Investment Advisor Level 1 Course offered by IFMC
Investment Advisor Level 1 Course at IFMC Overview
Duration | 12 hours |
Total fee | ₹4,500 |
Mode of learning | Online |
Schedule type | Self paced |
Official Website | Go to Website  |
Credential | Certificate |
Investment Advisor Level 1 Course at IFMC Highlights
- Earn a certificate after completion of the course
- Learn from industry best faculty
- 24* 7 access
Investment Advisor Level 1 Course at IFMC Course details
Investment advisor and their associates, representatives or partners
Students seeking a job as an advisor, financial planner, mutual fund advisor, wealth manager fund manager
Learn basic terms of investment and financial planning
Get acquainted with making a financial investment plan
Determine different investment products and how to recommend the client on the basis of investment, risk, liquidity, liability, returns
Learn investment strategies in a personal finance environment
Gain knowledge of legal compliance to invest; income tax, wealth tax, estate planning, market regulation
Identify market investment opportunities in real estate, stocks, debentures, retirement planning, insurance, EPSS, mutual funds etc
Master important skills in portfolio management and money management
This course covers basic knowledge in investment advisor, process, procedure, and investing regulation
Investment Advisor Level 1 Course at IFMC Curriculum
Module 1
Introduction to an investment advisor
Module 2
Overview of the financial market Part 1
Module 3
Overview of the financial market Part 2
Module 4
What is the securities market? Part 1
Module 5
What is the securities market? Part 2
Module 6
What is a Mutual Fund? Part 1
Module 7
What is a Mutual Fund? Part 2
Module 8
What is a Mutual Fund? Part 3
Module 9
What is a Mutual Fund? Part 4
Module 10
What is a Mutual Fund? Part 5
Module 11
What is a Mutual Fund? Part 6
Module 12
What is a Mutual Fund? Part 7
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Investment Advisor Level 1 Course at IFMC Contact Information
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