Vocational Course: Certified Mutual Funds Expert

Course

In Bangalore

Price on request

Description

  • Type

    Course

  • Location

    Bangalore

  • Duration

    3 Months

Facilities

Location

Start date

Bangalore (Andhra Pradesh)
See map
24x7 Learning Pvt. Ltd. No 20, Annaswamy Mudaliar Road, Ulsoor Lake, 560042

Start date

On request

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Course programme

The program is suitable for those students who have the following skills:

* Students have Management skills
* Entry-level analyst
* Institutional salesperson
* Trader & portfolio manager
* Individual investor.

The requirement for the program is that student should know the basics of the Securities Industry or equal knowledge. The program is offered in a blended form. This includes live & interactive sessions with professional teacher along with this student also have the privilege to access high qualities e learning material, online jobs assistance & resources.

Program Contents:

From the past mutual funds have full-grown deeply in popularity & have skilled about the growth rate. Mutual funds are accepted because they make it simple for small investor to spend their money in a diversify pool of security. As the mutual fund industries have evolved over the decades, there have arisen a lot of question about the nature of operation & features of these funds. This e learning program on? MF? Provides an in depth coverage's of the mutual fund industry & its operation in an interactive form. It is planned to familiarize you with the fundamental ideas related to MFs. The program first offers the basics, it explains the mutual funds are & how they work. The program offers an overall understanding of how equity & bond fund portfolio are supervised. A variety of factors surrounding the presentation of mutual funds are then highlighted along with a concise of various uniform performance systems. At last, the program portrays the recent trend in the MFs industry.

Idea of mutual funds
Basic kinds of mutual funds
Benefits of mutual funds
Difference b/w mutual funds & bank deposits

Mutual Funds it includes Structure & Constituents
Constituent & structure of a mutual funds
Mutual funds in the USA & elsewhere.
Difference between a mutual fund & a commercial bank

Various kinds of Mutual Fund product
Fundamental categorization of mutual fund
Such other product similar to mutual fund

Managements of bond fund portfolios
Investments of bond fund
Basic features of a bond
Bond valuations
Risks in bond investments
Methods to improve bond fund performances
Managing the bond funds

Management of equity funds portfolio
Equity portfolios
kinds of risks & returns that different assets classes offer
Equity shares
The values of equity share
Three kinds of equity share
Equity researches
Valuation you Passive & active portfolio managements
Portfolios strategies

Accounting & valuation of Mutual Funds
NAV and its significance
Calculating net asset values
Valuing the assets of the mutual funds
The financial statement that are prepared by the mutual funds
The accounting principle followed by the mutual fund

Evaluation of performances of mutual funds
Measuring fund performances
Measuring returns
Measuring risks
Risk adjusted returns
Comparing fund performances with references
Various standardized performance system
Limitation of performance measurements & evaluations

Prospectus & Annual Report of Mutual Funds
Meaning & significance of mutual funds prospectus Ideas of a mutual funds prospectus
The operational aspect of an investor should be familiars with
Teahes about the annual report contain?
Shareholder expenses
Investment profiles
Statement of asset & liability
Statement of operation
Statement of change in net asset
Financial highlight
Notes to financial statement

Regulation of Mutual Funds Industry
Contextual importance of mutual funds regulations
Legal environment of mutual fund
Supervision & regulations
Principles of mutual funds regulations
Standard
Rights of investor
Roles of industry player in furthering regulatory objective
Market contexts
Transparency & disclosures
Limit on fees & expense
Internal governance within mutual funds complexes

Trend in Mutual Funds Industries
Size & segment of the mutual funds industry
Competitions in the industry
Factors that have added to the industry growth 26
Fees & expenses.

Vocational Course: Certified Mutual Funds Expert

Price on request