Certificate Program on Mutual Funds

Regular price Rs.15,576.00

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 Basic Info : Course on Mutual Funds
Level : Advance
Commitment  : 22 hours of study, 4 Days, 11 sessions of 2 hours
Language : English
How To Pass : Attend all sessions and complete all assignments to pass the course

What Will I Learn

At the end of this course you will:

  • Gain knowledge about the organization and management of mutual funds
  • Get an understanding of the complexities of the mutual fund functions internally and externally
  • Gain insights required to become a well-informed investment advisor
  • Be equipped to pass the AMFI Certification Test


  • 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

       Live Classroom Sessions
    Each session is interactive and informative, featuring case studies, quizzes, and projects

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