To become a Mutual Fund Distributor, it is mandatory to pass NISM Exam for Mutual Fund Distributors. This course helps in clearing the Mutual Fund exam and make a career in the Mutual Fund Industry.
Course Duration: 15 Hours (3 HRS PER DAY) (ONLINE)
Course Contents
- Concept and Role of a Mutual Fund
- Fund Structure and Constituents
- Legal and Regulatory Environment
- Offer Document
- Fund Distribution and Channel Management Practices
- Accounting, Valuation and Taxation
- Investor Services
- Return, Risk and Performance of Funds
- Mutual Fund Scheme Selection
- Selecting the Right Investment Products for Investors
- Helping Investors with Financial Planning
- Recommending Model Portfolios and Financial Plans