td colspan="2" rowspan="2" style="width:236px;height:75px;"> <p style="margin-left:5.0pt;"><strong>On completion of this course, the students will be able to </strong></p> <ol> <li value="NaN">Develop a comprehensive personal financial plan, incorporating budgeting, tax planning, and credit management to enhance financial decision-making..</li> <li value="NaN">Analyze derivatives trading and settlement processes on NSE to track market movements and assess risk management strategies.</li> <li value="NaN">Construct and evaluate a diversified investment portfolio using risk-return analysis and asset allocation strategies for optimal financial growth.</li> <li value="NaN">&nbsp;Compare and design insurance and retirement plans to ensure financial security and long-term wealth management.</li> <li value="NaN">Conduct fundamental and technical analysis to evaluate market trends and make informed investment decisions.</li> <li value="NaN">Contribute effectively in course-specific interaction</li> </ol> </td> <td colspan="2" rowspan="2" style="width:150px;height:75px;"> <p style="margin-left:5.3pt;"><strong>Approach in teaching: </strong>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</p> <p>&nbsp;</p> <p style="margin-left:5.3pt;"><strong>Learning activities for the students: </strong>Role-Playing Exercises, Online Banking Simulation, Case Analysis, Derivative strategies</p> <p style="margin-left:5.3pt;">Analysis &amp; Comparison Projects</p> </td> <td style="width:119px;height:75px;"> <p style="margin-left:5.3pt;">Class activity, Semester end examinations, Quiz, Solving problems in tutorials, Assignments, Presentation, Individual and group projects</p> </td> <td> <p>&nbsp;</p> </td> </tr> <tr> <td style="width:104px;height:21px;"> <p align="center" style="margin-left:.4pt;"><strong>Diploma</strong></p> </td> <td style="width:119px;height:21px;"> <p>&nbsp;</p> </td> <td> <p>&nbsp;</p> </td> </tr> </tbody> </table> <p>&nbsp;</p> </div></div></div><div class="field field-name-field-unit1hours field-type-number-decimal field-label-hidden"><div class="field-items"><div class="field-item even">6.00</div></div></div><div class="field field-name-field-unit1title field-type-text field-label-above"><div class="field-label">Unit I:&nbsp;</div><div class="field-items"><div class="field-item even">Project work/Role Play/ Case Study :</div></div></div><div class="field field-name-field-unit1description field-type-text-long field-label-hidden"><div class="field-items"><div class="field-item even"><p>• Preparing a personal financial plan, including income, expenses, savings, and budgeting.<br /> • Role Play: Financial advisor and client discussion on budgeting, tax planning, and credit management.<br /> • Filing a simulated income tax return (ITR) and reporting on common tax-saving instruments.</p> </div></div></div><div class="field field-name-field-unit2hours field-type-number-decimal field-label-hidden"><div class="field-items"><div class="field-item even">6.00</div></div></div><div class="field field-name-field-unit2title field-type-text field-label-above"><div class="field-label">Unit II:&nbsp;</div><div class="field-items"><div class="field-item even">Project work/Role Play/ Case Study : </div></div></div><div class="field field-name-field-unit2description field-type-text-long field-label-hidden"><div class="field-items"><div class="field-item even"><p>• Derivatives trading and settlement on NSE; using daily news papers to track futures and options.</p> </div></div></div><div class="field field-name-field-unit3hours field-type-number-decimal field-label-hidden"><div class="field-items"><div class="field-item even">6.00</div></div></div><div class="field field-name-field-unit3title field-type-text field-label-above"><div class="field-label">Unit III:&nbsp;</div><div class="field-items"><div class="field-item even">Case study/ group discussion/ role play :</div></div></div><div class="field field-name-field-unit3description field-type-text-long field-label-hidden"><div class="field-items"><div class="field-item even"><p>• Developing a diversified investment portfolio based on risk-return analysis.<br /> • Case Study on Evaluating an investor’s portfolio performance and suggesting improvements.<br /> • Report on investment trends, risk factors, and asset allocation strategies in various market conditions.</p> </div></div></div><div class="field field-name-field-unit4hours field-type-number-decimal field-label-hidden"><div class="field-items"><div class="field-item even">6.00</div></div></div><div class="field field-name-field-unit4title field-type-text field-label-above"><div class="field-label">Unit IV:&nbsp;</div><div class="field-items"><div class="field-item even">Presentation / role play/ group discussion/ case study on :</div></div></div><div class="field field-name-field-unit4description field-type-text-long field-label-hidden"><div class="field-items"><div class="field-item even"><p>• Preparation of a comprehensive insurance and retirement plan for an individual.<br /> • Comparison of life, health, and property insurance policies based on needs and benefits.<br /> • Discussion/Comparison: Pension Plans vs. Market-Linked Retirement Schemes.</p> </div></div></div><div class="field field-name-field-unit5hours field-type-number-decimal field-label-hidden"><div class="field-items"><div class="field-item even">6.00</div></div></div><div class="field field-name-field-unit5title field-type-text field-label-above"><div class="field-label">Unit V:&nbsp;</div><div class="field-items"><div class="field-item even">Project work/Role Play/ Case Study :</div></div></div><div class="field field-name-field-unit5description field-type-text-long field-label-hidden"><div class="field-items"><div class="field-item even"><p>• Fundamental analysis of a company<br /> • Study of market trends on the basis of various tools and techniques of technical Analysis</p> </div></div></div><div class="field field-name-field-essential-reading field-type-text-long field-label-above"><div class="field-label">Essential Readings:&nbsp;</div><div class="field-items"><div class="field-item even"><p>• Alexander, J. (2018). Financial planning &amp; analysis and performance management: The finance professional's guide to financial planning and analysis. Wiley.<br /> • Williams, Michacls, Fundamentals of Option Markets, Mc Graw Hill, New Delhi<br /> • Schwager, J. D. (2017). A complete guide to the futures market: Technical analysis, trading systems, fundamental analysis, options, spreads, and trading principles. Wiley.</p> </div></div></div><div class="field field-name-field-references field-type-text-long field-label-above"><div class="field-label">References:&nbsp;</div><div class="field-items"><div class="field-item even"><p>Suggested Readings:<br /> • Hull, John, Introduction to Futures, Option market, Prentice Hall of India, New Delhi<br /> • Redhead, Keith, Financial Derivatives- An Introduction to futures, forwards,option and swaps, Prentice Hall of India, New Delhi<br /> E-Resources<br /> • P Chandra, Investment Analysis and Portfolio Management , McGraw Hill Education, <a href="https://www.expresslibrary.mheducation.com/bookshelf">https://www.expresslibrary.mheducation.com/bookshelf</a><br /> • Sasidharan ,Security Analysis &amp; Portfolio Mgt., McGraw Hill Education, <a href="https://www.expresslibrary.mheducation.com/bookshelf">https://www.expresslibrary.mheducation.com/bookshelf</a></p> <p>Journals:<br /> • Journal of Portfolio Management. (n.d.). Retrieved from <a href="https://www.pm-research.com">https://www.pm-research.com</a>.<br /> • Journal of Financial Planning. (n.d.). Retrieved from <a href="https://www.financialplanningassociation.org">https://www.financialplanningassociation.org</a><br /> • Financial Analysts Journal. (n.d.). Retrieved from <a href="https://www.cfainstitute.org/en/research/financial-analysts-journal">https://www.cfainstitute.org/en/research/financial-analysts-journal</a><br /> • Journal of Emerging Market Finance, http:// sagepub.com<br /> • Directory OF Open Access Journals (OA)<br /> • ProQuest</p> </div></div></div><div class="field field-name-field-academic-year field-type-taxonomy-term-reference field-label-above"><div class="field-label">Academic Year:&nbsp;</div><div class="field-items"><div class="field-item even"><a href="/academic-year/2025-2026" typeof="skos:Concept" property="rdfs:label skos:prefLabel" datatype="">2025-2026</a></div></div></div> Thu, 08 May 2025 04:34:53 +0000 shaifali.mathur@iisuniv.ac.in 2376 at https://finance.iisuniv.ac.in Derivatives, Money & Debt Market https://finance.iisuniv.ac.in/courses/subjects/derivatives-money-debt-market-8 <div class="field field-name-field-paper-code field-type-text field-label-inline clearfix"><div class="field-label">Paper Code:&nbsp;</div><div class="field-items"><div class="field-item even">25BIE332 </div></div></div><div class="field field-name-field-credits field-type-text field-label-inline clearfix"><div class="field-label">Credits:&nbsp;</div><div class="field-items"><div class="field-item even">04</div></div></div><div class="field field-name-field-periods field-type-number-decimal field-label-inline clearfix"><div class="field-label">Contact Hours:&nbsp;</div><div class="field-items"><div class="field-item even">60.00</div></div></div><div class="field field-name-field-maxmarks field-type-number-decimal field-label-inline clearfix"><div class="field-label">Max. Marks:&nbsp;</div><div class="field-items"><div class="field-item even">100.00</div></div></div><div class="field field-name-field-objective field-type-text-long field-label-above"><div class="field-label">Objective:&nbsp;</div><div class="field-items"><div class="field-item even"><p>This course will enable students to acquire comprehensive knowledge of derivatives, money markets, debt markets, security analysis, and principles of portfolio management.