Certificate Program On Mutual Funds
Basic Info : Course on Mutual Funds Level : Advance Commitment : 22 hours of study, 4 Days, 11 sessions of 2 hours Language : English How To Pass : Attend all sessions and complete all assignments to pass the course
What Will I Learn
At the end of this course you will:
- Gain knowledge about the organisation and management of mutual funds
- Gain insights required to become a well-informed investment advisor
- Get an understanding of the complexities of the mutual fund functions internally and externally
- Be equipped to pass the AMFI Certification Test
SESSION 1 SESSION 2 SESSION 3 SESSION 4 SESSION 5 SESSION 6 SESSION 7 SESSION 8 SESSION 9 SESSION 10 SESSION 11
- • The Concept and Role of Mutual Funds
- •Fund Structures, Organisation and Constituents
- •Legal and Regulatory Environment
- •Investing in Mutual Funds: Understanding the Process, Investment Objective
- •Prospectus / Offer Document and Key Information Memorandum
- •Processes, Rights and Obligations for Investors
- •Equity Markets and Mutual Funds
- •Debt Markets and Mutual Funds
- •Derivatives Markets and Mutual Funds
- •Investment Policy
- •Restrictions on Investments
- •NAV Concepts and Pricing
- •Valuation Norms for Securities
- •Reporting and Disclosure Norms
- •Risk and Performance Evaluation
- •Measuring Returns
- •Tracking Mutual Funds Performance
- •Role of an Intermediary as a "Financial Planner"
- • Concept of Financial Planning for the Investors
- • Need for Financial Planning
- • Basis of Financial Planning
- • Life Cycle and Wealth Cycle stages
- • Investment Products
- • Financial Planning Strategies for Investors
- • Financial Planning Strategies & Tools
- • Asset Allocation- The Strategic Tool and Model Portfolio
- • Recommending Financial Planning Strategies for Investors
- • Comparison of Investments from available products
- • Selecting the Right Investment Products for Investors
- • Fund Selection from available products
- • Helping Investors Understand Risks in Fund Investing
- • Investment Philosophy
- • Recommending the Model Portfolio and Selecting the Right Funds
- • Strategies & "How to make Mutual Funds work for you"
- • Design of Mutual Fund Products
- • Who can invest in Mutual Funds in India?
- • Investor Services - Application, Redemption, Investment Plans & Services
- • AMFI Code of Conduct - Ethics and Best Practices
- • Marketing of Mutual Funds Products
- • Fund Distribution Channels
- • Sales Practices
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