The Certificate Programme in Mutual Funds is designed to equip students with the knowledge and skills to understand and manage mutual fund investments effectively.
Basics of mutual funds, their structure, and functioning.
Overview of products and features – debt, liquid, equity, ETFs, and advanced MF products.
Regulatory framework governing mutual funds in India.
Understanding offer documents, investor services, and scheme evaluation.
Concepts of investment risk, valuation of schemes, and accounting practices.
Insights into fund distribution, sales practices, and investor protection measures.
Taxation aspects and performance measurement of mutual funds.
Principles of financial planning (basic & advanced) using mutual funds.
Advanced understanding of mutual fund structures, investment strategies, and keywords.
Mock test practice for exam preparation and self-assessment.
Students and professionals seeking knowledge of mutual funds and investment products.
Aspiring financial advisors, wealth managers, and fund distributors.
Investors who want to understand mutual fund structures, products, and performance.
Professionals preparing for NISM Mutual Fund Distribution and related certification exams.
Individuals aiming for careers in asset management, fund sales, and financial planning.
Learn the fundamentals of mutual funds, including types, structures, and investment strategies.
Master techniques in mutual fund analysis, performance evaluation, and portfolio management.
Gain experience with industry-standard tools and software.
Complete practical assignments and projects to build a professional portfolio.
Engage in interactive sessions and real-world case studies.
Prepare for careers in mutual fund management, financial analysis, and investment advisory.
There is no eligibility
Basic understanding of finance, banking, or investments (recommended, not mandatory).
Interest in personal finance, wealth management, or securities market.
No strict educational background required, but knowledge of basic mathematics & accounting is helpful.
For advanced modules, familiarity with financial markets and products will be an advantage.
Beginner
30 Hours
