Capstone Simulations to help build Portfolio Management Skills - Mutual Funds
Learn By Doing
We introduce a new way to learn finance skills - "by doing". Our online personalized finance lab, www.equitylevers.com, provides excel based real time simulations in a range of finance subjects using examples from companies like Maruti, Marico etc. A logical extension to textbooks and videos for real practice so that work skills could be developed alongside knowledge.
The simulations are designed by senior practitioner's having considerable experience in corporates and by professors at the Indian Institutes of Management.
Our Simulations for Teaching/ Testing Skills in Portfolio Management - Mutual Funds
Working knowledge of mutual funds is essential for everyone. We introduce a new way to learn important mutual fund analysis skills - “by doing”.
For financial advisors, we have simulations to help them master advanced mutual fund analytics. With this the candidate will be sure to get certified as a financial advisor.
Key Features of Simulations
Key highlights of our Simulations are as follows:
The projects are set to move up from basic level to advanced level. The basic level simulations explain the concepts with practical examples. The advanced level simulations are built around the latest data of various mutual funds from the AMFI India website with a focus to build analyzing skills.
The simulations are required to be solved by candidates and “learn by doing”.
Host of features are available to provide personalization to each candidate and also prevent copying (and ensure every candidate actually solves the simulation).
We also provide study material and video recording of solutions for similar live projects. The idea is to show how it is done and then enable the them to solve it. For students who dont have excel skills, an excel primer was also provided.
Usage: Students can self assign our certifications (a set of simulations) and Professors, trainers and recruiters can assign our certifications as tests and as certifications
How does the Simulation work
Students down load a simulation as a password controlled excel workbook. At the time of download, real time data of a listed company is downloaded from our live terminal. Student has to solve and provide answers in the solution work sheet. Based on answers, a scoring mechanism scores students answers and computations. The structure of the simulation is designed to depict a corporate work situation.
This corporate video explains our product in detail
This full video sample shows how the simulations work. This example is on “cashflow statement preparation” from a provided live Income statement and balance sheet.
Thank you
Thank you for reading about our innovative initiative to bring experiential learning to students and candidates. More information is available at www.equitylevers.com. We offer special pricing for Institutions. Talk to us at contactus@equitylevers.com
Our future newsletters will focus on experiences with real time simulations in other subjects like accounting, financial analysis, valuations, modelling, fixed income, Investments, derivatives etc. Join us