PGP Handbook - Institute of Public Enterprise

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Suggested Readings 1. Financing and Risk Management by R A Brealey and S C Myers, Tata McGraw hill, 2009 2. Financial Management by J Berk and P. DeMarzo, Pearson education, 2008 3. Mastering Financial Modelling in Microsoft Excel by A L Day, Pearson, 2007 4. Case Studies in Finance – Managing Corporate Value creation by Robert F Bruner, Tata McGraw Hill, 2007 5. Credit Risk Analysis – A tryst with strategic Prudence by Ciby Joseph, Tata McGraw Hill, 2006 6. IIEF Mutual Fund Advisors Handbook – Finance is changing Are you? , by Invest India Economic Foundation, 2004 7. Bank Management by T W Koch and S S MacDonald , Thomson, South Western, 2003 FINANCIAL PLANNING & WEALTH MANAGEMENT Code: F3 Credits: 3 Unit I : Introduction to Financial Planning. How is Financial Planning different from Wealth Management & Private Banking? Is Personal Finance same as Financial Planning? What is Financial Planning? Needs for Financial Planning. Desired skills of a Financial Planner. Who needs Financial Advice? Comprehensive Financial Planning. Formats of a written Financial Planning. Overview of Wealth Management, Capgemini World Wealth Report (2009), PWC Wealth Management Survey (2008), Recent trends in Wealth Management. Understanding Wealth Management. Wealth Management Process. Wealth Management Market in India. 56 • Institute of Public Enterprise – PGP Student Handbook Client Goals and Constraints : Client Profiling, Goal Setting, Types of Goals, Goal Prioritization, Time Dimension, Data Gathering, Identifying Constraints. Personal Budgeting, Savings and Expenditure Planning, Liability (Debt) Planning and Contingency Planning. Time Value of Money, Concept of Present Value and Future Value, Inflation & Real rate of Return, Real and nominal interest rates, Holding Period Return, Annuity, Types of Annuities and their computation. Personal Finance Ratios. Unit II : Insurance Planning, Life Insurance & General Insurance Products. Retirement Planning and Products of Retirement Planning, Retirement Planning using Insurance Products, Mutual Funds, ETFs etc. Personal Investment Planning – Asset Allocation Process, Money Market instruments, Debt & Equity Markets, Derivative Markets, Fixed Income Securities, Structured Products, Mutual Funds, PE Funds, Hedge Funds, Commodity Market and Commodity Derivatives, Investment in Gold and Gold Derivatives, Investment in Real Estates. Introduction to Fundamental and Technical Analysis, Stock Picking Strategies, Alternative Investment Vehicles. Sovereign Wealth Funds. Financial Planning for Youth, Women and Children. Unit III : Wealth Management Philosophy, Wealth Creation Concepts. Ethical Standards in Financial Planning and Wealth Management Profession. Numericals on Financial Planning & Wealth Management Case Studies
Text Book(s) 1. Jeff Madura, “Personal Finance”, Third Edition, Pearson Education, 2007 (With CD-ROM) Suggested Readings 1. Wealth Management by Dun & Bradstreet, Tata McGraw Hill Publishing Company Ltd, 2009 2. Financial Planning a Ready Reckoner by Madhu Sinha, 2008 3. Lifespan Investing, Building the Best Portfolio for every stage of your life By Clifford Pistolese, Tata McGraw Hill, 2008 4. Fund and Asset Management by Duncan Hughes, Infinity Books, 2008 5. Personal Finance by Kapoor, Dlaby & Hughes, Tata McGraw Hill, 2008 6. Winning the Wealth Game by Sanjiv Mehta, Tata McGraw Hill, 2007 7. Getting Started As a Financial Planner by Jeffrey H Rattiner, Viva Books Pvt. Ltd, 2006 8. Handbook of Alternative Assets by Mark J P Anson, Wiley Finance, 2006 9. IIEF Mutual Fund Advisors’ Handbook by Invest