Mutual Fund Investments

Professional Management: The biggest advantage of investing in mutual funds is that they are managed by qualified and professional experts that are backed by a dedicated investment research team which analyses the performance and prospects of companies and selects suitable investments.

Financial Market

Financial markets play a vital role in facilitating the smooth operation of capitalist economies by allocating resources and creating liquidity for businesses and entrepreneurs. The markets make it easy for buyers and sellers to trade their financial holdings. Financial markets create securities products that provide a return for those who have excess funds (Investors/lenders) and make these funds available to those who need additional money (borrowers).

Wealth Management

Wealth Management is a service that gives you financial and investment advice, accounting and tax services, retirement planning, legal and real estate planning for a specific fee. The ultimate goal of working hard and earning money is so that we can have a peaceful and wealthy lifestyle later.

Banking and Investments

Banking and Insurance are two sectors which are fast evolving and witnessing a transformational change. Banks are the backbone of all activities because, in every transaction where money is involved, the bank is the main character. The insurance business is one of the prominent financial services in modern times.


10 Self-Paced Learning Courses


15+ Hours of Additional Smart Cards Learning

01
Interest Analyst
2 Hrs 48 Mins
04
Bond Pricing
Analyst
2 Hrs 31 Mins
03
Treasury Bills
Analyst
25 Mins
04
Financial Planning
Adviser
60 Mins
04
Mathematics of
Investing Adviser
50 Mins
06
Investment Types
Adviser
40 Mins
07
Macroeconomics
Basics Adviser
1 Hrs 12 Mins
08
Private Equity Funds
Taxation Adviser
45 Mins
09
Diversification and
Portfolio Risks
Analyst
1 Hrs 22 Mins
10
Customer
Relationship Advisor
03 Hrs 18 Mins

Disclaimer : *Smart cards/SLPs are structured reading material from various NSE Academy/Web sources and are available to all registered users of the NSE Knowledge Hub platform.


Financial Markets and Services

01 Financial Markets and Services

Course Duration: 15 HRS

This course begins by exploring the various market segment and their products. The content covers the various terminologies used in the capital markets, various intermediaries, products, investments, the stock exchanged, regulators and regulations. It also covers miscellaneous items and various mathematical methods to evaluate investments.

Course Outline:

  • Investment Basics
  • Overview of Indian Securities Markets
  • Securities Primary Markets
  • Secondary Markets
  • Debt markets
  • Derivatives
  • Depository
  • Mutual Funds Concepts and Modes of Analysis Legal Framework

02 Basics of Exchange Traded Funds

Course Duration: 30 Mins

After going through the entire course, a user should be able to understand

  • The Various styles of investing
  • The basics of index fund
  • Know about the basics of mutual fund
  • Learn the relevant investment concepts
  • Understand the way in which ETF works
  • Know about the structure, benefits, and risk of ETF

Course Outline:

  • Active and passive styles of investing
  • Basics of Index Funds
  • Exchange Traded Funds
  • Basics of Mutual Funds
  • Relevant Investment concepts
  • Types of ETFs
  • Stock Market Index
  • How ETFs works
  • ETF Structure
Exchange Traded Funds

Wealth Management

03 Wealth Management

Course Duration: 20 HRS

This course explains investment strategies and performance evaluation. It will help you to manage your wealth and plan your portfolio. It will also help in tax and estate planning and give various financial planning strategies. This will help you allocate wealth through a systematic understanding of risk and reward and planning specific goals.

Course Outline:

  • Introduction to Financial Planning
  • Asset Classes
  • Financial Planning Tools
  • Asset Allocation
  • Modern Portfolio Theory
  • Measuring Risk and Return
  • Elements of the Financial Plan
  • Tax Planning
  • Customer Relationship Management

04 Mutual Funds Beginners Module

Course Duration: 05 HRS

This course demystifies the concept of mutual funds and helps create awareness and knowledge about the industry and its functioning. The course will hand-hold an investor in investing in mutual funds by explaining the types of products, method of investing, processes involved, regulations, and taxation of mutual funds.

Course Outline:

  • Mutual Funds
  • Mutual Funds - Products and Features - Equity Funds
  • Exchange Traded Funds
  • Debt Funds
  • Liquid Funds
  • Offer Document
  • Accounting, Valuation and Taxation
  • Regulations
Mutual Fund Beginners Module

Mutual_Funds_Advanced_Module

05 Mutual Funds Advanced Module

Course Duration: 07 HRS

This course aims to provide comprehensive and in-depth knowledge about mutual funds. Users of this course can become independent mutual fund advisors or be a part of various AMCs. The first part of the course takes the user through the basics of mutual funds, types of schemes, channel management practices for becoming a mutual fund distributor, and tools for measuring risk-return and performance of funds. The second part of the course focuses on financial planning and helping customers build the right portfolio to help them meet their goals. The course also gives the user an understanding of the regulatory framework that applies to mutual funds.

