Wednesday, June 10, 2020

FT5 - Day 5 - Fast Track Webinar Series by Dr GKR for IBBI Valuation Exam (SFA) - Batch V - 10th June 2020

Folks,

Herewith I have given below the link for Batch V - Day 5 - Presentation made in Fast Track Webinar Series for IBBI Valuation Exam (SFA) on "FIXED INCOME SECURITIES"

FIXED INCOME SECURITIES - New Syllabus
  • Types of fixed income securities: categories of fixed income securities i.e. debt and preferred stocks along with different rights attached to both categories
  • Types of debt instruments: sovereign securities; state and local government bonds; semi-government/agency bonds; corporate debt securities; corporate bonds; money market securities in relation to investments (CP, CD, T-Bills); tax free securities; asset backed securities
  • Terms used in fixed income securities: fixed income securities; bond indenture; issuer and holder; covenants; maturity; par value, coupon rate, clean price, dirty price; repurchase agreement; yield to maturity, yield to put, yield to call; forward rate and spot rate 
  • Bond duration: Macaulay duration, Modified duration, Effective duration, Key duration
  • Credit rating of bonds: risk assessment and factors considered in assigning credit rating
  • Embedded options for issuer and holder; call/put for repayment; cap and floor on coupon; conversion options; pre-payment options
  • Derivative products: types of derivative products; calculation of swap rates; valuation of swaps; accruals on swaps
  • Related Fixed Income Money Market and Derivatives Association of India circulars for Non-SLR bonds, Traded bonds, Non-traded bonds-rated, Non-traded bonds-not rated, Floating rate bonds, Staggered redemption bonds, Perpetual bonds, Deep discount bonds, Bonds with call/put options, Tax free bonds, Security receipts/Pass through certificates
  • This chapter in IBBI Valuation exam carries 6 to 8 marks | FIMMDA – FAQ on Fixed Income Securities | Master Circular No. DBR No BP.BC.6 /21.04.141/2015-16, dated 1st July, 2015, FIMMDA jointly with PDAI publishes – 29/3/2019 & 31/3/2020 | Bond, Duration, Types of Bond, Bond Holder, Bond Issuer | YTM, YTC, YTP | Credit Rating, Interest Rate Derivatives
  • After investing substantial amount of time and Himalayan size of Efforts, Research & Pain; this material is brought out.
  • Your acknowledgement (with your name, location & contact no) in this blog by few words will be an encouragement for this Hard Work
  • RBI Site link for Commercial Paper FAQs 

  • For FAQ on Fixed Income Securities – FIMMDA link 

  • Dr GKR Presentation Link

  • FIMMDA  - Valuation of Investments  - RBI Circular link below
  • Dr GKR Excel Worksheet Link
Kindly post your comments, suggestions, queries & review of the webinar session below this post. Happy Reading | Please contact Dr S Dhanapal (96770 22712) for being part of WhatsApp group. 

Dr GKR



25 comments:

  1. Excellent Presentation keeping in line with the presentations on the previous 4 days with ample MCQs and excel illustrations and link to important circulars/information pertaining to Fixed Income Securities

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  2. Very lucid presentation with realistic examples make understanding very easy. Fast track works ! Also, letting us know which circulars/websites to look into is a great USP of your sessions.

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  3. Fixed income securities made easy by DR.GKR Sir
    Many thanks for your support to all of us.

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  4. Very Nice explanation with more practical oriented approach of the class.

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  5. Extremely useful session and crystal clear presentation. Very much thankful.

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  6. topics are presented in lucid way, Really usefull

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  7. Excellent seesion with indepth understanding

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  8. Excellent session Dr GKR Sir. Your pointers, circulars, reference pages, websites etc, your indepth knowledge and explaining methods seems so easy to understand Sir. Thanks to your tireless efforts in educating us and instilling confidence in us to crack the exams. Great Sir.

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  9. It was excellent session on bonds and working on YTM etc.
    Thanks for wonderful session.
    CA Y J Padhye

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  10. Thank you Sir, today was the most difficult session, you explained it brilliantly in just 1 hour with live excel working too. Fortunate to learn under you. Thanks Jubin Shah, Mumbai

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  11. Excelllent Dr.GKR sir. the way you are explaining the ppts,websites, good interpretations. Many thanks to your sincere efforts sir.

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  12. Wonderful classes and highly on the topic to the right direction. Thanks for your time and efforts Sir.

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  13. Excellent, lucid and effective presentation which will help examinees in a big way.

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  14. CMA Jyothi Satish, ChennaiWednesday, June 10, 2020 3:42:00 PM

    Excellent session, the toughest topic looks very easy @ GKR's hands & entire 3600 seconds added value to our knowledge on the subject. Thank you for the relentless effort.

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  15. Fixed Income Securities concept was nicely explained.Wide coverage of bond covering all the aspects of its valuation. Thanks for such a wonderful session.

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  16. Raju Sir, you have explained to us the concept of fixed income securities and also on calculations of YTM in most lucid manner. the webinar is very beneficial to all of us.

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  17. Excellent class Sir, your simple and easy explanation will remember the concept forever as you explain with examples and refer websites.your effort is priceless

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  18. Very Resourceful and Hats off to you sir for your knowledge and command over concepts.....

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  19. Wonderful session and very nicely explained .

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  20. We have no words how to recognize your efforts and devotion. Salute to you and your team.

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  21. Thank you Dr Raju for the wonderful class on a very intricate topic.

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  22. Thank you Dr.Raju sir for excellent session sir.

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