</p> </div></div></div><div class="field field-name-field-course-outcomes field-type-text-with-summary field-label-above"><div class="field-label">Course Outcomes:&nbsp;</div><div class="field-items"><div class="field-item even"><table border="1" cellpadding="0" cellspacing="0" id="tab" style="width: 200px"> <tbody> <tr> <td colspan="2" style="width:170px;height:22px;"> <p>&nbsp;</p> </td> <td rowspan="2" style="width:217px;height:22px;"> <p style="margin-left:41.35pt;"><strong>Course outcome (at course level)</strong></p> </td> <td rowspan="2" style="width:161px;height:22px;"> <p style="margin-left:11.65pt;"><strong>Learning and teaching strategies</strong></p> </td> <td rowspan="2" style="width:123px;height:22px;"> <p style="margin-left:9.6pt;"><strong>Assessment Strategies</strong></p> </td> </tr> <tr> <td style="width:88px;height:55px;"> <p style="margin-left:19.65pt;"><strong>Course </strong><strong>Code</strong></p> </td> <td style="width:82px;height:55px;"> <p style="margin-left:20.85pt;"><strong>Course title</strong></p> </td> </tr> <tr> <td style="width:88px;height:36px;"> <p>&nbsp;</p> </td> <td style="width:82px;height:36px;"> <p>&nbsp;</p> </td> <td style="width:217px;height:36px;"> <p>&nbsp;</p> <p style="margin-left:5.35pt;"><strong>CO7</strong>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Master derivatives&#39;</p> </td> <td rowspan="5" style="width:161px;height:36px;"> <p style="margin-left:5.3pt;"><strong>Approach in teaching: </strong>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</p> <p style="margin-left:5.3pt;"><strong>Learning activities for the students: </strong>Role-Playing Exercises, Online Banking Simulation, Case Analysis, Derivative strategies Analysis &amp; Comparison Projects</p> </td> <td rowspan="5" style="width:123px;height:36px;"> <p style="margin-left:5.4pt;">Continuous assessment test, Semester end examinations, Quiz, Solving problems in tutorials, Assignments, Presentation, Individual and group projects</p> </td> </tr> <tr> <td style="width:88px;height:19px;"> <p>&nbsp;</p> </td> <td style="width:82px;height:19px;"> <p>&nbsp;</p> </td> <td style="width:217px;height:19px;"> <p style="margin-left:41.35pt;">intricacies and</p> </td> </tr> <tr> <td style="width:88px;height:19px;"> <p>&nbsp;</p> </td> <td style="width:82px;height:19px;"> <p>&nbsp;</p> </td> <td style="width:217px;height:19px;"> <p style="margin-left:41.35pt;">economic roles in</p> </td> </tr> <tr> <td style="width:88px;height:19px;"> <p>&nbsp;</p> </td> <td style="width:82px;height:19px;"> <p>&nbsp;</p> </td> <td style="width:217px;height:19px;"> <p style="margin-left:41.35pt;">finance.</p> </td> </tr> <tr> <td style="width:88px;height:369px;"> <p>&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p> <p style="margin-left:5.35pt;"><strong>25BIE332</strong></p> </td> <td style="width:82px;height:369px;"> <p>&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p> <p style="margin-left:5.45pt;"><strong>Derivatives, </strong><strong>Money &amp; Debt Market (Theory)</strong></p> </td> <td style="width:217px;height:369px;"> <p style="margin-left:5.35pt;"><strong>CO8</strong>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Assess advanced</p> <p style="margin-left:41.35pt;">liquidity management strategies in the money market.</p> <p style="margin-left:41.35pt;"><strong>CO9</strong>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Analyze corporate and government debt securities markets extensively.</p> <p style="margin-left:2.7pt;"><strong>CO10</strong>&nbsp;&nbsp;&nbsp;&nbsp; Apply advanced</p> <p style="margin-left:41.35pt;">security analysis principles for stock investment.</p> <p style="margin-left:41.35pt;"><strong>CO11 </strong>Construct tailored investment portfolios using sophisticated methodologies.</p> <p style="margin-left:41.35pt;"><strong>CO12 </strong>Contribute effectively in course-specific interaction</p> </td> </tr> </tbody> </table> <p>&nbsp;</p> </div></div></div><div class="field field-name-field-unit1hours field-type-number-decimal field-label-hidden"><div class="field-items"><div class="field-item even">12.00</div></div></div><div class="field field-name-field-unit1title field-type-text field-label-above"><div class="field-label">Unit I:&nbsp;</div><div class="field-items"><div class="field-item even">Derivatives Market:</div></div></div><div class="field field-name-field-unit1description field-type-text-long field-label-hidden"><div class="field-items"><div class="field-item even"><p>• Basics of derivatives, Features, Indian derivatives Market, Market participants, Types of derivatives instruments, Economic Significance of derivatives, Products, and Functions.</p> <p>• Forward and Futures- Introduction, major future contracts,Futures Trading Strategies: Hedging, Arbitration and speculation. Difference between forward and future contracts.<br /> • Options: Basics of options, Options payoff, Break Even Price and Trading Strategies- Spread- Bull, Bear and Butterfly, Straddle, Strangle, Strips &amp; Straps,<br /> • Swaps: Meaning, Interest rate swaps, Currency Swaps,Derivative Trading, Clearing and settlement mechanism in India.</p> </div></div></div><div class="field field-name-field-unit2hours field-type-number-decimal field-label-hidden"><div class="field-items"><div class="field-item even">12.00</div></div></div><div class="field field-name-field-unit2title field-type-text field-label-above"><div class="field-label">Unit II:&nbsp;</div><div class="field-items"><div class="field-item even">Money Market: </div></div></div><div class="field field-name-field-unit2description field-type-text-long field-label-hidden"><div class="field-items"><div class="field-item even"><p>Money Market:<br /> • Introduction, Basic Characteristics of Money Market Securities, Money Market Intermediaries Treasury Bills, Types of T- Bills, Commercial papers, Commercial Bills, Certificates of Deposits, Call / Notice Money Market, , Money Market Mutual Funds,<br /> • Link between money market and monetary policy in India, Tools for Managing Liquidity in the money marke, Money market derivatives.</p> </div></div></div><div class="field field-name-field-unit3hours field-type-number-decimal field-label-hidden"><div class="field-items"><div class="field-item even">12.00</div></div></div><div class="field field-name-field-unit3title field-type-text field-label-above"><div class="field-label">Unit III:&nbsp;</div><div class="field-items"><div class="field-item even">Debt Market:</div></div></div><div class="field field-name-field-unit3description field-type-text-long field-label-hidden"><div class="field-items"><div class="field-item even"><p>Debt Market:<br /> • Introduction, Basic characteristics of Debt Securities.<br /> • Private corporate Debt Market: product and participants, primary and secondary segment of corporate debt instrument.<br /> • Public sector undertaking bonds market: product and participants, primary and secondary market for debt instrument.<br /> • Government securities debt market: product and participants, primary and secondary market for debt instrument. Bond Valuation- Bond Price, YTM, YTC, current yield, spot interest rate, duration of bond.<br /> • Credit rating of Debt Securities: Trading, clearing and settlement mechanism of debt market</p> </div></div></div><div class="field field-name-field-unit4hours field-type-number-decimal field-label-hidden"><div class="field-items"><div class="field-item even">12.00</div></div></div><div class="field field-name-field-unit4title field-type-text field-label-above"><div class="field-label">Unit IV:&nbsp;</div><div class="field-items"><div class="field-item even">Security Analysis -:</div></div></div><div class="field field-name-field-unit4description field-type-text-long field-label-hidden"><div class="field-items"><div class="field-item even"><p>• Overview of Stock exchange and stock indices.<br /> • Fundamental Analysis: Meaning, objectives, Company Analysis, Industry Analysis and Economic Analysis.<br /> • Technical Analysis: Meaning, utility of Technical Analysis, Technical v/s Fundamental Analysis. Theories of Technical Analysis-Dow Theory, Elliot Wave Theory.Tools and Techniques of technical Analysis: price and Volume charts, Bar charts, Line chart, Candlestick charts, Trend, Head and Shoulders, Support and Resistance level, Moving Average. Criticism or Weaknesses of Technical Analysis</p> </div></div></div><div class="field field-name-field-unit5hours field-type-number-decimal field-label-hidden"><div class="field-items"><div class="field-item even">12.00</div></div></div><div class="field field-name-field-unit5title field-type-text field-label-above"><div class="field-label">Unit V:&nbsp;</div><div class="field-items"><div class="field-item even">Portfolio Management, Risks and Returns:</div></div></div><div class="field field-name-field-unit5description field-type-text-long field-label-hidden"><div class="field-items"><div class="field-item even"><p>• Concept of portfolio and portfolio management, Process of portfolio management, Types of portfolio management-Active portfolio management, Passive Portfolio Management, Defensive Portfolio management, Aggressive Portfolio Management, Income portfolio Management. Optimum Portfolio<br /> • Risk and Return – Concept, Total Risk and its components, Concept of Return, Measurement of Return-Realised return and Expected Return. An overview of Diversification of Risk. Financial Regulation<br /> • Securities and Exchange Board of India.<br /> • Reserve Bank of India</p> </div></div></div><div class="field field-name-field-essential-reading field-type-text-long field-label-above"><div class="field-label">Essential Readings:&nbsp;</div><div class="field-items"><div class="field-item even"><p>• “Pathak, Bharati V., Indian Financial System, Pearson Education, New Delhi.<br /> • Prafulla Kumar Swain, Financial Derivatives, Himalaya Publishing House.<br /> • Securities market and Products- Institute of Banking and Finance. Taxmann<br /> • M.R. Agarwal , Security Analysis and Portfolio Management -Garima Publications.<br /> • Bhole L.M., Financi<br /> • al Institutions and Markets, Tata Mc Graw Hill, New Delhi</p> </div></div></div><div class="field field-name-field-references field-type-text-long field-label-above"><div class="field-label">References:&nbsp;</div><div class="field-items"><div class="field-item even"><p>Suggested Readings:<br /> • Suyash N Bhatt , Security Analysis and Portfolio Management, -Biztantra publication.<br /> • Ravi M.Kishore, Strategic Financial Management, Taxmann’s Publication.