Course Outline:

  • Fund Distribution and Channel Management Practices
  • Investor Services
  • Risk, Return and Performance of Funds
  • Mutual Fund Scheme Selection
  • Selecting the Right Investment Product for Investors
  • Helping Investors with Financial Planning
  • Recommending Model Portfolios and Financial Plans

06 Banking Fundamental Module emsp;
course by

Course Duration: 05 HRS

This course will help to understand the banking structure in India. It covers all aspects of banking including retail and wholesale, deposits and lending, rules and regulations, customer care and customer management. It also covers banking technology and the advances made thereon. It covers the entire gamut of banking products and sectors. Course Outline: Indian Financial System, Banker Customer Relationship, Banking Products and Services Banking Regulations.

Course Outline:

  • Fundamentals of Banking
  • Functions of Bank
  • Compliance and Customer Service
  • Digital Banking
  • Stressed Assets Management
Banking Fundamental

Electronic Payment

07 Electronic Payment system in India  
course by

Course Duration: 05 HRS

Certification in Electronic Payment Systems empowers you in digital banking by offering basic information on electronic and digital payment systems. Moreover, it creates an understanding of concepts like alternate delivery channels for banking, digital payment methods, channels available for remittances, platforms for digital banking solutions, and transaction workflow of digital banking channels. The course is curated and offered by SBI, with a great blend of theory and operational aspects for deeper understanding.

Course Outline:

  • Introduction to Electronic Payment System
  • What are Digital Transaction and their importance
  • Digital transformation vis-à-vis Currency in Circulation
  • What are the channels for Digital Payments?
  • What are the payment channels instrumental for digital migration in terms of value?
  • What are the payment channels instrumental for digital migration in terms of volume?
  • What are the most common models of e-payment in India?
  • How NPCI is instrumental in digital transformation in India
  • NPCI products for electronic payments
  • What are the emerging trends in Digital Payments?

08 Analysis of Investment

Course Duration: 07 HRS

This course demystifies the concept of investments and their analysis. It covers both fundamental and technical analysis to make informed investment decisions. It also covers asset allocation and how to make investments based on such analysis. This comprehensively covers both company and market analysis.

Course Outline:

  • Introduction to Fundamental Analysis
  • Understanding Financial Statements
  • Valuation Methodologies
  • Introduction to Technical Analysis
  • Candle Charts
  • Pattern Study
  • Asset Allocation
NSE Academy Investment Course

NCFM Risk Management

09 Insurance and Risk Management

Course Duration: 12 HRS

This course begins by introducing insurance as a risk management tool and then explores all types of life and general insurance products. Details of various life and general insurance types and products are discussed in this course. It helps select the right insurance products and covers regulations related to insurance. It also helps manage clients in the insurance sector.

Course Outline:

  • Introduction to Insurance
  • Fundamentals of Risk Management
  • Insurance Contract, Terminology, Elements and Principles
  • General Insurance
  • Personal and Liability Insurance
  • Financial Planning and Life Insurance
  • Insurance Intermediaries

10 Investment Analysis and Portfolio Management

Course Duration: 3.5 HRS

Investments are common across all investors from individuals to fund managers and institutions. However, analysis and investments based on such analysis are carried out by trained managers and informed investors. This course helps you understand all types of investments and analyse them with a need to invest effectively and efficiently. It covers all investments including equity, debt, and derivatives. Investing in markets that are not at the same efficiency level, analysing individual investments and handling portfolios are some of the skills that this course covers.

Course Outline:

  • Objectives of Investment Decisions
  • Financial markets
  • Capital market Efficiency
  • Fixed Income Securities
  • Capital market Efficiency
  • Financial Analysis and Evaluation
  • Modern Portfolio Theory
  • Valuation of Derivatives
  • Investment Management
Portfolio Management

How to Activate the Course?

01

Click on the payment link received in the email

02

Get redirected to the payment gateway and complete the payment process

03

Receive a Payment acknowledgement email

04

Within 48 working hours of making the payment, receive an email from NSE Academy stating the link to access the bundled course and the login credentials for NSE Knowledge Hub

05

Login to NSE Knowledge Hub with your credentials and start consuming the courses at your convenience


06

Completion certificates will be generated post-completion of each course.


Contact Details

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