About this course
Private placement and preferential fundraising: Judgment and oversight. For Partners; finance directors; audit committee and independent directors. Seven topic lessons and narrated animated explainers, seven knowledge checks, five applied activities and a sampled final assessment. Complete the guided Instrument structure and defect review. Prerequisite: CA13-04-I01. Original fictional cases explain the Companies Act and applicable governance controls. 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.
Who this is for
Learners interested in this course
What you will learn
Course outline
1. Structure preference and convertible instruments
- Structure preference and convertible instruments
- Structure preference and convertible instruments — video
- Topic 1 knowledge check
- Decision Mission: Structure preference and convertible instruments
2. Coordinate Companies Act, SEBI, FEMA and tax interfaces
- Coordinate Companies Act, SEBI, FEMA and tax interfaces
- Coordinate Companies Act, SEBI, FEMA and tax interfaces — video
- Topic 2 knowledge check
- Case Quest: Coordinate Companies Act, SEBI, FEMA and tax interfaces
3. Test pricing, class rights and conversion contingencies
- Test pricing, class rights and conversion contingencies
- Test pricing, class rights and conversion contingencies — video
- Topic 3 knowledge check
- Impact Simulator: face value, issue price and funding
4. Identify defective placements and refund consequences
- Identify defective placements and refund consequences
- Identify defective placements and refund consequences — video
- Topic 4 knowledge check
- Practice Lab: Identify defective placements and refund consequences
5. Challenge related-party or promoter financing features
- Challenge related-party or promoter financing features
- Challenge related-party or promoter financing features — video
- Topic 5 knowledge check
- Roleplay Studio: brief the decision-maker
6. Prepare a due-diligence file for the board and investors
- Prepare a due-diligence file for the board and investors
- Prepare a due-diligence file for the board and investors — video
- Topic 6 knowledge check
7. Case: Challenge a CCPS funding structure and failed-offer remedy
- Case: Challenge a CCPS funding structure and failed-offer remedy
- Case: Challenge a CCPS funding structure and failed-offer remedy — video
- Topic 7 knowledge check
Final assessment
- Final assessment
