BICM

Foundation Training on Efficient Capital Market Trading Detailed Course Outline

Day

(24-25 June 2011)

Sessions Inaugural Session

Topic Registration Introduction Welcome speech Inauguration

Content & Sub-content

Objectives 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 general and by the BICM in particular;

Inauguration 8.30 9.30 am

Morning session 10.00 am 1.00 pm

Day 1

Duration: 3 hours

Functions of Stock Market and Investment Fundamentals

Afternoon session 3.00 pm 6.00 pm 3 hours

Regulatory Framework and clearing settlement and CDBL functions

Morning tea 9.30 10.00 1. General overview a. Market capitalization b. Instruments i. Shares ii. Debentures/Bonds iii. Mutual Fund c. How exchanges work At the end of this session, the participants will be able to: d. Motivations and economics of securities trading describe various products and their capitalization in the e. Indices capital market; i. Types of indices explain how does the transaction create indices and their ii. Factors of influence types; iii. Adjustments and distractors elucidate the functions of the market participants; iv. DGEN v. DSE 20 vi. CSE 100 discuss about the basics of investment styles and strategies; 2. Capital market institutions and their functions a. Brokers and dealers b. Merchant Bankers c. AMCs 3. Investment Fundamentals a. Rules of rational trading b. Concept of investment horizon c. Investment styles and strategies Lunch & Prayer 1.00 pm 3.00 pm 1. General Overview of capital market laws 2. Settlement process of: a. Regular Trades b. Spot Trades c. Block Trades d. DVP/Foreign Trades At the end of this session, the participants will be able to: 3. Settlement of physical securities describe the settlement process of various types of trades; 4. Brokerage margin rules carry out settlement of physical securities as per the margin 5. CDBL user rules rules; a. Depository Participant describe rules regarding operation of accounts; b. Characteristics of: explain the CDBL rules regarding the transfer of securities; i. BO account ii. Link account Iii. Clearing account iv. Omnibus account c. Pledge and un-pledge d. Securities transfer e. Dematerialization and re-materialization process Afternoon tea 6.00 pm 6.15 pm

June 24

BICM
Morning tea 9.30 10.00 Efficient 1. DSE trading a. Automated TESA b. Trading rules c. Types of market & order 2. Trading techniques in TESAa. regular market b. block market, and c. spot market 3. Trading of mutual funds and debt instruments 4. Efficient netting 5. Other trading terminologies 6. Handling various conflicting situations 7. Measuring trading performance Specialized 8. Efficient executing institutional trading including merchant banks 9. Trading of sponsor shares 10. Trading of debut securities 11. Trading for price making of direct listing 12. Trading of large trades 13. Trading relating to strategic/substantial share acquisition 14. Rules of margin trading 15. Off-exchange transactions

Morning session 10.00 am 1.00 pm 3 hours

June 25

Efficient Trading and Specialized Trading

Date: 18 Jun

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;

Afternoon session 2.30 pm 5.30 pm

Technical Analysis

Closing session 5.30 pm 6.00 pm

Lesson leant Certificate awarding

Lunch & Prayer 1.00 pm 2.30 pm At the end of this session, the participants will be able to: Rationale and principles identify the principles of technical analysis for efficient Different kind of charts trading; Key concepts of Trend patterns discuss the trend patterns of the market; Support resistance level and using them in trading Candle stick charting describe the support resistance for professional trading; Price based technical indicators use of different kinds of market indicators for competent Volume based technical indicators trading; Application of Indicators to make decision make convergence of fundamental and technical Ami Broker: Installation and use of its indicators Combining analysis; Fundamental and technical analysis to make investment At the end of this session, the participants will be able to: Summary of the sessions: Slide presentation by the coordinator (5 bring to mind what they learnt from the summary minutes) presentation; Address by two participants (5 minutes) express the salient features of the workshop and Address by CRO, Mindspring recommend for future quality improvement; Address by EP, BICM (5 minutes) learn about the future trainings by the BICM; Address by Chief Guest and certificate award (10 minutes) receive recognition of their leanings;

Day 2

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