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NISM V-A Mutual Fund Distributors Certifications (Hindi)
Rating: 2.8 out of 5(2 ratings)
12 students

NISM V-A Mutual Fund Distributors Certifications (Hindi)

Clear Mutual Fund Exam in the very first attempt. The course material is in English but Audio is in Hindi.
Created byAbhishek Misra
Last updated 2/2024
English

What you'll learn

  • Possess knowledge of fundamental mutual fund concepts, including their role, structure, various types of schemes, and their distinguishing features.
  • Demonstrate understanding of mutual fund distribution in the market, including scheme evaluation & the ability to recommend suitable products to investors.
  • Familiarize themselves with the legal, accounting, valuation, and taxation aspects associated with mutual funds and their distribution.
  • Gain insight into financial planning methodologies as applied to mutual fund investment.

Course content

1 section24 lectures9h 50m total length
  • CHAPTER 1: INVESTMENT LANDSCAPE - CONCEPTS & MOCK TESTS30:59

    After studying this chapter, you should understand about:

    ➢ Investors and their financial goals

    ➢ Saving or investment

    ➢ Different asset classes

    ➢ Investment risks

    ➢ Risk measures and management strategies

    ➢ Behavioral biases in investment decision-making

    ➢ Risk profiling

    ➢ Understanding asset allocation

    ➢ Do-it-yourself v/s taking professional help

  • CHAPTER 2: CONCEPT AND ROLE OF A MUTUAL FUND - Concepts48:06
  • CHAPTER 2: CONCEPT AND ROLE OF A MUTUAL FUND - Mock Tests39:45
  • CHAPTER 3: LEGAL STRUCTURE OF MUTUAL FUNDS IN INDIA - Concepts42:53
  • CHAPTER 3: LEGAL STRUCTURE OF MUTUAL FUNDS IN INDIA - Mock Tests27:33
  • CHAPTER 4: LEGAL AND REGULATORY FRAMEWORK - Concepts43:16
  • CHAPTER 4: LEGAL AND REGULATORY FRAMEWORK - Mock Tests22:08
  • CHAPTER 5: SCHEME RELATED INFORMATION - Concepts27:18
  • CHAPTER 5: SCHEME RELATED INFORMATION - Mock Tests10:43
  • CHAPTER 6: FUND DISTRIBUTION AND CHANNEL MANAGEMENT PRACTICES - Concepts25:06
  • CHAPTER 6: FUND DISTRIBUTION AND CHANNEL MANAGEMENT PRACTICES - Mock Tests22:02
  • CHAPTER 7: NET ASSET VALUE, TOTAL EXPENSE RATIO AND PRICING OF UNITS - Concepts27:00
  • CHAPTER 7: NET ASSET VALUE, TOTAL EXPENSE RATIO AND PRICING OF UNITS - Mock Test17:47
  • CHAPTER :8 TAXATION - Concepts21:53
  • CHAPTER 9: INVESTOR SERVICES - Concepts Part 122:12
  • CHAPTER 9: INVESTOR SERVICES - Concepts Part 215:18
  • CHAPTER 9: INVESTOR SERVICES - Mock Tests9:33
  • CHAPTER 10: RISK, RETURN AND PERFORMANCE OF FUNDS - Concepts Part 123:32
  • CHAPTER 10: RISK, RETURN AND PERFORMANCE OF FUNDS - Concepts Part 234:08
  • CHAPTER 10: RISK, RETURN AND PERFORMANCE OF FUNDS - Mock Tests16:54
  • CHAPTER 11: MUTUAL FUND SCHEME PERFORMANCE - Concepts16:55
  • CHAPTER 11: MUTUAL FUND SCHEME PERFORMANCE - Mock Test10:40
  • CHAPTER 12: MUTUAL FUND SCHEME SELECTION - Concepts25:51
  • CHAPTER 12: MUTUAL FUND SCHEME SELECTION - Mock Test9:00

Requirements

  • No prerequisites

Description

Upon completing this course, candidates will:

  1. Acquire a comprehensive knowledge of fundamental mutual fund concepts, including their functions, structures, various scheme types, and distinguishing features. This knowledge will provide a solid foundation for understanding how mutual funds operate within the financial market and how they can be utilized as investment vehicles to meet different financial objectives.

  2. Develop proficiency in evaluating mutual fund distribution strategies within the market. This includes understanding the different channels through which mutual funds are distributed, evaluating the performance of various schemes, and being able to recommend suitable products and services to investors based on their risk tolerance, investment goals, and financial preferences.

  3. Gain familiarity with the legal, accounting, valuation, and taxation aspects associated with mutual funds and their distribution. Understanding these components is crucial for navigating the regulatory landscape and ensuring compliance with relevant laws and regulations, which is essential for professionals working in the financial industry.

  4. Obtain insight into financial planning methodologies specific to mutual fund investments. This includes learning about asset allocation, risk management, portfolio diversification, and long-term investment strategies. This knowledge will enable mutual fund distributors to effectively assist clients in creating personalized investment plans tailored to their unique financial circumstances and goals, thereby fostering lasting client relationships built on trust and expertise.

Who this course is for:

  • Individuals interested in mutual fund investment, finance students aspiring to enter the financial industry, professionals engaged in sales and distribution of mutual funds or seeking employment in the investment sector.