<br /> • Williams, Michacls, Fundamentals of Option Markets, Mc Graw Hill, New Delhi<br /> • Hull, John, Introduction to Futures, Option market, Prentice Hall of India, New Delhi<br /> • Redhead, Keith, Financial Derivatives- An Introduction to futures, forwards,option and swaps, Prentice Hall of India, New Delhi<br /> E-Resources<br /> • P Chandra, Investment Analysis and Portfolio Management , McGraw Hill Education, <a href="https://www.expresslibrary.mheducation.com/bookshelf">https://www.expresslibrary.mheducation.com/bookshelf</a><br /> • Sasidharan ,Security Analysis &amp; Portfolio Mgt., McGraw Hill Education, <a href="https://www.expresslibrary.mheducation.com/bookshelf">https://www.expresslibrary.mheducation.com/bookshelf</a><br /> • Sundaram, Rangarajan ,Derivatives, McGraw Hill Education, <a href="https://www.expresslibrary.mheducation.com/bookshelf">https://www.expresslibrary.mheducation.com/bookshelf</a><br /> • National Digital Library</p> <p>Journals<br /> • International Journal of Financial Management, <a href="http://publishingindia.com">http://publishingindia.com</a><br /> • The Journal of Finance, <a href="https://onlinelibrary.wiley.com/journal/15406261">https://onlinelibrary.wiley.com/journal/15406261</a><br /> • International Journal of Finance and Economics, <a href="https://onlinelibrary.wiley.com/journal/10991158">https://onlinelibrary.wiley.com/journal/10991158</a><br /> • Directory OF Open Access Journals (OA)<br /> • ProQuest</p> </div></div></div><div class="field field-name-field-academic-year field-type-taxonomy-term-reference field-label-above"><div class="field-label">Academic Year:&nbsp;</div><div class="field-items"><div class="field-item even"><a href="/academic-year/2025-2026" typeof="skos:Concept" property="rdfs:label skos:prefLabel" datatype="">2025-2026</a></div></div></div> Wed, 07 May 2025 16:28:24 +0000 shaifali.mathur@iisuniv.ac.in 2375 at https://finance.iisuniv.ac.in Personal Financial planning https://finance.iisuniv.ac.in/courses/subjects/personal-financial-planning <div class="field field-name-field-paper-code field-type-text field-label-inline clearfix"><div class="field-label">Paper Code:&nbsp;</div><div class="field-items"><div class="field-item even">25BIE331 </div></div></div><div class="field field-name-field-credits field-type-text field-label-inline clearfix"><div class="field-label">Credits:&nbsp;</div><div class="field-items"><div class="field-item even">04</div></div></div><div class="field field-name-field-periods field-type-number-decimal field-label-inline clearfix"><div class="field-label">Contact Hours:&nbsp;</div><div class="field-items"><div class="field-item even">60.00</div></div></div><div class="field field-name-field-maxmarks field-type-number-decimal field-label-inline clearfix"><div class="field-label">Max. Marks:&nbsp;</div><div class="field-items"><div class="field-item even">100.00</div></div></div><div class="field field-name-field-objective field-type-text-long field-label-above"><div class="field-label">Objective:&nbsp;</div><div class="field-items"><div class="field-item even"><p>This course will equip students with essential knowledge in financial planning, investment fundamentals, tax planning, insurance, retirement planning, and estate planning, enabling them to make informed and strategic financial decisions for their future.</p> </div></div></div><div class="field field-name-field-course-outcomes field-type-text-with-summary field-label-above"><div class="field-label">Course Outcomes:&nbsp;</div><div class="field-items"><div class="field-item even"><table border="1" cellpadding="0" cellspacing="0" id="tab" style="width: 200px" width="652"> <tbody> <tr> <td colspan="2" style="width:189px;height:28px;"> <p align="center" style="margin-left:.45pt;"><strong>Course</strong></p> </td> <td rowspan="2" style="width:227px;height:28px;"> <p style="margin-left:45.9pt;"><strong>Learning</strong> <strong>outcome </strong><strong>(at course level)</strong></p> </td> <td rowspan="2" style="width:129px;height:28px;"> <p align="center"><strong>Learning</strong> <strong>and teaching strategies</strong></p> </td> <td rowspan="2" style="width:107px;height:28px;"> <p align="center" style="margin-left:5.1pt;"><strong>Assessmen </strong><strong>t</strong><strong> Strategies</strong></p> </td> </tr> <tr> <td style="width:76px;height:45px;"> <p style="margin-left:22.1pt;"><strong>Course </strong><strong>Code</strong></p> </td> <td style="width:113px;height:45px;"> <p style="margin-left:22.15pt;"><strong>Course Title</strong></p> </td> </tr> <tr> <td style="width:76px;height:75px;"> <p style="margin-left:5.05pt;"><strong>25BIE331</strong></p> </td> <td style="width:113px;height:75px;"> <p align="center" style="margin-left:11.0pt;"><strong>Personal Financial planning </strong><strong>(Theory)</strong></p> </td> <td style="width:227px;height:75px;"> <p style="margin-left:5.0pt;"><strong>On completion of this course, the students will be able to </strong></p> <ol> <li value="NaN">: Examine the significance of financial planning as an important aspect of decision making in Personal finance</li> <li value="NaN"><strong>:</strong>Acquire knowledge about investment alternatives and evaluate investment from the perspective of risk and return</li> <li value="NaN">Acquire knowledge about fundamental of tax planning</li> <li value="NaN">Evaluate and Choose right insurance policy at right time</li> <li value="NaN">Develop insights in to Retirement planning and its relevance along with estate planning</li> <li value="NaN">&nbsp;Contribute&nbsp; effectively&nbsp; in</li> </ol> <p style="margin-left:40.55pt;">course-specific interaction</p> </td> <td style="width:129px;height:75px;"> <p style="margin-left:4.85pt;"><strong>Approach</strong><strong>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; in teaching: </strong>Interactive Lectures, Discussion, Tutorials, Practical case Demonstration, and PowerPoint presentation.</p> <p style="margin-left:4.85pt;"><strong>Learning </strong><strong>activities for the students:</strong></p> <p style="margin-left:4.85pt;">Self-learning assignments, Effective questions, Seminar presentation,&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Live practical&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; problems analysis</p> </td> <td style="width:107px;height:75px;"> <p style="margin-left:4.9pt;">CA test, Semester end examination s, Quiz, Solving problems in tutorials, Assignments</p> <p style="margin-left:4.9pt;">,</p> <p style="margin-left:4.9pt;">Presentation</p> <p style="margin-left:4.9pt;">, Individual and group projects, Case Study Analysis</p> </td> </tr> </tbody> </table> <p>&nbsp;</p> </div></div></div><div class="field field-name-field-unit1hours field-type-number-decimal field-label-hidden"><div class="field-items"><div class="field-item even">12.00</div></div></div><div class="field field-name-field-unit1title field-type-text field-label-above"><div class="field-label">Unit I:&nbsp;</div><div class="field-items"><div class="field-item even">Introduction to Financial Planning :</div></div></div><div class="field field-name-field-unit1description field-type-text-long field-label-hidden"><div class="field-items"><div class="field-item even"><p>• Introduction to Financial Planning, Financial goals, Steps of Financial Planning,<br /> • Time value of money ( Future ans Present Value)<br /> • Money Management: Components of Money Management, Budgeting for skilled money management-Phases<br /> • Financial Services for Financial Planning-Types, Saving Plans, Evaluating Saving Plans<br /> • Payment methods-Electronic payment, Checking Accounts, Other payment methods<br /> • Consumer Credit- meaning, advantages and disadvantages of credit, types of credit- Open end credit and closed end credit, Credit Score- Improving credit score.</p> </div></div></div><div class="field field-name-field-unit2hours field-type-number-decimal field-label-hidden"><div class="field-items"><div class="field-item even">12.00</div></div></div><div class="field field-name-field-unit2title field-type-text field-label-above"><div class="field-label">Unit II:&nbsp;</div><div class="field-items"><div class="field-item even">Investment Fundamentals: </div></div></div><div class="field field-name-field-unit2description field-type-text-long field-label-hidden"><div class="field-items"><div class="field-item even"><p>• Process and objectives of investment, Factors affecting Choice of Investment.<br /> • Concept and measurement of return &amp; risk for various assets class, Measurement of portfolio risk and return, Diversification &amp; Portfolio formation.<br /> • Asset allocation and Investment Alternatives, Factors that reduce investment Risk, Sources of Investment Information</p> </div></div></div><div class="field field-name-field-unit3hours field-type-number-decimal field-label-hidden"><div class="field-items"><div class="field-item even">12.00</div></div></div><div class="field field-name-field-unit3title field-type-text field-label-above"><div class="field-label">Unit III:&nbsp;</div><div class="field-items"><div class="field-item even">Personal Tax Planning:</div></div></div><div class="field field-name-field-unit3description field-type-text-long field-label-hidden"><div class="field-items"><div class="field-item even"><p>• Income tax Fundamentals- Taxable income meaning , types and process to compute taxable income.<br /> • Exemptions and deductions for individuals, tax avoidance versus tax evasion.<br /> • Filing Income tax return.</p> </div></div></div><div class="field field-name-field-unit4hours field-type-number-decimal field-label-hidden"><div class="field-items"><div class="field-item even">12.00</div></div></div><div class="field field-name-field-unit4title field-type-text field-label-above"><div class="field-label">Unit IV:&nbsp;</div><div class="field-items"><div class="field-item even">Insurance and Risk Management</div></div></div><div class="field field-name-field-unit4description field-type-text-long field-label-hidden"><div class="field-items"><div class="field-item even"><p> • Introduction, Types of Risk, Steps in insurance planning, Importance of Insurance<br /> • Non-life insurance-Home and Property Insurance, Automobile Insurance-Factors and Coverage<br /> • Health, Disability Insurance- Meaning of health insurance reasons for availing health insurance, Types of coverage, Disability insurance and coverage<br /> • Life Insurance- Introduction, need, Types of Life Insurance Policies and Riders to life insurance policies.<br /> • Factors to be considered before buying life insurance.</p> </div></div></div><div class="field field-name-field-unit5hours field-type-number-decimal field-label-hidden"><div class="field-items"><div class="field-item even">12.00</div></div></div><div class="field field-name-field-unit5title field-type-text field-label-above"><div class="field-label">Unit V:&nbsp;</div><div class="field-items"><div class="field-item even">Retirement Planning:</div></div></div><div class="field field-name-field-unit5description field-type-text-long field-label-hidden"><div class="field-items"><div class="field-item even"><p>• Retirement Planning- Goals, Process of retirement planning, Pension plans available in India, Reverse mortgage, New Pension Scheme.