NATIONAL INSURANCE ACADEMY

PUNE

P600 - INVESTMENT AWARENESS PROGRAM (LIFE)

(2022-23)

Background

The investing public have different investment opportunities today. However, all investments carry certain risks. The investors are required to understand and, simultaneously, compare the risks and the expected yields after adjustment of tax on various instruments while taking investment decisions. They may not be familiar with the market mechanism and the practices as well as their rights and obligations. To make the executives aware of various investment opportunities available, the risk and return attached to them and the dynamics of various financial markets, the training of executives is essential from individual and organizational perspectives.

Learning Objectives:

Ø  To learn the basics of equity analysis of various aspects of the company and industry like financial analysis, business analysis, understanding of corporate governance issues, valuation and reporting so as to enable decision making.

Ø  To learn about the intricacies of primary and secondary equity market operations.

Ø  To understand broad investment objectives and policies of the organization.

Ø  To learn about the Risk Management and ALM strategies related to the organization.

Ø  To learn about various regulations related to insurance investments.

Ø  To understand basics of listing of companies and the concept of embedded value etc.

Ø  Asset Liability Management

 Contents: 

Ø  Overview of Investments

Ø  Short term & long-term investment products

Ø  IRDAI Investment Regulations

Ø  Relation between risk and return

Ø  Discounted Cash Flow & Time value of Money

Ø  Securities Market Overview

Ø  Financial & Economic Environment

Ø  Securities market & financial system

Ø  Study of Financial Statements including common ratios e.g. Operating & Net Margins, EPS, Dividend Yield, ROCE, ROE, Inventory & Debtors Turnover, Debt Equity Ratio (Leverage)

Ø  Insurance Accounting, Capital Adequacy, Solvency

Ø  Listing of companies and embedded value etc.

Ø  Tax implications,  HUF and MWP Act

Participants Profile: 

Officers in the cadres of Administrative Officers, Assistant Divisional Managers, both in the Administration and Marketing, working in the SOs/BOs/DOs/ZOs to be nominated by the respective HRDs.

The officials working in the Central Office of LIC to be nominated by CO (HRD).

Duration:   3 days

Dates:

        I.            02.02.2023-04.02.2023

     II.            06.03.2023-08.03.2023