Overview

A mutual fund is just the connecting bridge or a financial intermediary that allows a group of investors to pool their money together with a predetermined investment objective. Mutual funds are considered as one of the best available investments as compare to others they are very cost efficient and also easy to invest in, thus by pooling money together in a mutual fund, investors can purchase stocks or bonds with much lower trading costs than if they tried to do it on their own. But the biggest advantage to mutual funds is diversification, by minimizing risk & maximizing returns. In this module you will understand theindustry, its products and how to sell it. Students will be trained to sit for the NISM examination (fees extra)

Coverage
  • Concept and Role of Mutual Funds
  • Offer Documents
  • Fund Distribution and Sales Practice
  • Accounting, Valuation and Taxation
  • Investor Services
  • Investment Management – Equity and Debt
  • Measuring & Evaluating Mutual Fund Performance
  • Selecting the right investment Products
  • Understanding Risk
  • Recommending Model Portfolios
  • Business Ethics
  • Selling Skills
Duration
  • 50 hours
  • Students will be trained to sit for the NISM examination (fees extra)
Methodology

Instructor-led guided discovery Interactive sessions: Role plays, Activities