Program Dates: To Be Announced
For Equalifi Members: Nil
For Non-Members: INR 11,800
For a Financial advisor/ Mutual Fund Distributor, winning the trust of the clients is the only recipe for success!!
The MFA program is a first-of-its-kind education program designed for wealth and asset management professionals to help them learn market analysis, quantitative and qualitative analysis of the mutual funds, expertise in picking the right fund, performance analysis, risk mitigation, reviewing the financial statements of different mutual funds in order to provide advice to their clients for making sound investment decisions.
Information Webinar on Mutual Fund Analyst (MFA) Program
|1||TBA||TBA||TBA||Introduction to the mutual fund industry
|2||TBA||TBA||TBA||Marketing, distribution, sales & investor services related to mutual funds
|3||TBA||TBA||TBA||Valuation & Taxation
|4||TBA||TBA||TBA||Fund selection and fund research
|5||TBA||TBA||TBA||Portfolio management using comparative analysis
Quantitative evaluation of mutual fund schemes
Key factors to consider to be investment ready
Analyzing and using MF scheme as tool for achieving your financial freedom
|Practicals||TBA||TBA||TBA||Candidates to get an exclusive access to MFI360 platform of ICRA Analytics for analyzing 10,000+ active mutual fund schemes, across 40+ mutual fund data sources and 100,000+ mutual fund data points (updated daily) and last but not the least 100% aligned with regulatory mandates and industry changes.||TBA|
|Exam||TBA||TBA||TBA||2-hour multiple choice exam with negative marking conducted on a remote-proctored platform. Candidates can appear for the exam from anywhere and anytime during the exam dates.||TBA|