Understanding Mutual Funds and Role of a Transfer Agency

Offered By  TCS iON
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About TCS iON

Session

Duration: 1 Week

Commitment: 2 Hours

Language

English

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 nterested in making their career as mutual funds advisors
 

Course Syllabus

This course comprises the following modules:

 

Prerequisites

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

 

About Certification

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Instructor

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