Program Curriculum
◉ Mutual Fund Concept ◉ Mutual Fund Structure ◉ Regulators ◉ Investors Right ◉ Key Terms: NFO, SID, SAI, KIM, NAV and their relevance ◉ Understanding Risk and Returns ◉ Investing direct or through a distributor ◉ Why so many schemes? ◉ Define and understand your financial Goal ◉ Scheme Selections for best returns ◉ Sector Selection ◉ Portfolio Analysis ◉ KYC and Accounting ◉ Complete Financial and Goal Planning ◉ Training for helping candidates prepare for exam – NISM Series VA Preparation including the Mock test series ◉ NISM CPE Content Delivery Training ◉ SEBI Content Delivery ◉ Other IAP related trainings ◉ Scheduling a workshop ◉ Effective Query Handling ◉ Time Management ◉ Keeping Updated ◉ Key tips to keep every hour productive and chargeableSpecial Earning Opportunity
Unlock New Opportunities as a Certified Trainer! As a Certified Fund Trainer, you have the opportunity to start your own training business under your own banner or get associated with us. We offer five distinct opportunities for trainers to expand their reach and impact in the industry: Deliver CPE training to mutual fund distributors (compulsory for distributors) Train candidates willing to invest in Mutual Funds Train candidates willing to start a mutual fund distributor business Conduct Investor Awareness Programs on behalf of SEBI, NSE, or any other Industry Body Conduct preparatory training for banks and large distributors for their employees Unleash Your Potential as a Certified Fund Trainer. Inspire and Educate Investors and Distributors to Achieve Financial Success Unleash Your Training Potential Today! Enroll in the Certified Fund Trainer program and become a highly skilled trainer, empowering investors and distributors to achieve financial success. Choose your path, whether it’s starting your own training business or joining our esteemed network of trainers, and unlock the opportunities to make a significant impact in the mutual fund industry.I was trading markets since 6 months but sometimes I booked profits while some times I booked losses, I wanted to consistently earn from markets. My friend recommended RISE Institute to me, I did the program live which was for 20 days, I really liked the live sessions and knowledge level of faculties. I really appreciate their support not just in the course but also in the community membership through app. I really thank RISE for helping me remain in profits consistently. -Vijay Shukla
I am studying graduation, trading in securities market was like a dream for me, I did an online course with RISE, this program is very detailed course on basics of securities market. It spiked my interest more and I started identifying and sharing investment and trade opportunities within the mobile app with other students and faculties, I did not trade any of them. I am very active in the community and have started trading on the trade opportunities I identify or provided by other students or faculties. I really appreciate RISE Institute, Keep up the good work!! -Ankur Singh
Introduction
Are you passionate about empowering others and sharing your expertise in the mutual fund industry? The Certified Fund Trainer program is designed to equip you with the knowledge and skills to become a highly effective trainer, specializing in investor education and distributor training. From mastering key concepts to delivering impactful workshops, this comprehensive program will provide you with the tools and strategies to empower individuals and drive positive change in the industry.