Course Highlights
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!
KL Mehta College - Certification Program in Mutual Fund Agent course Minimum Eligibility
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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.
Appropriate grooming and hygiene is an important part of your image. In a professional atmosphere, the awareness of proper grooming and hygiene standards among employees is of utmost importance. This module will aim at making you understand the need and types of grooming for male and female in corporate sectors.
Body language comprises of the gestures and movements we make of the different parts of our body when communicating with people. Many a times, body language speaks more than words. This module will make you realize the importance of body language and ways to improve body language.
Good business etiquette is a valuable skill-set that will make you stand out from others, enhance your chances at success and help you land that dream job. This module will explain the importance of etiquettes for better growth prospects.
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The Six Pillars of Character is a framework for good character. It has six ethical values (characteristics) everyone can agree upon: Trustworthiness; Respect; Responsibility; Fairness; Caring; and Citizenship. This module will make you understand the six pillars of character which is important at workplace.
Teamwork is often a crucial part of a business, as it is often necessary for colleagues to work well together, trying their best in any circumstance. This module will develop the understanding of team building.
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.
As a learner, your feedback helps us better understand what you think about our services; in addition, it helps us identify areas where we are doing well and where we need to improve.
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.
This module aims at introducing you about the concept of Mutual funds and other investment options.
This module aims at introducing you about the Concept and Role of mutual funds.
This module aims at introducing you to the classification of different types of mutual fund schemes.
This module aims at introducing you to the classification of different types of mutual fund schemes.
In this module, you will learn what communication the business world expects from you and what you should do to meet their expectations.
This module takes you to the different types of communication as communication takes place by exchanging your views to describe your ideas and experiences.
This module will review the ins and outs of good telephone etiquette and telephone communication and provide suggestions for showing empathy and understanding to callers.
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Critical thinking is one of the most important skills anyone can learn. This module helps you to analyze an argument, and decide whether it is likely to be correct or not.
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As a learner, your feedback helps us better understand what you think about our services; in addition, it helps us identify areas where we are doing well and where we need to improve.
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Enrollment Benefits
- Training Delivery by experienced industry experts
- Extensive support and resource material
- Periodic assessments and assignments
- Free recorded key modules by our experts
- Specialist and sector specific modules
- Continuous professional development with help of different activities, exercise and role-plays to improve the in-depth knowledge of Mutual Funds
- Main focus on key modules of Mutual Fund products, Source documents, Terminologies, Nav Calculation and many more relevant modules to gain exposure in the Mutual Fund Sector in India
- Job placement assurance /opportunity
- Career in Mutual Fund sector: Mutual Fund Advisors, Financial Consultant, Digital Relationship Manager- Mutual Fund, Insurance Agent, Fund Relationship Manager, Mutual Fund Analyst
Frequently Asked Questions
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