Mutual Fund

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Mutual Fund

WHY THIS COURSE

Share Career give you right from the basics of investing and take you through the step-by-step of understanding what a mutual fund is, a SIP is and so on and then go on to cover advanced topics like STP, SWP, Liquid funds and many more.

This course contains about 2 hours to help you for Mutual Fund examination. This course is for the beginner who wants to learn and clear the concept. This course improves your knowledge.

LEARNING OUTCOMES

This is a tailored made course which will help you to understand mutual fund concept and techniques which are applicable to any industry

  • Ready for Mutual Fund examination.
  • Become a Mutual Fund Advisor
  • Improve your credibility and trust with clients by providing comprehensive financial advise
  • Earn more fee-based income from value-added services
  • Save time and money by learning through self-paced online sessions

COURSE OUTLINE

  • WHAT IS INVESTMENT
  • FUND STRUCTURE AND CONSTITUENTS
  • LEGAL AND REGULATORY ENVIRONMENT
  • OFFER DOCUMENT
  • FUND DISTRIBUTION AND SALES PRACTICES
  • ACCOUNTING, VALUATION AND TAXATION
  • INVESTOR SERVICES
  • RISK, RETURN AND PERFORMANCE OF FUNDS
  • SCHEME SELECTION
  • SELECTING THE RIGHT INVESTMENT PRODUCTS FOR INVESTORS
  • HELPING INVESTORS WITH FINANCIAL PLANNING
  • RECOMMENDING MODEL PORTFOLIOS AND FINANCIAL PLANS

CAREER SCOPE

  • Most companies, banks & financial institutions etc companies look for professionals.
  • This could be a great boost to your career, apart from recognition among peers, you have all the reasons to ask for a better pay for your services and expertise.

WHO SHOULD DO THIS COURSE?

Recruiters are always on the lookout for hot keywords and this course will be a great value-add to your resume

  • Commerce Students, Marketing Students, Teachers, Finance Professional, Account Professional, Marketing Managers, Project Managers, Administrative Assistant, Business Analyst etc.
  • For students aspiring for entry level jobs in any domain this is mandatory.

Course Features

  • Lectures 52
  • Quizzes 1
  • Students 11
  • Certificate No
  • Assessments Self
  • What is Investment 0/3

    • Lecture1.1
      Income, Expenses, Inflation Rate
      30m
    • Lecture1.2
      Why to invest?
      30m
    • Lecture1.3
      Types of Investment Options
      30m
  • Mutual Fund - Concept, Benefits & Types 0/5

    • Lecture2.1
      What is Mutual Fund
      30m
    • Lecture2.2
      How Mutual Fund work?
      30m
    • Lecture2.3
      Benefits/Advantages of Mutual Fund
      30m
    • Lecture2.4
      Types of Funds
      30m
    • Lecture2.5
      Fund Structure and Constituents
      30m
  • Calculation of NAV, Valuation & Taxes 0/3

    • Lecture3.1
      Calculation of net asset value
      30m
    • Lecture3.2
      Valuation of securities in the scheme’s portfolio
      30m
    • Lecture3.3
      Impact of taxation on various types of mutual fund schemes
      30m
  • Legal and Regulatory Environment 0/20

    • Lecture4.1
      Benefits/Advantages of Mutual Fund
      30m
    • Lecture4.2
      Legal Structure of Mutual Funds in India
      0m
    • Lecture4.3
      Fund Structure and Constituents part 3
      30m
    • Lecture4.4
      Key Constituents of a Mutual Fund
      0m
    • Lecture4.5
      Other Service Providers
      0m
    • Lecture4.6
      Questions
      0m
    • Lecture4.7
      Time Bound
      0m
    • Lecture4.8
      Risk Bound
      0m
    • Quiz4.1
      Mutual Fund – Unit I
      2 questions
    • Lecture4.9
      Role of Regulators in India
      0m
    • Lecture4.10
      Self-Regulatory Organizations (SRO)
      0m
    • Lecture4.11
      AMFI
      0m
    • Lecture4.12
      Investors’ Rights & Obligations
      0m
    • Lecture4.13
      Other Rights of Investors
      0m
    • Lecture4.14
      Limitation of Rights of Unit-holders
      0m
    • Lecture4.15
      Unclaimed Amounts
      0m
    • Lecture4.16
      Investor’s Obligations
      0m
    • Lecture4.17
      Definations of Regulatory Bodies
      0m
    • Lecture4.18
      AMFI’s Code of Conduct for Intermediaries of Mutual Funds
      0m
    • Lecture4.19
      Questions
      0m
  • Role of SEBI & Investor's Rights & Obligations 0/4

    • Lecture5.1
      Role of Regulators in India
      30m
    • Lecture5.2
      Investor’s Rights & Obligations
      30m
    • Lecture5.3
      AMFI’s Code of Conduct for Intermediaries of Mutual Funds
      30m
    • Lecture5.4
      Ponzi Scheme
      30m
  • Offer Document 0/3

    • Lecture6.1
      New Fund Offer (NFO)
      30m
    • Lecture6.2
      Riskometer
      30m
    • Lecture6.3
      Questions
      0m
  • Eligibility of Investors, KYC & Transactions in Mutual Fund 0/4

    • Lecture7.1
      Eligibility criteria for investment in mutual funds in India
      30m
    • Lecture7.2
      Documents Requirements for Mutual Fund Investors
      30m
    • Lecture7.3
      Different kind of transactions in mutual funds
      30m
    • Lecture7.4
      Systematic transactions in mutual funds
      30m
  • Financial Planning & Product Selectiona 0/5

    • Lecture8.1
      Introduction to Financial Planning
      30m
    • Lecture8.2
      Life Cycle and Wealth Cycle in Financial Planning
      30m
    • Lecture8.3
      Risk Profiling & Asset Allocation
      30m
    • Lecture8.4
      Financial and Physical Assets
      30m
    • Lecture8.5
      Using Mutual Funds to Meet Investor Goals
      30m
  • Selections of Scheme within a Scheme Category? 0/4

    • Lecture9.1
      How to select a Scheme within a Scheme Category?
      30m
    • Lecture9.2
      Fund Portfolio & Turnover
      30m
    • Lecture9.3
      Fund Age
      30m
    • Lecture9.4
      Scheme running expenses
      30m
  • Fund Distribution Channels and Commission Structure 0/2

    • Lecture10.1
      Distribution Channels
      30m
    • Lecture10.2
      Commission Structures
      30m
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