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Basic Course
Basic Course 2 - Objections Handling and Creating a Script
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| Chapter | Content | Start Time | End Time | Total Course Time | Total Time |
| 1 | Objections Handling - 5 Step Approach | 00:00 | 17:02 | 17:02 | |
| 2 | Create a Script of Objections and Play Act | 17:02 | 38:02 | 21:00 | 00:38:02 |
Basic Course 3 - How to Get Prospects
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| Chapter | Content | Start Time | End Time | Total Course Time | Total Time |
| 1 | How and where to solicit for Prospects for Mutual Fund practice | 00:00 | 13:51 | 13:51 | |
| 2 | Pro & Cons of Cold calling to generate leads - how to use it effectively? | 13:51 | 29:45 | 15:54 | |
| 3 | What should be pitched to new prospects - Low Hanging Fruits in Mutual Fund schemes | 29:45 | 44:55 | 15:10 | 00:44:55 |
Basic Course 4 - Operational Aspects of conducting MF practice
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| Chapter | Content | Start Time | End Time | Total Course Time | Total Time |
| 1 | Operational Aspects of conducting MF practice - KYC, Application Form to fill for Lump sum, SIP, STP, | 00:00 | 31:27 | 31:27 | 00:31:27 |
Intermediate Course
Intermediate Course 1 - 5 and 10 Point Mantras - Need and Solution Approach
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| Chapter | Content | Start Time | End Time | Total Course Time | Total Time |
| 1 | 5 Point Mantra to get Mind Share and Wallet Share of Investors | 00:00 | 13:05 | 13:05 | |
| 2 | 10 Point Mantra to Enhance Mutual Fund practice | 13:05 | 50:21 | 37:16 | 50:21 |
Intermediate Course 2 - Change Mind Sets and Quantitative and Qualitative Analysis of Schemes
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| Chapter | Content | Start Time | End Time | Total Course Time | Total Time |
| 1 | Change Mind Sets | 00:00 | 12:59 | 12:59 | |
| 2 | Different asset classes and different holding periods for each asset class | 12:59 | 26:04 | 13:05 | |
| 3 | How to select Schemes - Based on both Quantitative and Qualitative analysis | 26:04 | 45:45 | 19:41 | 45:45 |
Intermediate Course 3 - Investor Behavior and Biases
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| Chapter | Content | Start Time | End Time | Total Course Time | Total Time |
| 1 | Investor Behavior and Biases | 00:00 | 17:44 | 17:44 | |
| 2 | 10 Intertwined reasons why Investment returns are not Investor returns | 17:44 | 41:03 | 23:19 | 00:41:03 |
Intermediate Course 4 - Soft Skills
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| Chapter | Content | Start Time | End Time | Total Course Time | Total Time |
| 1 | Let us understand our Mandate, Duties and Responsibilities of MFDs | 00:00 | 19:49 | 19:49 | |
| 2 | How to Conduct Effective Sales Meets | 19:49 | 48:14 | 28:25 | |
| 3 | 10 Ways to Think Differently - to help us be constantly in front of our Investors | 48:14 | 01:05:20 | 17:06 | 01:05:20 |
Intermediate Course 5 - Senior Citizen Solutions and Financial Freedom
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| Chapter | Content | Start Time | End Time | Total Course Time | Total Time |
| 1 | Difference between Retrement & Financial Independence - How and Why to achieve | 00:00 | 16:07 | 16:07 | |
| 2 | Retirement Solutions for Senior Citizens | 16:07 | 33:19 | 17:12 | 33:19 |
Advance Course
Advance Course 1 - Unlearn to Relearn
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| Chapter | Content | Start Time | End Time | Total Course Time | Total Time |
| 1 | Unlearn to Relearn - Part 1 | 00:00 | 29:37 | 29:37 | |
| 2 | Unlearn to Relearn - Part 2 | 29:37 | 46:40 | 17:03 | 46:40 |
Advance Course 2 - Importance of Asset Allocation and DAAF
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| Chapter | Content | Start Time | End Time | Total Course Time | Total Time |
| 1 | Asset Allocation and its Importance | 00:00 | 13:24 | 13:24 | |
| 2 | Can we do Asset Allocation on our own? What is the Solution? | 13:24 | 26:13 | 12:49 | 26:13 |
Advance Course 3A - How to Position Debt Schemes - Part 1
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| Chapter | Content | Start Time | End Time | Total Course Time | Total Time |
| 1 | Why Think Debt - Think Long Term - Different nuances of Debt market investing | 00:00 | 41:25 | 41:25 | 41:25 |
Advance Course 3B - How to Position Debt Schemes - Part 2
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| Chapter | Content | Start Time | End Time | Total Course Time | Total Time |
| 1 | Debt Market constituents that deteremine interest rate direction & Different types of Debt Market Instruments | 00:00 | 10:40 | 10:40 | |
| 2 | Understanding Debt Market Jargons - Accrual, MTM, Duration, Yield Curves, etc. | 10:40 | 19:27 | 08:47 | |
| 3 | Understanding Economic Jargons like GDP, CAD, Fiscal Deficit, etc. | 19:27 | 23:00 | 03:33 | |
| 4 | Understanding Bond market concepts like HTM, Roll Down, Constantly Roll Down, Compressionetc. | 23:00 | 30:40 | 07:40 | |
| 5 | How Concepts are used to Construct Schemes | 30:40 | 39:18 | 08:38 | |
| 6 | Different Types of Risks in Debt Markets - Interest rate, Credit, Liquidity & Reinvestment | 39:18 | 45:47 | 06:29 | 45:47 |
Advance Course 4 - Understanding Equity Markets and Jargons
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| Chapter | Content | Start Time | End Time | Total Course Time | Total Time |
| 1 | Understanding Equity Markets and Various Valuation Ratios, Why Respect Market Valuations | 00:00 | 26:32 | 26:32 | 26:32 |
Basic Course 1 - Mutual Funds and Different Asset Classes