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Certified Mutual Fund Advisor

Course Overview

Mutual funds and the industry are growing at a rate of 23% year on year! This makes it one of the best careers to choose. Mutual fund advisors make one of the best starting salaries amongst other fields. This assessment is designed to help you check your aptitude to start a career as a mutual fund advisor. The test will contain questions that are geared towards identifying your ability at picking the best mutual funds for your future customer. The questions in the test will be on your investment style, identifying the customers risk appetite and investment goals, as well as fees and loads.

About the Test

Take our mergers and acquisitions test on legal regulations, corporate restructuring, M&A funding, company valuation. This assessment will ensure you have a thorough understanding of the buy and sell sides of M&A and check your understanding of the process. There will also be questions on negotiation, taxes, and transaction execution.

About Faculty:

Highly Qualified faculty (Including CA, CFA, FRM, MBA, and Ph.D. holders) having experience working in the Corporate World. So that they can give a better understanding of financial concepts with real-world implications. Along with giving real-life examples the faculty will also support you in solving the real-life scenario and help the learners innovate in business practice.

The faculty team includes outstanding educators and researchers from both the academic and business sectors, contributing towards the overall professional and personal growth of the students. Interactions with prominent leaders/senior executives from the industry, allowing you to benefit from the experience gained in leading positions around the globe. Stock Learning Faculty are highly qualified and experienced faculty are the greatest asset of the Organisation

Course Curriculum

  • Financial Goal Setting
  • Savings and Investment
  • Asset Classes
  • Risk Profiling
  • Asset Allocation
  • Classifications of mutual funds

Refund Policy:

  • The fees paid by the Candidate shall not be refundable in any circumstances whatsoever except in case of medical reasons or in case of death of a Candidate or his/ her parents. The fees shall be refunded only after the production of a valid medical certificate proving physical or mental disability of the Candidate to attend the Course, the death certificate of the deceased Candidate or his/ her parent, etc
  • On production of the required documents, as mentioned herein above, the fees paid by the Candidate shall be refunded to the Candidate or his/her parent without interest component
  • Stock Learning is not liable to issue any certificate to the Candidate who has withdrawn from the said course.

Course Fees Structure:

  • Self-Paced Training Rs 3000/-
  • Online Live Session Rs 5000/-
  • Classroom Session Rs 10000/-

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