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.