<br /> • Estate Planning- Need, benefits, and tools for estate planning- Power of attorney Nomination, Features, content of the will and Trust- benefits, Difference between will and trust</p> </div></div></div><div class="field field-name-field-essential-reading field-type-text-long field-label-above"><div class="field-label">Essential Readings:&nbsp;</div><div class="field-items"><div class="field-item even"><p>• Jack R. Kapoor, Les R. Dlabay, Robert J. Hughes , Melissa M. Hart, Personal Finance, McGraw Hill<br /> • Introduction to Financial Planning (4th Edition 2017) – Indian Institute of Banking &amp; Finance.<br /> • Ajit S. Tithi, Pradip Kumar Sinha, Personal Financial Planning, Nirali Prakashan<br /> • Jeff Madura, Personal Finance, Pearson Education<br /> • Arthur J. Keown, Personal Finance, Pearson Education</p> </div></div></div><div class="field field-name-field-references field-type-text-long field-label-above"><div class="field-label">References:&nbsp;</div><div class="field-items"><div class="field-item even"><p> SUGGESTED READINGS<br /> • Sinha, Madhu. Financial Planning: A Ready Reckoner July 2017, McGraw Hill.<br /> • Halan, Monika. Lets Talk Money: You've Worked Hard for It, Now Make It Work for You July 2018 Harper Business.<br /> • Pandit, Amar,The Only Financial Planning Book that You Will Ever Need, Network 18 Publications Ltd.</p> <p> E- RESOURCES</p> <p>• Book:<a href="https://resources.saylor.org/wwwresources/archived/site/textbooks/Personal%20Finance.p">https://resources.saylor.org/wwwresources/archived/site/textbooks/Person...</a> df<br /> • <a href="https://www.makeuseof.com/tag/10-helpful-spreadsheet-templates-help-manage-finances/">https://www.makeuseof.com/tag/10-helpful-spreadsheet-templates-help-mana...</a><br /> • <a href="https://www.ngpf.org/activities/">https://www.ngpf.org/activities/</a><br /> • <a href="https://2012books.lardbucket.org/pdfs/individual-finance.pdf">https://2012books.lardbucket.org/pdfs/individual-finance.pdf</a><br /> • <a href="https://ncert.nic.in/dess/pdf/finance_reading_mate.pdf">https://ncert.nic.in/dess/pdf/finance_reading_mate.pdf</a></p> <p> JOURNALS<br /> • The Journal of Finance: Online Library Wiley<br /> • International Journal of Financial Studies<br /> • Indian Journal of Finance</p> </div></div></div><div class="field field-name-field-academic-year field-type-taxonomy-term-reference field-label-above"><div class="field-label">Academic Year:&nbsp;</div><div class="field-items"><div class="field-item even"><a href="/academic-year/2025-2026" typeof="skos:Concept" property="rdfs:label skos:prefLabel" datatype="">2025-2026</a></div></div></div> Wed, 07 May 2025 16:28:23 +0000 shaifali.mathur@iisuniv.ac.in 2374 at https://finance.iisuniv.ac.in PROJECT WORK https://finance.iisuniv.ac.in/courses/subjects/project-work-100 <div class="field field-name-field-paper-code field-type-text field-label-inline clearfix"><div class="field-label">Paper Code:&nbsp;</div><div class="field-items"><div class="field-item even">BIE 333</div></div></div><div class="field field-name-field-credits field-type-text field-label-inline clearfix"><div class="field-label">Credits:&nbsp;</div><div class="field-items"><div class="field-item even">2</div></div></div><div class="field field-name-field-periods field-type-number-decimal field-label-inline clearfix"><div class="field-label">Contact Hours:&nbsp;</div><div class="field-items"><div class="field-item even">30.00</div></div></div><div class="field field-name-field-maxmarks field-type-number-decimal field-label-inline clearfix"><div class="field-label">Max. Marks:&nbsp;</div><div class="field-items"><div class="field-item even">100.00</div></div></div><div class="field field-name-field-unit1hours field-type-number-decimal field-label-hidden"><div class="field-items"><div class="field-item even">6.00</div></div></div><div class="field field-name-field-unit1description field-type-text-long field-label-hidden"><div class="field-items"><div class="field-item even"><p><strong>Fundamentals of Derivatives Market</strong></p> <p>Derivatives trading and settlement on NSE; using daily news papers&nbsp; to track futures and options</p> <p>&nbsp;</p> </div></div></div><div class="field field-name-field-unit2hours field-type-number-decimal field-label-hidden"><div class="field-items"><div class="field-item even">6.00</div></div></div><div class="field field-name-field-unit2description field-type-text-long field-label-hidden"><div class="field-items"><div class="field-item even"><p><strong>Market trends</strong></p> <p>Study of market trends on the basis of various tools and techniques of technical Analysis</p> </div></div></div><div class="field field-name-field-unit3hours field-type-number-decimal field-label-hidden"><div class="field-items"><div class="field-item even">6.00</div></div></div><div class="field field-name-field-unit3description field-type-text-long field-label-hidden"><div class="field-items"><div class="field-item even"><p><strong>Investment Portfolio</strong></p> <p>Designing investment portfolio of the various income group individuals.</p> <p>&nbsp;</p> </div></div></div><div class="field field-name-field-unit4hours field-type-number-decimal field-label-hidden"><div class="field-items"><div class="field-item even">6.00</div></div></div><div class="field field-name-field-unit4description field-type-text-long field-label-hidden"><div class="field-items"><div class="field-item even"><p><strong>EMI</strong></p> <p>Practical questions on calculation of simple interest, compound interest on deposits and EMI on the loan</p> </div></div></div><div class="field field-name-field-unit5hours field-type-number-decimal field-label-hidden"><div class="field-items"><div class="field-item even">6.00</div></div></div><div class="field field-name-field-unit5description field-type-text-long field-label-hidden"><div class="field-items"><div class="field-item even"><p><strong>Tally</strong></p> <p>Use of Accounting software (Tally)</p> </div></div></div><div class="field field-name-field-essential-reading field-type-text-long field-label-above"><div class="field-label">Essential Readings:&nbsp;</div><div class="field-items"><div class="field-item even"><p style="line-height: 19.2px;"><strong>ESSENTIAL READINGS :</strong></p> <ul> <li>Ravi M.Kishore, Strategic Financial Management, Taxmann&rsquo;s Publication.</li> <li>Williams, Michacls, Fundamentals of Option Markets, Mc Graw Hill, New Delhi</li> <li>Khan and Jain., &ldquo;Financial Management text and problems&rdquo;, 2nd ed. ( Tata Mc Graw</li> <li>Hill New Delhi 1992).</li> <li>Pandey, I.M., &ldquo;Financial Management&rdquo;, Vikas Publications.</li> </ul> </div></div></div><div class="field field-name-field-references field-type-text-long field-label-above"><div class="field-label">References:&nbsp;</div><div class="field-items"><div class="field-item even"><p><strong>SUGGESTED READINGS</strong></p> <ul> <li>Hull, John, Introduction to Futures, Option market, Prentice Hall of India, New Delhi</li> <li>Redhead, Keith, Financial Derivatives- An Introduction to futures, forwards,option and swaps, Prentice Hall of India, New Delhi</li> </ul> <p><strong>E RESOURCES</strong></p> <ul> <li>P Chandra, <em>Investment Analysis and Portfolio Management ,</em> McGraw Hill Education, <a href="https://www.expresslibrary.mheducation.com/bookshelf">https://www.expresslibrary.mheducation.com/bookshelf</a></li> <li>Sasidharan<em> ,Security Analysis &amp; Portfolio Mgt., </em>McGraw Hill Education, <a href="https://www.expresslibrary.mheducation.com/bookshelf">https://www.expresslibrary.mheducation.com/bookshelf</a></li> </ul> <p><strong>JOURNALS</strong></p> <ul> <li>Journal of Emerging Market Finance, http:// sagepub.com</li> <li>Indian Journal of Accounting, Indian Accounting Association</li> <li>Directory OF Open Access Journals (OA)</li> <li>ProQuest</li> <li>Taylor &amp; Francis&nbsp; Journals <a href="https://taylorandfrancis.com/partnership/commercial/research-access/finance/?gclid=CjwKCAjwi6WSBhA-EiwA6Niok6MMOfY0yAkqzHLdlyCPMOARyOj3QZrinMVabsPdS8HL6TPMciBgnhoCfQ4QAvD_BwE">https://taylorandfrancis.com/partnership/commercial/research-access/fina...</a></li> </ul> <p>&nbsp;</p> <p>&nbsp;</p> <p style="margin-left:252.75pt;">&nbsp;</p> <p>&nbsp;</p> </div></div></div><div class="field field-name-field-academic-year field-type-taxonomy-term-reference field-label-above"><div class="field-label">Academic Year:&nbsp;</div><div class="field-items"><div class="field-item even"><a href="/academic-year/2023-2024" typeof="skos:Concept" property="rdfs:label skos:prefLabel" datatype="">2023-2024</a></div></div></div> Tue, 30 May 2023 06:29:23 +0000 anjusingh.choudhary@iisuniv.ac.in 2055 at https://finance.iisuniv.ac.in DERIVATIVES, MONEY & DEBT MARKET https://finance.iisuniv.ac.in/courses/subjects/derivatives-money-debt-market-7 <div class="field field-name-field-paper-code field-type-text field-label-inline clearfix"><div class="field-label">Paper Code:&nbsp;</div><div class="field-items"><div class="field-item even">BIE 332</div></div></div><div class="field field-name-field-credits field-type-text field-label-inline clearfix"><div class="field-label">Credits:&nbsp;</div><div class="field-items"><div class="field-item even">4</div></div></div><div class="field field-name-field-periods field-type-number-decimal field-label-inline clearfix"><div class="field-label">Contact Hours:&nbsp;</div><div class="field-items"><div class="field-item even">60.00</div></div></div><div class="field field-name-field-maxmarks field-type-number-decimal field-label-inline clearfix"><div class="field-label">Max. Marks:&nbsp;</div><div class="field-items"><div class="field-item even">100.00</div></div></div><div class="field field-name-field-unit1hours field-type-number-decimal field-label-hidden"><div class="field-items"><div class="field-item even">12.00</div></div></div><div class="field field-name-field-unit1description field-type-text-long field-label-hidden"><div class="field-items"><div class="field-item even"><p><strong>Derivatives Market</strong></p> <p>Basics of derivatives, Features, Indian derivatives Market,&nbsp; Market participants,&nbsp;</p> <p>Types of derivatives instruments, Economic Significance of derivatives, Products, and Functions.</p> <p><strong>Forward and Futures</strong>- Introduction, major future contracts,</p> <p>Futures Trading Strategies: Hedging, Arbitration and speculation. Difference between forward and future contracts.