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Vskills Certified Mutual Funds Advisor Vskills

Course details

Vskills certification in Mutual Funds helps in understanding the concept of mutual funds, know about the roles of different players in the mutual fund industry, learn about the tax and regulatory issues related to mutual funds, understand the fundamentals of net asset value (NAV) computation and various investment plans. Mutual funds have become a crucial element amongst the various investment products in recent years. The certification focuses on building the concept of mutual funds and helps create awareness and knowledge about the industry and its functioning.

Why should one take this certification?
The certification is intended for professionals and graduates wanting to excel in their chosen areas. It is also well suited for those who are already working and would like to take certification for further career progression. Earning Vskills Mutual Funds Certification can help candidate differentiate in today's competitive job market, broaden their employment opportunities by displaying their advanced skills, and result in higher earning ;

Who will benefit from taking this certification?
Job seekers looking to find employment in the field of financial services, banking, investment, insurance or stock broking can benefit from this certification program. Students generally wanting to improve their skill set and make their CV stronger and existing employees looking for a better role can prove their employers the value of their skills through this certification 

TABLE OF CONTENTS

Introduction
  • 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
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
Updated on 31 January, 2019

Job roles this course is suitable for:

Mutual Fund Manager , Fund Manager , Finance Professional

About Vskills

Vskills is the largest certification body of India. We conducts skills testing and certification exam to improve employability. The certifications are quite popular and top companies hire Vskills certified professionals.

Companies have benefitted by hiring pre-certified candidates from Vskills and also use the certifications for their in house employee appraisals. Certification helps in distinguishing individuals to demonstrate their domain knowledge or skills needed for a specific profile. So a professional certification offers tangible benefits to both the individual and the employer.

Tests are conducted in a secure and unbiased manner, and certificates are awarded based on merit of the candidates who qualify tests.
Vskills certifications are for relevant qualifications that help students/employees quantify and prove those skills that are valued by the employer and are in great demand.
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