Course Overview
Mutual Fund (Module #1) – Basics of Mutual Fund:
The industry of mutual funds has been evolving fast. Several bodies in the industry are also making investments for creating investor education. It is a form of investment that is most hassle free, comprehensive and also flexible which can help in the accommodation of various requirements of the investor. There are a number of categories of mutual funds that have been designed for allowing investors to select a scheme on the basis of the risks that they can take, the amount that they can invest the goals of their investment and also the term s of investment expected by them.
Through this course we will learn about the introduction, what is mutual fund, reasons for opting mutual funds, distribution of investments, mutual funds- structure in India, who manages investors’ money, role of compliance officer and custodian, role of AMC, new fund offer and role of registrar and transfer agent.
Target Customers:
- Investors
- Financial Planning and Analysts
- Equity Researchers
Pre-Requisites:
- The learners have to possess knowledge of all the basis financial concepts and computers in order to gain an understanding of the module.
- The beginners should possess the basic knowledge related to working on excel.
- The passion to learn should be present in the students if they are to gain a proper understanding of this module.