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Certification Program

Mutual Fund Analysis

Mutual Fund Analysis

About the Program

It is a detailed & comprehensive analysis program that intends to benefit the Investors to meet their financial goals by investing in right funds at right time & helps professionals in selling the right product to their customers as per risk appetite of customers.

The participants can be Students, Investors, job seekers & Entrepreneurs in the BFSI Sector or Industry Professionals

This program can be organized Online / In-class for a batch of minimum 10 participants.

To help spread financial literacy so that everyone enjoys the fruits of financial freedom.

Program Facts in Nutshell

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1 week

Duration

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In Class & Online

Format

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5 Days a week

Weekly Effort

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Rs 7,500

Fee (exclusive of taxes)

Program Structure

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    Modules

    4
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    Lectures

    5
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    Assessments

    2
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    Activities

    3
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    Guest Lecture

    1

Curriculum

This is a customised program whereby the aspirant is familiarised with theoretical; practical and the regulatory environment of the Mutual Funds industry; the sole aim of making him/her an expert in the field of Mutual Funds

Eligibility

The participants can be students, investors, people seeking jobs in the BFSI sector or Industry Professionals. Minimum gathering of 10 people

Certification

Upon successful completion of the program each candidate will be issued a participation certificate

Faculty

Mr. Iqbal Singh, an entrepreneur with a rich experience of more than 20 years with leading Private & Foreign Banks and Financial Markets. He is one of the founding team members of HDFC Private Banking Group. In his last assignment with CITIBANK N.A, his role was to handle Investments & Insurance business in the Northern region and was awarded for his distinguished performance. He set up the advisory firm IFM in 2004 and under his leadership, IFM has scaled great heights and has been awarded the Best Regional Financial Advisor Awards in 2009 , 2010, 2013 & 2018 by CNBC TV18 powered by ICRA.

Mr. Iqbal Singh

Founder & MD - IFM

Placement

Not Applicable for this program

Mentorship

Not Applicable for this program

FAQs

It is detailed and comprehensive mutual fund analysis program and aims to provide knowledge of how to evaluate and select different mutual funds after taking into consideration a lot of parameters as to earn handsome return & minimize risk.

It is a one week program.


Fee can be paid online or offline

One need have some basic understanding of Mutual Funds. Any students, Investor, People seeking job in BFSI Sector, Entrepreneurs or any Industry Professional can take this program.

This can be conducted online & in-class as well.

There is no selection process for this program. Minimum batch needs to be of 10 participants.

Please touch base with Mr. Harsimran Singh Dhaliwal ( Head – Client Experience ) on +91 99157 03380 for details.

Enquire Now

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Mr. Harsimran S Dhaliwal
Head – Client Experience

Enquire