What you'll learn

Core mutual fund concepts and investment processes.
Role of key stakeholders in the mutual fund industry.
Advanced investment strategies and risk management.
Tax implications and regulatory compliance.
Tips and preparation strategies for the NCFM exam.

Requirements

A Laptop with internet.

Description

Course IntroductionPrepare for the NCFM Mutual Funds Beginners Module with this comprehensive course tailored to build a solid foundation in mutual fund investments. Covering everything from basic concepts and fund types to advanced investment strategies, taxation, and regulatory compliance, this course is designed to ensure you excel in the exam and deepen your understanding of mutual funds.Section 1: IntroductionLecture 1: Course Introduction (Preview Enabled)An

Overview

of the course structure, objectives, and the benefits of mastering mutual fund investments.Section 2: Basic Concepts on Mutual FundsLecture 2: What is a Mutual FundLecture 3: Reasons for Opting Mutual FundsLecture 4: Distribution of InvestmentsLecture 5: Mutual Funds - Structure in IndiaLecture 6: Who Manages Investors' MoneyThis section lays the groundwork by explaining what mutual funds are, why they are essential, and their structure in India.Section 3: Roles of Compliance Officers, Registrar, CustodiansLecture 7: Role of Compliance Officer and CustodianLecture 8: Role of AMC (Asset Management Company)Lecture 9: New Fund Offer (NFO)Lecture 10: Role of Registrar and Transfer AgentLearn about the responsibilities of key entities involved in the mutual fund ecosystem.Section 4: Investment Process, Investors' Rights and ObligationsLecture 11: Procedure for Investing in NFOLecture 12: Investors' Rights and ObligationsLecture 13: Open-Ended FundsLecture 14: Close-Ended FundsLecture 15: Equity FundsLecture 16: Index FundsDive into the types of mutual funds, rights and obligations of investors, and key investment processes.Section 5: Advanced Investment StrategiesLecture 17: Growth and Value InvestingLecture 18: Asset Allocation and NAVLecture 19: Exchange Traded Funds (ETFs)Lecture 20: Gold ETFs and their FunctioningLecture 21: Debt Funds and Risk ManagementLecture 22: Taxation and Capital GainsThis section introduces advanced strategies and tax implications to maximize returns.Section 6: Regulations

Overview

Lecture 23:

Overview

of AMFI GuidelinesLecture 24: Regulatory Frameworks in IndiaLecture 25: Compliance and Ethical InvestingUnderstand the regulatory environment and the role of compliance in mutual fund investments.Section 7: Tips and Strategies for the NCFM ExamLecture 26: NCFM Exam Format and StructureLecture 27: Practice Questions and Mock TestsLecture 28: Exam Day StrategiesLecture 29: Key Takeaways for NCFM SuccessEquip yourself with tips, tricks, and practice material to excel in the NCFM exam.ConclusionMastering the NCFM Mutual Funds Beginners Module will empower you to make informed investment decisions, understand compliance

Requirements

, and develop strategic insights into mutual fund investments.

Overview

Section 1: Introduction
Lecture 1 Course Introduction
Section 2: Basic Concepts on Mutual Funds
Lecture 2 What is Mutual Fund
Lecture 3 Reasons for Opting Mutual Funds
Lecture 4 Distribution of Investments
Lecture 5 Mutual Funds- Structure in India
Lecture 6 Who manages Investors Money
Section 3: Roles of Compliance Officers, Registrar, Custodians
Lecture 7 Role of Compliance Officer and Custodian
Lecture 8 Role of AMC
Lecture 9 New Fund Offer
Lecture 10 Role of Registrar and Transfer Agent
Section 4: Investment Process, Investors Rights and Obligations
Lecture 11 Procedure for Investing in NFO
Lecture 12 Investors Rights and Obligations
Lecture 13 Open Ended Funds
Lecture 14 Close Ended Funds
Lecture 15 Equity Funds
Lecture 16 Index Funds
Lecture 17 Concept Clarifier- Tracking Error
Lecture 18 Diversified Large Cap Funds
Lecture 19 Midcap Funds and Sectoral Funds
Lecture 20 Other Equity Schemes
Lecture 21 Other Equity Schemes continued
Lecture 22 Concept Clarifier- Growth and Value investing , Assets under Management
Lecture 23 What is NAV
Lecture 24 Fund Fact Sheet
Lecture 25 Expense Ratio
Lecture 26 Expense Ratio Questions and Portfolio Turnover
Lecture 27 Effect of AUM on Portfolio Turnover
Lecture 28 Cash Levels in Portfolio and Exit Loads
Lecture 29 Introduction to Exchange Traded Funds
Lecture 30 Features of ETF's
Lecture 31 Concept Clarifier- Buying and Selling ETFs
Lecture 32 Understanding Gold ETFs
Lecture 33 Working of ETF's and Mutual funds
Lecture 34 Working of Gold ETFs in detail
Lecture 35 Market making by AP's
Lecture 36 Creation units, Portfolio Deposit, Cash Component
Lecture 37 Debt Funds- Salient Features
Lecture 38 Interest Rate Risk
Lecture 39 Credit Risk
Lecture 40 How is Debt instrument priced
Lecture 41 Yeild to Maturity
Lecture 42 Fixed Maturity Plans
Lecture 43 Capital Protection funds, Gilt funds, Balanced funds
Lecture 44 MIP, Child benefit plan
Lecture 45 Liquid Funds Introduction
Lecture 46 Concept Clarifiers- Mark to Market, Cost plus Interest accrued method
Lecture 47 Papers with maturity less than 182 days
Lecture 48 Floating Rate Scheme
Lecture 49 Capital Gains Taxation
Lecture 50 Indexation
Lecture 51 Why FMP's are Popular- Dividend Option
Lecture 52 Growth Option
Lecture 53 Regulations

Overview

Lecture 54 Objectives of AMFI
Lecture 55 Advantages of Mutual Funds
Lecture 56 SIP and STP and SWP
Lecture 57 Growth funds, Dividend Payout
Lecture 58 Dividend reinvestment options
Lecture 59 NCFM Exam Tips
Aspiring finance professionals preparing for the NCFM exam.,Beginner investors looking to understand mutual funds.,Financial advisors seeking foundational knowledge in mutual funds.


Homepage:

https://www.udemy.com/course/ncfm-exam-preparations-mutual-funds-beginners-module/