Program Description
- Introduction to Mutual Fund Industry & its Structure
- Know about different types of Mutual Fund Products like Liquid fund, Debt fund, Equity fund, ETF and their features
- Understand the Regulatory Framework and the Role Of SEBI
- Learn about the Offer document of a Fund and the key aspects of Investor Services function
- How Taxation works for different categories of Funds
- Understand the scope Mutual Fund Performance.
- Introduction to Advanced Mutual Fund Terms like Mutual Fund Structure, Products, Risk Management, Valuation & Accounting, Scheme Evaluation & Legal and Regulatory purview
- Learn about Advanced Financial Planning model to know how to design an ideal portfolio for an InvestorKnow how to distribute Mutual Funds and the Best Sales Practices as proposed by RegulatorUnderstand the Investor Protection guidelines.
Course enrollment data
Learning Format
Online
Duration
12 weeks
Certified by
Certificate of Completion by IIT-MADRAS
Program Fee
₹8850 (inclusive of tax)
Downloads
Program Description
Program Brochure
Sample Certificate
Education Qualification
A bachelor's degree from a recognized Indian university or Students pursuing Graduation
Suggested Prerequisites
Basic understanding of the Indian Stock Market and Mutual Funds
Teaching Hours
15 Hours of Theory and 3 hours of Case Study
Lead Faculty
Mr. Iyappan Jayaraman and Mr. P. Balasubramanyan
(Both are Senior Academicians with more than 30 years of experience in Teaching)
Course Offered By
