Course Details
The NISM Mutual Fund Certification Examination (Series V-A) is specifically designed to test and certify individuals working in the mutual fund industry.
This exam primarily aims to assess the knowledge and understanding of individuals regarding mutual funds, their operations, regulations, and various other aspects related to the mutual fund industry.
Key Areas Covered in NISM Mutual Fund Exam:
• Fundamentals of Mutual Funds
• Regulations and Legal Framework
• Investment Products and Strategies
• Fund Distribution and Marketing
• Valuation and Accounting
• Ethics and Code of Conduct
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Importance of NISM Mutual Fund Exam:
• Professional Credibility: Passing the NISM Series V-A exam is often a prerequisite for professionals working in the mutual fund industry. It demonstrates a certain level of expertise and knowledge in the field.
• Regulatory Compliance: Individuals handling mutual funds or associated with the industry need to be well-versed with regulatory guidelines. This exam ensures adherence to regulatory standards.
• Enhanced Career Opportunities: Certification can open up career advancement opportunities within the mutual fund industry, enabling individuals to take on more responsible roles.
• Mutual Fund Distributer : Certification can open up career advancement opportunities within the mutual fund industry, Any one can be registered as Mutual Fund Distributer (MFD) and can be start his/her career in this field like mutual fund distributer or Mutual fund advisiors.
Syllabus Of NISM Mutual Fund Module
Chapter 1 : Concept and Role of a Mutual Fund.
Chapter 2 : Fund Structure and Constituents.
Chapter 3 : Legal and Regulatory Environment.
Chapter 4 : Offer Document.
Chapter 5 : Fund Distribution and channel Management Practices.
Chapter 6 : Accounting, Valuation and Taxation.
Chapter 7 : Investor Services.
Chapter 8 : Return, Risk & Performance of Funds.
Chapter 9 : Scheme Selection.
Chapter 10 : Selecting the right investment products for investors.
Chapter 11 : Helping Investors with Financial Planning.
Chapter 12 : Recommending Model Portfolios and Financial Plans.
