Lesson 1:

Ways to Own Shares:

1. Public Issue or Initial Public Offering (IPO)
2. Rights Issue
3. Renunciation of Rights
4. Bonus Shares
5. Stock Split

Lesson 2:

Categories of Investors:

1. Retail
2. HNI
3. Institutional Domestic
4. Institutional Foreign
5. FPIs 

Lesson 3:

Terminologies used in the Stock Market:

1. Blue Chips
2. GAP Up 
3. GAP Down
4. Block Deal
5. P/E
6. Book building process 

Lesson 1:

Why do stock prices go up and down?

• How is stock investing different from other investments?
• Why is investing in stocks risky?
• What is meant by studying the stock market?
• Is it prudent to study fundamentals and technicals before investing in the stock market? 

Lesson 2:

Fundamentals of Indian Stock Market: 

• Understanding Risk vs Reward
• Diversified Portfolio
• Legends of the Stock Market
• Share Investing Criteria
• Management Style 

Module 3:
Lesson 1:
Economy and Stock Market:

1. Understanding GDP
2. Economic Cycle
3. Terminologies of Economy
4. Consumption Story
5. India: The Emerging Economy 

Lesson 2:

The Magic of Long Term Investing:

1. How many years is long term?
2. How can I wait for such long term? 
3. Waiting for a long term – Can it be a disaster?
4. How do I understand that a particular company can create wealth in the long term?

Lesson 3:

Share Selection Process:

1. Early phase of a stock 
2. Growth phase of a stock
3. Maturity phase of a stock
4. Declining phase of a stock

Lesson 4:

Share Selection Styles:

1. Do not buy expensive stocks
2. Buy low equity stocks
3. Buy stocks with future earning potential
4. Buy stocks with positive market perception
5. Buy stock heading for a split

Module 4:

Remember while investing:

Lesson 1:

Quick Understanding:

1. Tips do not make you earn money
2. Do not be whimsical about closing trades
3. Withdraw a portion of profits 
4. Do not buy stock to obtain dividends
5. Do not average losses

Lesson 2:

Why can’t I sell shares?

1. Not getting my desired price
2. Feeling helpless after selling
3. Not been able to sell at a high price
4. Not to pay tax on profit booked
5. Rumors on more higher prices to come
6. Being possessive about owning shares

Lesson 3:

When to sell shares?

1. Monitor company’s business is a key issue 
2. Is there a media hype 
3. Company forecasting absolute numbers 
4. Delay in quarterly results 
5. Company’s margin higher than the companies in same sector

Lesson 4:

You are your own enemy:

1. Self-congratulation on stock selection in a bull market 
2. To complacent with current return 
3. High level of self-confidence
4. You are in a celebration mode
5. Trying to know too much about market

Lesson 5:

Share Life Cycle:

1. Dominated by fear
2. Investment starts
3. Investment aggressive
4. Start booking profits
5. Disinvest completed

Module 5:

Lesson 1:

Understanding Company’s Business:

1. History, promoters, management
2. Technology, facilities, production
3. Product range, market, selling
4. HR Practices
5. Product Leadership

Lesson 2:

Financial Analysis:

1. Important reading in a Profit and Loss Account
2. Cash Flow Statement  Important reading in a Balance Sheet 
3. What is Debt-Equity ratio?
4. Understanding Financials in the Banking Industry

Module 6:

Lesson 1:

SIP:

1. Simple SIP
2. Step up SIP
3. Step down SIP
4. Hedge SIP
5. Bottoms up SIP

Lesson 2:

The Final Say:

1. Divide your capital
2. Allocate your capital
3. Starting the process
4. Periodic profit booking style
5. Liquidate if investment goes wrong

Lesson 3:

SIP Presentation

Module 7:

Investor Who Sees Tomorrow:

Lesson 1: Buy Stocks as an OWNER, not as a SPECULATOR

Lesson 2: Value of Intangibles

Lesson 3: To be fearful when others are greedy and be greedy when others are fearful

Lesson 4: Save money in peace time so that you can buy more in war time

Lesson 5: Invest in unsexy companies that build products, people need

Lesson 6: Follow the Chinese proverb: The best time to plant a tree was 20 years ago. The second best time is now.

Lesson 7: Look for clean Accounts – You will not find too many

Lesson8: While investing, keep analysis simple

Lesson 9: Common Mistakes Lesson 10: How do I start?