By completing this course, learners will be able to explain mutual fund concepts, analyze different types of mutual fund schemes, evaluate risk and return drivers, interpret regulatory documents, apply investment analysis techniques, and make informed, goal-based mutual fund investment decisions.
This course provides a comprehensive, structured journey into Mutual Funds—from beginner concepts to advanced analysis and practical application. Learners gain a strong foundation in how mutual funds work, including their structure, documentation, NAV calculation, distribution models, and transaction processes. As the course progresses, learners develop analytical skills by exploring equity and debt evaluation, fundamental and technical analysis, risk drivers, and performance measurement techniques.
What makes this course unique is its end-to-end, application-oriented approach. Instead of focusing only on theory, the course integrates real-world perspectives such as risk profiling, scheme selection, portfolio evaluation, inflation impact, and the role of financial advisors. The modular design ensures clarity, progressive learning, and retention, making it suitable for students, professionals, and aspiring investors.
Upon completion, learners will be equipped to confidently evaluate mutual funds, align investments with financial goals, and make informed decisions in real-world investment scenarios.
This module introduces learners to the fundamentals of mutual funds, covering core concepts, benefits, limitations, and the overall ecosystem to build a strong conceptual foundation for mutual fund investing.
What's included
9 videos4 assignments
Show info about module content
9 videos•Total 58 minutes
Mutual Funds Training•1 minute
The Concept of Mutual Funds•9 minutes
Operation of Mutual Funds•10 minutes
Limitations of Mutual Funds•7 minutes
Types of Mutual Funds•7 minutes
Illustration•2 minutes
Structure of Mutual Funds•7 minutes
Cutodian•8 minutes
The Concept of NFO•7 minutes
4 assignments•Total 60 minutes
Introduction to Mutual Funds•10 minutes
Understanding Mutual Fund Basics•10 minutes
Mutual Fund Ecosystem•10 minutes
Graded-Foundations of Mutual Funds•30 minutes
Mutual Fund Documentation & Transactions
Module 2•2 hours to complete
Module details
This module focuses on regulatory documents, NAV mechanics, transactions, and distribution models to help learners understand how mutual funds operate from documentation to execution.
What's included
9 videos4 assignments
Show info about module content
9 videos•Total 78 minutes
The Structure of SID•7 minutes
Contents of SAI•10 minutes
Net Assets Fund•7 minutes
Net Asset Value•8 minutes
Redeem of Units•9 minutes
Need of Distribution Channels•11 minutes
New Channels•9 minutes
Direct and Regular Plans•7 minutes
Drivers of Returns and Risks•11 minutes
4 assignments•Total 60 minutes
Mutual Fund Documents•10 minutes
NAV & Unit Management•10 minutes
Distribution Models•10 minutes
Graded-Mutual Fund Documentation & Transactions•30 minutes
Investment Analysis & Strategy
Module 3•2 hours to complete
Module details
This module equips learners with analytical tools and investment strategies by exploring equity, debt, fundamental, technical, and risk analysis techniques used in mutual fund investing.
This module emphasizes performance evaluation, scheme selection, risk profiling, inflation impact, and advisory practices to enable goal-oriented and informed mutual fund investing.
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What will I get if I purchase the Certificate?
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Is financial aid available?
Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.