NCFM Investment Analysis & Portfolio Management
Investment Analysis and Portfolio Management is a growing field in the area of finance. This exam aims at creating a better understanding of the various concepts/principles related to investment analysis and portfolio management.
Target Audience
The exam is targeted towards the following mentioned audience:
- Firstly, Students of Management and Commerce
- Secondly, Finance Professionals
- Also, Employees with the Treasury & Investment division of banks and financial institutions
- Lastly, anybody having interest in this subject
Investment Analysis & Portfolio Management Exam Details
Familiarising with the exam details is important before commencing on with your preparations. Investment Analysis And Portfolio Management Exam Questions are in multiple choice format. You get 120 minutes to complete the 60 questions of this exam. Also, the passing score is 50%.
| Exam Name | Investment Analysis and Portfolio Management |
| Exam Vendor | NSE – National Stock Exchange of India Ltd. |
| Exam Level | Intermediate |
| Certification Validity | 5 Years |
| Exam Language | English |
| Exam Format | Multiple Choice Questions |
| Exam Duration | 120 minutes |
| Number of Questions | 60 |
| Passing Score | 60% |
| Negative Marking | Yes |
Exam Registration
Candidates can register online by accessing the link ‘Online Registration’ available under Education>Certifications>Online Register / Enroll.
Once registered, you will get a unique NCFM registration number along with a user id and password. Confirmation will be sent to the email id and mobile number entered during registration. Using the same, you can access your online NCFM account to make payment / enroll for test/update address/check study material status/view certificates, etc.
Frequently Asked Questions
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Course Outline
Objectives of Investment Decisions
- Introduction
- Types of Investors
- Constraints
- Goals of Investors
Financial Markets
- Introduction, Primary and Secondary Markets
- Trading in Secondary Markets
- Money Market
- Repos and Reverse Repos
- Bond Market
- Common Stocks
Fixed Income Securities
- Introduction-Time Value of Money
- Simple and Compound Interest Rates
- Real and Nominal Interest Rates
- Bond Pricing Fundamentals
- Bond Yields
- Interest Rates
- Macaulay Duration and Modified Duration
Capital Market Efficiency
- Introduction
- Market Efficiency
- Departures from the EMH
Financial Analysis and Valuation
- Introduction
- Analysis of Financial Statements
- Financial Ratios (Return, Operating and Profitability Ratios)
- Valuation of Common Stocks
- Technical Analysis
Modern Portfolio theory
- Introduction
- Diversification and Portfolio Risks
- Equilibrium Models The CAPM Multifactor Models
- The Arbitrage Pricing Theory
Valuation of Derivatives
- Introduction
- Forwards and Futures
- Call and Pu Pricing
- Black- Scholes Formula
Investment Management
- Introduction
- Investment Companies
- Active vs. Passive Portfolio Management
- Cost of Management –Entry/Exit Loads Fees
- Net Asset Value
- Classification of Funds
- Other investment companies
- Performance assessment of managed funds
Preparatory Guide – Investment Analysis & Portfolio Management
Before you get started, you must refer to the following Investment Analysis And Portfolio Management Module Study Guide that mentions all the relevant and possible learning resources that are ideally required for the exam preparation.
Refer to Exam Objectives
For Investment Analysis & Portfolio Management, NCFM provides the course outline. This course outline includes topics categorized into various sections and subsections, thus, helping candidates to start their preparation in a sequential way. For the test, the course outline includes:
- Firstly, Objectives of Investment Decisions
- Secondly, Financial Markets
- Thirdly, Fixed Income Securities
- Fourthly, Capital Market Efficiency
- Furthermore, Financial Analysis and Valuation
- Also, Modern Portfolio theory
- Moreover, Valuation of Derivatives
- Lastly, Investment Management
Online Course
The NSE Academy offers the self-study Investment Analysis And Portfolio Management Module Training Course for Investment Analysis & Portfolio Management. Enrolling in here can help you understand all the fundamentals and essential concepts. Furthermore, this will lead to help you prepare for the test.
NSE Knowledge Hub
NSE Knowledge Hub is an AI-First and Mobile-First ecosystem of personalized and community-based learning. This is a unique Artificial Intelligence (AI) powered learning platform specially created for financial learning and to assist the BFSI sector in enhancing skills for their employees and helping academic institutions in preparing future-ready talent skilled for the financial services industry.
- Firstly, become familiar with banking, insurance, and finance topics, discover content in various domains in finance
- Secondly, formal and informal learning through hours of curated content tailored to the individual’s areas of interests and goals
- Lastly, Up-Skill by enrolling in free or paid deep skilling pathways at a marketplace with well-known providers of courses, assessments, labs, and credentials
NSE Investment Analysis And Portfolio Management Module Study Material
NSE provides a workbook for its all certification exam that can be issued only after making payment for the module. This can be easily downloaded by logging into your account from the E-Library option. However, NSE also offers candidates to purchase the Workbooks for NCFM modules by sending a request letter. This has to be done along with a demand draft of Rs. 500/- per module per workbook.
Practice Tests
Self-evaluation provides you with greater insight into your preparation. Before the actual certification test, indeed, it is highly recommended to attempt Investment Analysis And Portfolio Management Module Sample Questions. Moreover, it will help you determine your skills and preparation, making you familiar with the exam pattern.
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