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Fundamentals Of Mutual Funds
Successful Living Money matters Part-4
AUGUST, 2024
Kolkata, West Bengal, India( View map )
training@wtgconsultants.in

This Training Session is Closed

Closed
Training Program

Mutual Funds: Foundation to Advance

Coming soon
Training Price: Paid
Advance
Level
English
Language
11
Modules
Online
Mode
3 Months
Duration

Training Overview

Demystify mutual funds and navigate your investment journey with confidence! Learn the basics, explore different types and their benefits, gain insights into strategies, develop skills to evaluate performance, and understand how to manage risk. This comprehensive training equips you to make informed decisions and choose suitable mutual funds for your financial goals.


Eligibility Criteria


Aspiring Investors: Individuals looking to start investing in mutual funds.
Financial Advisors: Professionals who want to expand their knowledge and offer better advice to clients.
Financial Services Enthusiasts: Network with professionals with an experience range of 6 months to 3 years in financial services.     
Anyone Interested in Finance: Individuals keen to learn about mutual funds and investment opportunities.
Professionals Transitioning to MF Selling: Ideal for professionals working in insurance, FMCG, or any industry interested in transitioning to mutual fund selling. 

Why Should Attend

Comprehensive Learning

Gain in-depth knowledge about mutual funds and investment strategies.

Extensive Product Knowledge

Empower participants with comprehensive product knowledge, encompassing various fund types and investment strategies. Additionally, they'll gain expertise in identifying emerging thematic trends

Expert Guidance

Learn from experienced financial advisors and industry experts.

Interactive Sessions

Participate in Q&A and interactive discussions to clarify doubts.

Training Modules

  • Equities
  • Bonds
  • Real Estate
  • Commodities
  • Mutual Funds and ETFs
  • Alternative Investments

  • History and evolution of mutual funds
  • Types of mutual funds
  • Key terminologies in mutual funds

  • Regulatory bodies and their roles (e.g., SEBI)
  • Laws and regulations governing mutual funds
  • Compliance and reporting requirements

  • Types of mutual fund structures (open-end, closed-end)
  • Roles of fund managers, custodians, and trustees
  • The process of mutual fund creation and dissolution

  • Active vs. passive management
  • Equity, debt, hybrid, and index funds
  • Sectoral and thematic funds

  • Distribution channels (direct, intermediaries)
  • Marketing and sales strategies
  • Investor education and communication

  • Net Asset Value (NAV) calculation
  • Pricing of mutual fund units
  • Valuation of underlying securities

  • Asset allocation and diversification
  • Risk assessment and management
  • Performance measurement and benchmarking

  • Tax implications for mutual funds and investors
  • Accounting standards and practices
  • Record keeping and audit processes

  • Types of risks associated with mutual funds (market, credit, liquidity, etc.)
  • Risk-return trade-off
  • Mitigating and managing risks

  • Understanding financial statements
  • Ratio analysis and financial metrics
  • Evaluating fund performance

Frequently Asked Questions ( FAQs )

    The training is free of charge. We aim to educate and empower more people to make informed investment decisions.

    No prior knowledge is required. The training is designed to cater to beginners and those with investment experience.

    You can register by clicking the 'Register Now' button on this page and filling out the form.

    No, you cannot bring any guests.

    No need to bring a notepad or pen, as we will provide them. However, if you have questions about mutual funds, please prepare them in advance.

WAYTOGO Pvt Ltd is an organization providing Recruitment solutions and a wide suite of specialist services to our clients- from executive search, selection, and specialist staffing to training, consulting, and outsourcing in Banking, Insurance, other financial Services, Telecom and Manufacturing domains.

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