CERTIFIED FINANCIAL MANAGERÒ 

             

Background

The last sixty years or so have witnessed remarkable changes in the theory and practice of finance. The field of finance has benefited from seminal ideas (like portfolio theory, value additivity principle, efficient market hypothesis, capital asset pricing model, option pricing theory, agency theory, and behavioural economics), rigorous empirical studies, and innovative applications of quantitative techniques. This has led to improved methods and more sophisticated approaches in a number of areas like financial analysis, financial planning, security valuation, portfolio management, capital budgeting, capital structure planning, project financing, option pricing, risk management, valuation of companies, corporate restructuring, and value based management.

     The field of finance is one in which academic discoveries get translated into practice rather rapidly. This is motivated by the pressure to create value for shareholders which has become the mantra of companies around the world.

     This programme presents the essence of modern finance and provides a roadmap to new ideas that every finance professional should know.  

Objectives

Designed to enhance the capabilities of finance professionals this programme seeks to:

·         Impart a sound understanding of the key principles of financial   economics.

·         Develop skills in applying improved methods of financial analysis.

·         Discuss the state-of-the-art professional practices.

·         Help participants in becoming ‘Value Managers’.  

 Programme Coverage

The programme comprises of two papers as follows :

Paper 1 : Investment Analysis and Portfolio Management

Paper 2 : Valuation and Value Creation

For Whom

The Certified Financial Manager programme is meant for corporate finance executives, accountants, consultants, financial analysts, and bankers. In addition, it will benefit students of professional programmes and post-graduate courses.  

   The following are eligible to apply to the Certified Financial Manager Programme:

·         CAs, CWAs, CSs, CAIIBs, MBAs, PGDBAs and students of these   programmes.

·         Postgraduates with qualification like M.Com, MFA, MFC, MBE and students of these programmes.

·         Class I Officers in Central and State Government Services.

·         Directly recruited officers in banks, insurance companies, and financial institutions.

·         Software professionals interested in acquiring domain knowledge in finance.  

 

Fees

The fees is Rs.11000 which is all-inclusive.  It covers , admission, courseware, querying facility, web-learning support, examinations (the facility of making 2 online registrations), certification and service tax.

 

Format and Duration

This is a distance education programme of six-months duration.

 

Distinctive Features

The distinctive features of this programme are as follows :

1.   1.    It focuses sharply on the following issues which are central to the concern of a finance professional :

.      2. It blends the conceptual world of the scholar with the “how to do it” view of the practitioner.

3 3        3.     It takes a pragmatic approach, highlighting useful insights from various sources. As a result, it synthesizes a range of perspectives instead of focusing on a  

          single silo of ideas.   

Enrollment

You can enroll for the Certified Financial Manager (New Regulation) Programme   from June 1, 2011 onwards. The first set of examinations under New Regulations will be held on January 28 & 29, 2012. Your enrollment will be valid till July 31, 2012.  For online enrollment in the programme, please, visit our website : www.cfm-india.com.  Online enrollment will begin from June 1, 2011.

Courseware

On enrollment to the programme, the  courseware will be dispatched to you within two weeks of receiving your application.

Examinations and Qualifications

Examinations for  both the papers will be held twice a year in the months of January and July. The maximum time allowed to complete the programme is 1 year. Those who pass the programme will be awarded the qualification CERTIFIED FINANCIAL MANAGER issued by the CENTRE FOR FINANCIAL MANAGEMENT.  

 

Programme Highlights

 Further Details

For further details  relating to the rules and regulations, examinations, examination schedule, examination centres, internet querying facility, provision for refund, and so on will be loaded on the website shortly .

