Benefit to participants
This program will help create a common minimum knowledge benchmark for all persons involved in selling and distribution of mutual funds, helping them clear the NISM VA exam and making them competent enough to start their distribution practice.
Anyone interested in starting mutual fund distribution business.
Graduates wanting to work with banks and national distributors
2 full days
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.