Mutual Fund Advanced Module

This course aims at providing comprehensive and in-depth knowledge about mutual funds. Users of this course can become independent mutual fund advisors or be a part of various AMCs. The first part of the course takes the user through basics of mutual funds, types of schemes, channel management practices for becoming a mutual fund distributor, tools for measuring risk return and performance of funds. The second part of the course focuses on financial planning and helping customers build the right portfolio to help them meet their goals. The course also gives the user an understanding of the regulatory framework that is applicable to mutual funds.  

 

Course Fee: ₹ 5899 (₹ 4,999 + ₹ 900 GST)

 

 

Target Audience

• Investors

• Distributors of Mutual Funds

• UTI agents and other Mutual Fund agents

• Employees of Mutual Funds

• Brokers and Sub-brokers

• Financial Intermediaries and Investment Consultants Executives in Asset Management Companies

• Portfolio Managers & Investment Advisors 

 

Course Outline

• Fund Distribution and Channel Management Practices                    

• Investor Services                                              

• Risk, Return and Performance of Funds            

• Mutual Fund Scheme Selection                          

• Selecting the Right Investment Product for Investors                          

• Helping Investors with Financial Planning           

• Recommending Model Portfolios and Financial Plans  

 

Recommended Weekly Plan

 

Week 1: Fund Distribution and Channel Management Practices – 1

Week 2: Fund Distribution and Channel Management Practices – 2

Week 3: Mutual funds transactions – 1

Week 4: Mutual funds transactions – 2

Week 5: Mutual funds transactions - 3

Week 6: Returns, Risk and Performance of Funds – 1

Week 7: Returns, Risk and Performance of Funds – 2

Week 8: Mutual Fund Selection Scheme

Week 9: Selecting the right investment product for investors

Week 10: Helping investors with financial planning - 1

Week 11: Helping investors with financial planning - 2

Week 12: Recommending Model Portfolios and Financial Plans

  

Certification

The Candidate shall be issued certification of completion upon completing the course. For NCFM certificate the candidate needs to apply separately at https://www.ncfm-india.com/ORE/OREloginPage.jsp ,charges applicable as per NCFM module fees.