Home  |  About GOLS  |  eLearning  |  eLearning v/s Classroom Learning  |  Contact us  |  Live Chat    
FinanceVarsity

Content on this page requires a newer version of Adobe Flash Player.

Get Adobe Flash player

About Us Online Courses Any Query? FAQ's Demo Course Login
 
CFPCM Certification
Challenge Status CFPCM
CFPCM Certification Classes (Video Based Training™)
CFPCM Certification Classes (Web Based Training)
ASSESS™ (Mock Test for CFPCM)
AFPCM (Risk Analysis and Insurance Planning)
AFPCM (Retirement Planning and Employee Benefits)
AFPCM (Investment Planning)
AFPCM (Tax Planning and Estate Planning)
Certificate in Financial Planning Basics
Certificate in Insurance Planning
Certificate in Retirement Planning
Certificate in Investment Planning
Certificate in Tax Planning
Finance for Non Finance Managers
Basic course in Finance
Financial Statement Analysis
AMFI Basic Module
AMFI Advisor Module
Commodities Trading
Diploma in Financial Planning

  Online Courses > AMFI Advisor Module
 
Course Name Course Code Fees Demo Buy
AMFI Advisor Module FINFPSBPREP003 995/-* 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 (Advisors) Module

The AMFI Mutual Fund (Advisors) Module and it covers subjects such as financial planning, risks in fund investing, model portfolio selection in addition to the subjects covered under the Basic Module and constitute a single certification programme which is designed for certification of fund distributors or intermediaries engaged in selling mutual fund schemes, employees of corporate intermediaries and employees of mutual funds who are engaged in selling and marketing activities. The validity period for the AMFI-Mutual Fund (Advisors) module certification is for five years.
 

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]
financevarsity.com offers the AMFI course both for investors and advisors modules in following features

Web Based Training (WBT)
Video Based Training™ (VBT™)
Live Video Classes (LVC)

Live Support
Assess
Introductory Price
 As per AMFI course syllabus
6 hours
Sessions for the entire syllabus, by Industry Experts and Qualified Trainers
Online faculty support
At least 5 Mock Tests
Rs 995/- only
 

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

Examination:

How to register for the Online Test?

Candidate may contact the appropriate NSE Centre (refer www.nseindia.com) to register their name for the test. As the certificate issued for successful candidates will carry the photograph of the candidate, they are required to affix a copy of their photograph on the registration form. There is a fee of Rs. 1000/- to be paid to NSE for the test by way of demand draft favoring 'National Stock Exchange of India Limited'.

NSE had launched the Online Registration and Enrollment facility. For further details candidates are requested to visit the link "Online Register/ Enroll" on the NSE website (www.nseindia.com)

 

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.
 
 
Privacy Policy - Terms & Conditions - eLearning - eLearning v/s Classroom Learning - Feedback - Live Chat - Sitemap
© 2009 GOLS. All Rights Reserved.		 GOLS
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).