Online
12 Weeks
Free
Quick facts
particular | details | ||
---|---|---|---|
Medium of instructions
English
|
Mode of learning
Self study
|
Mode of Delivery
Video and Text Based
|
Learning efforts
2-3 Hours Per Week
|
Course overview
The ‘Understanding Mutual Funds’ certification course is delivered for the students to build their skillset and financial knowledge through the aspects of mutual funds by exploring the detailed operations and services such as the structures, taxations, regulation strategies, and other functions. This online course is provided by the TCS iON digital learning hub and the Centre for Investment Education and Learning for a period of twelve weeks as the students are expected to spend two to three hours every week to complete the program.
This industry honors certification engages the students with hands-on learning methodologies aided by online lectures, tutorials, practical sessions, and other community learning activities. The course is a self-paced online training wherein students can learn on their own through the online learning materials resources that are available in English. The ‘Understanding Mutual Funds’ online certification program equips students with a verifiable online certificate after completion of the online training.
The highlights
- Online course
- Twelve weeks program
- Two to three hours per week
- Course instruction in English
- Assessments
- Independent Study
- Course certificate
Program offerings
- Course modules
- Videos
- Images
- Interactive exercises
- Self-paced learning
- Certificates
Course and certificate fees
Eligibility criteria
Certificate qualifying details
The candidates of the ‘Understanding Mutual Funds’ online course will qualify for the course certificates after completing the course study.
What you will learn
The ‘Understanding Mutual Funds’ certification syllabus enables students to gain perspectives on the features and products of mutual funds such as the framework, regulation aspects, operations, and taxes. The students will know about the techniques for understanding the risks associated with the profiles and the strategies for investments.
Who it is for
The ‘Understanding Mutual Funds’ online certification course is targeted at individuals who wish to take a career involving the marketing, selling, servicing, and distribution of mutual funds. It helps the financial advisors, weather managers to write the mutual fund distributor exam. The program serves to be beneficial for those who want to learn about investing in mutual funds and for those looking to establish a career in the Banking, financial services, and insurance industry.
Admission details
The course registration for the course on ‘Understanding Mutual Funds’ by TCS iON digital learning hub is done online through the website.
Step 1: Go to the course page using the link,
https://learning.tcsionhub.in/courses/ciel/understand-mutual-fund/
Step 2: Choose the ‘Activate Now’ option.
Step 3: Enter the details for registration.
Step 4: Make the payment and join the course.
Filling the form
The students of the ‘Understanding Mutual Funds’ online program should fill in the details such as name, phone number, and email address to register for the course.
The syllabus
Module 01: Concept and Role of Mutual Funds
Module 02: Fund Structure and Constituents
Module 03: Legal and Regulatory Environment
Module 04: Offer Document
Module 05: Fund Distribution and Channel Management Practices
Module 06: Accounting, Valuations and Taxation
Module 07: Investor Services
Module 08: Risk, Return and Performance of Funds
Module 09: Scheme Selection
Module 10: Selecting the Right Investment Products for Investors
Module 11: Financial Planning
Module 12: Recommending Model Portfolios and Financial Plans
Assessment
How it helps
The ‘Understanding Mutual Funds’ certification benefits the students by helping the candidates get to practice for the NISM Series VA examination through the three practice tests. Students gain strategies of risk management and investment management in the context of mutual funds through this course.
FAQs
There are three practice tests.
Students of this course can learn independently with the help of the course materials.
The course is conducted for twelve weeks.
You will be given a course completion certificate.
You will have to spend two to three hours.