Programme in Mutual Fund

12 weeks English

Program Description

1. Introduction to Mutual Fund Industry & its Structure
2. Know about different types of Mutual Fund Products like Liquid fund, Debt fund, Equity fund, ETF and their features
3. Understand the Regulatory Framework and the Role Of SEBI
4. Learn about the Offer document of a Fund and the key aspects of Investor Services function
5. How Taxation works for different categories of Funds
6. Understand the scope Mutual Fund Performance.
7. Introduction to Advanced Mutual Fund Terms like Mutual Fund Structure, Products, Risk Management, Valuation & Accounting, Scheme Evaluation & Legal and Regulatory purview
8. Learn about Advanced Financial Planning model to know how to design an ideal portfolio for an Investor
9. Know how to distribute Mutual Funds and the Best Sales Practices as proposed by Regulator
10. Understand the Investor Protection guidelines.

Program Fee

  • 2360.00 (inclusive of tax)

Educational 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


12 weeks

Course Date

From 20/10/2020


Certificate of Completion by IIT-MADRAS

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

Learning Schedule

S.No Modules
1 Introduction To Mutual Funds
2 Mutual Funds Structure
3 Products & Features - Overview
4 Regulations
5 Offer Document & Investor Services
6 Debt Funds
7 Liquid Funds
8 Exchange Traded Funds
9 Equity Funds
10 Taxation
11 Performance Of Mutual Funds
12 Financial Planning
13 Introduction To Advance MF & Its Keywords
14 Financial Planning Advanced
15 Mutual Fund Structure - Advanced
16 Mutual Fund Products- Advanced
17 Investment & Risk Management
18 Valuation Of Schemes & Accounting
19 Fund Distribution & Sales Practices
20 Investor/Investment Services
21 Scheme Evaluation
22 Legal & Regulatory
23 Investor Protection
24 Questions & Answers - Mock Test

Terms & Conditions

To avail 1000 + Additional Learning Hours
60000+ Self Assessment Tests and Quiz Bank
To attend plenty of Live Classes by experts in Banking and Finance every day