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NISM-Series-V-A: Mutual Fund Distributors Training and Certification Examination

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Course offered by Innoverro Learn

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Training Professional with 13+ years of experience in, Stock Broking, Mutual Fund, Wealth Management, Life Insurance, Training. A Certified Financial Planner from Financial Planning Standard Board, India (FPSB India) and Associate of Insurance Institute of India (A.III).

 

Are you looking for career Opportunities in companies like Stock Broking,Mutual Funds,Investment Services,Wealth Management,Micro Finance,NBFC,Financial Analysis & Research and Banks?

Today in most of the above companies NISM/NCFM Certifications are manditory,without this corporate cannot recruit the people for most of the positions as per the SEBI guidlines.By Obtaining these certifications one can gain immense knowledge and confidence to perform his job and handle the queries of the customers.Our practical and real time training from industry expert trainers will help you to understand the concepts by sharing the experience,showing the live trading software and provides the case studies.

NISM-Series-V-A: Mutual Fund Distributors Training and Certification Examination

Training and Certification Objectives:

On successful completion of the examination the candidate should:

  • Know the basics of mutual funds, their role and structure, different kinds of mutual fund schemes and their features
  • Understand how mutual funds are distributed in the market-place, how schemes are to be evaluated, and how suitable products and services can be recommended to investors and prospective investors in the market.
  • Get oriented to the legalities, accounting, valuation and taxation aspects underlying mutual funds and their distribution.
  • Get acquainted with financial planning as an approach to investing in mutual funds, as an aid for mutual fund distributors to develop long term relationships with their clients.

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Innoverro Learn

MBA, LL.B, CFP (Certified Financial Planner),

Training Professional with 13+ years of experience in, Stock Brooking, Mutual Fund, Wealth Management, Life Insurance, Training. A Certified Financial Planner from Financial Planning Standard Board, India (FPSB India) and Associate of Insurance Institute of India (A.III).

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