8/6/2019 Curriculum BICM and Mind Spring Training

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BICM

Foundation Training on Efficient Capital Market Trading (24-25 June 2011)

Detailed Course Outline

Day Sessions Topic Content & Sub-content Objectives

Day1

June24

InauguralSession

8.30 9.30am

Inauguration

RegistrationIntroductionWelcome speechInauguration

At the end of this session, the participants will be able to: register their names for the training;

introduce themselves;

recognize the objective of the workshop;

identify courses of action by the stock market in generaland by the BICM in particular;

Morning tea 9.30 10.00

Morningsession

10.00 am 1.00 pm

Duration: 3hours

Functions ofStock MarketandInvestmentFundamentals

1. General overviewa. Market capitalizationb. Instruments

i. Shares ii. Debentures/Bonds iii. Mutual Fund

c. How exchanges workd. Motivations and economics of securities tradinge. Indices

i. Types of indicesii. Factors of influenceiii. Adjustments and distractorsiv. DGEN v. DSE 20 vi. CSE 100

2. Capital market institutions and their functionsa. Brokers and dealers b. Merchant Bankers c. AMCs

3. Investment Fundamentalsa. Rules of rational tradingb. Concept of investment horizonc. Investment styles and strategies

At the end of this session, the participants will be able to: describe various products and their capitalization in the

capital market; explain how does the t ransaction create indices and their

types;

elucidate the functions of the market participants;

discuss about the basics of investment styles and strategies;

Lunch & Prayer 1.00 pm 3.00 pm

Afternoonsession

3.00 pm 6.00 pm

3 hours

RegulatoryFrameworkand clearingsettlementand CDBLfunctions

1. General Overview of capital market laws2. Settlement process of:

a. Regular Trades b. Spot Tradesc. Block Trades d. DVP/Foreign Trades

3. Settlement of physical securities4. Brokerage margin rules5. CDBL user rules

a. Depository Participantb. Characteristics of:

i. BO account ii. Link accountIii. Clearing account iv. Omnibus accountc. Pledge and un-pledged. Securities transfer

e. Dematerialization and re-materialization process

At the end of this session, the participants will be able to:

describe the settlement process of various types of trades;

carry out settlement of physical securities as per the marginrules;

describe rules regarding operation of accounts;

explain the CDBL rules regarding the transfer of securities;

Afternoon tea 6.00 pm 6.15 pm

8/6/2019 Curriculum BICM and Mind Spring Training

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BICM

Day2

June25

Morning tea 9.30 10.00

Morningsession

10.00 am 1.00 pm

3 hours

Date: 18 Jun

EfficientTrading andSpecializedTrading

Efficient1. DSE trading a. Automated TESA b. Trading rules c. Types of market & order2. Trading techniques in TESA-

a. regular market b. block market, and c. spot market

3. Trading of mutual funds and debt instruments4. Efficient netting5. Other trading terminologies6. Handling various conflicting situations7. Measuring trading performance

Specialized8. Efficient executing institutional trading including merchant banks9. Trading of sponsor shares10. Trading of debut securities11. Trading for price making of direct listing12. Trading of large trades13. Trading relating to strategic/substantial share acquisition

14. Rules of margin trading15. Off-exchange transactions

At the end of this session, the participants will be able to:

describe DSE rules relating to various trading; categorize trading techniques in regular, block, and spot

markets in TESA;

discuss the trading of fund and debt instruments;

describe netting and trading performance;

manage conflicting circumstances; execute the institutional trading;

transfer of sponsor and debut shares; describe the rules of margin trading and off-exchange

transactions;

Lunch & Prayer 1.00 pm 2.30 pm

Afternoonsession

2.30 pm 5.30 pm

TechnicalAnalysis

Rationale and principlesDifferent kind of chartsKey concepts of Trend patternsSupport resistance level and using them in tradingCandle stick chartingPrice based technical indicatorsVolume based technical indicatorsApplication of Indicators to make decisionAmi Broker: Installation and use of its indicators CombiningFundamental and technical analysis to make investment

At the end of this session, the participants will be able to: identify the principles of technical analysis for efficient

trading; discuss the trend patterns of the market; describe the support resistance for professional trading;

use of different kinds of market indicators for competenttrading;

make convergence of fundamental and technicalanalysis;

Closingsession

5.30 pm 6.00 pm

Lesson leantCertificateawarding

Summary of the sessions: Slide presentation by the coordinator (5minutes)Address by two participants (5 minutes)Address by CRO, MindspringAddress by EP, BICM (5 minutes)Address by Chief Guest and certificate award (10 minutes)

At the end of this session, the participants will be able to: bring to mind what they learnt from the summary

presentation;

express the salient features of the workshop andrecommend for future quality improvement;

learn about the future trainings by the BICM;

receive recognition of their leanings;

END