ATLAS SKILLTECH UNIVERSITY
FINANCE DEPARTMENT
BASICS OF FINANCE
F.Y.B.B.A. - Semester I
KNOW YOUR COURSE !
Session 1
#FINANCE
I. BASICS OF
Begin with Basics
ACCOUNTING & FINANCE
What comes to your mind?
I. Basic Concepts and Terminology
II. Accounting Vs Finance
Related but different in scope!
III. The litmus test of Financial Position
Financial Statements
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Begin with Basics
II. FINANCIAL SECTOR
What comes to your mind?
I. Comprises of diverse industries such as:
Banking
Insurance
Mutual Funds
NBFCs
Credit Rating Agencies
Investment Banking
Capital Markets
Broking Firms & a lot more !
II. Don’t forget the Regulators.
#FINANCE
Begin with Basics
II. FINANCIAL SECTOR
Why are we talking about it?
Plays a crucial role in the economy
- Both Local & Global
Goes beyond just providing financial services
Acts as an engine that manages, allocates and
transfers capital ultimately leading to growth
Reflects on a nation’s financial health
# TRENDING NEWS
Important Financial News & Views
For past few years
Pandemic and its Economic Impact Digital Payments & Fintech Innovation
Banking Sector Reforms
# TRENDING NEWS
Important Financial News & Views
For past few years
Cryptocurrency Debate
IPO Boom & Capital Market Activity
# BOOMING TECHNOLOGY
Technological Advances
Digitization, Automation & Fintech Innovation
Disintermediation:
Fintech disruptors are offering alternative financial services, bypassing
traditional intermediaries and altering the competitive landscape.
Efficiency Gains:
Technology is improving operational efficiency, reduces costs, and enhances
customer experience in financial services delivery.
Regulatory Challenges:
Regulators are grappling with the implications of technological innovation, About the synergy of
balancing innovation with consumer protection and financial stability. Technology & Finance
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Begin with Basics
IMPORTANCE OF THE COURSE
Why should I study this?
Financial Literacy & Awareness
‘Finance’ as your ‘Specialisation’ @ ATLAS
Working on ‘Career Pathways’
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Begin with Basics
Unit Topic UNITS & TOPICS
Accounting & Finance 101
I
-Basic Terminology & Concepts
Banking
Insurance
Mutual Funds
2 to 8 NBFCs
Credit Rating Agencies
Investment Banking
Broking Firms
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Begin with Basics DETAILS OF TOPICS COVERED IN UNITS
Unit 1 Details
Basic Terms with Examples
- Income, Expenses, Assets & Liabilities
Basics of Dr. & Cr.
Accounting & Finance 101
Capital, Revenue & Deferred Revenue Expenditure
-Basic Terminology & Concepts
Concepts & Conventions
Basic Overview of Financial Statements
- P&L, Balance Sheet
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Begin with Basics DETAILS OF TOPICS COVERED IN UNITS
Unit 2 Details
History & Evolution of Banking
Types of Banks
Functions of Banks
Types of Banking Operations
Banking Products & Services offered by Banks
Financial Statements of Banks- An Overview
Central Bank of India- RBI: The Regulator
Leading Banks in India
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Begin with Basics DETAILS OF TOPICS COVERED IN UNITS
Unit 3 Details
Concept of Insurance
Basic Characteristics
Principles of Insurance
Need and Significance of Insurance
Is insurance an investment?
Insurance Important Terms
Operations of Insurance Companies
Types of Insurance: Life & Non-Life & Different Products
Leading Insurance Companies in India
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Begin with Basics DETAILS OF TOPICS COVERED IN UNITS
Unit 4 Details
Equity & Debt as Investment Options
- Different Types of Securities
How to decide what is right for you?
Risk-Return trade Off
Meaning of Mutual Funds
Features of Mutual Funds
Advantages & Disadvantages of Mutual Funds
Mutual Funds Phases & Growth of Mutual Funds in India
Organisational Structure of Mutual Funds
Types of Mutual Funds
Important Terms
Important Calculations
Top AMCs & Funds in India
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Begin with Basics DETAILS OF TOPICS COVERED IN UNITS
Unit 5 Details
What are NBFCs?
NBFCs Vs. Banks
Types of NBFCs
NBFCs Regulatory Framework for NBFCs
Products & Services offered by NBFCs
Success Stories of Prominent NBFCs
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Begin with Basics DETAILS OF TOPICS COVERED IN UNITS
Unit 6 Details
What is Credit Rating?
Significance of Credit Rating
Credit Rating Scale
Factors considered in Credit Rating
Types of Credit Rating
Credit Rating Credit Rating Process
Growth of Credit Rating in India
Limitations
Leading Credit Rating Agencies in India as well as Globally
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Begin with Basics DETAILS OF TOPICS COVERED IN UNITS
Unit 7 Details
What is Investment Banking?
Commercial Banks Vs. Investment Banks
Evolution of Investment Banking
Major Global and Indian Investment Banks
Investment Banking Functions of Investment Banks
Core Activities of Investment Banks
Regulatory Framework
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Begin with Basics DETAILS OF TOPICS COVERED IN UNITS
Unit 8 Details
What are Broking Firms?
Role of Broking Firms in the Financial Markets
Types of Broking Firms
Functions & Services of Broking Firms
History & Evolution of BSE & NSE & their significance
Broking Firms Types of Brokerage Accounts
Trading Mechanism- Trading, Clearing & Settlement
Regulatory Framework & Compliance
Leading Global & Indian Broking Firms
Discussion on Scams
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REQUIRED BOOKS
Begin with Basics
#FINANCE EVALUATION
Begin with Basics
#FINANCE EVALUATION
Begin with Basics
Phase 1 CIA 1
CIA 1 MCQs based Google Quiz
Total 10 Marks 10 Marks
CIA 2
Written Examination -10 Marks
Phase 2 Problem Solving
CIA 2, 3 & 4
Total 20 Marks CIA 3 & CIA 4
MCQs based Google Quiz- 10 Marks each
Best out of 2
#FINANCE EVALUATION
Begin with Basics
CIA 5 & 8- For Financial Journal
Checking - 5 Marks
Phase 3 Submission - 5 Marks
CIA 5, 6, 7 & 8 Total 10 Marks
Total 20 Marks
CIA 6 & CIA 7
MCQs based Google Quiz- 10 Marks each
Best out of 2
Attendance
Presence & Class Participation
10 Marks
External
Written Term End Examination
Assessment
(covering the entire syllabus)
40 Marks
# EXPECTATIONS
RESOURCES
For you : From you :
Presentations Regularity
Excel Sheets Punctuality
Annual Reports Class Participation
Newspapers One Book
Magazines Finance Journal
Websites Pen
YouTube Videos &
Guest Lectures Calculator
Visits
THANK YOU
Best of Luck !
