Program Name: -- Mutual Fund Preparatory Module –NISM VA- (2 Days)

Program Name: -- Mutual Fund Preparatory Module –NISM VA- (2 Days)

Objective of the program:--

As part of empowering Skill and learning in the field of Financial Service, this program facilitates entry of a student and professional into Asset Management Business. Anybody aspiring to engage with Mutual Fund Industry in capacity either as an employee or as a financial advisor needs to clear NISM VA – Mutual fund Distributor module to fulfill the Regulatory criterion. This Module is must for anybody willing to associate with Mutual fund/ Capital marker or with any financial intermediary.

Program Details :----

The program for Mutual Fund Industry will follow the curriculum as prescribed by Industry Regulator SEBI through NISM – National Institute of Security Market.  The participant will be provided with 2 days class room engagement on subject and on line learning material for practice and revision as part of preparation. We will provide candidate with study material, Sample question and answer and verbal guidance. Candidate will be further supported through online and off line mock test.

Following the program participant will appear for NISM VA module of examination by NISM. The NISM VA-examination is conducted in an on line format for 100 marks and in MCQ objective assessment format. The successful candidate will be awarded with NISM – VA certification which makes one Industry ready on all counts.

Program Curriculum: --   Day – 1:--

a)      Concept and Role of Mutual Fund.

b)      Fund Structure and Constituent.

c)      Legal and regulatory Environment.

d)      Offer Document

e)      Fund Distribution and Channel Management Practice.

f)       Accounting Valuation and Taxation

Program Curriculum: --   Day – 2:--

a)      Investor Services

b)      Return, Risk and performance of Fund.

c)      Scheme Selection.

d)      Selecting the Right Investment Product.

e)      Helping Investor with Financial Planning.

f)       Recommending Model Portfolio and Financial Plans.

Fee:--

As an introductory program, we are offering this program on conditional terms to limited number of participant (Batch Size – 35). However the participant will have to bear the cost NISM – VA Examination which is paid to NISM – Mumbai @1500/- per candidates. The examination fee shall be deposited at the time of Registration for Training of this Program