Certified Mutual Funds Advisor VS-1095
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1 Certified Mutual Funds Advisor VS-1095
2 Certified Mutual Funds Advisor Certified Mutual Funds Advisor Certification Code VS-1095 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 course 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 Course 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 potential. 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 Test Details Duration: 60 minutes No. of questions: 50 Maximum marks: 50, Passing marks: 25 (50%) There is no negative marking in this module. Fee Structure Rs. 3,499/- (Excludes taxes)* *Fees may change without prior notice, please refer for updated fees Companies that hire Vskills Certified Mutual Fund Advisor Mutual fund advisors are in great demand. Companies specializing in mutual funds, brokering companies and banks are constantly hiring knowledgeable professionals. Various PSU banks, private equity player and investment companies also need mutual fund advisors for management of their mutual funds portfolio.
3 1. Introduction 1.1 Definition of a Mutual Fund 1.2 Reasons for investing in Mutual Funds 1.3 Disadvantages of Mutual Funds 1.4 History of Mutual Funds 1.5 Mutual Funds in India 1.6 Structure of Mutual Funds 2. Process of a Mutual Fund 2.1 Setting Investment Goals 2.2 Parties involved in a Mutual Fund 2.3 Role of the AMC 2.4 Sources of Information Table of Contents 3. Characteristics and Classes of Funds 3.1 Fund Classes 3.2 Asset Classes 3.3 Open ended and close ended funds 3.4 NFO 3.5 Systematic Investment Plan 3.6 Systematic Transfer Plan 3.7 Systematic Withdrawal Plan 4. Types of Mutual Funds 4.1 Money Market Funds 4.2 Fixed Income Funds 4.3 Equity Funds 4.4 Fund of Funds 4.5 Gold ETFS 4.6 Debt Funds 4.7 Fixed Maturity Plans 4.8 Capital Protection Funds 4.9 Gilt Funds 4.10 MIPs 4.11 Child Benefit Plans 4.12 Liquid Funds 4.13 Balanced Funds 4.14 Global Funds 4.15 Specialty Funds 5. Buying and selling MFs 5.1 Buying a Mutual Fund 5.2 Selling a Mutual Fund Certified Mutual Funds Advisor
4 Certified Mutual Funds Advisor 6. Costs associated with MFs 6.1 Management and Operating Expenses 6.2 Sales Charges (Loads) 6.3 Recurring Expenses 6.4 Securities Transaction Tax 6.5 Fees of Fund Managers 7. Tax Consequences 7.1 Capital gains 7.2 Indexation benefit 7.3 Tax on Income Distributed 7.4 Tax Deducted at Source (TDS) / Withholding Tax 7.5 Bank Fixed Deposit 7.6 Dividend Payout and Growth Options within Schemes 7.7 Setting Off & Carry Forward of Losses 7.8 Dividend Stripping 8. Returns and Risks of MFs 8.1 Types of Mutual Fund Payouts 8.2 NAV 8.3 Expense Ratio 8.4 Risk 8.5 Portfolio Turnover 9. Regulations 9.1 Objectives of AMFI 9.2 Investor s rights and obligations 10. Taking investment decision 10.1 Growth Option 10.2 Dividend Payout Option 10.3 Dividend Reinvestment Option 10.4 Bank Products versus Mutual Funds 10.5 Common Pitfalls
5 1. If YTM increases. Sample Questions A. Future Value of Cash Flows goes down B. Present Value of Cash Flows goes up C. Present Value of Cash Flows goes down D. Future Value of Cash Flows goes up Certified Mutual Funds Advisor 2. Money Markets refers to that part of the debt market where the maturity is.. A. less than 1 year B. less than 1 month C. less than 6 months D. more than 1 year 3. SWP stands for. A. Systematic Whining Pain B. Systematic Whining Plan C. Systematic Withdrawal Plan D. None of the above 4. For a scheme to be defined as equity fund, it must have minimum. A. 65% in Indian equities B. 65% in equities C. 51% Indian equities D. 35% in Indian equities 5. If a scheme has 45 cr units issued and has a FV of Rs. 10 and NAV is at 11.13, unit capital (Rs. Cr) would be equal to. A B C D. 450 Answers: 1 C, 2 A, 3 C, 4 A, 5 D
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