- Definition of a Mutual Fund
- Reasons for investing in Mutual Funds
- Disadvantages of Mutual Funds
- History of Mutual Funds
- Mutual Funds in India
- Structure of Mutual Funds
Online
₹ 3,499
Quick facts
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Medium of instructions
English
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Mode of learning
Self study
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Mode of Delivery
Video and Text Based
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Course overview
The Certified Mutual Funds Analyst course provides valuable insights into the concept of mutual funds, the roles of various players in the industry, and tax and regulatory considerations. With the help of this course, participants will also learn net asset value (NAV) computation and different investment plans.
In recent years, mutual funds have emerged as a significant component in the world of investment products. Certified Mutual Funds Analyst by Vskills aims to establish a solid understanding of mutual funds and raise awareness about the industry and its operations. Participants will gain essential knowledge to make informed investment decisions, navigate the complexities of mutual fund offerings, and comprehend the benefits and risks associated with this popular investment option.
With a focus on building a strong foundation, the Certified Mutual Funds Analyst training equips individuals with the necessary expertise to effectively engage with mutual funds and optimize their financial goals.
The highlights
- Certificate
- Study Material
- Fully Online
- Lifelong E-learning Access
Program offerings
- Practice test
- Lifetime certification validity
- Government certification
Course and certificate fees
Fees information
Candidates can pay the Certified Mutual Funds Analyst fees with various payment methods. It includes VISA, Mastercard, American Express, and Indian banks debit cards.
Certified Mutual Funds Analyst Fee
Name of the Course | Fees |
Certified Mutual Funds Analyst | Rs. 3,499 + GST |
certificate availability
certificate providing authority
Eligibility criteria
Certification Qualifying Details of Certified Mutual Funds Analyst
Candidates need to pass the online test to get a certificate. The duration of the test will be 60 minutes and the total number of 50 questions will be there in the test. The passing marks for this test are 25 which is 50%. The test does not have a negative marking.
What you will learn
After completing the Certified Mutual Funds Analyst syllabus, participants will learn the overall introduction to mutual funds including its history and structure. Participants will also learn about various types of mutual funds and regulations regarding them. How to make tax decisions and costs associated with MFs is also part of the curriculum.
Who it is for
Certified Mutual Funds Analyst classes target individuals who are Investment Bankers, Investors, and Stock Analysts by profession.
Admission details
To apply for the Certified Mutual Funds Analyst online course, follow these steps:
Step 1: Access the course by this link: https://www.vskills.in/certification/accounting-banking-and-finance/mutual-funds-analyst.
Step 2: Click on the “Buy Now” button.
Step 3: Click on the “Checkout” button to confirm the fees.
Step 4: Log in to your registered account or create a new one.
Step 5: Select the payment method and confirm the order to access the course.
The syllabus
Introduction
Process of a Mutual Fund
- Setting Investment Goals
- Parties involved in a Mutual Fund
- Role of the AMC
- Sources of Information
Characteristics and Classes of Funds
- Fund Classes
- Asset Classes
- Open-ended and close ended funds
- NFO
- Systematic Investment Plan
- Systematic Transfer Plan
- Systematic Withdrawal Plan
Types of Mutual Funds
- Money Market Funds
- Fixed Income Funds
- Equity Funds
- Fund of Funds
- Gold ETFS
- Debt Funds
- Fixed Maturity Plans
- Capital Protection Funds
- Gilt Funds
- MIPs
- Child Benefit Plans
- Liquid Funds
- Balanced Funds
- Global Funds
- Specialty Funds
Buying and selling MFs
- Buying a Mutual Fund
- Selling a Mutual Fund
- Costs associated with MFs
Management and Operating Expenses
- Sales Charges (Loads)
- Recurring Expenses
- Securities Transaction Tax
- Fees of Fund Managers
Tax Consequences
- Capital gains
- Indexation benefit
- Tax on Income Distributed
- Tax Deducted at Source (TDS) / Withholding Tax
- Bank Fixed Deposit
- Dividend Payout and Growth Options within Schemes
- Setting Off & Carry Forward of Losses
- Dividend Stripping
Returns and Risks of MFs
- Types of Mutual Fund Payouts
- NAV
- Expense Ratio
- Risk
- Portfolio Turnover
Regulations
- Objectives of AMFI
- Investor’s rights and obligations
Taking investment decision
- Growth Option
- Dividend Payout Option
- Dividend Reinvestment Option
- Bank Products versus Mutual Funds
- Common Pitfalls
How it helps
Certified Mutual Funds Analyst benefits individuals by providing:
- Government certification
- Vskills certified on Shine.com
- Vskill certified on Monsterindia.com
- Lifetime validity of the certification
- Lifelong E-learning access
- Free Practice Tests
FAQs
The Vskills certification in Mutual Funds offers comprehensive knowledge of mutual funds, including industry roles, tax regulations, NAV computation, and investment plans.
To enrol in the Certified Mutual Funds Analyst course, access the course provider's website and complete the registration process.
Yes, the certification validates expertise in mutual funds, potentially leading to better career prospects in the investment and finance sectors.
Yes, participants who successfully complete the course will receive the Certified Mutual Funds Analyst certification.
The course covers concepts of mutual funds, industry roles, tax and regulatory aspects, NAV computation, and different investment plans.