Test objectives.

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.

Test Details.
Fee: 1000/-
Duration: 120 minutes
No. of questions: 100
Maximum marks: 100, Passing marks: 50 (50%); There is negative marking of 25% in this module.
Certificate validity: For successful candidates, certificates are valid for 3 years from the test date. 

Course outline.

  • Concept and Role of a Mutual Fund.
  • Fund Structure and Constituents.
  • Legal and Regulatory Environment.  
  • Offer Document.
  • Fund Distribution and Sales Practices.
  • Risk, return and performance of funds.
  • Selecting the Right Investment products for Investors.
Recommending Model Portfolios and Financial Plans  

Forth Coming Batch

NISM Series V-A: Mutual Fund

02-01-2019
27-01-2019
28-01-2019

Depository Operation

07-02-2019
10-02-2019
19-02-2019

NISM SeriesI:Currency Module

07-03-2019
17-03-2019
27-03-2019

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