India Economic Foundation, 2004 10. Personal Financial Planning by ICFAI University Press, 2004 RISK MANAGEMENT & DERIVATIVES Code: F4 Credits: 3 Unit I : Introduction to Enterprise Risk Management (ERM), Managing Technology Risk, Environmental Risk and Political Risk, Mitigating Ethical, Legal & Reputation Risk, Marketing Risk and Human Resources Risk. Case Studies Unit II : Risk Management in Banks and Financial Institutions: Credit Risk, Market Risk and Operational Risk. Basel Committee Recom- mendations, Concepts of ALM, Value at Risk, Stress Tests etc. Case Studies Unit III : Introduction to Derivatives: Introductory Concepts of Forwards, Futures, Options and Swaps. Credit Derivatives, Financial Engineering. Work-out Problems. Text Books 1. Student Solutions Manual for Options, Futures and Other Derivatives, by J C Hull, Pearson, 2010 2. Options, Futures and Other Derivatives by J C Hull, Pearson, 2008 3. Ms. Varsha, “Risk Management and Finanical Institutions”, John C Hull, Pearson, 2007 Suggested Readings 1. Risk Management by IIBF, Macmillan, 2010. 2. Financial Risk Management by Vivek and P N Asthana, Himalaya Publishing House, 2009. 3. Financing and Risk Management by R A Brealey & S C Myers, Tata McGraw Hill, 2009. 4. Enterprise Risk Management – A strategic Approach to Derisking an Enterprise by 5. A V Vedpuriswar, Vision Books,2008. Derivatives and Risk management Basics, by Chance and Robert Brooks, Cenage learning, 2008. 6. Derivatives By D A Dubofsky & T W Miller, JR, Oxford University Press, 2008. 7. Dealing with Financial Risk by David Shirreff, The economist, 2008. 8. Derivatives and Financial Innovations by 9. M Bansal and N Bansal, Tata Mc Graw Hill Publishing Company Limited,2008. Risk Management and Financial institutions by J C Hull, Pearson, 2007. 10. Financial Derivatives by S S S Kumar, PHI, 2007. Institute of Public Enterprise – PGP Student Handbook • 57
Page 3 and 4:
Management education is transformin
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Library The Institute’s Library h
Page 7 and 8: Class Schedule The classes will be
Page 9 and 10: contains the syllabus. The syllabus
Page 11 and 12: Post-Graduate Diploma in Management
Page 15 and 16: competitive advantage through creat
Page 19 and 20: Operations Electives O1 Supply Chai
Page 21 and 22: Semester-III Code Subject Credits 3
Page 23 and 24: Term - 5: Project - 2 - Major Proje
Page 25 and 26: FINANCIAL, COST AND MANAGEMENT ACCO
Page 27 and 28: QUANTITATIVE TECHNIQUES FOR MANAGEM
Page 29 and 30: 3. Marketing Mastermind 4. Brand Re
Page 31 and 32: with Parliament and its Committees
Page 33 and 34: tures of Group Insurance / Super An
Page 35 and 36: ments for international trade, docu
Page 37 and 38: Scope of Production / Operation. Ma
Page 39 and 40: Text Book(s) 1. Naresh Malhotra,
Page 41 and 42: 8. “Economic Survey” (recent ye
Page 43 and 44: 8. Julian Roche, (2005) Corporate G
Page 45 and 46: Text Book(s) 1. Sethi, J., & Bhatia
Page 47 and 48: Personal Selling, Careers in Sales,
Page 49 and 50: (iii) Stock Exchanges - Functions-T
Page 51 and 52: Power sector, Road, Rail, Air and P
Page 53 and 54: membered, Harvard Business School P
Page 55 and 56: of hazardous micro organisms, Genet
Page 57: equity shares. (Including Problems)
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Page 65 and 66: Competitive advantage through techn
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Page 77 and 78: Journals 1. Journal of Supply Chain
Page 79 and 80: Globalization - Theoretical Explana
Page 81 and 82: Mean-Variance Analysis. Computation
Page 83 and 84: ewards and risks. Investment perspe
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