Tuesday, July 17, 2012

Workshop on How to analyze Annual Report & How to infer a Business News Paper

We are glad to inform you about another workshop on  "How to analyze Annual Report & How to infer a Business News Paper" in New Delhi on July 28, 2012 (Saturday)

A majority of people in India do not invest in Equity Markets due to perception of it being a risky investment. Insecurity shuns the investors from the market. However its proved that a long term investment in stock market has given superior returns than debt market investments. Investment, a channel for achieving financial goals requires such inflation beating instruments to meet life goals on time. Understanding equity selection requires knowledge on its company, its corporate affairs, its annual report etc. Here our  Equity Expert will lead you through the factors and strategies to analyze and review one's own stock selection.

The workshop will also unveil Business News Papers. It is been observed that most of us do not know to read the Business News Paper in correct manner. Reading a News Paper sounds easy but reading the Business News Paper also requires skill. The workshop shall help you to identify the News Papers and pick out the news you want easily and accurately.

Who should attend?

Entrepreneurs: This workshop is suitable for entrepreneurs who are running their Financial Advisory/Planning firm and suggesting investment options for their clients.

Corporate:  Corporate working in Wealth Management/Portfolio Management/Financial Planning Division and doing financial planning for the customers.

Professionals: AFP Certificants, CFPCM Practioners, CFAs, CAs, MBA- Finance, IFAs, Financial Planner aspirants. Individuals: Individuals who want to learn, invest and grow in equities on personal basis.

Learning Objectives

Understanding of Stock Market  & Equity selection in simple terms. Understanding a company's business and future prospects. Learning the art of reading Business Newspapers in easiest way.

Pedagogy of the Program

Annual report Analysis :

·        Equity as an asset class for Long Term. What are the uses of Annual Reports? Contents of Annual Report. Important Ratio Analysis. Company Analysis. Importance of corporate actions

·         Equities shall be explained with the help of live examples. Speaker will share his opinion about various companies enabling a layman to understand about companies.

How to read a Business News Paper:

·         Why we have 4 Business News Paper? How to read a Specific Page of the News Paper? How to infer & extract the Data/ News from the News Paper? Fresh Business Newspapers shall be taken as live example.

Program Schedule

9.30am to10.00am Registration and Breakfast

10.0 am to1.00pm Session I

1.00pm to 1.45pm Networking Lunch

1.45pm to 4.00pm  Session II

4.00pm to 4.15pm Tea

4.45pm to 5.00pm Session III

5.00pm Close of Sessions

Speakers Profile –

CA Ashok Sehgal

He is a Post Graduate from Delhi University and a practicing fellow member of the Institute of Chartered Accountants of India for last 25 years. He is a renowned faculty in Tax and Estate Planning and has been associated with various Business Schools and Financial Planning Education providers for more than 8 years. He has also been a Financial Consultant to various business houses , HNIs , Stock Brokerage houses and Charitable Trusts.

Date & Venue

July 28th, 2012, The Connaught Hotel 37, Shaheed Bhagat Singh Marg, Next to Shivaji Stadium, New Delhi-110001

Timings: 9:30 am - 5:00 pm, Registration begins at 9:00 am

Registration Procedure: (GROUP DISCOUNTS AVAILABLE)

· Fees: INR 2500 + 12.36%  Service Tax. · Please write to swati@fpsbindia.org / Call: 9582523737 /9999765963

· Mention the name of participant, mobile no. & email id. · Demand Draft / Cheque favoring FPCIL payable at Mumbai.

· Fees include: Morning Tea-Breakfast, Lunch, Evening Tea, Stationery & a copy of Financial Planning Journal.

Note: 5 CE points shall be granted to CFPCM Certificants attending this workshop,

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