BatchAugust 2010

PAA: Highly Rewarding PAA: Highly Rewarding CareersCareers PROFESSIONAL ANALYST cum

ANCHOR (PAA)

6 months – Full Time – On the Job Training

Superior Innovative Education in Financial Markets

BULLS n BEARS SCHOOLH – 13/8, Malviya Nagar, New Delhi – 110 017

Why PAA?This course has evolved out of the identification of the vacuum prevailing in the industry growing with a rate of more than 12% per annum and an untapped market of more than 8-10 crore potential investors. Bulls n Bears School has formed a consortium of investment professionals from within and outside Industry across the country, who will share and impart investment wisdom – through this six-months full-time on-the-job course.

Our interaction with competing players of the mutual fund industry, financial institutions, brokerage houses, portfolio managers, and other industry players divulged the growing dearth of practically trained fundamental and technical analysts; fund managers; wealth managers; business analysts; financial analysts, financial anchors, financial journalists and NCFM certified professionals, who are also capable of effectively communicating their learning. There is a wide demand-supply mismatch of derivative, commodities, interest rate and currency trading experts. Go-getters for marketing and selling of investment ideas and instruments in the form of Relationship Managers, Business Ambassadors are also not in plenty. Even people with small and large income find it very difficult to manage their own money in proper way. The only way out is to teach and train potential aspirants to manage their client’s money in such a way that it generates returns or extra income for them. In a country like India where people find it difficult to put their hard earned money into work because of lack of proper knowledge and end up gaining the bank interest, we will train and teach our students how to utilize the power of idle money.

WORKSKILLS: Steps to Your SuccessManagers in the industry are facing a growing dilemma: Many people entering today’s workforce lack the fundamental business and interpersonal skills needed to be effective in their jobs.

In fact, even experienced financial professional and other support employees often lack the critical skills necessary to cope with today’s changing work environment, overcome obstacles and solve problems in a way that leads to positive outcome for them and for their organization.

WORKSKILLS: Steps to Your Success addresses the specific needs of today’s aspiring finance professionals and other support employees – fresher, new hires as well as established employees. And by addressing their needs, it addresses organization’s needs – to reduce attrition rate, to increase productivity, to embrace change, to create loyalty.

Extensive research and field testing show the skills and strategies featured in WORKSKILLS: Steps to Your Success – six months full time on-the-job professional training in Professional Analyst cum Anchor (PAA) are relevant and easily applied back on the job, no matter the participants’ level of work experience, literacy or learning style.

These six flexible modules, available as a comprehensive system in this course, help participants learn to take responsibility for understanding and meeting basic workplace expectations such as:• communicating effectively with co-workers, reporting authority and clients.• understanding the functioning of financial markets, organization’s research reports, technical reports, global market dynamics and financial analysis and anchoring.• embracing change and being team players.•having a true consultative approach to work.• handling emotionally charged situations with co-workers.•balancing home and work priorities.

Benefits lead to RESULTS

These new skills quickly help the finance professional and other support employees – and the organization – achieve business results by:• reducing costly errors caused by miscommunication• increasing productivity and proficiency• reducing attrition • building employee commitment and loyalty• preparing employees for job growth

SESSION I

Timing

16:00 pm

to

17:00 pm

SESSION II

Timing

17:00 pm

to

18:00 pm

SESSION III

Timing

18:30 pm

to

19:30 pm

4 sessions a dayIn total 324 hrs of classroom training (Theory, Practical & Evaluations

inclusive) supported by Study Materials, e-Learning Support and Training Aids like LCD Projectors, Relevant Software etc.

REGULAR OFFLINE/ONLINE ASSESSMENT THROUGHOUT

Course Schedule – 1st 2nd & 3rd MONTH

SESSION IV

Timing

19:30 pm

to

20:30 pm

SESSION II

Timing

18:30 pm

to

19:30 pm

SESSION I

Timing 8:30 am to 17:30 pm

On-the-Job Training

With BnB and other reputed firms

At a minimum Stipend plus Incentives structure.

3 sessions a dayIn total 144 hrs of classroom training (Theory, Practical & Evaluations

inclusive) supported by Study Materials, e-Learning Support and Training Aids like LCD Projectors, Relevant Software etc. Plus 648 hrs of

On-the-Job Training supported by Job Aids.

Course Schedule – 4th 5th & 6th MONTH

REGULAR OFFLINE/ONLINE ASSESSMENT THROUGHOUT

SESSION III

Timing

19:30 pm

to

20:30 pm

AREA 1: Equity Market (2 credit)AREA 2: Derivatives Markets (Equity, Commodity, Currency, Interest Rate) (2 credit)AREA 3: Banking & Other Financial Instruments (1 credit)AREA 4: Insurance & Risk Management (1 credit)

Total (6 credit)

NOTE: 1 credit is equal to 60 minutes training per week.

Module 1: FINANCIAL MARKETSThere are four knowledge areas defined, that combined, cover the core

areas as per the Industry Standards for those performing financial markets trading, operations and management jobs.

AREA 1: Marketing Research & Plan (2 credit)AREA 2: Client & Business Development (2 credit)AREA 3: Promotional Activity (1 credit)AREA 4: Information, Resource & Organizational Management (1 credit)

Total (6 credit)

Module 2: BUSINESS STRATEGISTThere are four knowledge areas defined, that combined, cover the core

areas as per the Industry Standards for those performing business development and relationship management jobs.

NOTE: 1 credit is equal to 60 minutes training per week.

AREA 1: Global Markets & Economies (1 credit)AREA 2: Financial Modeling (1 credit)AREA 3: Stock Analysis & Portfolio Management(1 credit)AREA 4: Valuation & Report Generation (3 credit)

Total (6 credit)

Module 3: FUNDAMENTAL ANALYSTThere are four knowledge areas defined, that combined, cover the core areas as per the Industry Standards for those performing fundamental

analysis jobs.

