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

Related Posts

Difference between wealth management and financial planning

What is the difference between wealth management and financial planning? There is a fine line between wealth management and financial planning. This line is often confused by the financial advisor and in turn, they confuse clients. Often both are thought to be the same for the wealthier bunch of people, as both processes fall under […]

Independent Financial Advisor (IFA)

How to become an Independent Financial Advisor (IFA)? Before we understand¬† “How to become an Independent Financial Advisor(IFA)?” let’s first look at what is an Independent Financial Advisor? Who is an Independent Financial Advisor (IFA)? Independent Financial Advisors (IFA) are experts who advise clients about how to meet their financial goals. Clients can invest in […]

Scope of a financial planner in India.

What is the scope of a Financial Planner in India? In a market overflowing with banks financial services from government endowed investment schemes to mutual funds; each of them claiming to be the right place to put your hard earned money to watch it grow, there is an unprecedented need for appropriate guidance so that […]