About NISM Mutual Fund Foundation Workbook:
This book aims to enhance the quality of sales, distribution and related support services in the mutual fund industry. This book also teaches financial planning as an approach to investing in mutual funds, and an aid for advisors to develop long-term relationship with their clients. It discusses the concept of scheme evaluation, recommendation of suitable products and services to investors and prospective investors. It will be immensely useful for all those who want to have a better understand of Indian mutual fund industry.
This workbook has been developed to assist candidates in preparing for the National Institute of Securities Markets (NISM) Mutual Fund Foundation Certification Examination. NISM-Series-V-B: Mutual Fund Foundation Certification Examination seeks to create common minimum knowledge benchmark for new cadre of mutual fund distributors, involved in selling and distributing simple and performing mutual fund schemes (as per SEBI circular CIR/IMD/DF/21/2012 dated September 13, 2012).
The book covers all important topics to impart basic knowledge of the mutual funds, their role and structure, various types of mutual fund schemes and their features, distribution of mutual funds, evaluation of specified schemes and rules and regulations related to distribution of specified products. It also covers basics of financial planning as an approach to investing in mutual funds and ways of recommending suitable schemes by this cadre of distributors to prospective investors.
This book aims to create a common minimum knowledge benchmark for new cadre of mutual fund distributors, as per SEBI circular CIR/IMD/DF/21/2012 dated September 13, 2012, involved in selling and distributing simple and performing mutual fund schemes:
- Postal agents
- Retired government and semi-government officials (class III and above or equivalent) with a services of at least 10 years
- Retired teachers with a services of at least 10 years
- Retired bank officers with a service of at least 10 years, and other person as may be notified by AMFI/AMC from time to time.
The key features of this book are as follows:
The Present Publication is the July 2020 workbook version, published exclusively by Taxmann for NISM Certification Examination V-B [Mutual Fund Foundation], with the following noteworthy features:
- Know the basics of mutual fund, their role and structure, different kinds of mutual fund schemes and their features
- Know how mutual funds are distributed in the market-place, how specified schemes are to be evaluated and how suitable schemes can be recommended by this cadre of distributors to prospective investors
- Know the rules and regulations related to distribution of specified products
Coverage of this book includes:
- Investment Landscape
- Concept and Role of a Mutual Fund
- Legal Structure of Mutual Funds
- Mutual Fund Products for the new Cadre of Distributors
- Scheme Related Information
- Fund Distribution and Channel Management Practices
- Performance of Mutual Funds
- Investor Services
- Legal and Regulatory Environment
All the above topics are thoroughly covered in the NISM Mutual Fund Foundation Workbook. Order Now.
Or, if you wish to download a soft copy of the NISM Mutual Fund Foundation Workbook, please visit our NISM Workbooks section. Free Download NISM Mutual Fund Foundation 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
- Securities Operations
- 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 Foundation Workbook now and get guaranteed delivery in 72 hours*
Date of Publication: March 2021
No. of Pages: 304
Weight (Kgs) : 0.37
*Guaranteed 72 hrs delivery is available only in major cities in India.
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