Thursday, January 24, 2008

The subjects covered by the AMFI-Test


The following are the subjects covered by the Test and the workbook contains all the relevant details. The curriculum and list of topics for the test are as under:

  • Part One:
    The Concept and Role of Mutual FundsFund Structures and ConstituentsLegal and Regulatory EnvironmentThe Prospectus/Offer DocumentFund Distribution and Sales PracticesAccounting, Taxation &Valuation NormsInvestor ServicesInvestment ManagementMeasuring and Evaluating Mutual Fund Performance
  • Part Two:
    Helping Investors with Finanacial PlanningRecommending the Financial Planning Strategies for InvestorsSelecting the Right Investment Products for InvestorsHelping Investors Understand Risks in Fund InvestingRecommending the Model Portfolios and Selecting the Right FundsBusiness Ethics in Mutual Funds

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