Amf Ippt

Training on Mutual Funds for AMFI Certification Sponsored by Prudential ICICI Mutual Fund

About the NCFM-AMFI Examination ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Marks ,[object Object],[object Object],[object Object],[object Object],[object Object]

Question paper design ,[object Object],[object Object],[object Object],[object Object]

Attempting the paper ,[object Object],[object Object],[object Object],[object Object],[object Object]

Time and Submission ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Session 1: Structure and Regulation ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

What Is a Mutual Fund? ,[object Object],[object Object],[object Object],[object Object],[object Object]

Characteristics of a Mutual Fund ,[object Object],[object Object],[object Object],[object Object]

Advantages of Mutual Funds ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Disadvantages of Mutual Funds ,[object Object],[object Object],[object Object]

Mutual Fund Products ,[object Object],[object Object],[object Object],[object Object],[object Object]

Equity Funds ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Debt Funds ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Balanced Funds ,[object Object],[object Object],[object Object],[object Object],[object Object]

Investment Options ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Basis for Classification ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Risk and Return Liquid funds ST debt funds Gilt funds Debt Funds Index funds Equity funds Sectoral funds Balanced funds Risk Return

Fund Structure & Constituents ,[object Object],[object Object],[object Object],[object Object]

Sponsor ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Trustees ,[object Object],[object Object],[object Object],[object Object],[object Object]

Trustees ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Asset Management Company ,[object Object],[object Object],[object Object],[object Object],[object Object]

Asset Management Company ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Other Constituents ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Regulatory Framework ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Regulatory Framework ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

UTI: Differences ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Self-regulatory Organisations ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Mergers and Acquisitions ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Mergers and Acquisitions ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Session 2: Offer Document ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Offer Document ,[object Object],[object Object],[object Object],[object Object],[object Object]

Period of Validity ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Fundamental Attributes ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Changes in Fundamental Attributes ,[object Object],[object Object],[object Object],[object Object],[object Object]

Contents of Offer Document ,[object Object],[object Object],[object Object],[object Object],[object Object]

Fund Specific Information ,[object Object],[object Object],[object Object],[object Object],[object Object]

Details of the Scheme ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Loads and Expenses ,[object Object],[object Object],[object Object],[object Object],[object Object]

Unit Holder Rights ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Associate Transactions ,[object Object],[object Object],[object Object]

Verification and Due Diligence ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Investing in a Fund Scheme ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Distribution Channels ,[object Object],[object Object],[object Object],[object Object]

Individual Agents ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Institutional Distributors ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Procedure ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

NAV and Load ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Entry Load : Example ,[object Object],[object Object],[object Object],[object Object]

Exit Load : Example ,[object Object],[object Object],[object Object],[object Object]

SEBI Regulations : Load ,[object Object],[object Object],[object Object],[object Object]

Example ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Taxation ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Taxation:Finance Act 2002-03 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Treatment of Capital Gains ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Indexation ,[object Object],[object Object],[object Object],[object Object],[object Object]

Capital Markets and Mutual Funds ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Equity Investment ,[object Object],[object Object],[object Object],[object Object],[object Object]

Investment Strategies ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Debt Markets ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Price and Yield ,[object Object],[object Object],[object Object],[object Object]

Current Yield and YTM ,[object Object],[object Object],[object Object],[object Object]

Yield to Maturity ,[object Object],[object Object],[object Object]

Interest Rate Sensitivity ,[object Object],[object Object]

Example ,[object Object],[object Object],[object Object]

Credit Risk ,[object Object],[object Object],[object Object],[object Object]

Debt Portfolio Management Styles ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Investment Restrictions ,[object Object],[object Object],[object Object]

Investment Restrictions ,[object Object],[object Object],[object Object],[object Object],[object Object]

Investment Restrictions ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Inter-scheme Transfer ,[object Object],[object Object],[object Object],[object Object]

Investment in Sponsor Company ,[object Object],[object Object],[object Object]

Other Limits ,[object Object],[object Object],[object Object],[object Object]

