Mutual Funds - Key Concepts

Module Fees

Rs. 1500/-

Access period

3 months

Learning time

2 hours








 

In this eLearning module on Credit Risk Evaluation Framework, we will look at credit ratings, the credit rating scales, Crisil’s rating framework and its framework for industry risk evaluation, and the typical reasons for changes in ratings.

 

Why this course is right for you
 


 

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Real life case studies

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

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Interactive examples

Interspersed with practice exercises and interactive examples to help apply concepts...

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Expert Speak

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

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Knowledge checks

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

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Glossary & Resources

End to end structure comprising basic definitions to advanced readings

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Animations

Animations & Characters to make complex concepts easy to learn

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Visuals for workflows

Use of visuals to show a complex process or workflow

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Gamification

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

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



 



 

Steps to purchase
 

  • Go to Crisil Learning platform https://training.crisil.com/
  • On https://training.crisil.com/ (Crisil Learning platform) – sign up to create your unique login ID and password
  • 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



 

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Frequently asked questions
 

Access to topics will be provided via our e-learning platform - training.crisil.com. You will need to create your login ID and password to set up your account. Post this, you can select the module and click on the 'Buy now' option. The selected module will be moved to the 'Cart' for payment via debit or credit card.

The modules are accessible for a period of 3 months from the date of purchase of the modules.

The mode of instruction is only via online.

The modules are self-study modules. They are interactive with animations, and also have 'knowledge checks' to assess the user on the concepts.

The modules cannot be accessed on mobiles or tablets. The only recommended mode is desktop or laptop.

The modules are accessible only on the online platform.

The modules are accessible any number of times for 3 months, from the date of enrolment.

You can email your queries to Crisil1Academy@crisil.com.


 

For any queries please contact to Pooja Yadav +91-7777073996 or write to us at
Crisil1academy@Crisil.com.

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