mutual funds course overview

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For Information Purposes Only Page # 1 +(91) 80801 66065 [email protected] iAthena.com, a Navitus Education Venture Mutual Funds: An Overview July 2015

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Page 1: Mutual Funds   Course Overview

For Information Purposes Only Page # 1 +(91) 80801 [email protected]

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Mutual Funds: An OverviewJuly 2015

Page 2: Mutual Funds   Course Overview

For Information Purposes Only Page # 2 +(91) 80801 [email protected]

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Although there is no legal definition of the term mutual fund, most commonly, a mutual fund refers to a type of professionally managed collective investment scheme that pools money from many investors to purchase financial instruments.

Mutual Funds are regulated and sold to the general public so that they can participate in the equity markets and growth of various companies without a need for detailed knowledge or analysis.

Mutual Fund - Definition

Page 3: Mutual Funds   Course Overview

For Information Purposes Only Page # 3 +(91) 80801 [email protected]

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The Mutual Funds course offered by iAthena.com explains:

How mutual funds are structured and logically classified for them to be found useful by a wide variety of investors.

How mutual funds serve as an indirect tool of investments wherein professional fund managers bring in their expertise to make investments for lakhs of mutual fund unit holders.

The options and plans available to investors who can choose what suits them the best based on the category of investor they may belong to.

The documentation, know-your-customer (KYC) and other relevant operational aspects of mutual funds.

Mutual Funds – Course Overview

Page 4: Mutual Funds   Course Overview

For Information Purposes Only Page # 4 +(91) 80801 [email protected]

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Mutual Funds – Course Eligibility

A working professional who is currently employed in the Banking, Financial Services & Insurance (BFSI) industry.

A brokerage house or distributor of various financial services products.

A fresh MBA/graduate/degree–college student who aspires to make a career in the financial services industry.

A potential investor in mutual funds.

A retired person or home-maker who wishes to enhance his/her knowledge in this particular domain area.

Page 5: Mutual Funds   Course Overview

For Information Purposes Only Page # 5 +(91) 80801 [email protected]

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Mutual Funds – Job Opportunities

Unit Manager

Operations Manager

Telephone Sales

Sales Trainer

Mutual Fund Advisors

Customer Support

In addition to these, there are opportunities for people trained in professional money management to work for a mutual fund in financial analysis, money management and equity trading. However, these skillsets are beyond the scope of this course.

Note: The job offered would typically be commensurate with the level of work experience and educational background of the candidate.

Page 6: Mutual Funds   Course Overview

For Information Purposes Only Page # 6 +(91) 80801 [email protected]

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Next Steps…………

For additional information on ‘Financial Services’:

Visit www.iathena.com and review the information provided under ‘Banking & Financial Services’ category.

Write to us ([email protected]) for more information on ‘Banking & Financial Services’ category.

Candidates looking for a job in ‘Financial Services’ sector:

See our Course Catalog to select an appropriate course on ‘Mutual Funds’, pay online and get going…….

Page 7: Mutual Funds   Course Overview

For Information Purposes Only Page # 7 +(91) 80801 [email protected]

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iAthena.com, a Navitus Education Venture