Mutual Fund Agent

This course aims

To create a common minimum knowledge benchmark for all persons involved in selling and distributing mutual funds.

Program Objective

• Know the basics of mutual funds, their role and structure, different kinds of mutual fund schemes and their features
• Understand how mutual funds are distributed in the market-place, how schemes are to be evaluated, and how suitable products and services can be recommended to investors and prospective investors in the market.
• Get oriented to the legalities, accounting, valuation and taxation aspects underlying mutual funds and their distribution.
• Get acquainted with financial planning as an approach to investing in mutual funds, as an aid for mutual fund distributors to develop long term relationships with their clients.

You can purchase the course from here.

• Investment Landscape
• Concept & Role of a Mutual Fund
• Legal Structure of Mutual Funds in India
• Legal and Regulatory Framework
• Scheme Related Information
• Fund Distribution and Channel Management Practices
• Net Asset Value, Total Expense Ratio and Pricing of Units
• Taxation
• Investor Services
• Risk, Return and Performance of funds
• Mutual Fund Scheme Performance
• Mutual Fund Scheme Selection

• Training delivered by the best trainers in the BFSI industry
• Training and NISM examination fee sponsored
• Will assist to take the AMFI Registration Number (ARN) to practice as individual Mutual Fund advisor

• Candidates currently engaged in selling other financial products like insurance schemes
• Debt Recovery Agent and Collection Agent
• Ex- Bankers
• Post office agents
• Teachers
• Homemakers
• Retired Personnel
• Graduates