Pre recorded course
Unrestricted and Unlimited access to the course anytime.
Online Assessment
MCQ based online examination which can be accessed anytime
Online Certification
Upon completion of exam, certificate will be sent over mail within a month
Multiple Re-attempts
Exam can be reattempted once every month until course validity
Courses Approved By
About Pravartak
IITM Pravartak Technologies Foundation is a section 08 Company housing the Technology Innovation Hub on Sensors, Networking, Actuators, and Control Systems (SNACS). We are committed to transforming the frontiers of knowledge. Our start-up ecosystem is the nurturing space of brilliant professionals, Innovative entrepreneurs, curious young talent, and inquisitive students. With world-class infrastructure, equipment, and experienced mentors, we have everything to offer for the technology hungry brains.
About Infact Pro Trainers
Infact Pro Trainers is a strategic initiative which has been set-up to cater the manpower requirement and upskilling of the exponentially growing Financial sector in India. It has also been significantly contributing to the BFSI sector in the sphere of training of existing BSFI professionals.
Supported by
IIT-M Pravartak, Technology Incubation of IIT Madras and Digital Skills Academy, Center for Outreach and Digital Education, IIT Madras
Course Objectives
- Introduction to Mutual Fund Industry & its Structure
- Know about different types of Mutual Fund Products like Liquid fund, Debt fund, Equity fund, ETF and their features
- Understand the Regulatory Framework and the Role Of SEBI
- Learn about the Offer document of a Fund and the key aspects of Investor Services function
- How Taxation works for different categories of Funds
- Understand the scope Mutual Fund Performance.
- Learn about Advanced Financial Planning model to know how to design an ideal portfolio for an Investor
- Know how to distribute Mutual Funds and the Best Sales Practices as proposed by Regulator
- Understand the Investor Protection guidelines
Who is this for?
- Students who are keen to build a career in Mutual Fund Industry which is one of the fastest growing verticle in the Financial Services Industry
- Executives who are part of BFSI and want to upgrade skill set for better career opportunities
- Professionals in other Industries or domain whose work profile is directly or indirectly connected to Financial Services Industry
- Professionals or Businesses who intend to become Mutual Fund Advisors as part of Business expansion
- Individuals who invest in mutual funds and who are interested to know about them in detail so that it helps them in their investment journey
Course Highlights
- Opportunity to earn a Certificate from IIT Madras.
- Lectures imparted by Eminent Academicians and practicing Industry Experts
- Fully Online Pre-Recorded Course with online lectures that provides a “real” classroom experience in a “virtual” environment.
- Seamless technology that can transmit lecture videos effectively at home broadband connection of 512 kbps.
- User friendly and easy to use technology interface. No expensive and time consuming software/hardware installations required at your end.
- Role of Technology in Bank offerings
- Through our web portal, Students are provided access to course presentations, case studies, assignments and other reference materials as applicable for specified courses
- Learn from Anywhere – No need to travel to an institute or training centre. Learning continues even if you are traveling or not available at any specific location. You may also learn from the comfort of your home at your convenient time.
Syllabus
| S.No | Modules |
|---|---|
| 1 | Introduction To Mutual Funds |
| 2 | Mutual Funds Structure |
| 3 | Products & Features – Overview |
| 4 | Regulations |
| 5 | Offer Document & Investor Services |
| 6 | Debt Funds |
| 7 | Liquid Funds |
| 8 | Exchange Traded Funds |
| 9 | Equity Funds |
| 10 | Taxation |
| 11 | Performance Of Mutual Funds |
| 12 | Financial Planning |
| 13 | Introduction To Advance MF & Its Keywords |
| 14 | Financial Planning Advanced |
| 15 | Mutual Fund Structure – Advanced |
| 16 | Mutual Fund Products- Advanced |
| 17 | Investment & Risk Management |
| 18 | Valuation Of Schemes & Accounting |
| 19 | Fund Distribution & Sales Practices |
| 20 | Investor/Investment Services |
| 21 | Scheme Evaluation |
| 22 | Legal & Regulatory |
| 23 | Investor Protection |
| 24 | Questions & Answers – Mock Test |
FREE MOCK TESTS
FREE QUIZ
FREE ONLINE COURSES For 499/-
FREE LIVE CLASSES
Testimonials
Other Details
