What Will I Learn
At the end of this course you will:
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Curriculum
- 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
- Accounting
- Valuation Norms for Securities
- Reporting and Disclosure Norms
- Taxation
- 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
How It works
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Live Classroom Sessions Each session is interactive and informative, featuring case studies, quizzes, and projects |
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Interact, Learn and Grow bsevarsity.com enables you to master the concepts, interact with expert faculty and other learners, and be a part of the community whilst growing. |
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