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 ◉ NISM Series VA Preparation including the Mock test series ◉ Soft Sales ◉ Structured Sales ◉ Distribution Channel ◉ Network Management ◉ Customer Need Identification ◉ Data Analysis ◉ Virtual Sales ◉ Moral Ethics ◉ Time Management ◉ Grooming and Keeping Updated ◉ Key tips to earn a passive income of 10 Lakhs per annumDescription
Unlock Your Potential as a Mutual Fund Distributor. Harness the Power of Investments to Drive Your Success. Take Your Career to New Heights! Enroll in The Mutual Fund Edge program and gain the expertise to advance as a mutual fund distributor while maximizing your personal investments.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 ready to take your career as a mutual fund distributor to the next level? The Mutual Fund Edge program is designed to equip you with the knowledge and skills to excel as a distributor while also empowering you as an investor. From mastering soft sales techniques to effectively managing distribution channels, this comprehensive program will provide you with the tools and strategies needed to advance in the mutual fund industry.