KL Mehta College - Certification Program in Mutual Fund Agent

Mutual fund advisors are qualified professionals who can understand the purpose and shades of funds and investors.
Blended
280   Hours
Learn at the Academy

Course Highlights

33% started a new career after completing these courses
36% got a tangible career benefit from this course
20% got a pay increase or promotion
Digital certificate of completion
Placement Assistance with EduBridge's Job Portal
₹  5,000

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!

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KL Mehta College - Certification Program in Mutual Fund Agent course Minimum Eligibility

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Syllabus

Are you worried about your finances due to job loss? This module will guide you through the "Secure Your Salary with Digit Group’s Total Protect Policy" that ensures you can manage your monthly expenses until you find another job.

Study Content
Slideshow: Getting Started Slideshow: Secure Your Salary

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.

Study Content
Slideshow: Getting Started Slideshow: Introduction to Basic Spoken English (IL)
PDF: Module - Introduction to Basic Spoken English
PDF: Communication Skills Activity Book

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.

Study Content
Slideshow: Getting Started Slideshow: Introduction to Personality
PDF: Module- Introduction to Personality
PDF: Personality Development Activity Book

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.

Study Content
Slideshow: Getting Started Slideshow: Grooming and Personal Hygiene
PDF: Grooming and Personal Hygiene

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.

Study Content
Slideshow: Getting Started Slideshow: Body Language
PDF: Module - 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.

Study Content
Slideshow: Getting Started Slideshow: Know about Etiquettes
PDF: Module - Know about Etiquettes

Self-confidence is extremely important in almost every aspect of our lives, yet many people struggle. Sadly, people who lack self-confidence can find it difficult to become successful. This module will focus on ten keys of confidence building, which will help you to become a confident speaker.

Study Content
Slideshow: Getting Started Slideshow: Confidence Building
PDF: Confidence Building

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.

Study Content
Slideshow: Getting Started Slideshow: Six Pillars of Character
PDF: Module - Six Pillars of Character

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.

Study Content
Slideshow: Getting Started Slideshow: Team Work makes the Dream work!
PDF: Module - Team work
PDF: Module - Presentataion Skills
PDF: Module - Winning Personality

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.

Study Content
Slideshow: Getting Started Slideshow: Introduction to Basics of Computer
PDF: Module - Introduction to Basics of Computer
PDF: Computer Skills Activity Book

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.

Study Content
Slideshow: Getting Started Slideshow: Your Feedback Matters 1

This module enhances your understanding of the purpose of professional interviews.

Study Content
Slideshow: Getting Started Slideshow: Interview skills for success with Mock 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.

Study Content
Slideshow: Getting Started Slideshow: Workplace Readiness- Introduction to the understanding of job

This module aims at introducing you about the concept of Mutual funds and other investment options.

Study Content
Slideshow: Getting Started Slideshow: Introduction to mutual funds (EP)
PDF: Introduction to mutual funds

This module aims at introducing you about the Concept and Role of mutual funds.

Study Content
Slideshow: Getting Started Slideshow: Concept Of Mutual Fund (EP)
PDF: Concept Of Mutual Fund

This module aims at introducing you to the classification of different types of mutual fund schemes.

Study Content
Slideshow: Getting Started Slideshow: Classification Of Mutual Fund 1.1 (EP)
PDF: Classification Of Mutual Fund

This module aims at introducing you to the classification of different types of mutual fund schemes.

Study Content
Slideshow: Getting Started Slideshow: Classification Of Mutual Fund 1.2 (EP)
PDF: Classification Of Mutual Fund

In this module, you will learn what communication the business world expects from you and what you should do to meet their expectations.

Study Content
Slideshow: Getting Started Slideshow: Basics of Business Communication

This module takes you to the different types of communication as communication takes place by exchanging your views to describe your ideas and experiences.

Study Content
Slideshow: Getting Started Slideshow: Improving Verbal Communication

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.

Study Content
Slideshow: Getting Started Slideshow: Telephone Etiquette

In this module, you will not only be able to enhance your personal and professional image in terms of Nonverbal Communication but also effectually read body language cues from people and respond to them appropriately.

Study Content
Slideshow: Getting Started Slideshow: Non-verbal communication

In this module, you will learn what etiquettes the business world expects from you and what you should do to meet their expectations.

Study Content
Slideshow: Getting Started Slideshow: Email Etiquette in Business communication

In this module, you'll get a detailed guide of conference call etiquette to help you ensure that your next conference call will be very productive.

Study Content
Slideshow: Getting Started Slideshow: Video Conference

Stop here and review...!! This module will help you to practice existing knowledge covered in the previous modules and stimulate interest in further learning.

Study Content
Slideshow: Getting Started Slideshow: Mastering in Business communication - Quiz

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.

Study Content
Slideshow: Getting Started Slideshow: Boost your critical thinking - An Introduction

Many people are taken advantage of because of their lack of critical thinking, logic and deductive reasoning. So this module will also assist you on how to spot cognitive biases and faulty logic in arguments.

Study Content
Slideshow: Getting Started Slideshow: Know your Brain

This module helps you to understand design, out-of-the-box thinking and your workplace strengths. You will be introduced to a variety of creative problem-solving techniques and approaches to use as ‘tools’ for re-interpreting problems, finding solutions and generating ideas.

Study Content
Slideshow: Getting Started Slideshow: Creative and Critical thinking

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.

Study Content
Slideshow: Getting Started Slideshow: Your Feedback Matters 2

This module enhances your understanding of the purpose of professional interviews.

Study Content
Slideshow: Getting Started Slideshow: Mock Interview (LA)

In this module, you will learn what is Resume Builder feature and how to create customized resume.

Study Content
Slideshow: Getting Started Slideshow: Resume Builder (LA)

Enrollment Benefits

expertinstruction
  • Training Delivery by experienced industry experts
  • Extensive support and resource material
  • Periodic assessments and assignments
  • Free recorded key modules by our experts

specialisations
  • 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

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  • 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

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