</p> <p><strong>Options:</strong> Basics of options, Options payoff, Break Even Price and Trading Strategies- Spread-Bull, Bear and Butterfly, Straddle, Strangle, Strips &amp; Straps,</p> <p><strong>Swaps</strong>: Meaning, Interest rate swaps, Currency Swaps</p> <p>Derivative Trading, clearing and settlement mechanism in India.</p> <p>&nbsp;</p> </div></div></div><div class="field field-name-field-unit2hours field-type-number-decimal field-label-hidden"><div class="field-items"><div class="field-item even">12.00</div></div></div><div class="field field-name-field-unit2description field-type-text-long field-label-hidden"><div class="field-items"><div class="field-item even"><h6>Money Market</h6> <p style="margin-left:1.7pt;">Introduction, Basic Characteristics of Money Market Securities, Money Market Intermediaries Treasury Bills, Types of T- Bills, Commercial papers, Commercial Bills, Certificates of Deposits, Call / Notice Money Market, , Money Market Mutual Funds,</p> <p style="margin-left:1.7pt;">Link between money market and monetary policy in India, Tools for Managing Liquidity in the money marke, Money market derivatives</p> <p>&nbsp;</p> </div></div></div><div class="field field-name-field-unit3hours field-type-number-decimal field-label-hidden"><div class="field-items"><div class="field-item even">12.00</div></div></div><div class="field field-name-field-unit3description field-type-text-long field-label-hidden"><div class="field-items"><div class="field-item even"><table border="0" cellpadding="0" cellspacing="0" style="width:688px;" width="860"> <tbody> <tr> <td style="width:548px;"> <p><strong>Debt Market</strong></p> <p>Introduction, Basic characteristics of Debt Securities.</p> <p><strong>Private corporate Debt Market</strong>: product and participants, primary and secondary segment of corporate debt instrument.</p> <p><strong>Public sector undertaking bonds market: </strong>product and participants, primary and secondary market for debt instrument.</p> <p><strong>Government securities debt market:</strong> product and participants, primary and secondary market for debt instrument. Bond Valuation- Bond Price, YTM, YTC, current yield, spot interest rate, duration of bond.</p> <p>Credit rating of Debt Securities. Trading, clearing and settlement mechanism of debt market</p> <p>&nbsp;</p> </td> </tr> </tbody> </table> <p>&nbsp;</p> </div></div></div><div class="field field-name-field-unit4hours field-type-number-decimal field-label-hidden"><div class="field-items"><div class="field-item even">12.00</div></div></div><div class="field field-name-field-unit4description field-type-text-long field-label-hidden"><div class="field-items"><div class="field-item even"><p><strong>Security Analysis - </strong>Overview of Stock exchange and stock indices.</p> <p>Fundamental Analysis: Meaning, objectives, Company Analysis, Industry Analysis and Economic Analysis.</p> <p>Technical Analysis: Meaning, utility of Technical Analysis, Technical v/s Fundamental Analysis. Theories of Technical Analysis-Dow Theory, Elliot Wave Theory.</p> <p style="margin-left:1.7pt;">Tools and Techniques of technical Analysis: price and Volume charts, Bar charts, Line chart, Candlestick charts, Trend, Head and Shoulders, Support and Resistance level, Moving Average. Criticism or Weaknesses of Technical Analysis.</p> <p>&nbsp;</p> </div></div></div><div class="field field-name-field-unit5hours field-type-number-decimal field-label-hidden"><div class="field-items"><div class="field-item even">12.00</div></div></div><div class="field field-name-field-unit5description field-type-text-long field-label-hidden"><div class="field-items"><div class="field-item even"><p><strong>Portfolio Management, Risks and Returns:</strong> Concept of portfolio and portfolio management, Process of portfolio management, Types of portfolio management-Active portfolio management, Passive Portfolio Management, Defensive Portfolio management, Aggressive Portfolio Management, Income portfolio Management. Optimum Portfolio</p> <p><strong>Risk and Return</strong> &ndash; Concept, Total Risk and its components, Concept of Return, Measurement of Return-Realised return and Expected Return. An overview of Diversification of Risk. Financial Regulation</p> <p>Securities and Exchange Board of India</p> <p>Reserve Bank of India</p> </div></div></div><div class="field field-name-field-essential-reading field-type-text-long field-label-above"><div class="field-label">Essential Readings:&nbsp;</div><div class="field-items"><div class="field-item even"><ul> <li>Pathak, Bharati V., <em>Indian Financial System</em>, Pearson Education, New Delhi.</li> <li>Prafulla Kumar Swain, <em>Financial Derivatives</em>, Himalaya Publishing House.</li> <li><em>Securities market and Products</em>- Institute of Banking and Finance. Taxmann</li> <li>M.R. Agarwal , <em>Security Analysis and Portfolio Management</em> -Garima Publications.</li> <li>Bhole L.M., <em>Financial Institutions and Markets</em>, Tata Mc Graw Hill, New Delhi</li> </ul> <p>&nbsp;</p> </div></div></div><div class="field field-name-field-references field-type-text-long field-label-above"><div class="field-label">References:&nbsp;</div><div class="field-items"><div class="field-item even"><p><strong>SUGGESTED READINGS</strong></p> <ul> <li>Suyash N Bhatt , Security Analysis and Portfolio Management, -Biztantra publication.</li> <li>Ravi M.Kishore, <em>Strategic Financial Management</em>, Taxmann&rsquo;s Publication.</li> <li>Williams, Michacls, <em>Fundamentals of Option Markets</em>, Mc Graw Hill, New Delhi</li> <li>Hull, John, <em>Introduction to Futures, Option market</em>, Prentice Hall of India, New Delhi</li> <li>Redhead, Keith, <em>Financial Derivatives- An Introduction to futures, forwards,option and swaps</em>, Prentice Hall of India, New Delhi</li> </ul> <p><strong>E- RESOURCES</strong></p> <ul> <li>P Chandra, <em>Investment Analysis and Portfolio Management ,</em> McGraw Hill Education, <a href="https://www.expresslibrary.mheducation.com/bookshelf">https://www.expresslibrary.mheducation.com/bookshelf</a></li> <li>Sasidharan<em> ,Security Analysis &amp; Portfolio Mgt., </em>McGraw Hill Education, <a href="https://www.expresslibrary.mheducation.com/bookshelf">https://www.expresslibrary.mheducation.com/bookshelf</a></li> <li>Sundaram, Rangarajan<em> ,Derivatives,</em> McGraw Hill Education, <a href="https://www.expresslibrary.mheducation.com/bookshelf">https://www.expresslibrary.mheducation.com/bookshelf</a></li> <li>National Digital Library</li> </ul> <p><strong>JOURNALS</strong></p> <ul> <li>International Journal of Financial Management, <a href="http://publishingindia.com/">http://publishingindia.com</a></li> <li>The Journal of Finance, <a href="https://onlinelibrary.wiley.com/journal/15406261">https://onlinelibrary.wiley.com/journal/15406261</a></li> <li>International Journal of Finance and Economics, <a href="https://onlinelibrary.wiley.com/journal/10991158">https://onlinelibrary.wiley.com/journal/10991158</a></li> <li>Directory OF Open Access Journals (OA)</li> <li>ProQuest</li> </ul> <p>&nbsp;</p> </div></div></div><div class="field field-name-field-academic-year field-type-taxonomy-term-reference field-label-above"><div class="field-label">Academic Year:&nbsp;</div><div class="field-items"><div class="field-item even"><a href="/academic-year/2023-2024" typeof="skos:Concept" property="rdfs:label skos:prefLabel" datatype="">2023-2024</a></div></div></div> Tue, 30 May 2023 06:26:53 +0000 anjusingh.choudhary@iisuniv.ac.in 2054 at https://finance.iisuniv.ac.in MATHEMATICS & ACCOUNTING FOR BANKERS https://finance.iisuniv.ac.in/courses/subjects/mathematics-accounting-bankers-8 <div class="field field-name-field-paper-code field-type-text field-label-inline clearfix"><div class="field-label">Paper Code:&nbsp;</div><div class="field-items"><div class="field-item even">BIE 331</div></div></div><div class="field field-name-field-credits field-type-text field-label-inline clearfix"><div class="field-label">Credits:&nbsp;</div><div class="field-items"><div class="field-item even">4</div></div></div><div class="field field-name-field-periods field-type-number-decimal field-label-inline clearfix"><div class="field-label">Contact Hours:&nbsp;</div><div class="field-items"><div class="field-item even">60.00</div></div></div><div class="field field-name-field-maxmarks field-type-number-decimal field-label-inline clearfix"><div class="field-label">Max. Marks:&nbsp;</div><div class="field-items"><div class="field-item even">100.00</div></div></div><div class="field field-name-field-unit1hours field-type-number-decimal field-label-hidden"><div class="field-items"><div class="field-item even">12.00</div></div></div><div class="field field-name-field-unit1description field-type-text-long field-label-hidden"><div class="field-items"><div class="field-item even"><p><strong>Basics of Business Mathematics</strong></p> <p><strong>Basics of Business mathematics</strong>- Calculation of simple Interest and compound Interest, Fixed and Floating rates of interest, Calculation of EMIs, Calculation of front end and back end interest.</p> <p>&nbsp;</p> </div></div></div><div class="field field-name-field-unit2hours field-type-number-decimal field-label-hidden"><div class="field-items"><div class="field-item even">12.00</div></div></div><div class="field field-name-field-unit2description field-type-text-long field-label-hidden"><div class="field-items"><div class="field-item even"><p><strong>Basic accounting procedure</strong>- Accounting Principles: Concepts and Conventions, double entry system. Record Keeping basics, account categories, debit and credit concepts, journalizing, Maintenance of cash/subsidiary books.</p> </div></div></div><div class="field field-name-field-unit3hours field-type-number-decimal field-label-hidden"><div class="field-items"><div class="field-item even">12.00</div></div></div><div class="field field-name-field-unit3description field-type-text-long field-label-hidden"><div class="field-items"><div class="field-item even"><p><strong>Ledger Posting and Trial Balance: </strong>&nbsp;Ledger Posting- Preparation of accounts in ledger. Trial Balance- Meaning, need and importance, methods of preparing trial balance, <strong>Depreciation</strong>- Meaning, Need of charging depreciation, Methods- Straight line and WDV.