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Introduction
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Our NISM Series V-A Mutual Funds live course is designed to equip you with the knowledge and skills needed to excel in mutual fund distribution and advisory services. This interactive, instructor-led course covers all essential aspects of mutual funds, from fundamentals and regulations to portfolio management strategies, tailored to help you pass the NISM certification exam with confidence. Gain practical insights through real-world examples and receive personalized guidance from industry experts, ensuring you're fully prepared for both the certification and a successful career in mutual funds.
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Introduction
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Types of Funds
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Key Developments over the Years
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Legal Structure of Mutual Funds in India
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Key Constituents of a Mutual Fund
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Other Service Providers
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Role of Regulators in India
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Investment Restrictions for Schemes
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Investors’ Rights & Obligations
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Can a Mutual Fund Scheme go bust?
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Appendix 1: AMFI Code of Ethics
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Appendix 2: AMFI’s Code of Conduct for Intermediaries of Mutual Funds
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Offer Document – NFO, SID, SAI
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Key Information Memorandum (KIM).
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Appendix 3: Format of Scheme Information Document (SID).
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Appendix 4: Statement of Additional Information (SAI)
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Appendix 5: Key Information Memorandum
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Distribution Channels
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Channel Management Practices
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Accounting and Expenses
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Valuation
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Taxation
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Mutual Fund Investors
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KYC Requirements for Mutual Fund Investors
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PAN Exempt Investments in Mutual Funds
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Additional Requirements applicable for Institutional Investors
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Foreign Account Tax Compliance Act (FATCA) and Common Reporting Standards (CRS)
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Demat Account
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Transactions with Mutual Funds
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Transactions through the Stock Exchange
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Investment Plans and Services
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Appendix 6: KYC Form for Individual
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Appendix 7: KYC Form for Non-Individuals
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Appendix 8: KYC Details Change Form for Individuals
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Appendix 9: KYC Details Change Form for Non-Individuals
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Drivers of Returns and Risk in a Scheme
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Measures of Returns
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Drivers of Risk in a Scheme
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Measures of Risk
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Benchmarks and Performance
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Quantitative Measures of Fund Manager Performance
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How to choose between Scheme Categories?
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How to select a Scheme within a Scheme Category?
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Which is the Better Option within a Scheme?.
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Sources of Data to track Mutual Fund Performance
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Savings and Investment
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Inflation Risk
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Financial and Physical Assets
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Gold – Physical or Financial?.
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Real Estate – Physical or Financial?
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Using Mutual Funds to Meet Investor Goals
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National Pension System (NPS
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Other Financial Products
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Introduction to Financial Planning
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Alternate Financial Planning Approaches
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Life Cycle and Wealth Cycle in Financial Planning
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Risk Profiling
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Asset Allocation
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Model Portfolios
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Behavioral Biases in Investment Decision Making
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Our NISM Series V-A Mutual Funds live course is tailored for aspiring professionals looking to build a career in mutual fund distribution and advisory services. This course covers all critical aspects needed for the NISM certification exam and provides a strong foundation for working in mutual funds.
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