Mutual Fund Distribution Essentials
A four week applied course for staff who distribute mutual funds and need to do it properly. Practical, not theoretical.
Participants can match a fund to a stated goal and explain the choice, the cost and the risk in plain language.
Who this is for: Branch staff, distributors and new advisors who sell funds day to day.
Mutual Fund Distribution Essentials
MFD
- Duration
- 4 weeks
- Format
- Live online, two evenings a week
- Schedule
- Monday and Thursday, 7:30pm to 9:00pm India time
- Next cohort
- 22 September 2026
- Listed fee
- Rs 14,500
- Assessment
- An open book assessment plus one recorded product explanation
What it covers
- 01
How a fund is actually built
Mandate, benchmark, and what a fund manager can and cannot do.
- 02
Reading a factsheet properly
The four numbers that matter and the three that mislead.
- 03
Cost, and who pays it
Expense ratios, exit loads and the arithmetic of a long holding period.
- 04
Matching a fund to a goal
Horizon, volatility tolerance and the honest conversation about drawdowns.
What it expects from you
- None
Built for
- branch staff selling funds
- new distributors
- advisors needing a refresher on product mechanics
This level is not for: portfolio managers, senior advisors seeking strategy content. If that sounds like you, the assistant will say so rather than take your application.