</p> <p>&nbsp;</p> </div></div></div><div class="field field-name-field-unit4hours field-type-number-decimal field-label-hidden"><div class="field-items"><div class="field-item even">12.00</div></div></div><div class="field field-name-field-unit4description field-type-text-long field-label-hidden"><div class="field-items"><div class="field-item even"><p><strong>Bank Reconciliation Statement</strong>- Need for reconciliation between cash book and bank pass book, Problem relating to the preparation of Bank reconciliation statement. Bills of Exchange- Bills receivable and bills payable, Acceptance and Endorsement, Discounting, Retiring under a rebate, Dishonour and Renewal of bills.</p> <p>&nbsp;</p> </div></div></div><div class="field field-name-field-unit5hours field-type-number-decimal field-label-hidden"><div class="field-items"><div class="field-item even">12.00</div></div></div><div class="field field-name-field-unit5description field-type-text-long field-label-hidden"><div class="field-items"><div class="field-item even"><p><strong>Final accounts</strong>- Concept of capital, Revenue and Deferred Revenue Expenditure, Adjustment entries. Manufacturing Account, Trading and Profit and Loss Account (With Adjustment) and Balance Sheet.</p> </div></div></div><div class="field field-name-field-essential-reading field-type-text-long field-label-above"><div class="field-label">Essential Readings:&nbsp;</div><div class="field-items"><div class="field-item even"><ul> <li>Maheswari.S.N, <em>An Introduction to Accountancy</em>, Vikas Publishers, New Delhi</li> <li>Mukherjee A and Hanif M, <em>Modern Accountancy</em>, Tata Mc Graw Hill, New Delhi, Vol I</li> <li>Seghal, Ashok and Seghal Deepak, <em>Fundamentals of financial accounting</em>, Taxmann Allied Services, New Delhi</li> <li>Jain Khandelwal and Pareek, <em>Financial Accounting</em>, Ajmera Book Company, Jaipur</li> <li>Sancheti D C and Kapoor V K, <em>Business Mathematics</em>, Sultan chand and sons, New Delhi</li> </ul> <p>&nbsp;</p> </div></div></div><div class="field field-name-field-references field-type-text-long field-label-above"><div class="field-label">References:&nbsp;</div><div class="field-items"><div class="field-item even"><p><strong>SUGGESTED READINGS:</strong></p> <ul> <li>Ghosh, T. P. Fundamentals of Accounting. Sultan Chand &amp; Sons.</li> <li>Goel, D. K., &amp; Goel, R. Accountancy. Arya Publications.</li> <li>Maheshwari, S. N. An Introduction to Accountancy. Vikash Publishers.</li> <li>Tulsian, P. C. Accountancy. Tata Mc Graw Hill.</li> <li>Singh J K , Business Mathematics, Himalaya Publishing House, New Delhi</li> </ul> <p><strong>e- RESOURCES:</strong></p> <ul> <li><a href="https://books.google.co.in/books?id=0yYrDwAAQBAJ&amp;printsec=copyright&amp;redir_esc=y#v=onepage&amp;q&amp;f=false">https://books.google.co.in/books?id=0yYrDwAAQBAJ&amp;printsec=copyright&amp;redir_esc=y#v=onepage&amp;q&amp;f=false</a></li> <li><a href="https://icmai.in/upload/Students/Syllabus-2012/Study_Material_New/Inter-Paper5-Revised.pdf">https://icmai.in/upload/Students/Syllabus-2012/Study_Material_New/Inter-Paper5-Revised.pdf</a></li> <li><a href="https://lila1.lyryx.com/textbooks/OLIVIER_1/marketing/Olivier-BusinessMath-2021B.pdf">https://lila1.lyryx.com/textbooks/OLIVIER_1/marketing/Olivier-BusinessMa...</a></li> <li>file:///C:/Users/PC-51/Downloads/BusinessMathematics1stedition.pdf</li> </ul> <p><strong>JOURNALS:</strong></p> <ul> <li>The Indian Journal of Commerce</li> <li><a href="https://academic.oup.com/journals/?login=false">https://academic.oup.com/journals/?login=false</a></li> <li>IUP Journal of Accounting Research</li> <li>The Chartered Accountant</li> <li>Indian Banker</li> </ul> <p><strong>Note-</strong> The candidate shall be permitted to use battery operated pocket calculator that should not have more than 12 digits, 6 functions and 2 memories and should be noiseless and cordless</p> <p>&nbsp;</p> <p><strong>Note-</strong> The candidate shall be permitted to use battery operated pocket calculator that should not have more than 12 digits, 6 functions and 2 memories and should be noiseless and cordless</p> <p>&nbsp;</p> </div></div></div><div class="field field-name-field-academic-year field-type-taxonomy-term-reference field-label-above"><div class="field-label">Academic Year:&nbsp;</div><div class="field-items"><div class="field-item even"><a href="/academic-year/2023-2024" typeof="skos:Concept" property="rdfs:label skos:prefLabel" datatype="">2023-2024</a></div></div></div> Tue, 30 May 2023 06:23:36 +0000 anjusingh.choudhary@iisuniv.ac.in 2053 at https://finance.iisuniv.ac.in PROJECT VIVA VOCE https://finance.iisuniv.ac.in/courses/subjects/project-viva-voce-152 <div class="field field-name-field-paper-code field-type-text field-label-inline clearfix"><div class="field-label">Paper Code:&nbsp;</div><div class="field-items"><div class="field-item even">BIE 333</div></div></div><div class="field field-name-field-credits field-type-text field-label-inline clearfix"><div class="field-label">Credits:&nbsp;</div><div class="field-items"><div class="field-item even">2</div></div></div><div class="field field-name-field-periods field-type-number-decimal field-label-inline clearfix"><div class="field-label">Contact Hours:&nbsp;</div><div class="field-items"><div class="field-item even">60.00</div></div></div><div class="field field-name-field-maxmarks field-type-number-decimal field-label-inline clearfix"><div class="field-label">Max. Marks:&nbsp;</div><div class="field-items"><div class="field-item even">100.00</div></div></div><div class="field field-name-field-unit1hours field-type-number-decimal field-label-hidden"><div class="field-items"><div class="field-item even">6.00</div></div></div><div class="field field-name-field-unit1description field-type-text-long field-label-hidden"><div class="field-items"><div class="field-item even"><p><strong>Fundamentals of Derivatives Market</strong></p> <p>Derivatives trading and settlement on NSE; using daily news papers&nbsp; to track futures and options</p> <p>&nbsp;</p> </div></div></div><div class="field field-name-field-unit2hours field-type-number-decimal field-label-hidden"><div class="field-items"><div class="field-item even">6.00</div></div></div><div class="field field-name-field-unit2description field-type-text-long field-label-hidden"><div class="field-items"><div class="field-item even"><p><strong>Market trends</strong></p> <p>Study of market trends on the basis of various tools and techniques of technical Analysis</p> <p>&nbsp;</p> </div></div></div><div class="field field-name-field-unit3hours field-type-number-decimal field-label-hidden"><div class="field-items"><div class="field-item even">6.00</div></div></div><div class="field field-name-field-unit3description field-type-text-long field-label-hidden"><div class="field-items"><div class="field-item even"><p><strong>Investment Portfolio</strong></p> <p>Designing investment portfolio of the various income group individuals.</p> </div></div></div><div class="field field-name-field-unit4hours field-type-number-decimal field-label-hidden"><div class="field-items"><div class="field-item even">6.00</div></div></div><div class="field field-name-field-unit4description field-type-text-long field-label-hidden"><div class="field-items"><div class="field-item even"><p><strong>EMI</strong></p> <p>Practical questions on calculation of simple interest, compound interest on deposits and EMI on the loan</p> </div></div></div><div class="field field-name-field-unit5hours field-type-number-decimal field-label-hidden"><div class="field-items"><div class="field-item even">6.00</div></div></div><div class="field field-name-field-unit5description field-type-text-long field-label-hidden"><div class="field-items"><div class="field-item even"><p><strong>Tally</strong></p> <p>Use of Accounting software (Tally)</p> </div></div></div><div class="field field-name-field-essential-reading field-type-text-long field-label-above"><div class="field-label">Essential Readings:&nbsp;</div><div class="field-items"><div class="field-item even"><p>&nbsp;</p> <ul> <li>Ravi M.Kishore, Strategic Financial Management, Taxmann&rsquo;s Publication.</li> <li>Williams, Michacls, Fundamentals of Option Markets, Mc Graw Hill, New Delhi</li> <li>Khan and Jain., &ldquo;Financial Management text and problems&rdquo;, 2nd ed. ( Tata Mc Graw</li> <li>Hill New Delhi 1992).</li> <li>Pandey, I.M., &ldquo;Financial Management&rdquo;, Vikas Publications.</li> </ul> <p>&nbsp;</p> </div></div></div><div class="field field-name-field-references field-type-text-long field-label-above"><div class="field-label">References:&nbsp;</div><div class="field-items"><div class="field-item even"><p><strong>SUGGESTED READINGS </strong></p> <ul> <li>Hull, John, Introduction to Futures, Option market, Prentice Hall of India, New Delhi</li> <li>Redhead, Keith, Financial Derivatives- An Introduction to futures, forwards,option and swaps, Prentice Hall of India, New Delhi</li> </ul> <p><strong>E RESOURCES</strong></p> <ul> <li>P Chandra, <em>Investment Analysis and Portfolio Management ,</em> McGraw Hill Education, <a href="https://www.expresslibrary.mheducation.com/bookshelf">https://www.expresslibrary.mheducation.com/bookshelf</a></li> <li>Sasidharan<em> ,Security Analysis &amp; Portfolio Mgt., </em>McGraw Hill Education, <a href="https://www.expresslibrary.mheducation.com/bookshelf">https://www.expresslibrary.mheducation.com/bookshelf</a></li> </ul> <p><strong>JOURNALS</strong></p> <ul> <li>Journal of Emerging Market Finance, http:// sagepub.com</li> <li>Indian Journal of Accounting, Indian Accounting Association</li> <li>Directory OF Open Access Journals (OA)</li> <li>ProQuest</li> <li>Taylor &amp; Francis&nbsp; Journals <a href="https://taylorandfrancis.com/partnership/commercial/research-access/finance/?gclid=CjwKCAjwi6WSBhA-EiwA6Niok6MMOfY0yAkqzHLdlyCPMOARyOj3QZrinMVabsPdS8HL6TPMciBgnhoCfQ4QAvD_BwE">https://taylorandfrancis.com/partnership/commercial/research-access/fina...