NOTE: 1 credit is equal to 60 minutes training per week.

AREA 1: Trading Basics & Chart Patterns (1 credit)AREA 2: Swing Trading Strategies (1 credit)AREA 3: Elliott Wave Theory & Advance Chart Patterns (1 credit)AREA 4: Peak Performance Techniques in Live Market (3 credit)

Total (6 credit)

Module 4: TECHNICAL ANALYSTThere are four knowledge areas defined, that combined, cover the core

areas as per the Industry Standards for those performing technical analysis jobs.

NOTE: 1 credit is equal to 60 minutes training per week.

AREA 1: Derivatives Instruments & it’s Pricing (1 credit)AREA 2: Derivatives Trading Strategies (1 credit)AREA 3: Option Program Trading Techniques (1 credit)AREA 4: Advance Derivatives & Stochastic Process (3 credit)

Total (6 credit)

Module 5: DERIVATIVES STRATEGISTThere are four knowledge areas defined, that combined, cover the core areas as per the Industry Standards for those performing derivatives

trading strategies jobs.

NOTE: 1 credit is equal to 60 minutes training per week.

AREA 1: Effective & Interpersonal Communication (1 credit)AREA 2: Verbal & Non Verbal Communication (1 credit)AREA 3: Audience (1 credit)AREA 4: Live Anchoring, News Preparation & Presentation (3 credit)

Total (6 credit)

Module 6: FINANCIAL ANCHORThere are four knowledge areas defined, that combined, cover the core

areas as per the Industry Standards for those performing financial anchoring jobs in various media.

NOTE: 1 credit is equal to 60 minutes training per week.

PAPER 1: M1 – Equity Market (2 credit)PAPER 2: M1 – Derivatives Market (Equity, Commodity, Currency & Interest Rate)

(2 credit)PAPER 3: M1 – Banking & Other Financial Instruments (1 credit)PAPER 4: M1 – Insurance & Risk Management (1 credit)PAPER 5: M2 – Marketing Research & Plan (2 credit)PAPER 6: M2 – Client & Business Development (2 credit)PAPER 7: M2 – Promotional Activity (1 credit)PAPER 8: M2 – Information, Resource & Organizational Management (1 credit)PAPER 9: M3 – Global Markets & Economies (1 credit)PAPER 10: M3 – Financial Modeling (1 credit)PAPER 11: M3 – Stock Analysis & Portfolio Management (1 credit)PAPER 12: M4 – Trading Basics & Chart Patterns (1 credit)PAPER 13: M4 – Swing Trading Strategies (1 credit)PAPER 14: M4 – Elliott Wave Theory & Advance Chart Patterns (1 credit)PAPER 15: M5 – Derivatives Instruments & it’s Pricing (1 credit)PAPER 16: M5 – Derivatives Trading Strategies (1 credit)PAPER 17: M5 – Option Program Trading Techniques (1 credit)PAPER 18: M6 – Effective & Interpersonal Communication (1 credit)PAPER 19: M6 – Verbal & Non Verbal Communication (1 credit)PAPER 20: M6 – Audience (1 credit)

Total (24 credit)

TERM – I (1st, 2nd & 3rd Month) Class Schedule

NOTE: 1 credit is equal to 60 minutes training per week.

Session I Session II Session III Session IV Timing: 16:00 Timing: 17:00 Timing: 18:30 Timing: 19:30to 17:00 to 18:00 to 19:30 to 20:30

Monday Paper 1 Paper 3 Paper 9 Paper 12Tuesday Paper 2 Paper 5 Paper 15 Paper 18Wednesday Paper 6 Paper 7 Paper 10 Paper 13Thursday Paper 1 Paper 4 Paper 16 Paper 19Friday Paper 2 Paper 5 Paper 11 Paper 14Saturday Paper 6 Paper 8 Paper 17 Paper 20

PAPER 21: M3 – Valuation & Report Generation(3 credit)

PAPER 22: M4 – Peak Performance Techniques & Live Trading (3 credit)PAPER 23: M5 – Advance Derivatives & Stochastic Process (3 credit)PAPER 24: M6 – Live Anchoring, News Preparation & Presentation (3 credit)PAPER 25: On-the-Job Training (54 credit)

Total (66 credit)

TERM – II (4th, 5th & 6th Month) Class Schedule

NOTE: 1 credit is equal to 60 minutes training per week.

Session I Session II Session III Timing: 08:30 Timing: 18:30 Timing: 19:30to 17:30 to 19:30 to 20:30

Monday Paper 21 Paper 22Tuesday Paper 23 Paper 24Wednesday Paper 21 Paper 22Thursday Paper 23 Paper 24Friday Paper 21 Paper 22Saturday Paper 23 Paper 24

On – The – Job TrainingPaper 25

AUDIENCE: Minimum Graduate.

LENGTH: Six Months. In total 468 hrs of Classroom Training and 648 hrs of On-the-Job Training.

FORMAT: Active involvement through small-group exercises, real-life examples from home and work, games, case studies, role plays and practical skill applications along with theory supported with e-Learning.

MATERIALS: Facilitators guide, printed materials, e-learning support, audio and video aids, participants worksheets and on-the-job aids.

INSTRUCTION: Consortium of investment professionals from within and outside industry from across the country.

CERTIFICATION: Participants will be provided an industry accredited ‘BnB Professional Analyst cum Anchor’ certification on successfully completing the course with a minimum of 50% score. Plus Three Months Work Experience Certificate.

CLASS SIZE: 40 – 50 participants

BATCHES: Formed once in a Quarter – 1st Batch Starting in August, 2010.

COURSE Specifications