Please Enable JavaScript in your Browser to visit this site

NISM Mutual Fund Distributors Level 2 Workbook

245.00

The book covers advanced concepts of mutual funds such as Fund of Funds, Exchange Traded Funds, Real Estate Mutual Funds, Venture Capital Funds, Private Equity Funds and International Funds, new channels of distribution for mutual funds, fund valuation, fund performance measures, etc.

Out of stock

About NISM Mutual Fund Distributors Level 2 Workbook:

The book covers advanced concepts of mutual funds such as Fund of Funds, Exchange Traded Funds, Real Estate Mutual Funds, Venture Capital Funds, Private Equity Funds and International Funds, new channels of distribution for mutual funds, fund valuation, fund performance measures, etc.
This workbook has been developed to assist candidates in preparing for the National Institute of Securities Markets (NISM) Mutual Fund Distributors (Level 2) Certification Examination. NISM-Series-V-C: Mutual Fund Distributors (Level 2) Certification Examination seeks to create common minimum knowledge benchmark for associated persons, i.e., distributors, agents or any persons employed or engaged or to be employed or engaged in the sale and/or distribution of mutual fund products and advisory functions, in order to enable a better understanding of features of advanced mutual fund products, fund valuation, fund performance measurements, investor service and related regulations.

This book aims to create a common minimum knowledge benchmark for associated persons i.e., distributors, agents or any persons employed or engaged or to be employed or engaged in the sale and/or distribution of mutual fund products and advisory functions in order  to enable a better understanding of features of advanced mutual fund products, fund valuations, fund performance measurements, investor service and related regulations.

The key features of this book are as follows:

The Present Publication is the January 2020 workbook version, published exclusively by Taxmann for NISM Certification Examination V-C [Mutual Fund Distributors (Level 2)], with the following noteworthy features:

  • Understand the salient features of the following:
    • Fund of Funds
    • Exchange Traded Funds
    • Real Estate Mutual Funds
    • Real Estate Investment Trusts (REITs)
    • Infrastructure Investment Trusts (InvITs)
    • Venture Capital Funds
    • Private Equity Funds
    • International Funds
  • Know the legalities of real estate mutual funds, REITs and InvITs; investment restrictions applicable to mutual fund schemes; and the processes for making changes in the structure of a mutual fund or any of its schemes
  • Appreciate the working of alternate channels of distribution viz. stock exchange and internet
  • Get acquainted with the approaches fund managers take to manage investments and associated risks
  • Understand how equities, debt, derivatives and real estate are valued in mutual fund schemes
  • Get oriented to the accounting aspects of NAV determination, investor’s transactions with the fund and corporate actions by investee companies
  • Know how taxation affects mutual fund schemes and investors
  • Understand the processes underlying investment in NFO, open-end schemes, closed-end schemes and ETF as well as nomination and pledge processes relating to mutual funds
  • Appreciate how schemes are evaluated
  • Get a historical perspective on returns earned in different asset classes
  • Get acquainted with the issues involved in selling alternate investment products
  • Understand ethical requirements and measures to protect mutual fund investors

Coverage of this book includes:

    • Mutual Fund Structures
    • Legal and Regulatory Environment of Mutual Funds
    • Fund Distribution and Sales Practices
    • Investment and Risk Management
    • Valuation of Schemes
    • Accounting
    • Taxation
    • Investor Services
    • Scheme Evaluation
    • Asset Classes and Alternate Investment Products
    • Cases in Financial Planning
    • Ethics and Investor Protection

All the above topics are thoroughly covered in the NISM Mutual Fund Distributors Level 2 Workbook. Order Now.

Or, if you wish to download a soft copy of the NISM Mutual Fund Distributors Level 2 Workbook, please visit our NISM Workbooks section. Free Download NISM Mutual Fund Distributors Level 2 Workbook PDF

About NISM Certifications:

NISM is a leading provider of high-end professional education, certifications, training and research in financial markets. NISM Certification programs aim to enhance the quality and standards of professionals employees in various segments of financial services sector.

NISM’s School of Certification of Intermediaries (SCI) develops and conducts certification examinations and Continuous Professional Education (CPE) programs that aim to ensure that professional meet the defined minimum common knowledge benchmark for various critical market functions like:

  • Mutual Funds
  • Equities
  • Derivatives
  • Securities Operations
  • Compliance
  • Research Analysis
  • Investment Advice

These Certifications and CPE Programs are being developed and administered by NISM as mandated under ‘Securities and Exchange Board of India (Certification of Associated Persons in the Securities Market) Regulations, 2007’. The Certifications creates quality market professionals and catalyzes greater investor participating in the markets. Certifications also provides structured career paths to students and job aspirants in the securities market.

For more details about NISM Certifications, visit the official NISM website.

Order Now! Buy NISM Mutual Fund Distributors Level 2 Workbook now and get guaranteed delivery in 72 hours*

Publication Details:

Edition: January 2021
Date of Publication: January 2021
No. of Pages: 212
Weight (Kgs) : 0.25
ISBN: 9789390712816
Publication: Taxmann

*Guaranteed 72 hrs delivery is available only in major cities in India.

To Buy Now, click the “Add to Cart” button above.

Weight0.25 kg

Reviews

There are no reviews yet.

Be the first to review “NISM Mutual Fund Distributors Level 2 Workbook”
Shopping Cart
Scroll to Top

Log in

Or Register