</a></li> </ul> </div></div></div><div class="field field-name-field-academic-year field-type-taxonomy-term-reference field-label-above"><div class="field-label">Academic Year:&nbsp;</div><div class="field-items"><div class="field-item even"><a href="/academic-year/2022-2023" typeof="skos:Concept" property="rdfs:label skos:prefLabel" datatype="">2022-2023</a></div></div></div> Wed, 08 Jun 2022 07:29:52 +0000 anjusingh.choudhary@iisuniv.ac.in 1854 at https://finance.iisuniv.ac.in DERIVATIVES, MONEY & DEBT MARKET https://finance.iisuniv.ac.in/courses/subjects/derivatives-money-debt-market-6 <div class="field field-name-field-paper-code field-type-text field-label-inline clearfix"><div class="field-label">Paper Code:&nbsp;</div><div class="field-items"><div class="field-item even">BIE 332 </div></div></div><div class="field field-name-field-credits field-type-text field-label-inline clearfix"><div class="field-label">Credits:&nbsp;</div><div class="field-items"><div class="field-item even">4</div></div></div><div class="field field-name-field-periods field-type-number-decimal field-label-inline clearfix"><div class="field-label">Contact Hours:&nbsp;</div><div class="field-items"><div class="field-item even">60.00</div></div></div><div class="field field-name-field-maxmarks field-type-number-decimal field-label-inline clearfix"><div class="field-label">Max. Marks:&nbsp;</div><div class="field-items"><div class="field-item even">100.00</div></div></div><div class="field field-name-field-unit1hours field-type-number-decimal field-label-hidden"><div class="field-items"><div class="field-item even">16.00</div></div></div><div class="field field-name-field-unit1description field-type-text-long field-label-hidden"><div class="field-items"><div class="field-item even"><p><strong>Derivatives Market</strong></p> <p>Basics of derivatives, Features, Indian derivatives Market,&nbsp; Market participants,&nbsp;</p> <p>Types of derivatives instruments, Economic Significance of derivatives, Products, and Functions.</p> <p><strong>Forward and Futures</strong>- Introduction, major future contracts,</p> <p>Futures Trading Strategies: Hedging, Arbitration and speculation. Difference between forward and future contracts.</p> <p><strong>Options:</strong> Basics of options, Options payoff, Break Even Price and Trading Strategies- Spread-Bull, Bear and Butterfly, Straddle, Strangle, Strips &amp; Straps,</p> <p><strong>Swaps</strong>: Meaning, Interest rate swaps, Currency Swaps</p> <p>Derivative Trading, clearing and settlement mechanism in India.</p> <p>&nbsp;</p> <p>&nbsp;</p> </div></div></div><div class="field field-name-field-unit2hours field-type-number-decimal field-label-hidden"><div class="field-items"><div class="field-item even">10.00</div></div></div><div class="field field-name-field-unit2description field-type-text-long field-label-hidden"><div class="field-items"><div class="field-item even"><h6>Money Market</h6> <p style="margin-left:1.7pt;">Introduction, Basic Characteristics of Money Market Securities, Money Market Intermediaries Treasury Bills, Types of T- Bills, Commercial papers, Commercial Bills, Certificates of Deposits, Call / Notice Money Market, , Money Market Mutual Funds,</p> <p style="margin-left:1.7pt;">Link between money market and monetary policy in India, Tools for Managing Liquidity in the money marke, Money market derivatives</p> <p>&nbsp;</p> </div></div></div><div class="field field-name-field-unit3hours field-type-number-decimal field-label-hidden"><div class="field-items"><div class="field-item even">12.00</div></div></div><div class="field field-name-field-unit3description field-type-text-long field-label-hidden"><div class="field-items"><div class="field-item even"><p><strong>Debt Market</strong></p> <p>Introduction, Basic characteristics of Debt Securities.</p> <p><strong>Private corporate Debt Market</strong>: product and participants, primary and secondary segment of corporate debt instrument.</p> <p><strong>Public sector undertaking bonds market: </strong>product and participants, primary and secondary market for debt instrument.</p> <p><strong>Government securities debt market:</strong> product and participants, primary and secondary market for debt instrument. Bond Valuation- Bond Price, YTM, YTC, current yield, spot interest rate, duration of bond.</p> <p>Credit rating of Debt Securities. Trading, clearing and settlement mechanism of debt market</p> <p>&nbsp;</p> </div></div></div><div class="field field-name-field-unit4hours field-type-number-decimal field-label-hidden"><div class="field-items"><div class="field-item even">12.00</div></div></div><div class="field field-name-field-unit4description field-type-text-long field-label-hidden"><div class="field-items"><div class="field-item even"><p><strong>Security Analysis - </strong>Overview of Stock exchange and stock indices.</p> <p>Fundamental Analysis: Meaning, objectives, Company Analysis, Industry Analysis and Economic Analysis.</p> <p>Technical Analysis: Meaning, utility of Technical Analysis, Technical v/s Fundamental Analysis. Theories of Technical Analysis-Dow Theory, Elliot Wave Theory.</p> <p style="margin-left:1.7pt;">Tools and Techniques of technical Analysis: price and Volume charts, Bar charts, Line chart, Candlestick charts, Trend, Head and Shoulders, Support and Resistance level, Moving Average. Criticism or Weaknesses of Technical Analysis.</p> <p>&nbsp;</p> </div></div></div><div class="field field-name-field-unit5hours field-type-number-decimal field-label-hidden"><div class="field-items"><div class="field-item even">10.00</div></div></div><div class="field field-name-field-unit5description field-type-text-long field-label-hidden"><div class="field-items"><div class="field-item even"><p><strong>Portfolio Management, Risks and Returns:</strong> Concept of portfolio and portfolio management, Process of portfolio management, Types of portfolio management-Active portfolio management, Passive Portfolio Management, Defensive Portfolio management, Aggressive Portfolio Management, Income portfolio Management. Optimum Portfolio</p> <p><strong>Risk and Return</strong> &ndash; Concept, Total Risk and its components, Concept of Return, Measurement of Return-Realised return and Expected Return. An overview of Diversification of Risk. Financial Regulation</p> <p>Securities and Exchange Board of India</p> <p>Reserve Bank of India</p> </div></div></div><div class="field field-name-field-essential-reading field-type-text-long field-label-above"><div class="field-label">Essential Readings:&nbsp;</div><div class="field-items"><div class="field-item even"><ul> <li>Pathak, Bharati V., <em>Indian Financial System</em>, Pearson Education, New Delhi.</li> <li>Prafulla Kumar Swain, <em>Financial Derivatives</em>, Himalaya Publishing House.</li> <li><em>Securities market and Products</em>- Institute of Banking and Finance. Taxmann</li> <li>M.R. Agarwal , <em>Security Analysis and Portfolio Management</em> -Garima Publications.</li> <li>Bhole L.M., <em>Financial Institutions and Markets</em>, Tata Mc Graw Hill, New Delhi</li> </ul> <p>&nbsp;</p> </div></div></div><div class="field field-name-field-references field-type-text-long field-label-above"><div class="field-label">References:&nbsp;</div><div class="field-items"><div class="field-item even"><p><strong>SUGGESTED READINGS</strong></p> <ul> <li>Suyash N Bhatt , Security Analysis and Portfolio Management, -Biztantra publication.</li> <li>Ravi M.Kishore, <em>Strategic Financial Management</em>, Taxmann&rsquo;s Publication.</li> <li>Williams, Michacls, <em>Fundamentals of Option Markets</em>, Mc Graw Hill, New Delhi</li> <li>Hull, John, <em>Introduction to Futures, Option market</em>, Prentice Hall of India, New Delhi</li> <li>Redhead, Keith, <em>Financial Derivatives- An Introduction to futures, forwards,option and swaps</em>, Prentice Hall of India, New Delhi</li> </ul> <p><strong>E- RESOURCES</strong></p> <ul> <li>P Chandra, <em>Investment Analysis and Portfolio Management ,</em> McGraw Hill Education, <a href="https://www.expresslibrary.mheducation.com/bookshelf">https://www.expresslibrary.mheducation.com/bookshelf</a></li> <li>Sasidharan<em> ,Security Analysis &amp; Portfolio Mgt., </em>McGraw Hill Education, <a href="https://www.expresslibrary.mheducation.com/bookshelf">https://www.expresslibrary.mheducation.com/bookshelf</a></li> <li>Sundaram, Rangarajan<em> ,Derivatives,</em> McGraw Hill Education, <a href="https://www.expresslibrary.mheducation.com/bookshelf">https://www.expresslibrary.mheducation.com/bookshelf</a></li> <li>National Digital Library</li> </ul> <p><strong>JOURNALS</strong></p> <ul> <li>International Journal of Financial Management, <a href="http://publishingindia.com/">http://publishingindia.com</a></li> <li>The Journal of Finance, <a href="https://onlinelibrary.wiley.com/journal/15406261">https://onlinelibrary.wiley.com/journal/15406261</a></li> <li>International Journal of Finance and Economics, <a href="https://onlinelibrary.wiley.com/journal/10991158">https://onlinelibrary.wiley.com/journal/10991158</a></li> <li>Directory OF Open Access Journals (OA)</li> <li>ProQuest</li> </ul> </div></div></div><div class="field field-name-field-academic-year field-type-taxonomy-term-reference field-label-above"><div class="field-label">Academic Year:&nbsp;</div><div class="field-items"><div class="field-item even"><a href="/academic-year/2022-2023" typeof="skos:Concept" property="rdfs:label skos:prefLabel" datatype="">2022-2023</a></div></div></div> Wed, 08 Jun 2022 07:27:12 +0000 anjusingh.choudhary@iisuniv.ac.in 1853 at https://finance.iisuniv.ac.in MATHEMATICS & ACCOUNTING FOR BANKERS https://finance.iisuniv.ac.in/courses/subjects/mathematics-accounting-bankers-7 <div class="field field-name-field-paper-code field-type-text field-label-inline clearfix"><div class="field-label">Paper Code:&nbsp;</div><div class="field-items"><div class="field-item even">BIE 331 </div></div></div><div class="field field-name-field-credits field-type-text field-label-inline clearfix"><div class="field-label">Credits:&nbsp;</div><div class="field-items"><div class="field-item even">4</div></div></div><div class="field field-name-field-periods field-type-number-decimal field-label-inline clearfix"><div class="field-label">Contact Hours:&nbsp;</div><div class="field-items"><div class="field-item even">60.00</div></div></div><div class="field field-name-field-maxmarks field-type-number-decimal field-label-inline clearfix"><div class="field-label">Max. Marks:&nbsp;</div><div class="field-items"><div class="field-item even">100.00</div></div></div><div class="field field-name-field-unit1hours field-type-number-decimal field-label-hidden"><div class="field-items"><div class="field-item even">12.00</div></div></div><div class="field field-name-field-unit1title field-type-text field-label-above"><div class="field-label">Unit I:&nbsp;</div><div class="field-items"><div class="field-item even">Basics of Business Mathematics</div></div></div><div class="field field-name-field-unit1description field-type-text-long field-label-hidden"><div class="field-items"><div class="field-item even"><p><strong>Basics of Business mathematics</strong>- Calculation of simple Interest and compound Interest, Fixed and Floating rates of interest, Calculation of EMIs, Calculation of front end and back end interest.