Mutual Fund Advanced Module

Best Online Mutual Fund Advanced Course | Learn Portfolio Valuation & Fund Accounting

The mutual funds are said to be the amount collected by a number of small scale investors, so as to make an investment for appropriate fund management. The students can now get more aware of the knowledge about the mutual funds, use of the mutual funds as well as the ways to make investments in mutual funds. The online NIFM is a renowned institution offering its clients with several beginners’ level as well as advanced level courses. The students are facilitated with online classes, as they follow the techniques of e-learning. They not only offer courses associated with management, computer, tally, etc.   

 The classes are provided with the help of video recordings, smart classes, etc. The mutual funds advanced module course is a short duration course for 1 months. This course generally aims to provide detailed information about the mutual funds. This is the course meant for mastering in mutual funds. This advanced level course also prepares the students for the mutual funds certification exam.   The question bank of the mutual funds test can also be accessed online using specific internet browser, computer software associated with e-learning.

The mutual funds question paper is prepared in such a way that it covers the important topics of the course. The students have to essentially get 60%marks, so as to get passed. There is a negative marking of every incorrect answer. The duration of the test is two hours, i.e. for 120 minutes. Some of the topics covered for preparation of mutual funds test paper include perspectives of mutual funds, valuation of investment by the schemes of mutual funds, mutual fund accounting, investment in mutual funds through exchange, mutual fund taxation, etc. The students can learn about the mutual funds in detail with this course. 

The students receive a certificate on completion of the course. The students can also learn how to invest in mutual funds with the help of the course on mutual funds. The students must take admission into the beginners’ level of mutual funds before pursuing the course on mutual funds at the advanced level. The students can get detailed information on stock markets with the e-learning platform at remote locations. The most feasible way of learning is through web conferencing.

Note: NIFM prepares students for NSE NCFM modules but does not conduct their exams or issue NSE certificates. You’ll receive an official NIFM certificate upon course completion

What Makes This Course Valuable?

• Builds deep practical understanding of mutual fund functioning.

• Equips you with industry-level financial analysis skills.

• Prepares you for NSE/NISM certification exams.

• Enhances your career prospects in the financial and investment sector.

• Enables you to make informed investment and advisory decisions.

Why Choose NIFM?

NIFM is a trusted institution in financial education, known for its practical, career-oriented courses in stock markets, mutual funds, and financial analysis.
When you choose NIFM, you benefit from:

• 14+ years of institutional expertise in financial education

• Courses aligned with NSE/NISM certification standards

• Expert faculty with strong academic and corporate backgrounds

• Flexible online learning options for students and professionals

• Lifetime-valid certification to boost your professional credibility

What will you Learn here ?

After completing this course, you will:

• Understand the structure and working of mutual funds at an advanced level.

• Learn mutual fund accounting and valuation techniques.

• Gain insights into cut-off time regulations and time stamping rules.

• Master the quantitative evaluation of mutual fund schemes.

• Understand non-resident investments and international mutual fund opportunities.

• Learn about mutual fund taxation and compliance with SEBI norms.

• Read and interpret fund documents like SID, SAI, KIM, and fact sheets.

Frequently Asked Questions

Q1. Who can take this course?
Anyone with a basic understanding of mutual funds or who has completed the Beginners Module can enroll.

Q2. What language is the course taught in?
The course is conducted in English.

Q3. Will I receive a certificate?
Yes, a Lifetime-valid NIFM Certificate is awarded after successful completion.

Q4. Is there an exam?
Yes, the online assessment includes 60 questions in 120 minutes with 25% negative marking.

Q5. Can this course help in NSE/NISM exam preparation?
Yes, this course fully prepares you for the NSE NCFM Mutual Fund Advanced Certification Exam.

What you will get?

Pre-recorded chapter vise videos - Yes (approx 8 hours)

Language:  ENGLISH

Book:  Yes (Ebooks in pdf format in English)

Mock test:  Yes (online mock test with approx 500 question answers) 

Certification: Certification from NIFM

Assesment Structure:

Duration: 120 minutes

No. of questions: 60

Total Marks: 100

Marks per question: 1

Passing score: 60%

Negative Marking: Yes (25%)

Certificate validity: Life Time

Faculty: Mr. Abhishek Mani

Experience of more than 20 years as a trader, investor and trainer in financial markets using his in depth knowledge of Technical Analysis, Fundamental Analysis & Derivatives. He did his MBA (Finance) from IIT Bombay , B Tech in Mechanical Engg. from IIT Kharagpur. He also completed 2 year program on Strategic Finance course from CFM, Bangalore and also passed CFA level 1. He is also a certified consultant from Goldratt University of USA in the area of Theory of constraints. He has more than 12 years of industry experience at senior level in big corporate houses i.e. Tata, Godrej, Indo Rama, Areva & Schneider Electric. His industry experience comprise of being Head of Investor Relations at Areva T&D India and Schneider Electric Infrastructure. He also has more than 4 years of teaching experience at leading institutions i.e. IMT Ghaziabad, IIITD, BFSI Academy & ICICI Securities. His accreditations include best Investor Relation professional award of Industrial Sector in India in 2012 by Institutional Investor magazine.

The mutual fund industry is a place where a large number of investors, particularly small investors place their contributions in a common pool of money and invest in  a diversified portfolio and expert fund management.

This module aims at providing a comprehensive and in-depth knowledge about mutual funds.

Mutual Fund is a common pool of money into which investors place their contributions to be invested in different types of securities in accordance with the stated objective.

Contents:

• Mutual Funds in Perspective
• Investments by Mutual Fund Schemes
• Valuation of Investments by Mutual Fund Schemes
• Mutual Fund Accounting
• Novel Portfolio Structures in Mutual Fund Schemes
• Cut-off Time Regulations & Time Stamping
• Investment in Mutual Fund through Exchanges
• Non-Resident Investment in Indian MF Schemes
• Investment by Indians in International MF Schemes
• Mutual Fund Taxation
• SID, SAI, KIM & Fact Sheets

Computer, Laptop, ipad, tab or mobile phone required with broadband or 4G internet.