Asset Management

Description

One of the highly demanded courses of the Finance Industry, An Asset management expert is required in every domain. Asset Management programme helps you to gain more knowledge about investment and management decisions, the programme has a curriculum required to produce an efficient asset management expert it starts form the basic understanding of mutual funds to the knowledge of portfolio management.


  • Training

    2 months Training, 6 months access, Industry-Oriented, Self-Paced.

  • Certification

    Small & basic Objective MCQ type online exams & Foxmula Certification.

  • Internship

    45 days Internship Completion letter post project submission on our GitLab. Projects are Industrial, Small and based on your training.

Curriculum

  • Mutual Funds
  • What is Mutual Fund?
  • Types of Mutual Fund?
  • Hedge Funds
  • What is a Hedge Fund?
  • How does a Hedge Fund work?
  • Hedge Fund Strategies, Risk
  • Convertible Arbitrage
  • Investing in Mutual Funds: Understanding the Process, Investment Objective
  • Prospectus / Offer Document and Key Information Memorandum
  • Processes, Rights and Obligations for Investors
  • Equity Markets and Mutual Funds
  • Debt Markets and Mutual Funds
  • Derivatives Markets and Mutual Funds
  • Investment Policy
  • Restrictions on Investments
  • NAV Concepts and Pricing
  • Accounting
  • Valuation Norms for Securities
  • Reporting and Disclosure Norms
  • Taxation
  • Risk and Performance Evaluation
  • Measuring Returns
  • Tracking Mutual Funds Performance
    Concept of Financial Planning for the Investors Life Cycle and Wealth Cycle stages Investment Products Financial Planning Strategies for Investors
  • SIP Overview and the power of compounding
  • Financial Planning Strategies and Tools
  • Asset Allocation
  • Comparison of Investments from available products
  • Selecting the Right Investment Products for Investors
  • Fund Selection from available products
  • NAV Concepts and Pricing
  • Accounting
  • Valuation Norms for Securities
  • Reporting and Disclosure Norms
  • Taxation
  • Portfolio Management
  • Fund Management
  • Relationship Management
  • Wealth Management
  • Client Servicing