Follow Us:

CERTIFICATE PROGRAM CPFS3 - MUTUAL FUNDS

Home CERTIFICATE PROGRAM CPFS3 – MUTUAL FUNDS

CERTIFICATE PROGRAM CPFS3 - MUTUAL FUNDS

OVERVIEW

A mutual fund is just the connecting bridge or a financial intermediary that allows a group of investors to pool their money together with a predetermined investment objective. Mutual funds are considered as one of the best available investments as compare to others they are very cost efficient and also easy to invest in, thus by pooling money together in a mutual fund, investors can purchase stocks or bonds with much lower trading costs than if they tried to do it on their own. But the biggest advantage to mutual funds is diversification, by minimizing risk & maximizing returns. In this module you will understand the industry, its products and how to sell it. Students will be trained to sit for the NISM examination (fees extra)

PROGRAM MODULES

  • Concept and Role of Mutual Funds
  • Fund Distribution and sales Practice
  • Investor Services
  • Measuring and Evaluating Mutual Fund Performance
  • Recommending Model Portfolios
  • Selling Skill
  • Offer Documents
  • Accounting, valuation and Taxation
  • Investment Management- Equity and Debt
  • Selecting the right investment Products
  • Understanding Risk
  • Business Ethics

Duration

  • 50 Hours
  • Student will be trained to sit for the NISM examination(fees extra)

Methodolody

  • Instructor-led guided discovery
  • Interactive session: Role plays, Activities

INDUSTRY APPLICABLE TO:

Banks

NBFC

Insurance