NV FINANCIAL ACADEMY
LEARNING SIMPLIFIED
NISM Series V-A: Mutual Fund Distributors
Program Introduction
The course 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.
Course Structure
An efficient mix of ‘Practical’ & ‘Theoretical’ subject matter. The salient features are
1
This Course Includes -
Request a Mentor
Course Material (PDF)
Video Tutorials
Chapter Wise Study
Chapter Wise Mock Test
500 Question Mock Test
2
Course chapters -
Ch 1: Investment landscape
Ch 2: Concept and role of a mutual fund
Ch 3: Legal structure of mutual funds in india
Ch 4: Legal and regulatory framework
Ch 5: Scheme related information
Ch 6: Fund distribution and channel management practices
Ch 7: Net asset value, total expense ratio andpricing of units
Ch 8: Taxation
Ch 9: Investor services
Ch 10: Risk, return and performance of funds
Ch 11: Mutual fund scheme performance
Ch 12: Mutual fund scheme selection
What will you learn from this course?
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.