Accounting and Valuation Aspects ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Net Assets ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Factors Impacting NAV ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Frequency of NAV Calculation ,[object Object],[object Object],[object Object],[object Object]

Historic and Prospective NAV ,[object Object],[object Object],[object Object]

Accounting Policies ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Sources of Income ,[object Object],[object Object],[object Object],[object Object],[object Object]

Initial Issue Expenses ,[object Object],[object Object],[object Object],[object Object],[object Object]

Operating Expenses ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Limits on Expenses ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Expenses that cannot be charged ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Investment Management Fees ,[object Object],[object Object],[object Object],[object Object]

Reporting Requirements ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Specific Disclosures ,[object Object],[object Object],[object Object],[object Object],[object Object]

Non Performing Asset ,[object Object],[object Object],[object Object]

Treatment of NPAs ,[object Object],[object Object],[object Object],[object Object],[object Object]

Valuation Principles ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Valuation: Equity ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Valuation Debt ,[object Object],[object Object],[object Object],[object Object]

Liquid securities ,[object Object],[object Object]

Thinly Traded Securities ,[object Object],[object Object],[object Object],[object Object],[object Object]

Valuation of Thinly Traded Equity ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Valuation of a Thinly Traded Debt Security (<182 Days) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Valuation of other debt securities (>182 days) ,[object Object],[object Object],[object Object]

Session 6: Risk and Return ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Computing Returns ,[object Object],[object Object],[object Object],[object Object],[object Object]

Alternate Methodologies ,[object Object],[object Object],[object Object],[object Object],[object Object]

Percentage Change in NAV ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Annualising the Rate of Return ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Total Return ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Total Return or ROI Method ,[object Object],[object Object],[object Object],[object Object]

ROI Method: Example ,[object Object],[object Object]

ROI Method: Solution ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Compounded Average Growth Rate ,[object Object],[object Object],[object Object],[object Object]

CAGR: Example 1 ,[object Object],[object Object]

CAGR: Solution ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Returns: Industry Practice ,[object Object],[object Object],[object Object],[object Object]

SEBI Regulations ,[object Object],[object Object],[object Object],[object Object]

Risk in Mutual Fund Returns ,[object Object],[object Object],[object Object],[object Object],[object Object]

Benchmarks ,[object Object],[object Object],[object Object],[object Object],[object Object]

SEBI Guidelines ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Other Measures of Performance ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Session 7: Financial Planning ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Concept of Financial Planning ,[object Object],[object Object],[object Object],[object Object],[object Object]

[object Object],[object Object],Who is a Financial Planner?

[object Object],[object Object],[object Object],Benefits of Financial Planning

MFs in Financial Planning ,[object Object],[object Object],[object Object]

[object Object],[object Object],[object Object],[object Object],Why should a Fund distributor become an FP

Attributes of a Good Financial Planner ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Classification of Investors ,[object Object],[object Object]

Process of FP in Practice ,[object Object],[object Object],[object Object],[object Object]

Process of FP in practice ,[object Object],[object Object],[object Object],[object Object]

Products Available ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Bank Deposits ,[object Object],[object Object],[object Object],[object Object],[object Object]

PPF ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

RBI Relief Bonds ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Other Government Schemes ,[object Object],[object Object],[object Object]

Instruments issued by Companies ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

How to Compare Products ,[object Object],[object Object]

Why MF is the Best Option ,[object Object],[object Object],[object Object]

Strategies for Investors ,[object Object],[object Object],[object Object],[object Object]

Useful Strategies ,[object Object],[object Object],[object Object],[object Object]

Rupee Cost Averaging ,[object Object],[object Object],[object Object]

Value Averaging ,[object Object],[object Object],[object Object]

Asset Allocation and Model Portfolios ,[object Object],[object Object],[object Object]

Graham’s Model Portfolio ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Bogle’s Strategic Asset Allocation ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Fixed and Flexible Asset Allocation ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Developing a Model Portfolio ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Jacob’s Model Portfolios ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Fund Selection ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Equity Funds: Selection Criteria ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Debt Funds: Selection Criteria ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Money Market Funds ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Thank you and all the very best!!

Amf Ippt

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