Lesson Description Weightage
1 Concept & Role of a Mutual Fund 6%
2 Fund Structure & Constituents 4%
3 Legal & Regulatory Environment 10%
4 Offer Document 6%
5 Fund Distribution & Channel Management Practices 8%
6 Accounting, Valuation & Taxation 10%
7 Investor Services 12%
8 Return, Risk & Performance of Funds 10%
9 Scheme Selection 10%
10 Selecting the Right Investment Products for Investors 9%
11 Helping Investors with Financial Planning 7%
12 Recommending Model Portfolios & Financial Plans 8%

NISM Series V A : Mutual funds distributors exam preparation options

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