Thursday, January 28, 2021

FT10 - Day 5 - Fast Track Webinar Series by Dr GKR for IBBI Valuation Exam (SFA) - Batch X - 17th JAN 2021 - Fixed Income Securities

Folks,

Herewith I have given below the link for Batch X - 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/1nb6b7i6qO4ie57kVMa6DKCCsCXNyYtUo/view?usp=sharing

Dr GKR Excel Worksheet Solutions Link



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 FT10 WhatsApp group. 


Dr GKR
17th January 2021
Sunday




5 comments:

  1. Thank you for sharing sir. This is a great help

    ReplyDelete
  2. Dear Raju Sir,

    A Big Thanks for sharing your knowledge and notes are superb to understand the topic.

    thanks again.

    Regards
    CS Mohd Shariq

    ReplyDelete
  3. Very useful and full of knowledge session. You are doing a big service to the profession

    ReplyDelete
  4. gr8 work sir...ur lectures are blessings to us

    ReplyDelete
  5. Great work sir, plesee share the excell sheet as well

    ReplyDelete

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