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AMFI
Duration : 2 days
For whom : Aspirants who want to make their career in mutual fund industry. It is a mandatory exam for mutual fund distributors.
Objective : To help the participants get a more clear view into the basics of mutual funds to enable them to clear the exam.
Course Content :
  1. Concept and Role of a Mutual Fund
  2. Fund Structure and Constituents
  3. Legal and Regulatory Environment
  4. Offer Document
  5. Fund Distribution and Sales Practices
  6. Accounting, Valuation and Taxation
  7. Investor Services
  8. Risk, Return and Performance of Funds
  9. Scheme Selection
  10. Selecting the Right Investment products for Investors
  11. Helping Investors with Financial Planning
  12. Recommending Model Portfolios and Financial Plans
Focus Areas : To coach for better performance/cover the syllabus for better understanding.

Distance Learning Programme
Duration : 3 Months
For whom : Aspirants who want to make their career in mutual fund industry. It is a mandatory exam for mutual fund distributors.
Objective : To help the participants acquire in-depth knowledge into the basics of mutual funds to enable them to clear the exam.
Course Content :
  1. Concept and Role of a Mutual Fund
  2. Fund Structure and Constituents
  3. Legal and Regulatory Environment
  4. Offer Document
  5. Fund Distribution and Sales Practices
  6. Accounting, Valuation and Taxation
  7. Investor Services
  8. Risk, Return and Performance of Funds
  9. Scheme Selection
  10. Selecting the Right Investment products for Investors
  11. Helping Investors with Financial Planning
  12. Recommending Model Portfolios and Financial Plans
Focus Areas : Provide opportunity for those who are unable to take the advantage of conventional mode of coaching and be cost effective.