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Mutual Fund Distributors

National Institute of Securities Markets (NISM) (Author)

This workbook has been developed to assist candidates in preparing for the National Institute of Securities Markets (NISM) Certification Examination for Mutual Fund Distributors. NISM-Series-V-A: Mutual Fund Distributors Certification Examination seeks to create a common minimum knowledge benchmark for all persons involved in selling and distributing mutual funds including individual Mutual Fund Distributors, employees of organizations engaged in sales and distribution of Mutual Funds, employees of Asset Management Companies specially persons engaged in sales and distribution of Mutual Funds.

The book covers all important topics to enhance the quality of sales, distribution and related support services in the mutual fund industry. It covers topics related to the basics of mutual funds, their role and structure, different kinds of mutual fund schemes and their features, accounting, valuation and taxation aspects underlying mutual funds and their distribution. This course teaches financial planning as an approach to investing in mutual funds, and an aid for advisors to develop long term relationships with their clients. The book also discusses the concept of scheme evaluation, recommendation of suitable products and services to investors and prospective investors.

Contents: 1. Concept and role of a mutual fund. 2. Fund structure and constituents. 3. Legal and regulatory environment. 4. Offer document. 5. Fund distribution and channel management practices. 6. Accounting, valuation and taxation. 7. Investor services. 8. Return, risk and performance of funds. 9. Scheme selection. 10. Selecting the right investment products for investors. 11. Helping investors with financial planning. 12. Recommending model portfolios and financial plans.

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Bibliographic information

Title Mutual Fund Distributors
Format Softcover
Date published: 31.12.2018
Edition 1st. ed.
Language: English
isbn 9789387702851
length 336p.