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  Online Courses > AMFI Basic Module
 
Course Name Course Code Fees Demo Buy
AMFI Basic Module FINFPSBPREP002 495/-* Enroll now
*Service Tax Extra as Applicable.
 

Overview:

Career prospects for AMFI professionals
 
  • Candidates seeking career in Mutual Fund Distribution either as an Individual Agent or as a corporate Agent. Such candidates are usually graduates / post-graduate students who have passed out B.Com/M.Com/MBA-Finance, Marketing etc.
  • Employment Opportunities after passing AMFI Test (Advisors) Module either as independent financial planner / investment advisor or can seek employment with distribution companies (financial products), Banks, Brokerage firms, other securities firms, Asset Management Companies, etc.

Asset Management Companies (AMC) are:

  • AMC includes
  • TATA Mutual Fund
  • SBI Mutual Fund
  • Principal
  • Pru ICICI
  • Fidelity
  • Franklin Templeton etc

Course details:

Advantages of AMFI course

  • Complete coverage of revised syllabus as prescribed by AMFI
  • Comprehensive yet interactive and engaging learning sessions
  • Classes ANYTIME, ANYWHERE
  • Doubt learning sessions through LVC & online Faculty support.
  • Vast data bank of Multiple Choice Questions

AMFI Test (Basic Module)

This is a general test covering the concept, structure and other essential general topics. This is meant for all employees of Mutual Funds (other than those who are engaged in selling and marketing activities), general public and for those who would like to have a basic knowledge of concept and working of Mutual Funds. Any one who desires to acquire knowledge of the functioning of the mutual fund without seeking to become a fund distributor can take this test . A certificate will be issued separately for Basic Module test to the successful candidates. There is no validity period for the AMFI-Mutual Fund (Basic) Module certification.
 

The following are the subjects covered by the Test and the workbook contains all the relevant details.
The curriculum and list of topics for the test are as under:

Part One

  • The Concept and Role of Mutual Funds
  • Fund Structures and Constituents
  • Legal and Regulatory Environment
  • The Prospectus / Offer Document
  • Fund Distribution and Sales Practices
  • Accounting, Taxation &Valuation Norms
  • Investor Services
  • Investment Management
  • Measuring and Evaluating Mutual Fund Performance

Part Two

  • Helping Investors with Financial Planning
  • Recommending the Financial Planning Strategies for Investors
  • Selecting the Right Investment Products for Investors
  • Helping Investors Understand Risks in Fund Investing
  • Recommending the Model Portfolios and Selecting the Right Funds
  • Business Ethics in Mutual Funds
  • Syllabus for AMFI Test (Basic Module) comprises topics as enumerated in Part One
  • Syllabus for AMFI Test (Advisors Module) comprises topics as enumerated in Part One plus Part Two

AMFI e-learning course by financevarsity.com [GOLS]
 

Advantages of AMFI course offered by financevarsity.com

  • Complete coverage of revised syllabus as prescribed by AMFI
  • Comprehensive yet interactive and engaging learning sessions
  • Classes ANYTIME, ANYWHERE
  • Doubt learning sessions through LVC & online Faculty support.
  • Vast data bank of Multiple Choice Questions

Careerscope:

Association of Mutual Funds in India (AMFI) Examination

 

The certification programme was launched by AMFI in July 2000 and SEBI made it mandatory for all Intermediaries in September 2001.

The Securities and Exchange Board of India (SEBI) has made mandatory for any entity / person engaged in marketing and selling of mutual fund products to pass AMFI certification test (Advisors Module) and obtain registration number from AMFI. Firms and corporates will have to obtain certification of registration from AMFI and all employees of corporate distributors engaged in selling and marketing of mutual fund products have to pass the AMFI certification test (Advisors Module) and obtain registration with AMFI before canvassing business of mutual funds.

What is the nature of the test?

AMFI Test is a multiple option-testing programme with each question having four different options and the candidate has to choose the right answer. The marks for each question are different and a wrong answer would result in negative marking to the extent of 25 percent of the marks assigned to that question. The passing mark is 50 out of a total of 100 marks.
 
 
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Disclaimer: The use of the term "Varsity" is a coined term used for convenience purpose only and is not to mean or interpret as a University under any applicable Indian laws and / or University Grants Commission (UGC) - Apex body of the Government of India. Excepting in cases where it is specified explicitly, our courses are not recognised by AICTE or Distance Education Council (DEC).