Course Overview
Course Fee: ₹5,000 Duration: 4 Weeks | Pre-recorded with fixed weekly schedule Category: Advanced Certification: Marksheet + Certificate Course Description: This advanced program is designed to train you as a mutual fund advisor or distributor. With weekly modules and practical exercises, you’ll learn how to analyze client needs, build fund portfolios, and stay compliant with SEBI and AMFI regulations. Course Structure (Weekly): Week 1: Investor profiling & product suitability Week 2: Fund categories, ratings, and portfolio construction Week 3: SEBI/AMFI norms, tax treatment & documentation Week 4: Case studies + final practical test Key Features: - Fully recorded content, unlocked weekly - Real-world case studies - End-of-course practical evaluation Who Should Enroll: - MF sales professionals - IFA partners & banking executives - Final-year finance/commerce students 📜 Marksheet + Certificate: Issued after passing end evaluation