CERTIFIED FINANCIAL MANAGER (NEW REGULATION)

DETAILED CURRICULUM  

 

PAPER 1 : INVESTMENT ANALYSIS AND PORTFOLIO MANAGEMENT

 

Module 1 : Investment Setting

·        Overview

·        Investment Alternatives

·        Securities Markets

·        Tax Aspects of Investments

Module 2 : Financial Statements and Accounting Standards

·         Financial Statements

·        Accounting Standards

·        Financial Statement Analysis

Module 3 : Basic Investment  Concepts 

·        Risk and Return

·        The Time Value of Money

Module 4 : Portfolio Theory and Asset Pricing Models

·        Portfolio Theory

·        Capital Asset Pricing Model

·        Arbitrage Pricing Theory and Multifactor Models

·        Efficient Market Hypothesis

Module 5 : Behavioural Finance and Neuroeconomics

·        Behavioural Finance

·        Neuroeconomics 

Module 6 : Bond Analysis and Bond Portfolio Management

·        Bond Prices and Yields

·        Bond Portfolio Management

 Module 7 : Equity Shares : Fundamental and Technical Analysis

·        Equity Valuation Models

·        Macroeconomic and Industry Analysis

·        Company Analysis

·        Technical Analysis

Module 8 : Mutual Funds, Real Assets, and International Analysis

·        Mutual Funds

·        Real Assets

·        International Investing

Module 9 : Options and Futures

·        Options

·        Futures

Module 10 : Portfolio Management : Investment Policy

·        Investment Policy

·        Investment Implementation

Module 11 :  Professional and Institutional Money Management

·        Professional Asset Management

·        Institutional Investors

·        Performance Evaluation

Module 12 : Investment Guidelines and Strategies of Great Masters

·        Guidelines for Investment Management

·        Strategies of the Great Masters 



PAPER 2 :  CORPORATE VALUATION AND VALUE CREATION   

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        

Module  1 :Overview and Financial Planning

·         Financial Management : An Overview

·         The Financial System

·         Financial Forecasting

Module  2 : Project Appraisal and Financing

·         Techniques of Capital Budgeting

·         Project Cash Flows

·         Sources of Long Term Financing

·         Raising Long Term Finance

Module 3 : Working Capital Management 

·         Working Capital Policy

·         Cash Management

·         Credit Management

·         Working Capital Financing

Module  4 : DCF Approach to Corporate Valuation

·         Overview of Corporate Valuation

·         Enterprise DCF Model

·         The Cost of Capital

·         Other DCF Models

Module  5 :  Non DCF Approach to Corporate Valuation 

·         Relative Valuation

·         Other Non-DCF Approaches

Module  6 : Additional Issues in Corporate Valuation

·         Advanced Issues in Corporate Valuation

·         Case Studies in Corporate Valuation

Module  7 : Corporate objective, Performance Measurement, Strategy and     

                    Business Model

·         Corporate Objective

·         Performance Measurement

·         Strategy and  Business Model

Module  8 : Capital Allocation and Strategic  Financing Decisions

·         Capital Allocation

·         Strategic Financing Decisions

Module  9 : Organisational Architecture and Cost  Management

·         Organisational Architecture

·         Cost Management

Module 10 : Risk Management and  International Finance

·         Corporate Risk Management

·         International Finance

Module  11 : Mergers, Acquisitions and Restructuring and Corporate

                     Governance

·         Mergers, Acquisitions and Restructuring

·         Corporate Governance

Module  12 : Value Based Management and Stellar Value Creators

·         Value Based Management

·         Stellar Value Creators       

 

 Mission and Activities 

The mission of the Centre for Financial Management (CFM) is to “Develop and disseminate knowledge in finance.”

 The principal activities of the CFM are :

 

Programme Director

Dr Prasanna Chandra

    

    

                      ADVISORY PANEL  

 

Dr.Prakash G. Apte

B.Tech (IIT-B), PGDM (IIM-C), Ph.D (Columbia University), Former director & UTI Chair Professor ,  IIM-B

Shri. D.Ashok

B.Tech (IIT-M), PGDM (IIM-B), Consultant

Dr.N.Balasubramanian

FCA, Ph.D, Visiting Professor, IIM-B

Dr.N.Jayasankaran

M.Sc, M.Ed, M.B.A, M.Phil, Grad.O.R, Ph.D, Academic Advisor

Shri. Mohandas Pai

FCA

Dr.K.Sriram

PGDM (IIM-B), AICWA, F.A.S.I, Ph.D, Consulting Actuary