Mutual Fund Distributors Certification Examination

Course Content

The examination seeks to create a common minimum knowledge benchmark for all persons involved in selling and distributing mutual funds including:

• Individual Mutual Fund Distributors
• Employees of organizations engaged in sales and distribution of Mutual Funds
• Employees of Asset Management Companies specially persons engaged in sales and distribution of
  Mutual Funds
• The certification aims to enhance the quality of sales, distribution and related support services in the mutual fund industry.

2 sections • 8 lectures • 10h 5m total length

-Introduction

Requirements:

• Mobile, laptop
• Internet
• Open mind with Learning ability

Examination Objectives:

On successful completion of the Mutual Fund Distributors examination, the candidate should:

• Know the basics of mutual funds, their role and structure, different kinds of mutual fund schemes and their features
• Understand how mutual funds are distributed in the market-place, how schemes are to be evaluated, and how suitable products and services can be recommended to investors and prospective investors in the market.
• Get oriented to the legalities, accounting, valuation and taxation aspects underlying mutual funds and their distribution.
• Get acquainted with financial planning as an approach to investing in mutual funds, as an aid for
  mutual fund distributors to develop long term relationships with their clients.

Assessment Structure:

The NISM-Series-V-A

• 100 questions of 1 mark each.
• 2 hours.
• There will be no negative marking.
• The passing score for the examination is 50%.
• Validity for the certificate is 3 years.

Who this course is for:

• The examination seeks to create a common minimum knowledge benchmark for all persons involved in selling and distributing mutual funds including:
  • Individual Mutual Fund Distributors
  • Employees of organizations engaged in sales and distribution of Mutual Funds
  • Employees of Asset Management Companies specially persons engaged in sales and distribution of Mutual Funds
  • The certification aims to enhance the quality of sales, distribution and related support
    services in the mutual fund industry.