Master Mutual Funds & Financial Planning Program

Master Mutual Funds & Financial Planning Program
(Advanced Mutual Funds & Financial Planning)

Course Overview

This program is designed for all working and earning individuals who desire to develop their own “personal finance” planning with mutual funds and financial planning tools. MMFP is ideal for those who would like to pick right categories of funds and right schemes that suit their specific risk profiles. The learning is curated for learners to be able to independently choose and invest in mutual funds and also design their own financial planning structures.

Highlights

Understanding how mutual fund portfolios are designed and managed
Understanding Debt, Equity & Hybrid Categories of Funds
Reading and interpreting fund factsheets
Selection procedures of different categories, different funds
How to choose mutual fund houses
Designing different types of mutual fund portfolios
Understanding of risk measurement ratios
Self financial planning and latest case studies

Course Outline

Mutual funds investing and advising
Managing personal finance with self-financial planning techniques

Learning Outcome

In-depth learning of mutual funds and financial planning; can self-plan on their own after the program

Teaching Methods

Teaching Mode: Online
Activity based
Live Market sessions
Simplified teaching
Assessments
Blended: Practical and Theory

Batch details

Suitable For:
1. Students
2. Working Professionals
3.Homemakers
4. Employees of stockbroking firms
5. Entrepreneurs willing to upgrade their skills

Duration of the Course: 30 Hours

Batches: Weekday

Shams JD

Amazing institute, friendly atmosphere and well equipped with knowledge. A fantastic place to learn about the markets

Aravind Aswathaiah

Nicely organised. Got what was expected. A good place to start learn about trading and go live.

Gayathri Kishore

It’s a great place to learn as a stranger to the markets and to the level of becoming an expert, these people have great faculties and approach. Kudos to the efforts and modules

Prakash Ramakrishnan

Learnt a lot in terms trading and investment got the true worth of my money the faculty are truly domain experts and are open to questions and clarifying doubts. Best place to learn.

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