Mutual funds Course Training in Hyderabad

NISM SERIES V-A: MUTUAL FUND DISTRIBUTION TRAINING IN HYDERABAD

Certification Course and Exam conducted by the National Institute of Securities Markets – NISM, which covers the following topics.

1. Introduction – What, Why, How, Operate, Concept & Role of Mutual Funds (MF).
2. Advantages of MF’s – Professional Management, Portfolio Diversification, Liquidity, Tax benefits, convenient options, etc.
3. Types of MF’s –
   • Open-ended, close-ended & Interval Funds
   • Active & Passive Managed Funds
   • Debt, Equity & Hybrid Funds, etc.
4. Legal & Constituents of Funds – Sponsor, Trustee, AMC & Custodian.
5. Legal & Regulatory Bodies – SEBI, SRO’s, & AMFI. 5. Offer Document – NFO, SID & SAI.
6. Distribution channels fund schemes to reach investors – Individual, Institutional, Internet & Stock Exchanges.
7. Accounting, Valuation of funds & Taxation.
8. investor Services – KYC, PAN, Demat, etc.
9. Drivers and Measures of Returns & Risk.
10. Selection of Scheme & Products to help Investors.