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Mutual Fund Distributor - English

Paraxion Institute Of Securities Markets

14 modules

English

Certificate of completion

Lifetime access

"Master the art of trading equity derivatives with NISM's comprehensive course, equipping you with the knowledge and skills for successful investing and protecting your portfolio."

Overview

This course, Mutual Fund Distributor - English, is designed to equip individuals with the necessary knowledge and skills to become successful mutual fund distributors. Whether you are starting a career in the financial industry or looking to enhance your existing knowledge, this course is suitable for you. Throughout the course, you will delve into the fundamentals of mutual funds, understanding how they function, the benefits they offer, and the various types available in the market. You will learn about the role of a mutual fund distributor and how they help investors make informed decisions regarding their investments. The course will familiarize you with the regulatory framework and guidelines governing mutual fund distribution. You will gain a comprehensive understanding of the legal and ethical responsibilities associated with being a mutual fund distributor, ensuring compliance with industry standards and ensuring the best interests of the clients. Additionally, you will explore the techniques and strategies used in marketing and promoting mutual funds effectively. You will learn how to identify potential clients, analyze their investment needs, and recommend suitable mutual fund options tailored to their risk tolerance, financial goals, and investment preferences. Furthermore, this course will provide you with insights into the latest trends and developments in the mutual fund industry. You will understand how macroeconomic factors influence mutual fund performance and how to keep abreast of market changes to provide valuable investment advice. By the end of this course, you will have a solid foundation in mutual fund distribution, enabling you to confidently engage with clients, provide accurate investment recommendations, and manage their portfolios effectively. Whether you are an aspiring mutual fund distributor or working professional in the financial sector, this course will enhance your knowledge and open up new career opportunities.

Modules

NISM Series VA mutual fund distributor

Preview

Chapter-1 (Investment Landscape)

Preview

Chapter -2 (Concept and Role of a Mutual Fund)

Chapter -3 (Legal Structure of Mutual Funds In India)

Chapter 4 (Legal And Regulatory Environment)

Chapter -5 (SCHEME RELATED INFORMATION)

Chapter-6 (Fund Distribution and channel management practices)

Chapter -7 (Net Asset Value, Total Expense Ratio and Pricing of Units)

Chapter 8 (Taxation)

Chapter -9 (Investor Services)

Chapter -10 (Risk, Return and Performance of Funds)

Chapter -11 (Mutual Fund Scheme Performance)

Chapter 12 (MUTUAL FUND SCHEME SELECTION)

Real Time Test

7 attachments • 13 hrs

Test 1

Test 2

Test 3

Test 4

Test 5

Test 6

Test 7

Certification

When you complete this course you receive a ‘Certificate of Completion’ signed and addressed personally by me.

Course Certificate

About the creator

About the creator

Paraxion Institute Of Securities Markets

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