Persons involved in selling and distributing mutual funds
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
Important features of the book
This workbook assists you in preparing for the NISM Certification Examination for Mutual Fund Distributors.
This 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.
It 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 discusses the concept of scheme evaluation, recommendation of suitable products and services to investors and prospective investors.
About the author: National Institute of Securities Markets (NISM)
Below you can see the list of major topics covered in - "Mutual Fund Distributors (V-A)" workbook.
Concept and Role of a Mutual Fund
Fund Structure and Constituents
Legal and Regulatory Environment
Fund Distribution and Sales Practices
Accounting, Valuation and Taxation
Risk, Return and Performance of Funds
Selecting the Right Investment products for Investors