Module IV
Module IV
Mutual Funds Distributors
Chapter 1
Concept and Role of a Mutual Fund and Fund structure and Constituents
Chapter 2
Legal and Regulatory Environment
Chapter 3
Offer Document, Fund Distribution and Channel Management Practices and Accounting Valuation and Taxation
Chapter 4
Investor Services
Chapter 5
Return Risk and Performance of Funds
Chapter 6
Scheme Selection and Selecting the right investment products for Investors
Chapter 7
Helping Investors with Financial Planning and Recommending Model Portfolios and Financial Plans
