About this course

Overseas investment, financial commitment and guarantees: Application. For Practicing CAs; finance managers; treasury and compliance leads. Seven topic lessons and narrated animated explainers, seven knowledge checks, five applied activities and a sampled final assessment. Complete the guided Overseas investment approval and APR tracker. Prerequisite: FXR-03-B01. Original fictional cases explain FEMA transaction classification, treasury controls and RBI reporting. Confirm current rules, exemptions and live filing requirements for the actual entity. The study estimate measures all required learning; the workbook's 55-minute value was a planning target.

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Learners interested in this course

What you will learn

Course outline

1. Test investor eligibility and overseas entity structure

Test investor eligibility and overseas entity structure
Test investor eligibility and overseas entity structure — video
Topic 1 knowledge check
Decision Mission: Test investor eligibility and overseas entity structure

2. Calculate financial commitment and group support

Calculate financial commitment and group support
Calculate financial commitment and group support — video
Topic 2 knowledge check
Case Quest: Calculate financial commitment and group support

3. Document valuation, control and funding route

Document valuation, control and funding route
Document valuation, control and funding route — video
Topic 3 knowledge check
Impact Simulator: Overseas equity, debt and corporate guarantee bridge

4. Prepare Form FC and AD-bank transaction records

Prepare Form FC and AD-bank transaction records
Prepare Form FC and AD-bank transaction records — video
Topic 4 knowledge check
Practice Lab: Prepare Form FC and AD-bank transaction records

5. Track APR, repatriation and exit obligations

Track APR, repatriation and exit obligations
Track APR, repatriation and exit obligations — video
Topic 5 knowledge check
Roleplay Studio: brief the decision-maker

6. Reconcile overseas entity accounts with Indian reporting

Reconcile overseas entity accounts with Indian reporting
Reconcile overseas entity accounts with Indian reporting — video
Topic 6 knowledge check

7. Case: Plan an overseas subsidiary investment and annual follow-up

Case: Plan an overseas subsidiary investment and annual follow-up
Case: Plan an overseas subsidiary investment and annual follow-up — video
Topic 7 knowledge check

Final assessment

Final assessment