Description

Type

Course
Methodology

Online

Duration

Flexible
Start date

Different dates available

This certification in Mutual Funds helps in understanding the concept of mutual funds, know about the roles of different players in the mutual fund industry, learn about the tax and regulatory issues related to mutual funds, understand the fundamentals of net asset value (NAV) computation and various investment plans. Mutual funds have become a crucial element amongst the various investment products in recent years. The certification focuses on building the concept of mutual funds and helps create awareness and knowledge about the industry and its functioning.

Facilities

Online

Start date

Different dates availableEnrolment now open

About this course

Who is it intended for?

Job seekers looking to find employment in the field of financial services, banking, investment, insurance or stock broking can benefit from this certification program. Students generally wanting to improve their skill set and make their CV stronger and existing employees looking for a better role can prove their employers the value of their skills through this certification.

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Reviews

Subjects

Tax
Industry
Investment
Mutual Funds
Money Market
Investment Goals
AMC
Classes of Funds
Transfer Plan
Withdrawal Plan
Equity Funds
Debt Funds

Teachers and trainers (1)

Name Name

Teacher

Course programme

Introduction

Definition of a Mutual Fund
Reasons for investing in Mutual Funds
Disadvantages of Mutual Funds
History of Mutual Funds
Mutual Funds in India
Structure of Mutual Funds

Process of a Mutual Fund

Setting Investment Goals
Parties involved in a Mutual Fund
Role of the AMC
Sources of Information

Characteristics and Classes of Funds

Fund Classes
Asset Classes
Open ended and close ended funds

Nfo

Systematic Investment Plan
Systematic Transfer Plan
Systematic Withdrawal Plan

Types of Mutual funds

Money Market Funds
Fixed Income Funds
Equity Funds
Fund of Funds
Gold ETFS
Debt Funds
Fixed Maturity Plans
Capital Protection Funds
Gilt Funds
MIPs
Child Benefit Plans
Liquid Funds
Balanced Funds
Global Funds
Specialty Funds

Buying and selling MFs

Buying a Mutual Fund
Selling a Mutual Fund
Costs associated with MFs

Management and Operationg Expenses

Sales Charges (Loads)
Recurring Expenses
Securities Transaction Tax
Fees of Fund Managers

Tax Consequences

Capital gains
Indexation benefit
Tax on Income Distributed
Tax Deducted at Source (TDS) / Withholding Tax
Bank Fixed Deposit
Dividend Payout and Growth Options within Schemes
Setting Off & Carry Forward of Losses
Dividend Stripping

Returns and Risks of Mfs

Types of Mutual Fund Payouts
NAV
Expense Ratio
Risk
Portfolio Turnover

Regulations

Objectives of AMFI
Investor’s rights and obligations

Taking Investment

Growth Option
Dividend Payout Option
Dividend Reinvestment Option
Bank Products versus Mutual Funds
Common Pitfalls

Additional information

Certified Mutual Funds Advisor might find employment in banks, mutual fund companies, departments, trading and research of big banks. There is an employment scope in the corporate funds of big companies as well to manage general fund exposure.

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Certified Mutual Fund Advisor

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Certified Mutual Fund Advisor

Questions & Answers

Reviews

Subjects

Course programme

Add similar coursesand compare them to help you choose.

Add similar courses
and compare them to help you choose.