Passionate Educator & Corporate Trainer in Financial Markets with over 10000+ hours of Training experience with 950+ sessions in Investor Awareness Programs, Personal Finance & Mutual Funds, having rich experience in designing & delivery of assignments in Financial Domain. Total Experience over 25 years of experience, including 17 years in Financial Services.
NiSM-VA Mutual Fund Distributor Exam Prepration Training require for all persons involved in selling and distributing mutual funds including
Individual Mutual Fund Distributors
Employees of organizations/Banks engaged in sales and distribution of Mutual Funds
Employees of Asset Management Companies specially persons engaged in sales and distribution of Mutual Funds
The certification aims to enhance the quality of sales, distribution and related support services in the mutual fund industry.
Examination Objectives
On successful completion of the Mutual Fund Distributors 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.