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.
Master Mutual Funds & Financial Planning Program
(Advanced Mutual Funds & Financial Planning)
(Advanced Mutual Funds & Financial Planning)
Course Overview
- 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
- Mutual funds investing and advising
- Managing personal finance with self-financial planning techniques
- In-depth learning of mutual funds and financial planning; can self-plan on their own after the program
- Teaching Mode: Online
- Activity based
- Live Market sessions
- Simplified teaching
- Assessments
- Blended: Practical and Theory
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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