Course Objectives

• Introduction to Mutual Fund Industry & its Structure
• Know about different types of Mutual Fund Products like Liquid funds, Debt fund, Equity fund, and ETFs 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 the Investor Services function
• How Taxation works for different categories of Funds
• Understand the scope of Mutual Fund Performance.
• Learn about the Advanced Financial Planning model to know how to design an ideal portfolio for an Investor
• Know how to distribute Mutual Funds and the Best Sales Practices as proposed by Regulator
• Understand the Investor Protection guidelines

Who is this for?

• Students who are keen to build a career in the Mutual Fund Industry which is one of the fastest-growing verticles in the Financial Services Industry
• Executives who are part of BFSI and want to upgrade their skill set for better career opportunities
• Professionals in other Industries or domains whose work profile is directly or indirectly connected to Financial Services Industry
• Professionals or Businesses who intend to become Mutual Fund Advisors as part of Business Expansion
• Individuals who invest in mutual funds and who are interested to know about them in detail so that it helps them in their investment journey

Upon successful completion of the program, the candidate will have a good understanding of

• How Mutual Fund Industry works and its scope of operations.
• What are the different types of Products offered by Mutual Funds, their Key Features, and the risks involved
• Understanding of Advanced Mutual Fund Concepts
• Mutual Fund Taxation & how to analyze Mutual Fund Performance.
• How Mutual Funds can be used to design a proper Financial Plan for Individuals.
• How to distribute Mutual Funds and the best Sales Practices to be followed
• The role of SEBI as a regulator

Other Highlights:

• Course duration: 3 months
• Pre recorded course: Unrestricted and Unlimited access to the course anytime.
• Online Assessment: MCQ-based online examination which can be accessed anytime
• Online Certification: Upon completion of exam, certificate will be sent over mail within a month
• Multiple Re-attempts: Exam can be reattempted once every month until course validity

Course Duration: 3 months

Certification by: IIT Madras Pravartak

For more details, please  click  on the link: Digital Skills Academy

Syllabus: