Understanding Mutual Funds

Offered By  Centre for Investment Education and Learning
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About Centre for Investment Education and Learning

Session

Duration: 12 Weeks

Commitment: 2-3 Hours/Week

Language

English

Course Format

Online Self-paced

What will you learn

 

About this Course

The course 'Understanding Mutual Funds' is designed as per the curriculum mandated by NISM for the Mutual Fund Distributor Series VA examination. The course covers different aspects related to Mutual Fund products like structure, regulatory aspects, operations and taxation. With the help of this course, the distributor can learn how to help clients to select schemes based on their risk profiles and how to invest in Mutual Funds accordingly.

The Mutual Funds course is designed to provide practical examples to explain different concepts. It comprises of an online voice enabled module which has interactive exercises after each lesson that helps the learner revise the concepts learned in that lesson. There are 3 tests designed as per the NISM examination which are assigned to the candidate for practice.

This Mutual Funds course will help the candidate successfully clear the NISM Series VA examination.

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Who would benefit?

  • Individuals wanting to make a career in selling, marketing, servicing and distribution of Mutual Fund schemes. Financial Advisors and Wealth Managers who are required to write the NISM (Mutual Fund Distributor) Examination-Series VA as per SEBI Regulations
  • Students pursuing graduation and post-graduation, job seekers in the BFSI sector and for those who wish to learn how to invest in mutual funds in the DIY mode
 

Course Syllabus

This course comprises the following modules:

 

Prerequisites

This course does not have any prerequisites with respect to the domain/subject being addressed.

 

About Certification

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Instructor

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