Understanding Mutual Funds and Role of a Transfer Agency

Offered By  TCS iON
Understanding Mutual Funds and Role of a Transfer Agency image
About TCS iON


Duration: 1 Week

Commitment: 2 Hours



Course Format

Online Self-paced

What will you learn


About this Course

Mutual Fund is a professionally managed investment fund that pools money from many investors to purchase securities. In this context, an understanding of mutual funds helps investors to make money.

This course aims to teach the characteristics of mutual funds as a tool of investment. It explains Net Asset Value (NAV), prospectus in the context of mutual funds. Professionals will learn to calculate NAV, understand the role of transfer agents and the need for retirement and education savings plans.

On completion of this course, you will learn about mutual funds and the role of transfer agents when investing in stocks and bonds.


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Who would benefit?

  • Professionals working in mutual funds sector
  • College students interested in making their career as mutual funds advisors

Course Syllabus

This course comprises the following modules:



Basic knowledge of mutual funds would help to understand this course better.


About Certification




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