Amfi Revison Kit
Welcome Delegates
AMFI Mutual Fund (Advisor) Module
Preparatory Training Program
Agenda
By the end of the workshop, you shall be able to: understand the key mutual fund concepts required to take the AMFI exam get useful exam practice through quiz and practice tests.
Logistics
Timing Breaks Participation Mobiles
“Learning is not a spectator sport”.
How this session would help
Increased importance of mutual funds Provide the right advice to clients Make your Own/family’s investments wisely You require AMFI Certification to sell anyway!.
Exam logistics
AMFI Mutual Fund (Advisor) Module 2-hour examination – manual as well as online 72-74 MCQs
48Q 1 mark each and 26Q 2 marks each indicated with the question
Max marks 100 Passing marks 50% Negative Marking 25% of the question score Each candidate has a different question paper Each chapter has a weightage which is not disclosed One needs to be thorough with the entire syllabus The language is the tricky part The exam emphasis is on conceptual clarity.
Sample
A capital gain is treated as short-term when the period of holding an asset before its sale is:
a. less than 12 months from the date of purchase b. more than 12 months from the date of purchase c. not exceeding 12 months from the date of purchase d. exceeding 12 months from the date of purchase
AMFI Syllabus
1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15.
Concept & Role of Mutual Funds Fund Structure and Constituents Legal & Regulatory Framework The Offer Document Fund Distribution and Sales Practices Accounting, Valuation and Taxation Investor Services Investment Management Measuring & Evaluating Mutual Fund Performance Helping Investors with Financial Planning Recommending Financial Planning Strategies to Investors Selecting the right Investment Products for Investors Helping Investors understand risks in Fund Investing Recommending Model Portfolios and
AMFI Mutual Fund (Advisor) Module
Preparatory Training Program
Agenda
By the end of the workshop, you shall be able to: understand the key mutual fund concepts required to take the AMFI exam get useful exam practice through quiz and practice tests.
Logistics
Timing Breaks Participation Mobiles
“Learning is not a spectator sport”.
How this session would help
Increased importance of mutual funds Provide the right advice to clients Make your Own/family’s investments wisely You require AMFI Certification to sell anyway!.
Exam logistics
AMFI Mutual Fund (Advisor) Module 2-hour examination – manual as well as online 72-74 MCQs
48Q 1 mark each and 26Q 2 marks each indicated with the question
Max marks 100 Passing marks 50% Negative Marking 25% of the question score Each candidate has a different question paper Each chapter has a weightage which is not disclosed One needs to be thorough with the entire syllabus The language is the tricky part The exam emphasis is on conceptual clarity.
Sample
A capital gain is treated as short-term when the period of holding an asset before its sale is:
a. less than 12 months from the date of purchase b. more than 12 months from the date of purchase c. not exceeding 12 months from the date of purchase d. exceeding 12 months from the date of purchase
AMFI Syllabus
1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15.
Concept & Role of Mutual Funds Fund Structure and Constituents Legal & Regulatory Framework The Offer Document Fund Distribution and Sales Practices Accounting, Valuation and Taxation Investor Services Investment Management Measuring & Evaluating Mutual Fund Performance Helping Investors with Financial Planning Recommending Financial Planning Strategies to Investors Selecting the right Investment Products for Investors Helping Investors understand risks in Fund Investing Recommending Model Portfolios and