Understanding Investment Vehicles

 

In this eLearning module on Understanding Investment Vehicles, we will learn about the various investment vehicles available in India like Mutual Funds, Portfolio Management Services, Alternate Investment Funds, Insurance, Pension products. We will also focus on mapping asset allocation with investor's risk profile.

 

Coverage and structure for eLearning module

 

Topic

Sub-topic

Investment Vehicles

  • Introduction to Small Savings Instrument
  • GMS vs Gold ETFs
  • An Overview
  • Types of Investment Vehicles

Mutual Funds

  • An Overview
  • Direct Investment vs. Mutual Funds
  • Systematic Investment Plan

Portfolio Management Services

  • An Overview
  • Charges in PMS
  • Growth of PMS in India

Alternate Investment Funds

  • An Overview
  • Types of AIF
  • Angel Funds
  • Growth of AIFs in India

Insurance

  • Life Insurance : An Overview
  • General Insurance
  • Growth of General Insurance in India
  • Unit Linked Insurance Plans
  • Performance of ULIPs

Pension Products

  • Overview of Pension Products

Real Estate Investment Trust

  • Overview of Real Estate Investment Trust

Mapping Asset Allocation with Investor’s Risk Profile

  • What you should know?

 

 

Module Fees: Rs. 2500/-                                  Access period: 3 months                                 Learning time: 3 hours

 

 

Steps to purchase

 

  • Go to CRISIL Learning platform https://training.crisil.com/
  • On https://training.crisil.com/ (CRISIL Learning platform) – sign up to create your unique login ID and password
  • Once your account is set up, search for "Understanding Investment Vehicles" from the search bar
  • Select the e-learning module - Understanding Investment Vehicles, and click on buy now; it will get added to your cart
  • Click on 'Cart' and purchase the module(s) with your debit or credit card

Features of eLearning modules:

 

 

Real life case studies

 

Real life case studies built leveraging our expertise in research, ratings & risk solutions

 

Expert Speak

 

Insights incorporated in eLearning, based on 15+ years of classroom training experience

 

Glossary & Resources

 

End to end structure comprising basic definitions to advanced readings

 

Visuals for workflows

 

Use of visuals to show a complex process or workflow

 

Interactive examples

 

Interspersed with practice exercises and interactive examples to help apply concepts

 

Knowledge checks

 

Knowledge checks at the end of each topic to ensure absorption of concepts

 

Animations

 

Animations & Characters to make complex concepts easy to learn

 

Gamification

 

Final assessment questions & gamification at the end of the module to ensure learning objectives are met