Course Introduction
Prepare for the NCFM Mutual Funds Beginners Module with this comprehensive course tailored to build a solid foundation in mutual fund investments. Covering everything from basic concepts and fund types to advanced investment strategies, taxation, and regulatory compliance, this course is designed to ensure you excel in the exam and deepen your understanding of mutual funds.
Section 1: Introduction
Lecture 1: Course Introduction (Preview Enabled)
An overview of the course structure, objectives, and the benefits of mastering mutual fund investments.
Section 2: Basic Concepts on Mutual Funds
Lecture 2: What is a Mutual Fund
Lecture 3: Reasons for Opting Mutual Funds
Lecture 4: Distribution of Investments
Lecture 5: Mutual Funds – Structure in India
Lecture 6: Who Manages Investors’ Money
This section lays the groundwork by explaining what mutual funds are, why they are essential, and their structure in India.
Section 3: Roles of Compliance Officers, Registrar, Custodians
Lecture 7: Role of Compliance Officer and Custodian
Lecture 8: Role of AMC (Asset Management Company)
Lecture 9: New Fund Offer (NFO)
Lecture 10: Role of Registrar and Transfer Agent
Learn about the responsibilities of key entities involved in the mutual fund ecosystem.
Section 4: Investment Process, Investors’ Rights and Obligations
Lecture 11: Procedure for Investing in NFO
Lecture 12: Investors’ Rights and Obligations
Lecture 13: Open-Ended Funds
Lecture 14: Close-Ended Funds
Lecture 15: Equity Funds
Lecture 16: Index Funds
Dive into the types of mutual funds, rights and obligations of investors, and key investment processes.
Section 5: Advanced Investment Strategies
Lecture 17: Growth and Value Investing
Lecture 18: Asset Allocation and NAV
Lecture 19: Exchange Traded Funds (ETFs)
Lecture 20: Gold ETFs and their Functioning
Lecture 21: Debt Funds and Risk Management
Lecture 22: Taxation and Capital Gains
This section introduces advanced strategies and tax implications to maximize returns.
Section 6: Regulations Overview
Lecture 23: Overview of AMFI Guidelines
Lecture 24: Regulatory Frameworks in India
Lecture 25: Compliance and Ethical Investing
Understand the regulatory environment and the role of compliance in mutual fund investments.
Section 7: Tips and Strategies for the NCFM Exam
Lecture 26: NCFM Exam Format and Structure
Lecture 27: Practice Questions and Mock Tests
Lecture 28: Exam Day Strategies
Lecture 29: Key Takeaways for NCFM Success
Equip yourself with tips, tricks, and practice material to excel in the NCFM exam.
Conclusion
Mastering the NCFM Mutual Funds Beginners Module will empower you to make informed investment decisions, understand compliance requirements, and develop strategic insights into mutual fund investments.
