About the Program
Mutual Fund Agents are appointed by the financial institution and they act as an intermediator between the investor and Financial Institution/Mutual Fund houses. The primary objective of the job role is to be aware of various types of mutual fund schemes available in the Indian market. Our course offers a good blend of domain and soft skills with Learn with Master Trainer (Online Learning) and Learn at the Academy (Classroom Learning).
In this program, you will acquire knowledge and skills related to the Mutual funds financial and non-financial transactions, operating cycle, and NAV computation. With 200+ hrs of Master lead interactive training program, you will also get exposure to the Mutual Fund Sector in India and get yourself an aspirational job at the end of the course. Our Dedicated Placement Manager will support you if you are interested in a job and we provide Placement Assistance for up to 3 months after course completion.
**IMPORTANT: Due to COVID-19, Learn at Academy (Classroom Learning) will be held online, under the guidance of a master trainer. Classes will resume at the academy/ college once the lockdown gets lifted and it is safe to do so.
This course will,
- Help you learn about the different types of management of mutual funds
- Evaluate the different types of fund distributors and investment advisors with respect to the Association of Mutual Funds (AMFI) & Securities and Exchange Board of India (SEBI)
- Describe the mandatory documents, their purpose, objective, and significance for Mutual fund investing
- Explain how Systematic Invest Plan (SIP) can help you achieve your financial goals smoothly
- Assess the Risk, Return, and Performance of different types of funds
We hope that you will gain the required knowledge from this program and demonstrate the skills learnt.
All the best!
Globalization has encouraged domestic companies to think beyond their nations. People don’t mind taking challenging and fruitful assignments these days to build a career. Educated youth prefer, English as their spoken medium to enter into the new world of globalization. This module will aim at introducing you to the simple words, which will help in using in English sentences.
Personality Development means enhancing and grooming one’s outer and inner self to bring about a positive change to your life. Each individual has a distinct personality that can be developed, polished and refined. This module will aim at enhancing your personality to suit the requirement of the corporate sectors.
Major industries and smaller businesses are relying more and more heavily on computers. If your job is office based they look for people who can create spreadsheets, produce documentation, and put together presentations This module will aim at making you understand the basic components of computer and its functionality.
This module enhances your understanding of the purpose of professional interviews.
In this module, you will develop your understanding about the demands of the workplace and the rights and responsibilities of both the employee and employer.
The mutual fund industry has grown much larger in recent years. Today there are a large number of individuals involved in the selling of different mutual fund schemes, and a very large number of individuals who want to invest in them. Before distributing or investing in mutual funds, it is important to understand what such funds are about. In this module, you will learn the concept and role of a mutual fund, and get a better understanding of this investment product
Many organizations offer products similar to mutual funds. Some of them are, ULIPs offered by life insurance companies, National Pension Scheme, and so on. Also, some companies offer portfolio management services and wealth management services. This module will aim at helping you in learning about Products Similar to Mutual Funds and Fund Schemes Offered by Other Organizations
In order to ensure the safety of the public with regards to financial dealings, a number of regulatory agencies have been created. The job of such agencies is to monitor and regulate the activities of different financial institutions, and thus ensure that the standards for good practices are followed at all times. This module aims at introducing you to the regulatory framework of the Mutual Fund industry.
Before making an investment decision, all investors should be aware of the important facts relating to the scheme in question. All the information regarding the scheme is laid out in the mutual fund Offer Document. It is very important that investors read this document carefully, so that they can make an informed decision at the time of investment. In this module, you will learn the meaning of an Offer Document. You will also learn about the information contained in an Offer Document.
In order to be a distributer of mutual funds, one must be aware of who is allowed to invest in these funds. Investing in mutual funds has become a very common practice these days. However, it may surprise you to know that in India, certain individuals and entities are not allowed to invest in mutual funds. In this module, you will learn who can invest in mutual funds. You will also learn about the role of the distribution channel.
To properly understand a scheme’s performance, mutual fund investors and distributors must be familiar with some commonly used accounting terms. They must also understand the basics of mutual fund accounting policies and requirements. In this module, you will learn about some important accounting terms and what they mean about a mutual fund.
