Foundation course to become a NISM Certified mutual fund advisor
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General
Welcome Kit
Week 1: Introduction and Career Development
Topic 1: Introduction Video
Topic 1: Introduction Quiz
Topic 2: Career Development and Networking in the Mutual Fund Industry
Topic 2: Career Development and Networking in the Mutual Fund Industry
Week 1: E-Book
Week 2: Banking and Mutual Fund Advisory Roles
Topic 3: Introduction to Banking video
Topic 3: Introduction to Banking Quiz
Topic 4: Role of a Mutual Fund Advisor & Practical Applications Video
Topic 4: Role of a Mutual Fund Advisor & Practical Applications Quiz
Week 2: E-Book
Week 3: Investment Strategies and Regulatory Compliance
Topic 5: Investment Landscape and Concept of Mutual Funds Video
Topic 5: Investment Landscape and Concept of Mutual Funds Quiz
Topic 6: Legal and Regulatory Framework Video
Topic 6: Legal and Regulatory Framework Video Quiz
Week 3: E-Book
Week 4: Fund Distribution and Performance Evaluation
Topic 7: Scheme Related Information and Fund Distribution Video
Topic 7: Scheme Related Information and Fund Distribution Quiz
Topic 8: Net Asset Value, Total Expense Ratio, and Pricing Quiz
Topic 8: Net Asset Value, Total Expense Ratio, and Pricing Video
Week 4: E-Book
Week 5: Services, Risks, Returns, and Exam Preparation
Topic 9: Investor Services, Risk, Return, and Fund Performance Video
Topic 9: Investor Services, Risk, Return, and Fund Performance Quiz
Topic 10: Examination Preparation and Review Video
Topic 10: Examination Preparation and Review Quiz
Week 5: E-Book
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Foundation course
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Foundation course
Summary
Foundation course to become a NISM Certified mutual fund advisor
Skill Level
:
Beginner