Mutual Fund  Agent Course

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 marketplace, 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, and as an aid for mutual fund distributors to develop long-term relationships with their clients.