On successful completion of this course, the candidate should:

• Know the basics of mutual funds, their role and structure, different kinds of mutual fund schemes and their features
• Know how mutual funds are distributed in the market-place, how specified schemes are to be evaluated and how suitable schemes can be recommended by this cadre of distributors to prospective investors.
• Know the rules and regulations related to the distribution of specified products.
• Know the basics of financial planning as an approach to investing in mutual funds.