Mutual Fund Beginners' Module

This course demystifies the concept of mutual funds and helps create awareness and knowledge about the industry and its functioning. The course will hand-hold an investor in investing in mutual funds by explaining the types of products, method of investing, processes involved, regulations, and taxation of mutual funds. 

 

 

Course Fee: ₹ 5,899

(₹ 4,999 + ₹ 900 GST)

 

Target Audience

• Students

• Investors

• Financial planners

• Analysts

• Anybody having interest in the Indian mutual fund industry.

 

Course Outline 

• Mutual Funds                                                    

• Mutual Funds - Products and Features - Equity Funds                 

• Exchange Traded Funds                                     

• Debt Funds                                                        

• Liquid Funds                                                     

• Offer Document                                              

• Accounting, Valuation and Taxation              

• Regulations                                                      

• Growth of Online Platforms for Mutual Funds

 

 

Recommended Weekly Plan

 

Week 1: Mutual funds – 1

Week 2: Mutual funds – 2

Week 3: Mutual funds – Products and Features – 1

Week 4: Mutual funds – Products and Features – 2

Week 5: Exchange Traded Funds

Week 6: Debt Funds 

Week 7: Liquid Funds

Week 8: Offer Document – 1

Week 9: Offer Document – 2

Week 10: Accounting, Valuation and Taxation

Week 11: Miscellaneous

Week 12: NMF II

 

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.