Programme In Mutual Fund

Course Overview

This course provides a practical understanding of the mutual fund industry, covering fund types, regulations, taxation, performance analysis, risk management, portfolio planning, distribution, and investor protection.

Course Objectives

• Gain knowledge of financial planning, portfolio design, and mutual fund distribution.
• Understand the structure and functioning of the mutual fund industry.
• Learn about different mutual fund products and their features.
• Understand SEBI regulations, taxation, and investor protection.
• Develop skills in fund evaluation, performance analysis, and risk management.

Course Highlights

• Investor Protection Guidelines
• Mutual Fund Industry Structure & Key Players
• Equity, Debt, Liquid Funds & ETFs
• SEBI Regulations & Investor Services
• Taxation, Valuation & Fund Performance
• Risk Management & Scheme Evaluation
• Financial Planning & Portfolio Design
• Distribution & Best Sales Practices