Financial Services Syllabus.docx
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This document outlines the course details for a Financial Services course. The course aims to help students understand the growth and functioning of the financial services industry in India, recent developments and trends, and how governmental policies impact consumers and institutions. Key topics covered include different types of financial services and intermediaries, mutual funds, venture capital, leasing, credit ratings, and allied financial services. Students will develop skills in financial calculations, understanding regulatory frameworks, and analyzing practical applications of financial services. The recommended attitude is to be a continuous learner of the role financial services play in economic growth.
Financial Services Syllabus.docx
- 1. Trimester II Subject Title: Financial Services Subject Code: PG 206F After completing this course, students will able to: Sr. No. Course Outcomes 1. Understand the growth and functioning of financial service industry in India. 2. Analyse and appraise the recent developments and advanced trends in the financial services sector. 3. Evaluate the economic environment and the impact of governmental economic policies on consumers and financial institutions 4. Apply the knowledge of financial markets and institutions in managerial decision makings under a given situation. 5. To formulate the financial policies for the organization so as to maximize the benefits to the company Knowledge: 1. Understand the basic concepts of different types of financial services 2. Understand regulatory framework for these services 3. Analyze the practical applications of these service 4. Understand different types of financial services Investment, personal & corporate 5. Financial and non-financial intermediaries extending diverse types of financial services 6. Functioning of distinct financial intermediaries like: a. Personal loans by NBFCs Distinct stages and process flow b. Asset Management Companies Mutual funds c. Non-Banking Financial Companies Lease, Hire Purchase etc. d. Credit rating agencies e. Venture Capital 7. Critical provisions of statutory authorities relating to the above financial and non- financial intermediaries relating to: a. Public Issue b. MF company c. Venture capital d. Credit rating agencies a. NBFCs
- 2. Skills: 1. Thirst and urge for knowledge related to various recent developments in financial sector and the economy. 2. Determining EMI for a lease/HP deal 3. Drawing up the time table for a public issue 4. Drawing up the process map for credit rating, venture capital deal etc. Attitude: 1. To be a continuous learner understanding role of financial services in the growth of the trade and commerce. Topics to be covered: Unit No. Contents Chapter Outcome Session (in Hours ) 1 Structure of Financial System Role of Financial System in Economic Development Financial Markets and Financial Instruments Capital Markets Money Markets Primary Market Operations Role of SEBI Secondary Market Operations Regulation Functions of Stock Exchanges Listing Formalities Financial The learner Understands the concept of Financial Services Understands about Project Counseling and Appraisal is familiar with the Procedural aspects of IPO Understands SEBI guidelines for Merchant Bankers 3 2 Financial Services and Merchant Banking Concept, Nature and Scope of Financial Services Growth of Financial Services in India Merchant Banking Meaning- Types Responsibilities of Merchant Bankers Role of Merchant Bankers in Issue Management Regulation of Merchant Banking in India. The learner Understands the types and procedures related to personal loans and investment products understands the concept of importance of NBFC's in Indian economy, understands the concept of Mutual Funds knows the recent guidelines of SEBI and AMFI with regard to Mutual Funds 4 3 Mutual Funds Concept and Objectives, Functions and Portfolio Classification, The learner Is familiar with the leasing works and how 4
- 3. Organization and Management, Guidelines for Mutual Funds, Working of Public and Private Mutual Funds in India, Debt Securitization Concept and Application De-mat Services - need and Operations-role of NSDL and CSDL. calculations are done & different types of leasing Is able to distinguish between Leasing and Hire Purchase understands the concepts of factoring, forfaiting and bills discounting and can distinguish between them has a general understanding of merchant banks, venture capital and credit ratings 4 Allied Financial Services Venture Capital Growth of Venture Capital in India Financing Pattern under Venture Capital, Leasing types of Leases Evaluation of Leasing Option Vs. Borrowing, Credit Rating Meaning & Functions, Insurance Services, Factoring Forfaiting The learner understands of the procedures and calculations regarding the cash flows in factoring, bills discounting and forfaiting is aware of the WTO regulations pertaining to the same 4 Total 30 RECOMMENDED TEXT BOOK 1)Financial Services, M.Y. Khan, 9th Edition, McGraw Hill Education (India) Private Limited 2)Bhole. L.M. and Jitendra Mahakud Financial Institutions & Markets Structure, Growth & Innovations, TMH latest edition. 3) "The Indian Financial System- Market, Institutions and Services", Bharti Pathak, latest Edition, Pearson, REFERENCE BOOKS Reference Books 4)"Financial Markets and Institutions",Frederic S. Mishkin Graduate, G. Eakins, latest edition, Pearson Pub. 5) "Financial Markets and Institutions" Frederic S. Mishkin & Stanley G. Eakins, latest Edition, Pearson
- 4. Online Resources: 1. www.cfoasia.com 2. http://economictimes.com/ 3. http://www.sebi.gov.in 4. https://www.cfo.com/source/cfo-asia/