Certificate Program in Equity Portfolio Management - FAQs What does ALPHABETA Inc do? The Certificate Program in Equity Portfolio Management is designed by a New York based fintech startup, ALPHABETA Inc., with the help of leading faculty from Harvard, ISB Hyderabad and veteran Wall Street investors. ALPHABETA (www.alphabeta.io) is the first platform to use true visual collaboration to bring together students, practitioners and consumers in financial markets. The ALPHABETA Guide platform is designed to educate finance students in Investment strategies and Portfolio Management. The program uses cutting-edge visualization technology and helps learners grasp complicated investment concepts with engagement and interactive learning.
Learning by doing or experiential learning Flipped classroom methodology Interactive learning like a game, (nobody teaches people to play candy crush or temple run!)
What is the program fee? Offline: INR 30,000 + GST Online: INR 20,000 + GST
What is the start date of the program? Start dates of the immediate next batch, both offline and online, will be communicated via e-mail on registration. Online – 1st Batch starting on January 6th (subsequent batches to start first week of every month) Offline – 1st Batch on Jan 20th / 21st and Feb 3rd / 4th
What are timings for Classroom batch? Weekend program will run over 2 weekends (Sat and Sun). It will comprise a total of 30 hrs. of classroom teaching, spread over 4 days, for the entire program.
How long do I have access to learning material? An enrolled student will have access to the learning material provided for a duration of 8 weeks from the start of the program.
Is there a need for Statistical background to enrol for this program? No. The program has been designed to lower the mathematical barrier. It uses power of visual computing to develop critical thinking and let the math be done by computers.
Where do I register for the program? Please log on to the Registration Page on the NSE website. Once you have registered, an application form, along with further details will be sent to your registered e-mail id.
Where is the classroom batch held? What is the batch size? The classroom sessions will be held at the NSE head office, BKC in Mumbai. Batch size will be maximum 30 participants
What will be taught in the Program? A student will study the following topics, interweaved with lab experiments and simulations. There will be no theoretical component in this program for which there isn’t a practical application. 1. Introduction to stock markets 2. Review of finance and accounting concepts 3. Investing objectives and styles a) Fundamental vs. Statistical Approaches b) Investment horizons c) Systematic approaches – alpha, beta, passive beta 4. Introduction to systematic approaches and market phenomena a) Use past Momentum to predict future returns b) Identify similar stocks and profit using Pairs Trading c) Value Investing to discern under-priced and overpriced stocks d) Use Accruals and Cashflow to differentiate stocks based on earnings quality 5. Underlying theories in portfolio management a) Capital asset pricing model (CAPM) b) Risk return trade-off c) d) e) f) g) h)
Statistical methods – regression, correlation, law of large numbers Trading techniques – short selling, basket trading Fundamental analysis – market and book value, earnings, accruals Ratio analysis for value investing – monotonic functions, ratio selection Risk management – diversification, hedging, market and sector neutral approaches Judgment and heuristics in markets and trading
Is there an entrance exam for the Program? There is no entrance exam to enrol for the program
What material do I get to learn? Upon enrolment, a student will get access to a Learning Management System portal which is designed as per different module. Each module may contain program presentations, quizzes, research papers etc.
What happens after the Program? After program completion, a student will have to appear in an evaluation conducted at the NSE Academy’s test centres. Upon successful attempt, a program certificate will be issued jointly by ALPHABETA and NSE Academy Ltd.. A student may also participate in ALPHABETA-League, a global competition among peer groups, to be launched in January 2018. It will be a trading strategy game, to be played on the same underlying platform as the ALPHABETA Guide, used for the program. ALPHABETA-League membership will be provided for the rest of the year after program completion to successful candidates. To renew from second year onwards, candidates will have to pay an extra fee.
When will the exam be taken? After a student has completed the credits requirements for the program, a date will be allotted for the evaluation exam.
Can I retake the exam if I fail? How many attempts are allowed? A candidate will be allowed a maximum of 3 attempts to clear the exam. Charges will be extra after the first attempt.
Where will I take the test? NSE Academy’s test centres? Online? The post program evaluation test will be held at the NSE Academy’s test centres, as per availability on the scheduled dates. You may refer NSE Academy's Test Centres List
