PCBFSS (PROFESSIONAL CERTIFICATE IN BANKING FINANCE SHARE AND STOCK MARKET)


Chaper 1-
Banking

  •  Types of banks and NBFC
  •  Types of loans

Chaper 2 -
Cash Credit

  •  Cash credit background
  •  Cash Credit documents checklist
  •  CMA data - Information contained in the CMA list
  •  Project reports - Steps required in preparation of project report
  •  Example of project report
  •  Stock statement

Chaper 3 -
NPA

  •  Definition
  •  Impact
  •  Guidelines

Chaper 4 -
Modes of Payment

  •  NEFT, RTGS
  •  IMPS
  •  M payment
  •  DD, PO and other forms of payment Chaper - 2.5 Letter of Credit
  •  Letter of credit - Types of letter of credit
  •  Documents required to open a letter of credit
  •  Copy of a letter of credit

Chaper 5 -
Bank Guarantee

  •  Bank guarantee definition
  •  types of bank guarantee
  •  Mechanism of bank guarantee

Chaper 6 -
Ratio Analyses

  •  Definition
  •  types of ratio
  •  ratio definition
  •  calculation
  •  Ratio definition and practical workings

Chaper 7 -
Financial Markets and Instruments

  •  Introduction to financial markets
  •  stock exchanges
  •  instruments like shares
  •  bonds
  •  T-bills
  •  Commercial papers
  •  Forwards
  •  Derivatives etc

Banking System in India - Easy Banking - SMS Banking - Mobile Banking - Internet Banking - RTGS System - NEFT System - Net Banking - NRI Banking - Banking Services - Kinds of Bank Account - Insurance System - Ombudsman Scheme - Tax Benefits for Insurance policy holders - Kinds of Insurance - Registrar of Companies - Formation of Company - Qualities of Director - Digital Signature Certificate & E-filing in MCA Portal - Filing of Annual Return.


Chaper 8 -
E - Commerce, Banking

Basic of Banking

  •  Banking Terminology
  •  Various Banking Instruments
  •  Various functions of Banks
  •  Different types of Deposit & Loans
  •  Mechanism for learning of banking Instruments

Advance Banking/Practical Working with Bank

  •  E-banking, NEFT, RTGS, IMPS, OD & NPA
  •  Mobile Banking
  •  Plastic Money
  •  Preparation of Stock Statements for cc Limit & Renewal of Limit
  •  Security Features
  •  Project Loan
  •  Internet Banking
  •  E commerce website and its functions
  •  Online Payment of Taxes
  •  Online Payment Procedures Concept of? Payment Gateways?
  •  How to obtain? Payment Gateways? from Banks How to take permission from
  •  CC Avenue
  •  Concept of E Cheque and its implications How to receive Money
  •  Online Introduction to Indian Banking
  •  System Functions of Reserve Bank of India Different Types of Accounts
  •  How to open and operate Savings Accounts
  •  Current Account over Draft Account
  •  Cash Credit Accounts
  •  Procedure for Long Term Loans CMA Data
  •  How to avail long Term loans
  •  Procedure for evaluating Working Capital Loans Application and formality of working capital loans
  •  Procedure for housing loans Educational Loans
  •  Application to loan approval for SME (Small and medium Enterprises)
  •  Day to day operations of Indian Banks
  •  Difference between Private and Public Sector Banks

Chaper 9 -
Finance

  •  Financial Instruments (non-fund based)
  •  Cash Flow Statement
  •  Fund Flow statement
  •  Ratio Analysis
  •  Budgeting
  •  Various Analysis
  •  Scenario Management
  •  Export Finance (Bill Discounting)
  •  Working Capital Management

Chaper 10 -
BASIC COURSE OF SHARE MARKET

  •  Investment Scenario
  •  Basic of Finance & Returns
  •  Basic of Capital Market,
  •  Basic of Financial Market
  •  Significance of Secondary Market
  •  Stock Market
  •  Derivates Market
  •  Basic Trading
  •  Live Trading on Terminal

Capital Market & Equity share trading.

  •  Concept of Share Trading, Demat Account
  •  Portfolio Management Service and Share
  •  Investment Techniques
  •  Online Portfolio Management through Bombay Stock Exchange software
  •  www.bseindia.com Share market back end operations and software