★★★★★
"The structure, the practice exams, the instructor — all top tier. Passed first try."
AS
Aarti SharmaSenior Project Manager · TCS
— The journey
Course Outline
What the programme covers, module by module.
Module 1: Introduction to Mutual Funds and Capital Markets
- Capital Market Fundamentals
- Mutual Fund Overview
- Financial Markets
- Investment Ecosystem
- Career Opportunities
Module 2: Financial Market Structure
- Primary Market
- Secondary Market
- Market Participants
- Financial Intermediaries
- Market Functions
Module 3: Investment Fundamentals
- Investment Objectives
- Risk and Return
- Investment Horizon
- Wealth Creation Concepts
- Diversification
Module 4: Equity Markets
- Equity Fundamentals
- Shares and Ownership
- Stock Exchanges
- Market Indices
- Equity Investing Basics
Module 5: Debt Markets
- Bonds
- Government Securities
- Corporate Debt
- Fixed Income Investments
- Debt Market Participants
Module 6: Mutual Fund Basics
- Mutual Fund Structure
- Asset Management Concepts
- Fund Management
- Net Asset Value (NAV)
- Fund Operations
Module 7: Types of Mutual Funds
- Equity Funds
- Debt Funds
- Hybrid Funds
- Index Funds
- Exchange-Traded Funds
Module 8: Investment Planning
- Goal-Based Investing
- Investment Allocation
- Financial Planning
- Investment Strategies
- Long-Term Planning
Module 9: Portfolio Management
- Portfolio Construction
- Asset Allocation
- Portfolio Diversification
- Performance Monitoring
- Portfolio Review
Module 10: Trading Fundamentals
- Order Types
- Trade Execution
- Settlement Process
- Trading Workflow
- Market Timings
Module 11: Risk Management
- Investment Risks
- Market Risk
- Credit Risk
- Liquidity Risk
- Risk Mitigation
Module 12: Investor Protection
- Investor Rights
- Risk Awareness
- Grievance Handling
- Ethical Investing
- Investor Education
Module 13: Financial Products
- Savings Products
- Investment Products
- Retirement Solutions
- Wealth Management Products
- Structured Products Overview
Module 14: Regulatory Awareness
- Capital Market Guidelines
- Mutual Fund Regulations
- Compliance Awareness
- Market Integrity
- Professional Responsibilities
Module 15: Digital Investment Platforms
- Online Investment Platforms
- Mobile Investment Applications
- Digital Transactions
- Portfolio Tracking
- Customer Experience
Module 16: Customer Relationship Management
- Client Communication
- Understanding Customer Needs
- Investment Discussions
- Service Excellence
- Customer Retention
Module 17: Market Analysis Basics
- Fundamental Analysis Concepts
- Technical Analysis Overview
- Economic Indicators
- Market Trends
- Investment Decision Support
Module 18: Communication Skills
- Professional Communication
- Presentation Skills
- Financial Reporting
- Team Collaboration
- Problem Solving
Module 19: Ethics in Financial Markets
- Professional Ethics
- Responsible Investing
- Transparency
- Confidentiality
- Ethical Decision-Making
Module 20: Emerging Trends in Capital Markets
- Financial Technology
- Artificial Intelligence in Investments
- Sustainable Investing
- Digital Transformation
- Future Market Trends
Module 21: Best Practices in Investment Operations
- Customer-Centric Services
- Operational Excellence
- Continuous Learning
- Quality Standards
- Professional Development
Module 22: Mutual Funds & Capital Markets Project
- Investment Goal Analysis
- Mutual Fund Selection Exercise
- Portfolio Allocation
- Market Analysis
- Final Project Presentation
— 01.2 · Is it right for you?
Who it's for & what's included
Pick a delivery method to see exactly who it suits and everything you receive.
Who it's for
Classroom
Best for learners who want face-to-face tuition and to network with peers in person.
What's included
Everything you get
- ✓ Live instructor on-site
- ✓ Printed workbook & materials
- ✓ Group exercises & case studies
Who it's for
Online Instructor-Led
Best for learners who want a live instructor and a fixed schedule, without the travel.
What's included
Everything you get
- ✓ Live instructor via video call
- ✓ Digital workbook & resources
- ✓ Session recordings
Who it's for
Self-Paced
Best for self-motivated learners who need maximum flexibility around work and life.
What's included
Everything you get
- ✓ On-demand video lessons
- ✓ Interactive quizzes
- ✓ 24/7 access on any device