The valuation of a portfolio is one of the most important factors that drives the NAV. However, the valuation of securities is subjective, which makes it difficult to compare NAVs across schemes. In order to decrease the level of subjectivity, and make it easier to compare the NAVs of different schemes, certain guidelines have been laid down with respect to valuation. In this module, you will learn about the various guidelines that have been laid down to valuate different securities.
Mutual funds are pass through vehicles. Investors are the real owners. This is why investors have to pay taxes on different slabs and different situations. In this module, you will learn about the treatments and provisions for taxation on mutual funds.
Today, lots of people are interested in investing in mutual funds. However, in order to invest in these funds, it is necessary for distributors as well as potential investors to be aware of who all are eligible to invest in mutual funds in India. Distributors and investors should also be aware of the documentation process as well as the process for sales and purchase of mutual funds. In this module, you will learn about who can invest in mutual funds in India. You will also learn about the documents required to purchase mutual funds and the process for selling or purchasing mutual funds in India
Mutual funds offer many different investment plans and services. With the variety of investment plans being offered, it is guaranteed that there is a scheme that will interest every kind of investor. In order for investors to select the best scheme for themselves, and for distributors to suggest the best scheme to investors, it is important for both to know what these different types of investment plans are, and what they are about. In this module, you will learn about the different kinds of investment plans being offered by mutual funds. You will also learn about the other services offered by them.
Equity portfolio management involves the selection of different equities, or stocks, for an investment portfolio. In order to create a stable equity portfolio for an investor, with maximum growth and minimum risk, a portfolio manager must have a good understanding of stocks, the stock market and the strategies followed to beat the market. In this module, you will learn how to create a sound equity investment strategy.
Investment performances are evaluated based on their returns or losses. There are many different types of investments and many different ways to calculate returns. In this module, you will learn how to compute returns. You will also learn about the most common methods of computing and when to use them.
All mutual fund schemes face a certain amount of risk. Some schemes may be riskier, and some may be safer, but there is an element of risk in all investments. In this module, you will learn about the different types of risks faced by mutual fund schemes and how to measure it with the help of certain instruments.
Mutual fund investors must be aware of the performance of mutual funds, as well the performance of mutual fund managers. The performance of mutual fund managers is measured against returns, while benchmarks are used to measure the performance of mutual funds. In this module, you will learn how to measure the performance of fund managers. You will also find out how the performance of mutual funds is tracked.
Measuring fund performance is important to make the right investment decisions. Performance measures can be used easily for all types of funds.
With so many schemes available for investment, investors today are quite confused as to which scheme should be selected. This is where the role of a mutual funds distributor comes in. Distributors of mutual funds must be aware of how to guide investors towards selecting the best scheme for themselves. In this module, you will learn how to select an appropriate scheme for a client.
Investors can invest in physical as well as financial assets. It is the role of distributors and financial advisors to educate investors on both these types and help them make the right investment choice. In this module, you will learn the difference between physical and financial assets. You will also learn about various investment alternatives in the context of mutual funds.
All individuals have their own hopes and dreams. For most of these wishes to turn into reality, certain financial commitments need to be made and seen through. This requires effective financial planning. In this module, you will understand the importance of financial planning. You will also learn how to carry out financial planning.
One of the most important aspects of financial planning is understanding the risk profile of investors. The risk profile is critical for determining the type of funds an investor should invest in. Investors’ portfolios can be distributed across different asset classes such as equity, debt, gold, real estate etc. This distribution across various asset classes is known as asset allocation. In this module you will learn about various risk Profiling and asset allocation
All financial products are intangible and conceptual; to market them successfully, you must connect the results that financial products can produce to clients. First understands what your products and services can do for clients and what you are marketing. In this module you will learn about the selling skills and risk profiling of different mutual fund schemes
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Complete all the modules and tests successfully to earn the prestigious certificate from EduBridge.
Pass all required assignments in the course to get badges in our Learner Portal.
Meet the course passing threshold for a cumulative graded course to gain the access to the digital Certificate of Completion* or Certificate of Achievement*.
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