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Mutual Funds - Key Concepts

In this eLearning module on Mutual Funds - Key Concepts, we will look at the key concepts of mutual funds and its structure, its types and different investment options. We will also get familiarized with the Mutual fund terminologies and documents related to Mutual funds.

 

Coverage and structure for eLearning module

 

Topic

Sub-topic

Introduction to Mutual Funds
  • Why do People make Investments?
  • Direct Investments vs. Mutual Funds
  • What is Mutual Fund?
  • Structure of Mutual Funds
  • Structure of Asset Management Companies
  • Regular and Industry Body

Types of Mutual Funds
  • Types of Mutual Fund Schemes
  • Selecting Open-ended/Closed ended Funds
  • Mutual Fund Plans
  • Mutual Fund Scheme Options

Mutual Funds Terminologies
  • New Fund Offer and Offer Document
  • Parts of Offer Document
  • Fact Sheets
  • Net Asset Value(NAV) of Mutual Fund
  • Other Terminologies related to Mutual Funds
  • Assets Under Management (AUM)
  • Foreign Account Tax Compliance (FATCA)
  • Mutual Fund Units and Modes of Holding

 

 

Module Fees: Rs. 1500/-                                  Access period: 3 months                                 Learning time: 2 hours

 

 

Steps to purchase

 

  • Go to CRISIL Learning platform https://training.crisil.com/
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  • Once your account is set up, search for "Mutual Funds - Key Concepts" from the search bar
  • Select the e-learning module - Mutual Funds - Key Concepts, and click on buy now; it will get added to your cart
  • Click on 'Cart' and purchase the module(s) with your debit or credit card
Detailed steps
Course demo

Features of eLearning modules:

 

 

Real life case studies

 

Real life case studies built leveraging our expertise in research, ratings & risk solutions

 

Expert Speak

 

Insights incorporated in eLearning, based on 15+ years of classroom training experience

 

Glossary & Resources

 

End to end structure comprising basic definitions to advanced readings

 

Visuals for workflows

 

Use of visuals to show a complex process or workflow

 

Interactive examples

 

Interspersed with practice exercises and interactive examples to help apply concepts

 

Knowledge checks

 

Knowledge checks at the end of each topic to ensure absorption of concepts

 

Animations

 

Animations & Characters to make complex concepts easy to learn

 

Gamification

 

Final assessment questions & gamification at the end of the module to ensure learning objectives are met