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Vskills Certified Mutual Funds Advisor Government Certification 

  • Offered byVSkills

Vskills Certified Mutual Funds Advisor Government Certification
 at 
VSkills 
Overview

Duration

100 hours

Total fee

4,129

Mode of learning

Online

Difficulty level

Intermediate

Credential

Certificate

Vskills Certified Mutual Funds Advisor Government Certification
 at 
VSkills 
Highlights

  • Access to Online videos, tests & reference material.
  • Government Certification; Unlimited email support
Details Icon

Vskills Certified Mutual Funds Advisor Government Certification
 at 
VSkills 
Course details

Who should do this course?
  • Anyone looking to make a career in the field of investment, financial services, banking, insurance or stock broking
  • Graduates generally wishing to expand their skill set and make their CV stronger
What are the course deliverables?
  • Study material couriered to your address
  • Government Certification
  • Certification valued and approved by industry
More about this course
  • This certification helps in understanding the theory of mutual funds, different positions, tax and regulatory issues related to mutual funds, net asset value computation and a variety of investment plans. Vskills certification in mutual funds focuses on building the concept and aids create knowledge of the industry. Employees will also engage in sales and distribution in the mutual fund industry. The aim of the certification is to enrich the quality of the sales and support services.

Vskills Certified Mutual Funds Advisor Government Certification
 at 
VSkills 
Curriculum

Introduction

Definition of a Mutual Fund

Reasons for investing in Mutual Funds

Disadvantages of Mutual Funds

History of Mutual Funds

Mutual Funds in India

Structure of Mutual Funds

Process of a Mutual Fund

Setting Investment Goals

Parties involved in a Mutual Fund

Role of the AMC

Sources of Information

Characteristics and Classes of Funds

Fund Classes

Asset Classes

Open ended and close ended funds

NFO

Systematic Investment Plan

Systematic Transfer Plan

Systematic Withdrawal Plan

Types of Mutual Funds

Money Market Funds

Fixed Income Funds

Equity Funds

Fund of Funds

Gold ETFS

Debt Funds

Fixed Maturity Plans

Capital Protection Funds

Gilt Funds

MIPs

Child Benefit Plans

Liquid Funds

Balanced Funds

Global Funds

Specialty Funds

Buying and selling MFs

Buying a Mutual Fund

Selling a Mutual Fund

Costs associated with MFs

Management and Operating Expenses

Sales Charges (Loads)

Recurring Expenses

Securities Transaction Tax

Fees of Fund Managers

Tax Consequences

Capital gains

Indexation Benefit

Tax on Income Distributed

Tax Deducted at Source (TDS) / Withholding Tax

Bank Fixed Deposit

Dividend Payout and Growth Options within Schemes

Setting Off and Carry Forward of Losses

Dividend Stripping

Returns and Risks of MFs

Types of Mutual Fund Payouts

NAV

Expense Ratio

Risk

Portfolio Turnover

Regulations

Objectives of AMFI

Investors rights and obligations

Taking investment decision

Growth Option

Dividend Payout Option

Dividend Reinvestment Option

Bank Products versus Mutual Funds

Common Pitfalls

Glossary

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Vskills Certified Mutual Funds Advisor Government Certification
 at 
VSkills 
Students Ratings & Reviews

3/5
Verified Icon1 Rating
H
Heema Joshi
Vskills Certified Mutual Funds Advisor Government Certification
Offered by VSkills
3
Other: I learnt a host of topics that pertain to mutual funds. But the course fees was higher and sometimes it got complicated to understand. rest, i have no complaints with this course.
Reviewed on 15 Oct 2020Read More
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Vskills Certified Mutual Funds Advisor Government Certification
 at 
VSkills 

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