</p> <p>&nbsp;</p> </div></div></div><div class="field field-name-field-unit2hours field-type-number-decimal field-label-hidden"><div class="field-items"><div class="field-item even">12.00</div></div></div><div class="field field-name-field-unit2description field-type-text-long field-label-hidden"><div class="field-items"><div class="field-item even"><p><strong>Basic accounting procedure</strong>- Accounting Principles: Concepts and Conventions, double entry system. Record Keeping basics, account categories, debit and credit concepts, journalizing, Maintenance of cash/subsidiary books.</p> </div></div></div><div class="field field-name-field-unit3hours field-type-number-decimal field-label-hidden"><div class="field-items"><div class="field-item even">12.00</div></div></div><div class="field field-name-field-unit3description field-type-text-long field-label-hidden"><div class="field-items"><div class="field-item even"><p><strong>Ledger Posting and Trial Balance: </strong>&nbsp;Ledger Posting- Preparation of accounts in ledger. Trial Balance- Meaning, need and importance, methods of preparing trial balance, <strong>Depreciation</strong>- Meaning, Need of charging depreciation, Methods- Straight line and WDV.</p> <p>&nbsp;</p> </div></div></div><div class="field field-name-field-unit4hours field-type-number-decimal field-label-hidden"><div class="field-items"><div class="field-item even">12.00</div></div></div><div class="field field-name-field-unit4description field-type-text-long field-label-hidden"><div class="field-items"><div class="field-item even"><p><strong>Bank Reconciliation Statement</strong>- Need for reconciliation between cash book and bank pass book, Problem relating to the preparation of Bank reconciliation statement. Bills of Exchange- Bills receivable and bills payable, Acceptance and Endorsement, Discounting, Retiring under a rebate, Dishonour and Renewal of bills.</p> <p>&nbsp;</p> </div></div></div><div class="field field-name-field-unit5hours field-type-number-decimal field-label-hidden"><div class="field-items"><div class="field-item even">12.00</div></div></div><div class="field field-name-field-unit5description field-type-text-long field-label-hidden"><div class="field-items"><div class="field-item even"><p><strong>Final accounts</strong>- Concept of capital, Revenue and Deferred Revenue Expenditure, Adjustment entries. Manufacturing Account, Trading and Profit and Loss Account (With Adjustment) and Balance Sheet.</p> </div></div></div><div class="field field-name-field-essential-reading field-type-text-long field-label-above"><div class="field-label">Essential Readings:&nbsp;</div><div class="field-items"><div class="field-item even"><ul> <li>Maheswari.S.N, <em>An Introduction to Accountancy</em>, Vikas Publishers, New Delhi</li> <li>Mukherjee A and Hanif M, <em>Modern Accountancy</em>, Tata Mc Graw Hill, New Delhi, Vol I</li> <li>Seghal, Ashok and Seghal Deepak, <em>Fundamentals of financial accounting</em>, Taxmann Allied Services, New Delhi</li> <li>Jain Khandelwal and Pareek, <em>Financial Accounting</em>, Ajmera Book Company, Jaipur</li> <li>Sancheti D C and Kapoor V K, <em>Business Mathematics</em>, Sultan chand and sons, New Delhi</li> </ul> <p>&nbsp;</p> </div></div></div><div class="field field-name-field-references field-type-text-long field-label-above"><div class="field-label">References:&nbsp;</div><div class="field-items"><div class="field-item even"><p><strong>SUGGESTED READINGS:</strong></p> <ul> <li>Ghosh, T. P. Fundamentals of Accounting. Sultan Chand &amp; Sons.</li> <li>Goel, D. K., &amp; Goel, R. Accountancy. Arya Publications.</li> <li>Maheshwari, S. N. An Introduction to Accountancy. Vikash Publishers.</li> <li>Tulsian, P. C. Accountancy. Tata Mc Graw Hill.</li> <li>Singh J K , Business Mathematics, Himalaya Publishing House, New Delhi</li> </ul> <p>e- RESOURCES:</p> <ul> <li><a href="https://books.google.co.in/books?id=0yYrDwAAQBAJ&amp;printsec=copyright&amp;redir_esc=y#v=onepage&amp;q&amp;f=false">https://books.google.co.in/books?id=0yYrDwAAQBAJ&amp;printsec=copyright&amp;redir_esc=y#v=onepage&amp;q&amp;f=false</a></li> <li><a href="https://icmai.in/upload/Students/Syllabus-2012/Study_Material_New/Inter-Paper5-Revised.pdf">https://icmai.in/upload/Students/Syllabus-2012/Study_Material_New/Inter-Paper5-Revised.pdf</a></li> <li><a href="https://lila1.lyryx.com/textbooks/OLIVIER_1/marketing/Olivier-BusinessMath-2021B.pdf">https://lila1.lyryx.com/textbooks/OLIVIER_1/marketing/Olivier-BusinessMa...</a></li> <li>file:///C:/Users/PC-51/Downloads/BusinessMathematics1stedition.pdf</li> </ul> <p>JOURNALS:</p> <ul> <li>The Indian Journal of Commerce</li> <li><a href="https://academic.oup.com/journals/?login=false">https://academic.oup.com/journals/?login=false</a></li> <li>IUP Journal of Accounting Research</li> <li>The Chartered Accountant</li> <li>Indian Banker</li> <li>Indian Journal of Finance</li> </ul> <p><strong>Note-</strong> The candidate shall be permitted to use battery operated pocket calculator that should not have more than 12 digits, 6 functions and 2 memories and should be noiseless and cordless</p> <p>&nbsp;</p> </div></div></div><div class="field field-name-field-academic-year field-type-taxonomy-term-reference field-label-above"><div class="field-label">Academic Year:&nbsp;</div><div class="field-items"><div class="field-item even"><a href="/academic-year/2022-2023" typeof="skos:Concept" property="rdfs:label skos:prefLabel" datatype="">2022-2023</a></div></div></div> Wed, 08 Jun 2022 07:24:25 +0000 anjusingh.choudhary@iisuniv.ac.in 1852 at https://finance.iisuniv.ac.in Project Viva Voce https://finance.iisuniv.ac.in/courses/subjects/project-viva-voce-137 <div class="field field-name-field-paper-code field-type-text field-label-inline clearfix"><div class="field-label">Paper Code:&nbsp;</div><div class="field-items"><div class="field-item even">BIE 333</div></div></div><div class="field field-name-field-credits field-type-text field-label-inline clearfix"><div class="field-label">Credits:&nbsp;</div><div class="field-items"><div class="field-item even">02</div></div></div><div class="field field-name-field-periods field-type-number-decimal field-label-inline clearfix"><div class="field-label">Contact Hours:&nbsp;</div><div class="field-items"><div class="field-item even">30.00</div></div></div><div class="field field-name-field-maxmarks field-type-number-decimal field-label-inline clearfix"><div class="field-label">Max. Marks:&nbsp;</div><div class="field-items"><div class="field-item even">100.00</div></div></div><div class="field field-name-field-objective field-type-text-long field-label-above"><div class="field-label">Objective:&nbsp;</div><div class="field-items"><div class="field-item even"><p>To provide practical application-based learning to the students in area of Debt and Derivative market and accounting for bankers.</p> </div></div></div><div class="field field-name-field-unit1hours field-type-number-decimal field-label-hidden"><div class="field-items"><div class="field-item even">6.00</div></div></div><div class="field field-name-field-unit1title field-type-text field-label-above"><div class="field-label">Unit I:&nbsp;</div><div class="field-items"><div class="field-item even">UNIT I</div></div></div><div class="field field-name-field-unit1description field-type-text-long field-label-hidden"><div class="field-items"><div class="field-item even"><p>Fundamentals of Derivatives Market<br /> Derivatives trading and settlement on NSE; using daily news papers to track futures and options</p> </div></div></div><div class="field field-name-field-unit2hours field-type-number-decimal field-label-hidden"><div class="field-items"><div class="field-item even">6.00</div></div></div><div class="field field-name-field-unit2title field-type-text field-label-above"><div class="field-label">Unit II:&nbsp;</div><div class="field-items"><div class="field-item even">UNIT II</div></div></div><div class="field field-name-field-unit2description field-type-text-long field-label-hidden"><div class="field-items"><div class="field-item even"><p>Market trends<br /> Study of market trends on the basis of various tools and techniques of technical Analysis</p> </div></div></div><div class="field field-name-field-unit3hours field-type-number-decimal field-label-hidden"><div class="field-items"><div class="field-item even">6.00</div></div></div><div class="field field-name-field-unit3title field-type-text field-label-above"><div class="field-label">Unit III:&nbsp;</div><div class="field-items"><div class="field-item even">UNIT III</div></div></div><div class="field field-name-field-unit3description field-type-text-long field-label-hidden"><div class="field-items"><div class="field-item even"><p>Investment Portfolio<br /> Designing investment portfolio of the various income group individuals.</p> </div></div></div><div class="field field-name-field-unit4hours field-type-number-decimal field-label-hidden"><div class="field-items"><div class="field-item even">6.00</div></div></div><div class="field field-name-field-unit4title field-type-text field-label-above"><div class="field-label">Unit IV:&nbsp;</div><div class="field-items"><div class="field-item even">UNIT IV</div></div></div><div class="field field-name-field-unit4description field-type-text-long field-label-hidden"><div class="field-items"><div class="field-item even"><p>EMI<br /> Practical questions on calculation of simple interest, compound interest on deposits and EMI on the loan</p> </div></div></div><div class="field field-name-field-unit5hours field-type-number-decimal field-label-hidden"><div class="field-items"><div class="field-item even">6.00</div></div></div><div class="field field-name-field-unit5title field-type-text field-label-above"><div class="field-label">Unit V:&nbsp;</div><div class="field-items"><div class="field-item even">UNIT V</div></div></div><div class="field field-name-field-unit5description field-type-text-long field-label-hidden"><div class="field-items"><div class="field-item even"><p>Tally<br /> Use of Accounting software (Tally)</p> </div></div></div><div class="field field-name-field-academic-year field-type-taxonomy-term-reference field-label-above"><div class="field-label">Academic Year:&nbsp;</div><div class="field-items"><div class="field-item even"><a href="/academic-year/2021-2022" typeof="skos:Concept" property="rdfs:label skos:prefLabel" datatype="">2021-2022</a></div></div></div> Tue, 24 Aug 2021 04:09:34 +0000 iti.gaur@iisuniv.ac.in 1717 at https://finance.iisuniv.ac.in