Coming soon
Mutual Funds & Insurance
The course will give knowledge inputs to the candidates and expose them to the operational process and modern banking environment.
Concept And Role Of Mutual Funds
Concept of a Mutual Fund; Advantages ,Evolution of Mutual Funds in India - Size of Industry, Growth Trends, Role of Mutual Funds in Financial Markets
Types of Mutual Funds
Open-end Funds/Closed-end Funds, Tax Exempt/Non Tax Exempt Funds, Exchange Traded Funds, Fund of Funds
Money Market/Liquid Funds, Equity Funds, Debt Funds, Hybrid Funds
Organisation and regulation of Mutual Funds
Asset Management Company, Trustees/Trust Companies
Fund Sponsors
Role of regulators in India
SEBI, Stock Exchanges, Role of AMFI, Investor Associations
Rights and Obligations of the Investor
General principles of Insurance: Essentials of insurance contracts- Distinction between General Law of contract and Insurance contract; Life and indemnity Contract.
Double Insurance: Meaning, Features,
Reinsurance: Characteristics of Reinsurance ,Types of Reinsurance. Reinsurance Vs. Double insurance, Essentials of reinsurance
Risk: Meaning , Definition of Risk, Classification of risk
Hazards and Perils in Insurance: Meaning and Classification .Perils vs. hazards.
Methods of handling risk: Avoidance, Risk Reduction , Risk retention, Risk transfer ,combination, Hedging method.
Requirements of an Insurable risk
- Sadhak.H., Mutual Fund in India: Marketing Strategies and Investment Practices, Response Publication, New Delhi.
- National Stock Exchange of India Ltd, Mutual Fund Basic and Advisors Module.
- Pathak Bharti V., Indian Financial System, Pearson Education, New Delhi.
- Jha R.N.,Insurance in India, Bharat book Buereau, Mumbai.
- Rajda George, Principles of Risk Management and Insurance, Pearson Education, New Delhi.
