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Certified Mutual Funds Analyst by Vskills
Course Highlights
- Government certification
- Certification valid for life
- Lifelong e-learning access
- Learning Hours: 20+ hrs
- Life Time Job Support
- Job Profile Tagging
Skills you will learn!
Curriculum
6 Topics
1.1 Definition of a Mutual Fund
1.2 Reasons for investing in Mutual Funds
1.3 Disadvantages of Mutual Funds
1.4 History of Mutual Funds
1.5 Mutual Funds in India
1.6 Structure of Mutual Funds
4 Topics
2.1 Setting Investment Goals
2.2 Parties involved in a Mutual Fund
2.3 Role of the AMC
2.4 Sources of Information
7 Topics
3.1 Fund Classes
3.2 Asset Classes
3.3 Open ended and close ended funds
3.4 NFO
3.5 Systematic Investment Plan
3.6 Systematic Transfer Plan
3.7 Systematic Withdrawal Plan
15 Topics
4.1 Money Market Funds
4.2 Fixed Income Funds
4.3 Equity Funds
4.4 Fund of Funds
4.5 Gold ETFS
4.6 Debt Funds
4.7 Fixed Maturity Plans
4.8 Capital Protection Funds
4.9 Gilt Funds
4.10 MIPs
4.11 Child Benefit Plans
4.12 Liquid Funds
4.13 Balanced Funds
4.14 Global Funds
4.15 Specialty Funds
3 Topics
5.1 Buying a Mutual Fund
5.2 Selling a Mutual Fund
6. Costs associated with MFs
4 Topics
6.2 Sales Charges (Loads)
6.3 Recurring Expenses
6.4 Securities Transaction Tax
6.5 Fees of Fund Managers
8 Topics
7.1 Capital gains
7.2 Indexation benefit
7.3 Tax on Income Distributed
7.4 Tax Deducted at Source (TDS) / Withholding Tax
7.5 Bank Fixed Deposit
7.6 Dividend Payout and Growth Options within Schemes
7.7 Setting Off & Carry Forward of Losses
7.8 Dividend Stripping
5 Topics
8.1 Types of Mutual Fund Payouts
8.2 NAV
8.3 Expense Ratio
8.4 Risk
8.5 Portfolio Turnover
2 Topics
9.1 Objectives of AMFI
9.2 Investor’s rights and obligations
5 Topics
10.1 Growth Option
10.2 Dividend Payout Option
10.3 Dividend Reinvestment Option
10.4 Bank Products versus Mutual Funds
10.5 Common Pitfalls
Certified Mutual Funds Analyst
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