Folks,
Herewith I have given below the link for Batch IX - Day 5 - Presentation made in Fast Track Webinar Series for IBBI Valuation Exam (SFA) on "FIXED INCOME SECURITIES"
FIXED INCOME SECURITIES (7 Marks) + Case Study (6 Marks) Minimum
- 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
Dr GKR Presentation Link
https://drive.google.com/file/d/1P_aBgivKjUxa6PjnGk02HSYwqGjsx90G/view?usp=sharing
Dr GKR Excel Worksheet Solutions Link
https://drive.google.com/file/d/1KFxLeh65qy4QmDEYqP8WpP1jXa-4Y4uY/view?usp=sharing
Kindly post your comments, suggestions, queries & review of the webinar session below this post. Happy Reading | Please contact Dr S Dhanapal (96770 22712) / CA Sarpabushana (9880222208) for being part of FT9 WhatsApp group.
Dr GKR
18th October 2020
Sunday
Many Thanks sir, for making the all things so smooth.
ReplyDeleteWonderful sessiion today ie., 18th Oct 2020. Realising that continuosu preparations as advised by you every time ALONE would make things work in our favour in exams. Thanks a lot sir for an excellent guidance. Tomorrow being last session, unbelievable that it is ending after tom. Thanks a ton Dr GKR Sir..
ReplyDeleteThis material very useful for the reason that what to study further is available in a nutshell. An opportunity for study in elaborate further and gain knowledge apart from exam. I understood the Herculean task of preparation of this material and thanks is really a small word for this great help.
ReplyDeleteMany thanks to you Dr GKR Sir for the mammoth effort gone into preparation of this material and your explanation with ease has boosted up our confidence to face the exams. In 5days 5hrs you have covered so much and I really look forward to your 6th and last class Sir. Thanks a ton for everything.
ReplyDeleteThank you verymuch GKR Sir for your kind support to our professional faternity by conducting valuable sessions ... CS Jaipal Reddy Naidi, Hyderabad
ReplyDeleteConcepts explained in a very simple and lucid style. Thank you..CA Jayashree Sreeraman, Chennai
ReplyDeleteThe presentation by Dr Raju was excellent and lucid as usual and very informative too
ReplyDeleteExcellent session Dr GKR Sir
ReplyDeleteDr Raju Sir, all of us are undergoing a exemplary experience being benefited by sea of knowledge that you have
ReplyDelete